Add an activity to the control scheme

Use this procedure to add a custom compliance activity when the rules engine has not generated an activity for a requirement. You can define the activity type, the structures, areas, systems or assets it applies to, and its frequency.

Note

Required role: Inspector

Add a custom activity

1. Open the location and select Control Schema.
2. Select Add activity.
3. Choose an Activity type.
4. Under Applies to, select Select locations or assets.
5. In Choose location, tick the structures, areas, systems or assets that the activity applies to, then select the tick button to confirm.
6. Choose a Frequency.
7. Select Save.

Each selected structure, area, system or asset receives its own activity. The saved activity starts with the status To do and is ready for scheduling.

Understand the selection level

Assets is on by default under Selection level. If you tick a whole building or floor, every asset under it is also selected, with each asset receiving its own activity. The selected count shows the total number of activities that will be added.

Understand the 12-month estimate

The selected Frequency fills the estimate for jobs over the next 12 months. This estimate is a yearly average rounded to whole jobs, so a fraction such as one third of a job can display as zero.

• If the selected scope matches no structure, area, system or asset, no jobs are generated.
• A frequency of every three years or less often can still generate jobs for a selected entity, even when the message says no jobs will be generated over the next 12 months.
• If you select entities of different kinds in one pass, no estimate is shown.

Because the activity has not been completed before, its first job is created at the next visit that includes it.

Check the activity type

The Activity type picker contains every activity type available to your organisation. This means you can add a type even when it is outside the rules that generated the rest of the control scheme.