Transport + Deliver activity groups occur at the activity level. They are created at the point of dispatch.
Once activity groups are turned on with operation parameters, you can manually group activities or automatically group activities according to activity origin.
Use activity groups to combine activities for reporting functions.
Manual
Select the manual activity mode to group activities together manually.
Once an activity has been dispatched and automatically assigned an activity group ID, select an open activity and click Add to Activity Group on the ribbon to consolidate the activities into a single activity group.
Click Remove from Activity Group to release an activity from a particular group.
Origin
Select the origin activity mode to automatically combine activities into activity groups based on origin/destination.
The activities only consolidate if the worker executing them is the same.
The worker's home facility dictates the beginning and end of the activity group.
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Stephen Mech is working out of the Ukiah facility (home facility). He conducts an activity from Ukiah to Santa Rosa, then returns. The activity group ends there because he has arrived back at his home facility. Because both activities were completed by the same worker (Stephen Mech), and were connected via the ACME SANTA ROSA facility, they were automatically placed under the same activity group. |