Activities Setup for Device and Access Manager
1 Activities on Advanced Device and Activities Manager
1.1 Setting up Activities
Before an activity can be assigned to the T2 Terminal, it needs to be imported. To do this open the Tools section via the menu on the left-hand side. In the “Activity code import” box, click “Import Activity Codes”
This will open a window that will prompt you to upload a CSV file. The CSV file will need to have the following 4 headers with the same capitalisations and no spaces on line 1 of the file. For example, ExternalId cannot be written as External Id or the import will not work.
(A Comma Separated Values (CSV) file is a plain text file that contains a list of data. Each row in the data represents a row on a table and each column of the table is separated by commas).
"ExternalId","Name","Description","ExternalReference" The data definition for each column of the CSV file
Column Name (Character limit) | Input Data Definition |
ExtenalId (200) | A unique ID assigned to every Activity |
Name (200) | The name of the Activity |
Description (255) | A brief description of the Activity |
ExternalReference (200) | This is used for the configuration of TAS codes |
Example of file used to upload Activities
IMPORTANT: CSV files define columns with commas. Because of this when entering multiple TAS codes that are separated with commas you must ensure that the entire string is encapsulated in “ “. If this is not done correctly then the import will fail.
1.2 Assigning Activities
Once the Activities have been successfully imported, they can then be assigned to the T2 Terminal. To do this click the ⋮ on the T2 Terminal that you want to assign the activity to (Sites > “Select a business location” > ⋮)
Click Manage Activities
This will open a list on the left-hand side of the screen with all the Activities available listed. The number to the right of the search bar reflect the total number of Activities. Users can scroll down and select the Activities they want to be assigned to that specific terminal. The menu will load in 20 Activities and 20 more when the user scrolls to the 20th item on the list.
If the Business has many Activities, then a search can be used, the number to the right of the search bar will update to show the total number of search results.
To save the Activities to the T2 Terminal click “Save and close”
1.3 Enabling Activity buttons on T2 Device
From the Device and Access Manager portal select the required T2 Device and click ⋮ against the device to access the settings
Select the Device screen and the desired Home Screen Layout Settings:
When each selection is made the Device screen will change as below:
1.4 Activities for Keyed absences
Activities can also be used to record keyed absences where an employee needs to leave a site on company business. They would be able to do an activity clocking for a business absence which would show them as offsite but still working.
The formatting of the import file is the same as described in section 1.1 except for the ExternalReference column. The format should be KEYEDHOURSCODE:<HOURSCODE>,<DIR>
E.g. for a T&A system that has the absence hours code B set up for a business absence and wants a clock out on business absence the string would be:
T&A hours code must only contain alpha, numeric, punctuation or symbols (e.g. '$' , '!', '+', '/'). Separators are not allowed (e.g. ',', ';'). If an invalid code is imported it will not be processed by PeopleConnect.
Once activities with hours codes have been imported they can be assigned and used as described in section 1.2.
Activities will also work for keyed overtime using worked hours codes.
