Creating and Managing Activities
1. Introduction
In this guide, you will learn how to create new activities, edit existing activities, and navigate through the filters on the Activity Management page.
2. Access Activity Management Page
To navigate to the Activity Management page, select the Activity link at the top left area from any of the Worksite pages.
3. Activity Management Page
The Activity Management page will list out all Activities that have been created for the selected location. From here, you will be able to create new Activities, as well as edit and delete existing Activities.
4. Creating A New Activity
To create a new Activity, select the blue [Add Activity] button at the top right corner of the page.
5. New Activity Modal
After selecting the [Add Activity] button, the Create New Activity modal will appear on the screen to be filled out.
6. Populate Activity Details
Begin by creating a name for the Activity you are creating. If the Activity is also being tracked in another system, consider using the same name to keep it consistent between the systems.
Next you can assign a company. If a specific company is going to be doing the work, select that company from the Company dropdown list. The company field can also be left blank.
Select the Project that the Activity falls under. If the intended Project is not listed, it can be added in the Asset Configuration modal for the location.
Select the status of the Activity.
Then enter in the Activity Scope details. This can consist of a description of the work, Work Order details, dates, etc. If the Activity is being tracked in other systems, consider entering in the same scope information entered there.
7. Populate Activity Details Continued
Next you will want to enter in the estimated starting and ending dates for the Activity. These dates will limit the dates events associated with the Activity can be added to the schedule, so if the dates of an Activity change, you will need to edit the dates for the Activity at that time.
Next enter in the Max POB Impact. This identifies what is the maximum number of passengers are allowed to be working on the Activity at any given time and will trigger visual warnings on the schedule if it is exceeded.
Then enter the Activities Reference Number if available. If the Activity is being tracked in a separate system, it will generally have a reference number, or unique ID. You can enter that number here to assist in mapping events in the Helipass system back to the Activities in the other system.
Enter in the cost code or codes that are associated with the Activity.
Then select any Activities that this Activity depends on getting done prior to being worked under the Depends On dropdown. Select any Activities that depends on this Activity being completed before being worked in the Dependencies drop down.
You can add any additional details to the Description and Comment sections before hitting Save at the bottom of the modal.
8. Applying Filter Options
At the top right of the page there are three options for filtering Activities. Current, Upcoming, and Elapsed. To help narrow down the activities to the ones you are looking for, you can select any combination of these options to filter the results.
The Activity page also has a filter modal that can be used to apply additional filters outside of the Current, Upcoming, and Elapsed options. To open the filter modal, select the funnel icon to the right of the search bar.
9. Applying Additional Filters
From within the filter modal, you will be able to check off the filters for Current, Upcoming, and Elapsed Activities, select one or more Projects, filter based on the Activity status, as well as filter by dependencies.
If the filtered choices is the view you want to always see by default, select the [Save As Defaults] button before hitting Apply. In the event you want to clear out the filters that are already entered, select the [Clear] button to do so.
You have successfully created and configured a new activity within the worksite management system. Next, explore how to add these Activities to Crews and Events on the Schedule View area.
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