How do I add an activity type?

An activity type defines the properties based on which users can create activities. The properties could be whether the activity is created for customers, internal activities, or team work, whether travel needs to be calculated for the activity, whether the activity can be rescheduled, and so on. You can't change some features after you start creating activities for some activity types. Whether you change the features for existing activity types on the user interface or through REST APIs, the application validates the features and displays warnings, as appropriate.

Click Configuration > Activity Types > Add new.

On the Add Activity Type page, complete these fields:

Field	Action
Activity type info section
Label	Enter a unique identifier for the activity type.
Active	Specify whether the activity type is active. Users can't select inactive activity types while creating activities.
Name	Enter a user-friendly name that appears in the interface. Enter the name in English and in all the languages that are active in the application.
Group	Select the activity type group this activity type belongs to, for example, Customer, Internal, Teamwork, or Task.
Default duration, minutes	Enter the time taken to complete the activity in minutes. This is the default value and it will be used when no statistics are available for the activity.
Available Time Slots Section
Available Time Slots	Select the times slots during which activities of this type must be completed. You must have set up time slots on Configuration > Time Slots for them to be available on this page. Select the check box to activate the time slot.
Color Scheme Section
Copy from	Select the color palette to be copied from an existing activity type. The color scheme of the selected activity type is duplicated.
Pending through Cancelled	Define colors for each of activity statuses and for warning with standard RGB color codes and palettes. The colors that you select here are used on all the application pages. For example, let's say you select Green for the Started status. Whether you view the Time View, List View, or Manage, activities with the Started status are displayed in Green. The colors Pending = FFDE00, Completed = 79B6EB, Warning = FFAAAA, Suspended = 99FFFF, Not done = 60CECE, Not ordered = FFCC99, Started = 5DBE3F, and Canceled = 80FF80 are not available in the Supervisor Time View (Manage).
Features Section- The features are yes/no flags, which define individual characteristics of the type processing. If the check box is selected then the feature is enabled.
Allow mass activities	Select the check box to define that the activities of this type can be performed by multiple resources simultaneously. For example, team meeting, or training. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message. This option can't be enabled if Teamwork is selected. This option can't be enabled if Allow move between resources is selected. This option can't be enabled if Support of not-scheduled activities is selected. This option can't be enabled if Allow reschedule is selected.
Teamwork	Select the check box to define that the activities of this type are allowed for teamwork. Teamwork is an activity that's performed by minimum two resources: a team leader and an assistant. You can select this option only while creating the Activity Type. After you select this option and save the Activity type, you can't clear it. Similarly, if you clear it at the time of creating the Activity Type, you can't select it later. When the Teamwork activity feature is enabled, these activity type features are disabled: Enable segmenting and extended duration Allow move between resources Allow creation in buckets Allow reschedule Allow non-scheduled Enable 'day before' trigger Enable 'reminder' and 'change' triggers Support of work zones Support of work skills Support of inventory Support of preferred resources Allow mass activities
Enable segmenting and extended duration	Select the check box to define that the activities of this type are intended to be used for field work that must be split into segments, which can be scheduled and assigned to mobile workers. You can select this option only while creating the Activity Type. When you select this option, a new section, Enable segmenting and extended duration, appears in the Add activity type window where you can set the duration for segments. After you select this option and save the Activity type, you can't clear it. Similarly, if you clear it at the time of creating the Activity Type, you can't select it later. These fields are displayed in the Enable segmenting and extended duration section: Minimum segment duration for a single day: Defines the minimum length (in minutes) of each segment the activity is to be split. Maximum segment duration for a single day: Defines the maximum total duration (in minutes) of the activity segments for any day. When you select the Enable segmenting and extended duration feature, these activity type features are disabled: Teamwork Allow mass activities Allow repeating activities Enable 'day before' trigger Enable 'reminder' and 'change' triggers Enable 'not started' trigger Enable 'SW warning' trigger
Allow move between resources	Select the check box to define that the activities of this type can be moved from one resource to another. You can't select this option if you've selected Teamwork.
Allow creation in buckets	Select the check box to define that the activities of this type can be created in a bucket. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message. You can't select this option if you've selected Teamwork. You can select this option only if you've selected Allow move between resources.
Allow reschedule	Select the check box to define that the activities of this type can be rescheduled to another date.
Support of not-ordered activities	Select the check box to define that the activities of this type can be not-ordered activities. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message. Not-ordered activities are the ones for which the order of processing isn't defined. Such activities don't have an estimated time of arrival. The resource, dispatcher or routing may define the order (for example, command change order in mobile interface or edit activity command in web interface).
Allow non-scheduled activities	Select the check box to define that this activity type can have non-scheduled activities. You can't select this option if you've selected Teamwork. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message. Non-scheduled activities are the ones that don't have a specific day of completion assigned to them.
Support of work zones	Select the check box to define that the resource work zone must be calculated for this type of activities. This option can't be enabled if Teamwork is selected. If this option is selected and a work zone can't be calculated, a warning is displayed when such an activity is moved; routing will not assign such activities. If using work zones, Business rules must be configured to allow support of work zones (Configuration > Business Rules > GUI features > Enable work zones support).
Support of work skills	Select the check box to define that the work skills are calculated and assigned to the activities of this type, based on any conditions met. Subsequently, only resources with matching work skills are considered for assignment of the activity. If you don't select this check box, work skills are not considered and the activity can be assigned to any available resource. You can't select this option if you've selected Teamwork. This option does not depend on the Allow move between resources feature (as work skills are used not only to move activities but to calculate capacity). If you choose to use work skills, you must configure Business Rules to allow support of work skills (Configuration > Business Rules > GUI features > Enable work skills support).
Support of time slots	Select the check box to define that the activities of this type require time slots. This refers to predefined time slots within which the activity can be performed. After you select this option and save the Activity type, if you try to clear the option, you see the message, ‘Time Slot values will not be preserved after the change of this feature.’ If you don't select this check box and the 'Time slot' field is added to the Edit/View activity context layout, then it's replaced with the Service Window field.
Support of inventory	Select the check box to define that inventory can be used for activities of this type. For example, lunch breaks and team meetings do not have inventory. You can't select this option if you've selected Teamwork. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message.
Support of links	Select the check box to define that the activities of this type can be linked with predecessor/successor activity relationships. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message.
Support of preferred resources	Select the check box to define that the activities of this type can have preferred resources (Preferred Resource tab). You can't select this option if you've selected Teamwork. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message.
Allow repeating activities	Select the check box to define that the activities of this type can be recurrent. If you select this option at the time of creating the Activity Type and save the Activity type, you can't clear it later. However, if you've cleared it at the time of creating the Activity Type, you can select it later. But, you see a warning message. You can't select this option if you've selected Allow move between resources. You can't select this option if you've selected Support of not-scheduled activities.
Calculate travel	Select the check box to define that the travel time to an activity must be calculated. If you've selected Calculate travel for an activity and it has neither the travel key (that is, zip code) nor coordinates, a company default value is used as a value of travel to and from the activity. If the feature is selected, the algorithm implemented for activities is used for all activities of the type. If the feature isn't selected, the travel time to activities of the type is always calculated as zero (0) (as if location of activities of the type is the same as location of previous activity) and travel to the next stop also starts from this previous location.
Calculate activity duration using statistics	Select the check box to define that the activities are estimated using the statistics that are gathered at the resource level and company level.
Allow to search	Select the check box to define that the Oracle Field Service Search Engine indexes activities of this type.
Allow to create from Incoming interface	Select the check box to define that the activities of this type can be created from Inbound Interface. Activities may originate from either Oracle Field Service or external systems.
Enable ‘day before’ trigger	Select the check box to define that the day before trigger is invoked for activities of this type. You can't select this option if you've selected either Teamwork or Enable segmenting and extended duration. You can select or clear this option at the time of creating the Activity Type, or later.
Enable ‘reminder’ and ‘change’ triggers	Select the check box to define that the 'reminder' and ‘change’ triggers are invoked for activities of this type. You can't select this option if you've selected either Teamwork or Enable segmenting and extended duration. You can select or clear this option at the time of creating the Activity Type, or later.
Enable ‘not started’ trigger	Select the check box to define that the 'not started' trigger is invoked for activities of this type. You can't select this option if you've selected either Teamwork or Enable segmenting and extended duration. You can select or clear this option at the time of creating the Activity Type, or later.
Enable ‘SW warning’ trigger	Select the check box to define that the 'SW warning' trigger (Service Window warning) is invoked for activities of this type. You can't select this option if you've selected either Teamwork or Enable segmenting and extended duration. You can select or clear this option at the time of creating the Activity Type, or later.
Calculate delivery window	Select the check box to define that a delivery window can be calculated for activities of this type.
SLA and Service window use customer time zone (required for routing)	Select the check box to define that SLA/Service Window can be adjusted for the activities of this type. You must select this feature if you've selected Support of time slots.
Support of required inventory	Select the check box to define that the required inventory is supported for activities of this type.
Disable resource tracking for this activity type	Select the check box to define that the resource's geolocation isn't tracked, if the activity has the status ‘Started’. The message, ‘Your location isn't tracked for this activity.’ appears on the Landing page. Location tracking resumes after the activity status changes (that is, the status changes to ‘Completed/End’, ‘Suspend’, or ‘Not Done’) and, the route is still active. This functionality is supported in the Oracle Field Service Core Application (browser) and installed applications (Android and iOS) and requires Oracle Field Service Smart Location, Oracle Field Service Professional Cloud Service or Oracle Field Service Enterprise Cloud Service. This message isn't displayed if you've not selected Enable GPS Telemetry under the Configuration > User Types > Permissions section.

Click Add.