Manage shift activities in a work plan
You can edit, copy, and delete daily shift activities in an existing work plan.
- Click Admin.
- Under Workforce Management, click Management Units.
- Click Menu > Workforce Management > Workforce Management Configuration > Management Units.
- The Management Units page opens. Under Configuration, click Work Plans.
- In the upper right corner, click the Management Unit list and select the appropriate management unit.
- Select a work plan.
- Double-click the shift activity you want to edit. Note: The Edit Activity dialog box opens.
- Select a new activity from the list.
- Click OK.
- Double-click the shift activity you want to edit. Note: The Edit Activity dialog box opens.
- Under Length, use the Hours and Minutes up and down arrows to determine the length of time the activity lasts. Note: In the work plan view, you can also use the sizing arrows to adjust the length of the activity.
- Click OK.
- Double-click the shift activity you want to edit. Note: The Edit Activity dialog box opens.
- To specify that the activity start time is dependent upon the shift start time, do the following:
- Select the Start Time is Relative to Shift Start check box.
- Under Start Time, use the Hours and Minutes arrows to set the activity’s start time in relation to the shift start time. For example, 2 hours from shift start.Note: Relative time, rather than absolute time (for example, 10:00 a.m.) is used here.
- To set an actual activity start time, do the following:
- Clear the Start Time is Relative to Shift Start check box.
- Under Start Time, enter the actual activity start time.
- To set a flexible activity start time, do the following:
- Select the Flexible Start Time check box.
- Under Earliest Start, set the earliest time for this activity by typing in the box or using the Hours and Minutes arrows.
- Under Latest Start, set the latest time for this activity can start by typing in the box or using the Hours and Minutes arrows.
- Select the amount of time to increment the activity start time using the Hours and Minutes arrows.
- Click OK.
- Double-click the shift activity you want to edit. Note: The Edit Activity dialog box opens.
- If the activity counts toward paid time, set Counts as Paid Time to Yes.
- If the activity counts as contiguous, or consecutive, work time, set Counts as Work Time to Yes. Note: Contiguous time helps make sure that agents do not work too long without getting a break.
- In the upper right corner of the work plan page, click Validate .
- Optionally copy information to the Clipboard for review.
- Resolve any work plan errors.
- Click OK.
- Click the activity to delete.
- Press Delete on the keyboard.
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