How to Schedule an Activity in Asset Infinity
In this video. We will show you how to schedule an activity in Asset Infinity. This feature can be used to schedule activities for preventive maintenance of assets.
An activity can be scheduled with or without an asset.
First, select the asset for which activity is required to be scheduled.
Click on the schedule activity button present on the home page.
Here, you can create single or multiple schedules for the selected assets.
The asset code and asset name of the selected asset will be displayed on the top.
Select the activity type. You can create new activity types from application settings.
Select the user group if the activity is assigned to a group of users.
Or just select the assignee name from the drop-down list to assign the schedule’s activity to a user.
You can enter the description of the activities being scheduled. This will help to have detailed information for the activity.
You can attach files like user manuals or guides for reference.
Asset location is selected automatically as per the asset’s location, else you can manually choose from the dropdown.
In the next section. You can enter occurrence details such as: Yearly, monthly, weekly, daily, one time or custom.
Enter the start date whenever the schedule should start and end date of the schedule if it’s a fixed duration schedule.
Select the number of days users to start getting reminders before the activity.
You can also give reminders to multiple users by just adding their emails in cc.
You can set the default vendor and tentative expenses for the entire schedule. These values can be changed for each activity afterward. After entering all the required details. Click on save. The schedule and the first activity will be created.
You can see the list of schedules created in the grid in the application.
You can also schedule a demo with us if you would like to know more about our product by visiting this page: https://www.assetinfinity.com/schedule-a-demo or simply sign for a trial account here: https://www.assetinfinity.com/signup