Create activity types for maintenance

This lesson will show you how to set up your activity types for use within Helm CONNECT Maintenance.

Activity Types

To create and use activity types, you need to subscribe to either Helm CONNECT Jobs, or Helm CONNECT Maintenance plus the Event Logs module.

Activity types are used differently within each product line.

To see how to set up activity types for use within Helm CONNECT Jobs, see the setup lesson for Helm CONNECT Jobs Lesson 3: Activity Types.

Activity types are categories for organizing the activities your assets perform. Unlike events, which occur in a single moment of time, activities have a start time and an end time and can change the workflow of an asset.

Activities can be used to schedule inspection or maintenance templates so that checklists based on these templates are either included or excluded from your crew's To Do lists during specific types of activities. Activities always appear in the default work space in Onboard > Logs.

Creating activity types

Use the Setup > Events > Activity Types tab to create and manage your activity types.

To create an activity type

  1. Go to the Setup > EventsActivity Types tab.
  2. Click New Activity Type.
  3. In the Name field, enter a name for the activity.
  4. (Optional) In the Accounting Code field, enter a code if appropriate. See notes below.
  5. (Optional) In the Tags field, add existing tags or create new ones. Tags are useful for filtering and reporting.
  6. From the Type list, select the appropriate type for this activity. If you're not sure, select None. You can edit it later. See notes below.
  7. Click Save Changes.
  8. (Optional) Configure custom fields for your activity type if required.

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Note You need to create activity types before users can see the Activity option when they click the "Log a new event" button on the default work space tab in Onboard > Logs.

When you create activity types for Helm CONNECT Maintenance

  • Accounting Code: Leave this field empty.
  • Tags: (Optional) You can select existing tags or add new tags here. Tags are useful for filtering in History tabs and in reports.

The Type list provides the following options:

  • None: Select this option for activity types you'll use in Helm CONNECT Maintenance.
  • Primary, Running To, or Running From: Don't use these options; they're used only in Helm CONNECT Jobs.

Configure custom fields for activity types

If you need to add functionality to your activity types, you can do this by creating custom fields.

  1. Go to the Setup > Events > Activity Types tab.
  2. From the list on the Activity Types tab, click the activity type you want to configure, then click the Configure button.
  3. Define the custom fields as required, then click Save Changes.

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Note If you don't configure the fields for a particular division, it will inherit the configuration from its parent division. You will need to change something in the configuration to enable the Save Changes button.

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 check box.
  • Remove a field by clicking the red X icon.
  • Add the custom field by clicking + Custom Field and completing the necessary details.

    Note Depending on your permission settings, or the features your company subscribes to, you may not have access to custom fields. Custom fields are managed on the Setup > Operations > Custom Fields tab.

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