FAQs for "Adding a New Activity"
1. What is the purpose of adding a new activity in the Isolocity system?
A: Adding a new activity allows you to create a catalog of processes that can be associated with inspection criteria and templates. This is essential for tracking, managing, and ensuring consistency across operations such as inspections, manufacturing processes, or routine maintenance.
2. How do I begin adding a new activity in the Isolocity system?
A: Log in to the Isolocity system, navigate to the Product/Activity Manager in the left side bar, and click Create Activity.
3. What information is required to create a new activity?
A: Required information includes:
Status: Active or Inactive, determining whether the activity is currently in use.
Finished Activity: Enables the Bill of Materials (BOM) section.
Activity Number: A unique identifier, typically corresponding to your SOP or form number.
Activity Name: A descriptive name for the activity.
Parent Activity (Optional): Link to other related activities in the system.
4. Why is it important to set the status of an activity?
A: Setting an activity to Active or Inactive controls its availability. Active activities are available for inspections or processes, while inactive activities are archived and hidden.
5. What does it mean to designate an activity as a "Finished Activity"?
A: A Finished Activity indicates that the activity is complete and allows the BOM section to become visible.
6. How do I link a new activity to a "Parent Activity"?
A: Click the arrow key in the Parent Activity field during creation. This creates a parent-child relationship for organizing related activities.
7. How do I assign an "Activity Number"?
A: Enter the Activity Number in the designated field. It usually corresponds to your SOP or form number and provides a standardized reference.
8. What should I include in the "Activity Name"?
A: The Activity Name should clearly identify the process or task, e.g., "Nutrient and Pesticide Tracking" for an agricultural process.
9. How do I finalize the creation of a new activity?
A: After entering all necessary information, click Create Activity to save it in the system, making it available for inspections or related processes.
10. What is the purpose of the "Current Lot / Batch Number" field?
A: This field associates the activity with a specific batch or lot number, useful for traceability and inventory management during inspections.
11. How do I enter and manage revision levels for an activity?
A: Enter revision levels in the Revision Level field during the BOM process. These track changes over time and are specific to the BOM, not the activity itself.
12. Why might I need to upload files related to an activity?
A: Uploading files such as SOPs, manuals, or diagrams provides context and resources for users performing the activity. Click Upload Files during creation to attach them.
13. How do I link a template to an activity?
A: Select the appropriate template in the Template field. This sets up inspection criteria used during activity inspections.
14. What is the role of the "Supplier" field in the activity creation process?
A: This optional field allows you to associate a supplier with the activity, useful for tracking materials or services involved in the process.
15. How do I link customers to an activity?
A: Select customers in the Customer field to track which customers are related to the activity, especially for customer-specific processes.
16. Why would I link equipment to an activity?
A: Linking equipment ensures users know what tools are required to complete the activity correctly, maintaining process accuracy and proper equipment use.
17. What is the significance of the "Department" field in the activity setup?
A: This field associates a department or team with the activity, assigning responsibility and ensuring the correct personnel are involved.
18. How do I manage costs associated with an activity?
A: Select a Fixed or Variable cost type during setup to track and manage financial aspects within the system.
19. How do I enter and manage materials for a finished activity?
A: Add materials in the BOM section to track all items used during the activity and ensure accurate documentation.
20. Why might I need to enter the "Quantity" of materials used in an activity?
A: Recording quantities helps manage inventory and ensures the correct amount of each material is used and accounted for.
21. What are the next steps after saving an activity?
A: After saving, the activity can be used in inspections or other processes. Regularly review and update activities to ensure they remain current and effective.
22. How do I search for a specific activity in the system?
A: Use keywords or date ranges to quickly retrieve activities, making management and tracking more efficient.
23. What should I do if an activity needs to be updated?
A: Create a new revision or edit the existing activity directly in the system. Ensure all changes are saved and the updated version is used.
24. How do I ensure that the activity data remains accurate and up-to-date?
A: Regularly review and update activity information, especially after process changes or revisions, ensuring all personnel work with the most current data.