Now, it's time to get your Activities into Assignar.
What are Activities?
Activities are used to code time in the field, which can be fed back into your ERP or project management solution to ensure that your projects stay on budget.
Once setup, your workers and supervisors will be able to add Activities to their Timesheets. For example, let's say Louisa fills out a Timesheet. She'll be able to specify exactly how her time was spent.
- 7:00 AM - 12:00 PM - Safety Inspection
- 12:00 PM - 1:00 PM - Break
- 1:00 PM - 5:00 PM - Site Mobilization
Watch this short video.
To learn how to setup your Activities with our Assisted Import. Or, read on for the written steps below.
Disclaimer: The video steps through setting up Fieldworkers, however the steps are practically the same for Activities.
Under Settings, go to the Assisted Import page and tap Upload
Complete your Activities information
You'll then see a table where you can start to fill out more information about your Activities.
|Activity Name||The name of the Activity you want to track time for.|
|External ID||Used to store an ID value from an external system e.g. your Invoicing or ERP application. When you export data from another system, you can include this field to easily import it into other applications (such as Assignar) and make sure the data matches.|
You can upload this data into Assignar
To make this process more efficient, you can tap Upload from file and upload this data into Assignar. Alternatively, you can manually type in this information too.
Map your uploaded data to the Assignar data types
Just think of this as moving the data from an external 'bucket' into the right Assignar 'bucket'. Once everything is correctly mapped, tap Review to preview your work before commiting.
If there are any issues, we'll highlight them in red and give you the chance to fix them.
Data immediately flagged in red are improperly formatted or have missing data. Correct any issues in your data.
Once all your issues are corrected, tap Continue and your data will be uploaded. Success!
To see your new Activities, go to the Activities page on our Assignar Web App.