You can segment a complex task to create a segmentable activity in a pool of
a bucket or a route. You can also mark the activity as Scheduled activity or Non-scheduled activity after creating.
Before you start
Before you create a segmentable activity, ensure that you've created an activity type for
segmentable activities.
Here's what to do
- Click the hamburger icon and then click Dispatch
Console.
- Select a bucket or resource in the resource tree.
- Click Add Activity.
The Add Activity page appears.
- Enter the appropriate information in these fields:
- Select the order of the activity from the Position in Route drop-own list.
This option is available only when you create a segmentable
activity in a route.
- Enter the customer Name for the customer facing activities.
- Enter the Duration of the activity.
You must enter the duration between 5 minutes and 9999 hours, 55 minutes.
- Enter the Work Order number associated with the activity.
- Select the type of work order from the W/O
Type drop-down list.
- Enter the appropriate SLA start and SLA end dates.
- Optionally, you can also add or view this information
in the tabs:
Tab |
Description |
Customer Info |
Indicates the address of the customer. |
Service Info |
Indicates the service details of the activity. |
Equipment |
Indicates inventory details necessary for the activity. |
Preferred Resources |
Indicates the resource requirements and preferences. |
Messages |
Shows the log of all the outbound messages pertaining to the
activity. |
History |
Denotes the history of the activity. |
Links |
Denotes the links between the associated activities and dependencies. |
-
Click Submit.
The segmentable activity is created in the pending status. You can also see
the segments on the Activity Links page, where
the segments are linked with the Finish to Start link
type.
- To segment a segmentable activity:
- Click Actions in the list view.
- Click Add activity.
The Add Activity window opens.
-
Select the Activity Type and enter the
Duration for the segment.
-
Click Submit.
The segment is created.
In the List view of the segmentable activity, a hint opens for each segment,
showing the status, duration, time, and details. You can also start, complete, cancel, and
view the directions of a segment.