Audience: Dispatchers and administrators
Link field tasks to data collection forms, technical sheets, and validation rules. Ensure technicians in the field can only access relevant fields and mandatory documents for the specific work they perform.
Prerequisites
Before you start:
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To add a new activity, see Create activities.
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To understand more about interventions, see Configure intervention groups.
Follow the UI path
All following instructions start from this system path:
Configuration > Core > Work Order Management > Activity
Add intervention groups to activities
To match access to activity information with specific intervention groups:
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In the Activity list, in the activity’s row, click the Intervention group icon.
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Enter desired parameters like:
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Service type
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Intervention group
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Outcome type
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Outcome cause type
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Outcome cause
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Click Search.
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In the Intervention group rules list, select the intervention group.
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Click Save.
What’s next
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To define which skills belong with certain activities, see Associate skills with activities.
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To define which outcomes you can use with certain activities, see Associate outcomes with activities.
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To import many activities from a .xlsx file, see Mass import activities.