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Reviewing Activity Reports

If your site uses two-stage activity reporting, you might need to do this before the activity reports can be processed. For example, you might have a process where the tradespeople report their activity and save their activity reports without processing them. Later, a supervisor or team leader reviews the activity reports that were entered, corrects any errors or completes missing information, and then processes them.

If appropriate, once all of the reports are reviewed and processed, you can close the work order task.

This topic describes how to review the activity reports that were entered for a work order task.

To Review a Task’s Activity Reports

1.	Open the work order task.

2.	Select the Activity view, Activity Reports tab. This tab lists all of the activity reports that were entered for the task.

3.	Double-click a report to view its contents. The Activity Report dialog appears.

4.	Review the information on each tab, and make any required changes.

5.	Click OK to close the activity report.

6.	To process the report, right-click it and select Process Now. The system processes the report and posts all associated transactions.

7.	Repeat steps 3 to 6 for each report that you need to review and process.

8.	When you are finished reviewing the reports, you can close the task. To do this, click Close Task. The Close Task dialog appears.

9.	Select an appropriate status from the Work completion status list.

10.	Enter the date and time that the work was completed.

11.	Enter any closing comments for the work order task in the Comments box.

12.	When you are finished click OK.

APM reviews the work order task’s activity reports, and processes any unprocessed reports. The status of the task is set to “Closed”, and the task is updated with the information entered in the dialog. If there are any open purchasing documents associated with the task, the system may notify the appropriate employees, depending on your site’s settings.