Via the Info menu you can create monitoring tasks in the MONITOR Agent. The MONITOR Agent is a supplement to MONITOR.Under the Activities heading there is a table used to edit, add or delete activities related to the part. By registering different part activities, you can order and supervise events. If a planned activity is not performed on time, the system can send a reminder.
You can register several activity rows for each part.
All activity information can be updated here. In the Activity Reporting - Part procedure, you can update Status, Comments, By and Reported date, for several activities in a list.
By checking the setting Create records in Outlook/Notes, you can create an integration of part activities with its existing calendar system (Microsoft Outlook or Lotus Notes). You select which calendar program you want to use with the setting Calendar program for integrated activities, under Fax / E-mail under the System tab in the Settings procedure.
You can also select to Show finished activities, in other words, you will also see activities with status Finished. (Finished activities are not shown by default).
Via the Info menu you can create monitoring tasks in the MONITOR Agent. The MONITOR Agent is a supplement to MONITOR.
Row
Here you will see the row number.
Number
In the No. field you can select a part activity number for a new activity or modify an existing activity. The part activities must first be defined in the Activities procedure, under Tables in the Global Settings module.
Text
The Text field shows the name of the activity. You can modify/clarify this text, but you should keep the context of the text number.
Planned Date
In the Planned date field you enter the planned finish date for the activity. The field shows today's date by default.
Time
In the Time field you enter the planned finish time of the activity. 08:00 is shown by default.
Responsible
In the Responsible field you select the person that is planned to perform the activity. This person must be a registered user in MONITOR.
C
Under the C (Comment) button you can enter comments and additional text for this activity. If there is a comment, the pound sign symbol (#) will appear on the C button.
You can also enter comments in the Activity Reporting - Part procedure when the activity is finished. You can choose to print these comments in the Part Activity List procedure.
Show Linked Documents
You can use the button 
to link external documents to the activity. If the button has a blue symbol 
, linked documents exist that can be displayed or unlinked. This button is available if the supplement MONITOR Document Viewing is installed.
Status
In the Status field you can enter an activity status. There are three different activity status options:
The activity status can also be changed in the Part Activity List procedure.
Reported Date (Rep. date)
The Rep. date field show the date when the activity was reported as finished. This field will automatically be filled with today's date when the activity status is set to Finished. The reported date can also be changed in the Part Activity List procedure.
By
In the By field you enter who performed the reporting. This field will automatically be filled with the name of the logged-on user when the activity status is set to Finished. The By information can also be changed in the Part Activity List procedure.
Under the E-mail button 
you can send an e-mail message to the person responsible for the activity.
The subject row in the message consists of a standard phrase based on the activity text and current part. The message also contains a hyperlink (in the format url:monitor://<ftg_nr>/<rutin_id>/<post>) to the current procedure in MONITOR and with the right record loaded. Any comment entered for the activity is also shown in the message.
Any documents linked to the activity will be attached as PDF files. To be able to link documents to an activity, you must have installed the supplement Document Viewing.
The message will be sent according to the selection made in the setting E-mail sending method, found under Fax/E-mail under the System tab in the Settings procedure. The e-mail address to the person Responsible, to which the message is sent by default, must first have been entered in the Users procedure in the Global Settings module. After an e-mail message has been sent, you will see a green check mark 
to the right of the E-mail button.
Reminder
The Reminder field is used to configure whether or not you want to send a reminder for the part activity, or if a reminder already has been sent. If the reminder is activated an activity reminder window will automatically open for the responsible user when the planned date and time have been exceeded. After the reminder has been sent, this field will automatically change to "Reminder sent", as long as the receiver has not selected the option "Remind me later" in the Reminder window. Read more about reminders under Part Activity Reminder.
In order to show activity reminders you must first activate this using the Reminder button in the Users procedure. You can also read more about settings in the Basic CRM Settings chapter in the Using MONITOR Procedures guide.