Getting the most out of the Operations Management Module

Question

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

LiseW · Accepted Answer

We do the following:Top level SchemasSeries -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.

AndrewP · Answer

We do the following:Top level SchemasSeries -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 ​@LiseW

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