Create activities

Audience: Dispatchers and administrators

Ensure every intervention is standardized and properly associated with a work order (WO) type. Set critical parameters, like multiday capabilities and minimum daily time, which dictate how the scheduling engine allocates work across shifts.

Prerequisite

Before you start, to learn more about activities, see Configure activities.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management

Create activities

To generate tasks for field technicians to perform:

1. On the left panel, click Work Order Management > Activity

2. At the bottom, click + New activity.

3. In the New activity window:

   • Enter mandatory activity parameters:

     • Code.

     • Description.

     • Intervention group.

     • Scheduling type.

4. Provide optional parameters.

   • Multi-day: Select if the activity can be scheduled across multiple working days.

   • On duty only: Select if the activity has to be scheduled in an on-duty time frame (working shift).

   • Exclude if available on call: Select if to be excluded during overtime.

   • Minimum daily time: Define the minimum assignment time (in minutes) you can schedule on any single day for an activity that spans multiple days.

   • Minimum time for suspension: Define the minimum activity duration (in minutes) required before a technician can suspend the intervention during the accounting phase.

   • Default outcome causal: Default outcome causal to be considered during the accounting phase.

   • Active: Indicates if the activity appears as active and is searchable.

5. Click Insert.

Associate activities with work types

After you create an activity, you must associate it with a work group:

1. On the left panel, click Work Order Management > WO Type / Activities.

2. On the WO type / activities association page, click New association.

3. In the Association window, select an option from each of these dropdown lists:

   • WO type

   • WO operation type

   • Activity

4. Click Save.

What’s next

• To define which skills belong with certain activities, see Associate skills with activities.

• To define which outcomes you can use with certain activities, see Associate outcomes with activities.

• To define which interventions can be performed during certain activities, see Associate interventions with activities.

• To import many activities from a .xlsx file, see Mass import activities.