FAQs: Activity Plans

During a rerun when there are already published occurrences:

• There will be no changes in already suggested occurrence or sessions on rerun.
• Only unscheduled or new attendees can be included in an already suggested session (if the minimum or maximum group size configuration permits) or a new session could be suggested based on the configuration of an activity plan (maximum number of sessions).
• Future occurrences are suggested based on the recurrence end configuration for recurring activity.

Activity plans can be run ad hoc or as per schedule. For ad hoc runs, Genesys Cloud considers all the published schedules on the Schedules page. For scheduled generation, Genesys Cloud looks for sessions from the next full week in the future.

Start date is inclusive and end date is exclusive. For example, for an occurrence of every one week, if the initial schedule start date is April 22, 2024 and the end date is April 28, 2024:

• The first occurrence is from April 22, 2024 to April 29, 2024. Sessions are suggested within April 22-28, 2024.
• The second occurrence is from April 29, 2024 to May 5, 2024. Sessions are suggested within April 29-May 04, 2024.

Occurrence date range is the potential range where sessions can occur.

Sessions cannot be applied over a non-interruptible activity except for an existing On queue activity in the schedule. Sessions can still be suggested irrespective of its interruptibility flag.

The initial schedule period and the recurrence period should be the same. For example, if a 1:1 meeting is set with a recurrence window of four weeks, the system looks for the first session within the four-week window of the initial schedule period and then repeats the reoccurrence window of four weeks. Each occurrence in the future will be for four weeks.

Yes, you can delete management units associated to the activity plans. On doing this, the activity plan becomes inactive and the management unit selection in the Permission field of the General tab changes to the All Management Units option.

Activity plans are applied when generating new schedules. Any existing occurrences from published schedules that extend beyond the schedule window are updated with the latest generated schedule and its corresponding planned sessions.

For occurrences that are aligned with or are inside the schedule window, a new occurrence is generated. If the latest generated schedule and the occurrence are preferred, the existing published schedule can be unpublished so that the latest generated schedule can be published.

For activity plans with recurrences longer than one week that is every two to six weeks, when you generate new schedules in which the plan is to be applied, those schedules should match the same number of weeks as the recurrence. If not, Genesys Cloud plans all the sessions inside the new schedule, and then no more sessions can be planned until that plan occurs next.

For example, for a three-week recurring rule, ensure to generate schedules that are three weeks or longer. When you generate three one-week schedules instead, it results in all the sessions being planned in the first week.