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 For a description of the three left-hand panels, click here: Main Data - Quote.

Create Activity Main Data Quote

 

The Main Data tab contains the essential details of the activity, including the activity's name, unique ID number, assigned provider and contact person of the provider.
ID Number

The identification data number assigned to this activity.

The ID number is generated after the activity is created. You cannot manually enter a number in this field.

Workflow Job

The type of work that the new activity will be.

Click on the drop-down list and select one of the job types included in the workflow. The new activity's activity type will be the same as the selected workflow job.

You cannot manually add another job to a workflow while creating a here.

Language Combination

The language combination for which the activity is to be performed.

This field cannot be modified. The activity is always created for the language combination of the task you selected in the Quote Tree.

Provider

The provider assigned to perform this activity.

    • To select a provider, begin typing a name into the field and then select the desired provider from the list of suggested providers. 
    • To manually search for a provider, click Select Provider . When you click on this button, a window with the Provider Browse appears.
    • To remove the selected provider from the activity, click .
Price Profile

The provider's price profile which contains the provider's specific rates for certain language combinations and activity types.

Click on the drop-down list and select the desired price profile.

Contact Person

The individual to whom the activity's notifications and related files will be sent.

    • Click on the drop-down list and select a contact person.
    • To create a new contact person, click Add Contact Person When you click on this button, a new window appears. For a description of the window, click here: Contacts Management.
Additional Fields

Supplementary information necessary for this activity, such as when the activity should be started and completed.

To have the additional fields be visible, select the tickbox.

 Click here for a description of the additional fields...
Additional Fields Here you can enter this activity's start date and deadline.
Start Date

The date when the activity should begin.

Manually enter the date in the appropriate date format set in System Configuration or click Calendar and select from the calendar.

Deadline

The date when the activity should be completed.

Manually enter the date in the appropriate date format set in System Configuration or click Calendar and select from the calendar.

SaveClick to create the activity.
CancelClick to terminate the activity creation.
Back to TaskClick to return to the task for which this activity was to be created.