Easy Compliance Help - Activity Reschedule
In this section, the steps to reschedule an activity that is delayed from its scheduled time is explained.
View Activity Status
In the Activity Dashboard, the status of various scheduled activities can be seen.
To view Activity status, of different activities, click Filter List. Select Client, Status, Month and click List to view the status of selected activities.
To change the status of an activity to Incomplete (due to various reasons), click Change Status.
On the window that opens, select Status as Incomplete and enter reason in Remarks. This activity can be rescheduled at an appropriate time.
In order to enter the other work details, click on Other Work Details button, in the window that opens, select Worked Date, Employee, enterSpent Hours, Description and click on Save.
To see Rescheduled Activity, in Activity Dashboard, click Reschedule Activity in Service/work menu.
On the page that opens, click the Postpone button. SelectEmployee Name, Postponement Date and Remarks, and click Save.