Setting up activities

  1. Select Scheduling > Schedule Optimization > Setup > Activities.
  2. Click Create New Entry.
  3. Specify this information:
    Activity Name
    Specify the name of the activity.
    Location
    Select the highest location in the hierarchy that requires the activity to be performed using the lookup. Locations below this location will be able to see the activity as a staffing requirement as well.
    Paid Activity
    Indicate whether the employee is paid for the activity from the drop-down list.
    Color
    Select the color that represents that activity in the schedule’s Intra day view using the lookup.
    Time Code
    Select the time code to apply to the activity using the lookup.
    Working Activity
    Indicate whether the employee is working during this activity from the drop-down list. Working activities are used to show the different types of work occurring during shifts. Non-working activities are used to indicate paid and unpaid breaks.
    Activity Contributes to Cost
    Indicate whether this activity contributes to the cost that is calculated by the scheduler and reports from the drop-down list.
    Service
    Indicate whether this activity is customer-facing (that is, service-related) from the drop-down list.
    Shift Offset Activity
    Indicate whether this activity is a shift offset activity from the drop-down list. This selection represents non-service activities that must be performed at the beginning or end of the shift.
  4. Click Save.