Hi Community...seeking advice on some good practice for adopting when using the Operations Module. I’m understanding the basic model BUT I’m keen to capture ad hoc activities but I can’t see how I can add them against a series - they are one off. Can anyone share their own practices for setting up and scheduling. Thanks
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Getting the most out of the Operations Management Module
+2Best answer by LiseW
We do the following:
- Top level Schemas
- Series - linked to a Schema but are for recurring activities only.
- Operational Activities - linked to a Schema but are for one-off activites only. We use these for ad-hoc activities. They are not linked to a Series, just the Schema.
I also have a selection of all one-off OAs that I review from time to time to see if the Operators should have created recurring series instead.
We do the following:
- Top level Schemas
- Series - linked to a Schema but are for recurring activities only.
- Operational Activities - linked to a Schema but are for one-off activites only. We use these for ad-hoc activities. They are not linked to a Series, just the Schema.
I also have a selection of all one-off OAs that I review from time to time to see if the Operators should have created recurring series instead.
+2We do the following:
- Top level Schemas
- Series - linked to a Schema but are for recurring activities only.
- Operational Activities - linked to a Schema but are for one-off activites only. We use these for ad-hoc activities. They are not linked to a Series, just the Schema.
I also have a selection of all one-off OAs that I review from time to time to see if the Operators should have created recurring series instead.
Thanks
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