Skip to main content

Add a new activity plan

Note: Activity plan sessions can be scheduled during periods of on queue activity or periods of activities that are configured as is interruptible.

To add a new activity plan, perform the following steps:

  1. Click Admin.
  2. Under Workforce Management, click Activity Plans.
  3. Click Menu > Workforce Management > Scheduling > Activity Plans.
  4. The Activity Plan page is displayed with notes on activity plans and how it works. From the Business Unit list, in the upper right corner, select the business unit.
  5. Click New Activity. The New Activity page opens.
  6. In the Activity Plan Name field, enter a name and click the tick.
  7. Update the fields as required in the Details, Attendees, Facilitators, Schedule Settings, and Session Availability tabs. 
  8. Click Create to create the activity plan or click Create and Run Now to create and run the activity plan. 
  9. Click Show Guide to view the notes on activity plans.

Note: Creating an activity plan and leaving it as active automatically generates sessions on future schedule generations. To add sessions to existing published schedules, manually run the activity plan by first opening the plan and clicking the Run Now button available at the upper right corner of the page.
The following tabs list and describe the fields that are available in each tab of the New Activity view. For more information, click a tab.