Different organizations set their activities differently. Depending on how your organization is scheduling work, an activity could be “mop the floor” or “clean the room”. List all the activities you want to schedule here on the level of detail that suits your organization.
Activities are organized in the Profile view. Each activity can be set up with the following information:
- Activity Info: the general information about the activity.
- Metrics: is a combination of duration and unit (minute, second) for the activity. Depending on the activity type, one activity can be set up with multiple metrics.
- Replacements: defines the activities that will be removed from the schedule if the main activity is scheduled.
Activities can later be added to Rooms, Facilities, Areas, and Staff in Schedule Setup.
Activities are also needed for creating Room Templates and Skill Sets found under Templates.
Adding a New Activity
Schedulers can add a new activity in Dictionaries-> Activities. It is very important to define an appropriate activity type, which dictates how the activity duration will be calculated and under which group the activity will display later.
- Select Dictionaries menu item under Setup in the Left Menu on Homepage.
- Activities will open by default or select the Activities menu option.
- In order to add an activity to the dictionary click Add activity button on the upper right corner.
Enter all needed information and Save. Make sure you choose the correct activity type. The calculation of the activity duration in the room will depend on it.
For more information about activity types see the tooltip:
Once the new activity is saved, two more tabs are available: Metrics and Replacements.