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− | < | + | = Creating and Deleting Activities= |
+ | __NOTOC__ | ||
+ | |||
+ | You can add an activity by creating a new one or by [[CrtDltAct#CpygActv|copying]] an existing one. You can also [[CrtDltAct#DltgActv|delete]] existing Activities. | ||
+ | |||
+ | == Creating an Activity== | ||
+ | #In the '''Objects''' pane, select the site to which you want to add the new activity. | ||
+ | #When the '''Activities''' pane opens, select '''New Activity''' [[File: WM_851_new_activity.png|link=]].<br> The '''Activity Properties''' pane opens with the default name '''New Activity (<''number''>)'''. | ||
+ | #In the '''Activity Properties''' and '''Hours of Operation''' sections, populate the fields as described in [[ActPrps|Activity Properties]]. | ||
+ | #Click '''Save Now''' [[File: WM_851_icon-save.png|link=]] . | ||
+ | #Configure the activity, as explained in [[ActToActSets|Adding Activities to Activity Sets]], [[SklsForAct|Configuring Skills for Activities]], [[AgtsWthActvs|Associating Agents with Activities]].<br> See also, [[StatsFrActv|Statistics Configuration for Activities]]. | ||
+ | |||
+ | {{AnchorDiv|CpygActv}} | ||
+ | == Creating Activities Using Copy== | ||
+ | To create a new activity by copying an existing one: | ||
+ | #In the '''Activities''' pane, select an activity. | ||
+ | #Select '''Copy''' [[File: WM_851_rotating_pattern_copy.png|link=]].<br> The '''Activity Assignment''' pane opens. | ||
+ | #In the '''Name''' field, rename the activity, if necessary. (The name must be unique with the site or business unit [BU].) | ||
+ | #In the '''Associate Copied Activity With The Following Site''' section, select the site with which you want this activity to be associated. | ||
+ | #Click '''Save Now''' [[File: WM_851_icon-save.png|link=]] . | ||
+ | |||
+ | {{AnchorDiv|DltgActv}} | ||
+ | == Deleting Activities== | ||
+ | To delete an activity: | ||
+ | #Select the activity in the '''Activities''' pane. | ||
+ | #Click '''Delete''' [[File: WM_851_icon-delete.png|link=]] . | ||
+ | #When the '''Confirmation''' dialog opens, click '''Yes''' to delete or '''No''' to cancel the action. | ||
+ | |||
+ | [[Category:V:PSAAS:Public]] |
Revision as of 13:45, August 10, 2017
Creating and Deleting Activities
You can add an activity by creating a new one or by copying an existing one. You can also delete existing Activities.
Creating an Activity
- In the Objects pane, select the site to which you want to add the new activity.
- When the Activities pane opens, select New Activity
.
The Activity Properties pane opens with the default name New Activity (<number>). - In the Activity Properties and Hours of Operation sections, populate the fields as described in Activity Properties.
- Click Save Now
.
- Configure the activity, as explained in Adding Activities to Activity Sets, Configuring Skills for Activities, Associating Agents with Activities.
See also, Statistics Configuration for Activities.
Creating Activities Using Copy
To create a new activity by copying an existing one:
- In the Activities pane, select an activity.
- Select Copy
.
The Activity Assignment pane opens. - In the Name field, rename the activity, if necessary. (The name must be unique with the site or business unit [BU].)
- In the Associate Copied Activity With The Following Site section, select the site with which you want this activity to be associated.
- Click Save Now
.
Deleting Activities
To delete an activity:
- Select the activity in the Activities pane.
- Click Delete
.
- When the Confirmation dialog opens, click Yes to delete or No to cancel the action.
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