Add an Activity to a Shift

Add an activity to a shift, when you want to add the activity to the calendars of all of the resources that have the shift assigned to them.

1. Click Configuration > Work Schedules > Shifts.
   The Shifts page appears.
2. Click the Activities link in the row of the shift that you want to add the activity to.
3. Click Add new.
   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.
4. Complete the applicable fields.

   Field name	Action
   Activity Type	Select the activity type from the Activity Type drop-down list.
   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 hours and minutes that the activity lasts.
   Position in Route-Not Ordered	Select the position of the activity in the route. Not Ordered: If the activity is not ordered, it appears in the Not Ordered column in the Time view. Ordered: 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.
   Repeating Activity	No action required. This check box is selected by default and you cannot change it.
   Recurrence-Repeats-Daily	Apply to schedules such as every other day or every 3rd day. If you select this option, add the frequency of occurrence in the field Days between occurrences.
   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.

5. Click Submit.