Activities are used in WiP and ALLtime and are a method of identifying what funds have been spent on, in relation to time spent by employees. To access the activities grid click on the activities button in enPractice, this will display the following grid:
As you can see there is only 4 actions available, add, edit or delete an activity, and filter on group; double clicking on an activity will act as editing the selected activity.
Add an Activity
To add an activity press the add activity button, this will then display the following screen:
Fill in the required information and then click on ok to finish, below is a list of the information needed:
| • | Code - a code to for the system to identify the activity. |
| • | Description - Name of the activity. |
| • | Charge Rate - check this option if this activity costs money, if so then select the cost per unit for this activity. |
| • | View Group - this is the user group that has security to view this activity, select no group applied for all groups to be able to use this activity. |
In addition Standard Cost data can be recorded.
Editing an Activity
To edit an activity you can either double click on an activity or select the activity and then click the edit button. Editing an activity will use the same screen as adding an activity.
Delete Activity
Deletes the selected activity, a confirmation prompt will be displayed so that the user doesn't accidentally delete an activity.