Add an Activity to a Shift

You add an activity to a shift, when you want all the resources working in that shift do it. When you add an activity to a shift, the activity is added to the calendars of all of the resources that have the shift assigned to them. For example, all the resources that work in the morning shift are required to go through the fire drill at 10:00 AM on the first Monday of the month.

1. Click the hamburger icon and then click Configuration.
2. Click Work Schedules, Shifts.
   The Shifts list displays.
3. Click the Activities link in the row of the shift that you want to add the activity to.
4. Click Add Activity.
   The Add Activity page displays. If this activity is an internal activity, the layout of the page changes. If it is a customer-facing activity, the layout stays the same.
5. Complete the applicable fields.

   Field name	Action
   Activity Type	Select the type of activity that you want to add to the shift.
   Name	Enter the customer’s name. Used for customer-facing activities only.
   Work Order	Enter the work order number associated with this activity.
   Duration	Select the number of hours and minutes that the activity lasts.
   Position in Route-Not Ordered	Select whether the activity is not ordered. If you select the check box, it appears as scheduled/not ordered in the lower portion of Time view.
   Position in Route-Ordered	Select whether the activity is displayed on the resource's route. If you specify a time slot, the activity displays in that time slot. Otherwise, it displays as pending at the beginning of the route.
   Time Slot	Select the period of time within which this activity can be started.
   Activity Notes	Enter any notes associated with this activity.
   Recurrence-Repeats-Daily	Apply to schedules such as every other day or every third day. If you select this option, add the frequency of occurrence in the field Days between occurrences.
   Recurrence-Repeats-Everyday	Applies to every day schedules that repeat without exception and without any modification options.
   Recurrence-Repeats-Weekly	Apply calendars that have a regular weekly pattern. Select the days that apply to this shift using the check boxes for the individual days. Indicate the frequency of this pattern weekly by adding a value to the Weeks between occurrences field.
   Recurrence-Repeats-Yearly	Select this if you want the activity to occur every year from the selected date entered in the From day until the date entered in the To day field.

6. Click OK.