Add a new activity plan

Feature coming soon

To add a new activity plan:

Click Admin.
Under Workforce Management, click Activity Plans.
From the Business Unit list, in the upper right corner, select the business unit.
Click New Activity. The New Activity page opens.
In the Activity Plan Name field, enter the name. Click the tick.
In the General tab, update the fields as required.
In the Attendees tab, update the fields as required.
In the Facilitators tab, update the fields as required.
In the Service Goal Override tab, update the fields as required.
In the Session Availability tab, update the fields as required.
Click Create to create the activity plan. Click Create and Run Now to create and run the activity plan.

The following tabs list the fields in each tab in the New Activity view. To view the fields and corresponding descriptions of fields in each tab when you create an activity plan, click a tab.

This screen is the first tab in the add a new activity process.

Based on the values you set in the General tab, the values in the other tabs are populated. The following table lists the fields and descriptions of fields in the General tab.

Field	Description
Rule is active	Indicates whether the activity plan is active.
Activity Code	Select the activity code under which the activity plan is going to be created. The activity codes displayed here are based on the configuration made in the Activity Code page. The Activity Codes available for selection are: Meeting Off Queue Training For information about activity codes, see Add an activity code.
Count as paid time	Indicates whether the activity is considered as paid time.
Plan Type	Indicates the type of activity plan selected. You can select the type based on the activity you are setting up. The plan types are: Individual. Select this option when you are setting up individual meetings. For example, individual trainings for the agent. Group. Select this option when you are setting up meetings like a group training.
Minimum Group Size	Indicates the minimum number of groups for the activity plan. This field is active only when you set the Plan Type field to Group. The minimum number that you can assign to this field is one.
Maximum Group Size	Indicates the maximum number of groups for the activity plan. This field is active only when you set the Plan Type field to Group. The maximum number that you can assign to this field is 6000.
Description	Include a short description of the activity plan. This description is displayed as a note to the scheduled activity.
Initial Schedule Period	Indicates the first occurrence of the activity. You can set the date range with the start and end fields. These fields, by default, select the upcoming week. You can modify the dates as required. In the Start field, click the Calendar icon and set the start date. In the End field, click the Calendar icon and set the end date.
Length (Minutes)	Indicates the length of the interval allowed in between sessions. The default value is 5 minutes and increments there forth.
Maximum Simultaneous Sessions	Indicates the number of sessions happening simultaneously. The minimum number of simultaneous sessions is one and the maximum number is 6000.
Maximum Number of Sessions	Indicates the maximum number of sessions for the activity.
Permission	Indicates whether the activity plan applies to all management units or only to specific management units in the business unit.
Recurring Activity	Indicates whether this activity is recurring. The fields in this section are active only when you enable this field.
Recurs every	Indicates whether the activity is recurring in days or weeks. This field is available for edit only when the Recurring Activity toggle is enabled. In the first box, indicate the number. Use the up and down arrows to increase or decrease the number or manually modify the value. In the second box, use the drop-down to view and select the recurrence option. The values available are: Days Weeks
Minimum Time Between Each Occurrence	Indicates the minimum time between each occurrence in days or weeks. This field is available for edit only when the Recurring Activity toggle is enabled. In the first box, indicate the number. Use the up and down arrows to increase or decrease the number or manually modify the value. In the second box, use the drop-down to view and select the occurrence option. The values available are: Days Weeks Note: The system stores upto 1000 occurrences.
Recurrence Ends	Indicates when the recurrence is ending. The options available are: Never: Set this option for the activity plan to recur until the activity plan is active. On: Set this option for the activity plan to recur until a particular date and time.

This tab enables you to add the attendees details.

The following table lists the fields and descriptions of fields in the Attendees tab.

Field	Description
Include/Exclude	Indicates whether the attendee should be included or excluded. The business unit and the management units selected in the Permission field in the General tab are added by default. You cannot modify these entries. If you want to include or exclude anyone in particular, you can click Add Rule available at the bottom of the last entry. Note: When the row indicates a , it means that the entries are complete and you cannot modify them. When it indicates , it means that the row is available for entries.
Select	Indicates whether it is a business unit or management unit or user that you want to add to the activity plan. Select the option from the drop-down. This field is available for selection only for those entries that you manually add.
Details	Indicates the management unit or user detail that you want to add to the activity plan. The format of this field depends on what you select in the Select field. If you select: Management unit in the Select field, then this field appears as a drop-down. Select the management unit(s). The management units that are part of the business unit are only available for inclusion. User in the Select field, then this field appears as a text entry field. Enter the user name(s). The user who is part of the business unit and management unit are only available for inclusion. Note: When selecting management units and users, the system checks whether the management unit or units are under the business unit and user or users are under the management unit and business unit.
Add Rule	Adds a new row and data can be selected as required.

Displays the trainers available for selection.

The following table lists the fields and descriptions of fields in the Facilitators tab.

Field	Description
Require Facilitators	Enable this toggle to indicate that faciliators are required for this activity plan. You can add or modify values in this tab only when you enable this toggle. If you enable this toggle, then it is mandatory to have an internal facilitator for every session. For example, if there is a session thats available based on the agents’ availability but if the facilitator is not available then no sessions are generated. If you are planning for an external facilitator, you need not enable this toggle. You can check for session details directly in the Session Availability tab.
Transition time (Minutes)	Indicates the transition time in minutes. A facilitator can handle multiple sessions and this transition time helps the facilitator to take a break and move to the next session.
Include/Exclude	Indicates whether the facilitator is included or excluded. The business unit and the management units selected in the Permission field in the General tab are added by default. You cannot modify these entries. If you want to include or exclude anyone in particular, you can click Add Rule available at the bottom of the last entry. Note: When the row indicates a , it means that the entries are complete and you cannot modify them. When it indicates a , it means that the row is available for entries.
Select	Indicates whether it is a business unit or user that you want to add to the activity plan. Select the option from the drop-down. This field is available for selection only for those entries that you manually add. Note: You can have a collection of users listed as facilitators. However, for an activity plan, you can select only one facilitator per session. If you include a user in both Attendee and Facilitator tabs, then the system includes the user automatically in the Facilitator tab as a Facilitator.
Details	Indicates the management unit or user detail that you want to add to the activity plan. The format of this field depends on what you select in the Select field. If you select: Management unit in the Select field, then this field appears as a drop-down. Select the management unit(s). The management units that are part of the business unit are only available for inclusion. User in the Select field, then this field appears as a text entry field. Enter the user name(s). The user who is part of the business unit and management unit are only available for inclusion. Note: When selecting management units and users, the system checks whether the management unit or units are under the business unit and user or users are under the management unit and business unit.

The screenshot displays the Service Goal Override tab.

Displays the service goal override conditions that can be set for the activity plan

The following table lists the fields and descriptions of fields in the Service Goal Override tab.

Field	Description
Favor service goal	Indicates that the activity plan is in favor of the service goal set at the business unit level and does not attempt to override any of the rules set in the service goal templates. Sessions are created based on the service goal of the business unit. The available session slots are not generated if the system detects any violations of service goals.
Favor scheduling all attendees	Indicates that the activity plan is in favor service goals set in the business units that the attendees belong and tries to find sessions in this criteria. Available session slots are generated even if the system detects any violations of service goals. This option might restrict the number of free slots for the activity plan.
Customize Service Goal Impact	Indicates that the activity plan has a customized service goal template. These values you set here override the settings available the business unit level. When you select this option, additional fields are displayed. Set the percentages in each of the fields. For more information about service goal templates, see Service goal templates overview.

Displays the details of the selected agents and the available slot

The following table lists the fields and descriptions of fields in the Session Availability tab.

Field	Description
Available days	Allows you to select the available time of the external facilitators. The system performs a search based on the days you select here. You can choose any of the following values: Days of the week: When you select this option, the days of the week are displayed. Select the days as applicable. Specific date: When you select this option, the date picker field is displayed. Select the date as applicable. Date range: When you select this option, the from and to date picker fields are displayed. Select the date range as applicable.
Any Time	Indicates that all available times can be listed in the section below.
Earliest Start	Indicates the time that can be used as the start time. Click the Clock icon to select the start time.
Latest End	Indicates the time that can be used as the end time. Click the Clock icon to select the end time.
Add	This button displays when all fields are duly populated. Click this button to add the available time to the table below.
Availability Dates	Displays the available dates. The system to create a best time, first checks for the available time of the contact provided in the Facilitators tab through the published schedule of the attendees and facilitators. Based on the best available timings, the available sessions display. For external facilitators, since their data is not available in Genesys Cloud, we manually enter the details here. If in case of internal facilitators, their details are added in the Facilitators tab.
Days of the Week	Displays the selected days of the week.
Earliest Start Time	Displays the start time if you have select this option. If you had selected the Any Time option, then this field displays the text Any Time.
Latest End Time	Displays the end time if you have select this option. If you had selected the Any Time option, then this field displays the text Any Time.
Actions	Click the Three Dots to view the Edit and Delete options.