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Creating activities

Calendar icon that leads to the Calendar configuration step, where date and time preferences are adjusted. Icon of two people with an arrow between them that leads to the Division of responsibilities step, where tasks are distributed among team members. Building icon that leads to the Organization sectoring step, where the company sectors are defined.

 

Prerequisite

  • Access to the File > Organization structure > Activity (AD001) menu.

 

Introduction

Activities consist of the assignments of an employee.

SoftExpert Suite provides a menu to record all activities performed by the positions within the organization. For example, we can create the “Budget analysis” activity, which is carried out by the "Manager" position.

 

Creating an activity

1. Access the File > Organization structure > Activity (AD001) menu.

2. Click on the Add icon. button.

3. Enter the ID # and name of the activity.

4. If necessary, enter a description.

5. Click on Save and exit icon..

Activity data screen open in the menu, with identifier, name, and description fields filled in.

 

Conclusion

With the configurations finished, the activities are now ready to be associated with the positions within the organization.


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