Navigate the activity plans page

AI-generated summary

Genesys Cloud's Activity Plans page provides a comprehensive workforce management interface for creating, editing, copying, activating, and inactivating activity plans that organize workforce scheduling and tracking. The interface displays detailed plan information including rule name, creation and last run dates, activity codes, assigned management units, plan type (individual or group sessions), recurrence patterns, and service goal adherence configuration. Users can organize plans into Active and Inactive sections with independent search, filtering, and visibility controls. The Active section displays plans with service goal adherence status indicated as either "Adhered," which prioritizes service goal compliance, or "Schedule All," which prioritizes scheduling all attendees with service goal override capability. The Inactive section lists deactivated activity plans with associated metadata including expiry status and recurrence information. Key configuration fields include Business Unit selection, Activity Code assignment, Management Units, Plan Type designation, Recurrence settings, and Service Goal Adherence options. The Actions menu, accessible via a three-dot icon, provides options to edit plan parameters, copy plans for customization, change plan status between active and inactive, and delete plans to permanently remove them along with associated occurrences and attendee assignments. The interface enables users to customize views through column sorting in ascending or descending order and apply filters based on specific criteria using operators and values with date-based calendar selection support. Search functionality allows users to locate specific activity plans, and section visibility can be toggled for improved navigation. Access to the Activity Plans page requires appropriate licensing (Genesys Cloud CX 1-4, Digital, WEM Add-on I/II, or EX) and the Workforce Management > Activity Plan > View permission. Additional resources for activity plan management and service goal template configuration are available through linked documentation.

PrerequisitesClick to expand

The following sections describe the fields available in the Activity Plans page.

Active - activity plansClick to expand

Area definitions

The following table describes the fields in the top section of the Activity Plans page.

Field	Definition
Business Unit list	Business unit under which the activity plans are displayed.
New Activity	Opens the new Activity Plans page to create a new activity plan. For more information, see Add a new activity plan.
Active	Indicates that the activity plans listed in the sections are in active status. For more information, see Manage Activity Plans.
Search	Perform a search for a particular activity plan from the list.
Hide/Show	Hide or show the Active section of the Activity Plans page.
Rule Name	Name of the activity plan.
Expiry	Indicates whether the activity plan has expired based on its configured recurrence end date.
Creation Date	The date on which the activity plan was created.
Last Run Date	The date on which the activity plan was manually run.
Activity Code	Activity code of the activity plan. For more information about activity codes, see Add an activity code.
Management Units	Management units mapped to the activity plan.
Plan Type	Indicates whether the activity plan applies to individuals or group sessions.
Recurrence	Indicates the recurrence information of the activity plan.
Service Goal Adherence	Indicates the service goal adherence configuration. The configuration options that can appear here are as follows: Adhered – Indicates that the Service Goal Override tab is set to Favor service goal. Therefore, all service goals are adhered. Schedule All – Indicates that the Service Goal Override tab is set to Favor scheduling all attendees. Therefore, there is an override of the service goals set and activity plan sessions are generated. For more information, see Service goal templates overview.
Actions	Click the three dots icon to view the following options that are available: Make Inactive – Changes the status of the activity plan to inactive. This activity plan then moves to the Inactive section of the Activity Plans page. Edit – Opens the activity plan in edit mode. You can make changes as needed. Copy – Creates a copy of the activity plan and allows you to make changes. For more information, see Manage Activity Plans.

Inactive - Activity PlansClick to expand

Area definitions

The following table describes the fields in the bottom section of the Activity Plans page.

Field	Definition
Inactive	Indicates that the activity plans listed in the sections are in inactive status. For more information, see Manage Activity Plans.
Search	Perform a search for a particular activity plan from the list.
Hide/Show	Hide or show the Inactive section of the Activity Plans page.
Rule Name	Name of the activity plan.
Expiry	Indicates whether the activity plan has expired based on its configured recurrence end date.
Creation Date	The date on which the activity plan was created.
Last Run Date	The date on which the activity plan was run.
Activity Code	Activity code of the activity plan.
Management Units	Management units mapped to the activity plan.
Plan Type	Indicates whether the activity plan applies to an individual or group.
Recurrence	Indicates the recurrence information of the activity plan.
Service Goal Adherence	Indicates the service goal adherence status whether Adhered or Schedule All.
Actions	Click the three vertical dots icon to view the following options that are available: Make Active – Changes the status of the Activity Plan to active. This activity plan then moves to the Inactive section of the Activity Plans page. Delete – Permanently removes the activity plan and all associated future occurrences, sessions, and attendee assignments. Edit – Opens the Activity Plan in edit mode. You can make changes as needed. Copy – Creates a copy of the Activity Plan and allows you to make changes. For more information, see Manage Activity Plans.

Customize the viewClick to expand

Sort the view

To sort activity plans in ascending or descending order by a specific column, click the column heading. An arrow to the left of a column heading indicates that the view is sorted by that column.

Filter the view

To view activity plan that match specific criteria only:

Click the arrow next to the column heading to filter the view.
Click the operator icon and then click the operator to use.
In the filter box, type the value to use to filter the view. If you are filtering on a date column, you can click a date in the calendar.

Hide or show sections

To hide or show a section from the view, click the Hide or Show button available on the right corner of the Activity Plans page.

[NEXT] Was this article helpful?

Get user feedback about articles.

Loading...

Navigate the activity plans page

[NEXT] Was this article helpful?