Activities can be created in order to be visible in the various schedule views (holidays, training, illness ...). These activities can be created for a Technician, a Team or everyone.
1 : click on "Settings" from any view
2 : click on "Activity Types"
Example: to add a "Vacation" activity
1 : Name the activity
2 : Choose between 2 Types of activities : "At work activity" and "Unavailability" knowing that Unavailabilities will create a conflict whenever a job is scheduled at the same time.
3 : Pick the color you want to associate to this activity
4 : Finally, click on the "Add" button
Example : let's create an activity "Vacation" for a Technician
1 : Click on "Schedule"
2 : Click on "Activities"
You must complete the information in the dialog box and click the button "Save" :
1 : You can choose between one user or all users.
2 : You can choose between one technician team or all teams (If you select "All Users", you have to leave on to "All Teams")
3 : Select an activity
4 & 5 : Enter a start date and an end date (the start time and end time are optional, except in the case where you schedule an activity for 1 day only)
6 : A Note Field is available
Example: we have created a Day-off activity for everyone
For more details on how to use activities on the mobile application please click here.
Please note that if you activate the Time Tracking in "Settings" > "Options" you will have access to other options.
You will be able to:
1 : Create a 3rd type of activity : Travel
2 : Choose whether you want to consider the activity as payable or not
Travel activities can only be started from the mobile application as they enable you to get a travel's real duration as well as the distances made by technicians during their work days.
For more details on this option check the article "Time Tracking".
IMPORT YOUR ACTIVITES
Synchroteam also allows you to import your activities.
To do so go to “Settings” (1) > “Import / Export” (2), click on “Import Activities” (3), then “Upload”, select your csv. file, click on “Preview” and proceed with the mapping of your fields (4) before importing your file (5).
Your file must contain at least the activity name and the start and end date.
If you leave the technician and group fields empty, then the activity will be scheduled for all technicians.