Editing standard activity data

To edit the data of a standard activity, locate it and select it in the main screen list of records. After that, click on the

button.

At this point, the standard activity data screen will be displayed for editing. If the standard activity was created from a copy, the fields described below will be filled out with the information of the standard activity that originated it.

Activity data

In addition to identification data, the following fields will be available for editing:

ID #: This field displays the number or code entered when adding the activity, and it is possible to edit it. If it was created from a copy, the ID # will start with "Copy of".

Name: This field displays the name entered when adding the activity, and it is possible to edit it. If it was created from a copy, the ID # will start with "Copy of".

Standard activity type: This field displays the standard activity type selected during the addition, although it is possible to edit it. In that case, select the type that will classify the standard activity. Use the other buttons to add a type to classify the standard activity and clear the field.

Activity classification: Select the standard activity classification. Use the other buttons next to the field to add a classification and associate it with the activity and clear the field.

Procedure: Select the procedure to be followed during the execution of the standard activity. If in the general parameters the "Integration with SE Document" option is:

▪Checked: Documents from SE Document will be available for selection. In this case, locate and select the desired document. Use the other buttons next to the field to clear it and view the electronic file of the selected document.

▪Unchecked: The procedures previously created in the system will be available for selection. In this case, select the desired procedure. Use the other buttons next to the field to add a procedure and associate it with the activity, clear the field and view the electronic file of the selected procedure.

Checklist: Select the checklist that must be answered when executing the standard activity. Use the other buttons next to the field to add a checklist and associate it with the activity and clear the field.

Responsible team for planning: Select the team whose members will be responsible for planning the activities based on this template. Use the other buttons next to the field to add a team and set it as the responsible team and clear the field.

Responsible team for execution: Select the team whose members will be responsible for executing the activities based on this template.

Enabled: The automatic identification resource will be used when adding activities based on this template. The following fields will be enabled:

▪Identification mask: Select the desired identification mask. Use the other buttons next to the field to add a new mask, use it to generate the ID # and clear the field.

▪Enable ID # change: Check this option to allow the generated ID # to be manually edited when adding activities based on this template. If it is not checked, the generated ID # may not be edited.

Disabled: The ID #s must be manually entered by the user who is adding activities based on this template.

Publish report in SE Document: Available only if the SE Document component is part of the solutions acquired by your organization:

▪Enabled: Indicates that documents of the reports of the activities based on this template will be created in the SE Document component. In the field that will be enabled, select the category in which the documents (reports) will be created. Use the other buttons next to the field to add a category and associate it with the standard activity and clear the field. Refer to the specific documentation of the SE Document component for more information about document categories.

▪Disabled: Documents of the reports of the activities based on this template will not be created in the SE Document component.

Interrupt asset during all execution: The usage of the asset will be interrupted during the entire period in which the activity based on this template is under execution.

Interrupt asset for ___ hour(s): The usage of the asset will be interrupted during a certain number of hours while the activity based on this template is under execution.

In this case, click on Enter period and enter the number of hours through which the asset will be interrupted. Thus, when the activity is under execution, a downtime record will be generated in the system.

Read asset meter: When the activity based on this template is under execution, it will be possible to execute the reading of the asset meter through the SE Maintenance component. Refer to the Meter reading section of the specific documentation of this component for more information. Case.

Calibration activity: Indicates that the activities based on this template will be calibration activities. This option will not be available for editing after saving the record for the first time.

Service center: Select the service center responsible for programming/executing the activities based on this template. Use the other buttons next to the field to add a new service center, associate it with the activity and clear the field.

Responsible technician: Select the technician responsible for programming/executing the activities based on this template. Only the resources associated with the service center selected previously will be available for selection.

Description: Record the important points that must be executed during plan activity (verification, maintenance or calibration). This field has a Rich Text editor that lets you format text (set or change font type, size, and color, apply bold, italic, and underline), format paragraphs, insert tables, links, and images.

Programming approval: By enabling this field, the activities based on this template will go through the programming approval step. To do that, select one of the following options to define the route type responsible for the approval:

▪Variable: Defines that the responsibility route may be selected/edited during the activity programming, as well as allowing the editing of its members.

▪Fixed: Defines that the responsibility route may be selected/edited during the activity programming, but it will not be possible to edit its members.

▪Fixed & unique: Defines that there will be a default responsibility route for all activities based on this template, and it cannot be edited through the data screen (nor its members).

Fill out the Responsibility route field to preset the route that will be used for the programming approval of the activities based on this template. The filling in of this field is mandatory if the route type is "Fixed & unique". If another route type option is selected and this field is filled out, the system will use the entered responsibility route, but it will be possible to edit it during the activity programming. Only approval responsibility routes will be available for selection.

Execution approval: By enabling this field, the activities based on this template will go through the approval step. To do that, select the option that corresponds to the approval responsibility route type: Variable, Fixed or Fixed & unique (see a detailed description for each type in the previous option).

Fill out the Responsibility route field to preset the route that will be used for the execution approval of the activities based on this template. The filling in of this field is mandatory if the route type is "Fixed & unique". If another route type option is selected and this field is filled out, the system will use the entered responsibility route, but it will be possible to edit it during the activity execution. Only the approval responsibility routes will be available for selection.

Use the other buttons next to the field to add a new responsibility route, edit the data of the selected route, and clear the field.

Frequency suggested for plans: Select the frequency in which the activities of the plans based on the standard activity will be executed: The frequency configured in this section will automatically be filled in during the recording of the verification, calibration, maintenance and maintenance route plans based on this standard activity:

Frequency type: It is important to note that the frequency configured in this section will automatically be filled in during the recording of the verification, calibration, maintenance and maintenance route plans based on this standard activity. Select the frequency in which the activities of the plans based on the standard activity will be executed:

▪Execution date: The activity of the plan will be executed on a specific date.

▪First use: The activity of the plan will be executed at the determined frequency after the first use of the asset.

▪Usage time: The activity of the plan will be executed at the determined frequency of the asset usage time.

Frequency: Enter the "unit" number with which the activities of the plan will be carried out.

Unit: Define if the frequency will be calculated in days, weeks, months or years. For example: every 3 days, every 2 months, every year, among others. In addition to the option configured in this field, the system will take into account the previously selected frequency type.

Date visualization: Configure how the deadline for executing activities of the plan will be displayed on the system screens:

▪Day/month/year: In this case, the system will validate if the execution date is a working day in accordance with the defined schedule and, if it is not, will change the execution to the last working day.

▪Month/year: In this case, the system will generate the task on the last day of the month.

Meter-based frequency suggested for plans: That the frequency configured in this section will automatically be filled in during the recording of the verification, calibration, maintenance and maintenance route plans based on this standard activity. If the fields of the section are edited, use the Replicate value button for the new configurations to be applied to the plan and to the activities based on this template. In this case, a screen where the plans that inherit the new configuration should be selected will be displayed. Only plans that have been created with the "Inherit activity data" option will be listed.

Frequency: Enter the value that upon reaching the meter will generate the due date task of the verification, calibration or maintenance plans.

Anticipation: Fill out this field if you wish for the tasks to be generated before the meter reaches the value established in the previous field. In this case, enter the anticipation for generating the plan due date tasks (verification, calibration or maintenance).

For example, if the mileage of a vehicle is measured in the asset, the frequency can be set for every 10,000 km read on the meter, but the plan due date task can be generated with 1,000 km in advance, that is, once the meter reaches 9,000 km, the plan due date task will be generated.

Priority: The frequency configured in this section will automatically be filled in during the recording of the verification, calibration, maintenance and maintenance route plans based on this standard activity:

If the fields of the section are edited, use the Replicate value button for the new configurations to be applied to the plan and to the activities based on this template. In this case, a screen where the plans that inherit the new configuration should be selected will be displayed. Only plans that have been created with the "Inherit activity data" option will be listed.

Evaluation method: Fill out this field to predefine the priority of the activities based on this template. In this case, select the desired evaluation method. After that, the evaluation criteria will be displayed. Select the desired value for each criterion that will be displayed. The method to enter the available values and criteria will vary according to the configurations made in the selected evaluation method.

Attributes

Use this section to define attributes to complement the information of the activities based on this template. It will display the attributes defined in the type that classifies the activity, and it will be possible to customize them. On the side toolbar, the following buttons are available:

	Click on this button to associate an attribute that was previously created in the system with the standard activity. Refer to the Adding attributes section for further details on how to perform this operation.
	Click on this button to disassociate the attribute selected in the list of records from the standard activity.

Timesheet attributes

This section will only be displayed if the "Integration with SE Time Control" option was checked in the general parameters. It will display the timesheet attributes defined in the type that classifies the activity, and it will be possible to customize them. On the side toolbar, the following buttons are available:

	Click on this button to associate an attribute. Refer to the Adding attributes section for further details on how to perform this operation.
	Click on this button to disassociate the attribute selected in the list of records from the standard activity.

Associations

In this section, all plans created from the standard activity in question will be displayed. Click on the

button on the side toolbar to view the data of the plan selected in the list of records.

To check the details on how to proceed with the configuration or changes in the other sections of this screen, access the description of the corresponding section: