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Set Activities Dialog

  1. In the Intra-Day or Agent-Extended view, right-click an agent's shift or activity set. (The agent's schedule must already contain a shift with or without an activity set.)
  2. From the shortcut menu that appears, select Set Activities For.
  3. From the submenu, select the activity set that you want to modify.
    • If right-clicking on dark blue activity work inside a shift, the submenu allows you to select Work (you can change the color with the Colors Tool).
    • If right-clicking on a yellow activity set, the submenu also allows you to select Activity Set (you can change the color with the Colors Tool).
    • If a work set exists, the submenu also allows you to select Work Set, which starts the Insert Work Set Wizard.
    Depending on your selection from this submenu, you will either edit the work activities or the activities inside the Activity Set.
    The Set Activities dialog box opens. Its grid shows all activities that belong to the selected work or activity set. (If necessary, a vertical scroll bar appears to the right.)
    In the first column, a check mark indicates activities that have already been assigned.
  4. Add or remove activities.
    • Select a check box to add an activity.
    • Clear a check box to remove an activity.
    • You can add multiple activities within any one activity set.
  5. Click OK to save your changes.
    If your changes violate no constraints, the dialog box closes and the view reappears.
    If your changes would delete an activity set's last remaining activity, an error message appears. Use the Delete command to delete the activity set itself.
    If your changes violate any constraints (for example, keeping too few activities to fill the activity set's hours of operation), a warning message informs you of the problem.
This page was last edited on December 7, 2021, at 16:14.
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