Activity tracking allows the recording, display and counting of various "activities", in the broad sense of the term, for example:
- Number: customers or prospects (positive or negative number without decimal)
- Amount: kilometers, purchases or sales (positive or negative number with decimals)
- Time: a number of hours and minutes spent, for example, on a professional or leisure activity. The time can also be expressed as a fraction of a day, for example to record holidays or RTT days.
- Scheduling: precise planning of an activity, with a start time and an end time (appointments, childcare, home help, planning of tasks during the day, etc.). This planning may give rise to pricing, with daily rate, intervention rate, hourly cost, additional costs, discounts, etc.
These four categories (number, amount, time, schedule) define the type of activity. For each activity , it is possible to change its type. This operation involves some constraints, it is recommended to carry it out with full knowledge of the facts.
Consequences of a change of activity type.
In the event of a change in type of activity:
- For activities already recorded, the display and counting follow the old type rules, with a question mark indicating the change.
- New records will be displayed and counted according to the rules of the new type.
- Modifying an old record will result in the change to the new activity type. For changes other than number to amount or amount to number, a warning message will be displayed in the input box.
The following consequences should be considered:
- Number to amount: entering decimals becomes possible, both for old and new records.
- Amount to number: entering decimals becomes impossible, but the display and counting of old records will be done with any decimals.
- Number to time or amount to time. in the event of correction of an old recording, the duration must be checked and possibly corrected.
- Number to schedule or amount to schedule: in the event of correction of an old record, the start time is not entered, and the duration or end date must be checked.
- Planning to number, planning to amount or planning to time: advanced features such as daily rate, intervention rate and hourly cost will no longer be available for new entries, but will remain active for the display and counting of old activities.
- Time to planning. You can modify an old record, in which case it will take its new type (schedule). The default start time is not entered, and the duration or end date will be calculated taking into account the number of days (whole number less than or equal to 1, with or without decimals), hours, minutes , and the length of the day. If the total hours of a single recording exceeds 24, the duration or end date will not be significant.
This information allows you to know if it is desirable to change the type of activity, or if it is preferable to create a new activity.
Note that in both cases, you can always go back after a few tests.