This lesson will show you how to set up your activity types in Helm CONNECT.
Activity types are categories for organizing the activities your resources perform. Use the Activity Types tab in Events, under Setup, to create and manage your activity types.
Add an accounting code to an activity type if you want it to be part of your revenue allocation.
You can specify whether or not an activity type is a primary or secondary activity by selecting or clearing the Primary checkbox. You can use primary activities when creating your billing rules by indicating that certain rules only apply to primary activities. You can also use them when setting up a trip type by setting a primary activity to be the default activity type for that trip type.
Depending on the industry, examples of secondary activities could be idle, running light, mobilization, or waiting.
Click Configure to manage the fields for that activity type. If you have access to multiple divisions, you can set up different field configurations for each division.
Note If you don't configure the fields for a particular division, it will inherit the configuration from its parent division.
When configuring fields, you can do the following:
- Add a field by dragging it from the list on the left to the panel on the right.
- Specify whether or not a field is required by selecting or clearing the Required checkbox.
- Remove a field by clicking the red X icon.
- Add a custom field by clicking New Custom Field and completing the necessary fields, then dragging the new custom field from the list on the left to the panel on the right.
Note Depending on your permission settings, or the features your company subscribes to, you may not have access to custom fields.
Watch the video
Watch this video to see how to set up your activity types in Helm CONNECT: