Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

And a Planning Group level

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Thanks Fiona, do you mean you would like to include Agents in an Activity Plan based on the Planning Group they are assigned to?

And a Planning Group level

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Hi Fiona, I had a play with this feature last night and successfully ran a few activities on published schedules with no problem.

When you refer to scenarios, are you referring to unpublished, already generated schedule builds that have not been published?

If so, you just answered something our team were going to test and hope for. 

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

I seem to have the opposite issue.  I am able to apply to published schedules, but on every occasion tested, it is not generating the activity on the schedules at schedule generation stage. It generates the Work Plan and there is no activity 'blocking' the generation of the activity plan such as breaks or lunches, but nothing appears.

Have I misunderstood the required steps?

Use the Generate Schedule option.

• Generate Schedule performs the run of the activity plans in all the schedules.

Thanks, Heather

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Thanks for exploring this new feature Heather.  I would check that the 'Rule is active' toggle is enabled on the rule that you successfully ran ad hoc, and also ensure no obvious limitations exist, for example if you added specific days to the Session Availability which are not in the date range of the schedule you are trying to generate.  Suggest you create a care ticket for us to work with you in more detail if that does not help.

I seem to have the opposite issue.  I am able to apply to published schedules, but on every occasion tested, it is not generating the activity on the schedules at schedule generation stage. It generates the Work Plan and there is no activity 'blocking' the generation of the activity plan such as breaks or lunches, but nothing appears.

Have I misunderstood the required steps?

Use the Generate Schedule option.

• Generate Schedule performs the run of the activity plans in all the schedules.

Thanks, Heather

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Also need confirmation of this feature as it's not applying to scenario's already created (scheduled zero people) but is on a new generation

• Perform an ad hoc run. You can perform ad hoc runs of the activity plans when you want to include the activity plan to the upcoming schedules.

On the right corner of the page, click Run Now. The following changes occur:

• • A notification message displays that the activity plan run is in progress followed by a confirmation message that the run is complete.
  • The Activity Plans page displays the Last Run Date column, corresponding to the activity plan, which was being run displays the date on which it was run.
  • The system runs the activity plans as part of the schedule generation process for future occurrences.
  • The system adds the activity plans for the generated schedules for future occurrences and tries to include the activity plan to schedules only except for schedule generation. When a schedule is in the process of being generated, the schedule includes all activity plans in scope and then creates a schedule. For more information about creating work plans and schedules,

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

100% agree with this comment/request. Happy to see the function there this morning, however, the first thing I went to use is to book weekly team meetings, and as per above - no option to select work team. PLEASE PLEASE can we have this added asap - thank you

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

If possible we would also like to have the option to delete plans, not just have them as inactive. Plus also have the name of the person who set up the plan (and date/time) - these would all be very helpful. Thanks again

100% agree with this comment/request. Happy to see the function there this morning, however, the first thing I went to use is to book weekly team meetings, and as per above - no option to select work team. PLEASE PLEASE can we have this added asap - thank you

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

If possible we would also like to have the option to delete plans, not just have them as inactive. Plus also have the name of the person who set up the plan (and date/time) - these would all be very helpful. Thanks again

100% agree with this comment/request. Happy to see the function there this morning, however, the first thing I went to use is to book weekly team meetings, and as per above - no option to select work team. PLEASE PLEASE can we have this added asap - thank you

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

100% agree with this comment/request. Happy to see the function there this morning, however, the first thing I went to use is to book weekly team meetings, and as per above - no option to select work team. PLEASE PLEASE can we have this added asap - thank you

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Some others enhancements I'd love to see:

• Breaks moved (within workplan limitations) rather than failing to roster where there is a conflict?
• Or an option to overwrite breaks and we could add them back with a reschedule?
• or a 'wrap around', e.g. I ask for a 1hr task from 1pm, agent has 15 min break at 1.30pm, so it automatically rosters 30min 1pm-1:30pm, then 30min 1:45-2:15pm. 
• Clarity around how the activities are distributed, or an equity option i.e. I requested a team of 13 do 19hrs of an off queue task per week over 3 weeks - 1 agent got 1 hour, 1got 2 hours, 5 agents got 4 hours, and the rest more than 5hrs.  Fixing this more or less wipes any efficiency gains from automated rostering.
• The activity selector matching the one in Schedules/Workplans more closely - the activities are not even in alphabetical order making it hard to find the correct one.
• Options for On Queue activity types 

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Thanks for the feedback Tom, some interesting suggestions there:

• Allowing activities to replace or overlap certain types of other activities such as breaks or meals, then place those obscured activities somewhere else in the shift?
• Automatic splitting of the new activity being placed around an existing break (opposite of the first suggestion, instead of obscuring a break, the break acts like a 'knife' cutting the incoming activity into parts?)
• Sounds like you are thinking of a 'all attendees must have equal amount of hours' concept- are you planning for a certain type of work or unrouted type of project work?  I can let you know we are researching a 'block scheduling' concept which would allow you to plan for certain types of work at certain times of day for certain agents and enable automatic work routing changes to obey the planned on-queue activity types in WFM.  Definitely a larger/separate topic.
• Thanks for the suggestion on the Activity Drop Down code list order
• On Queue activities - see about this is our goal for a future feature we are researching at the moment.

Some others enhancements I'd love to see:

• Breaks moved (within workplan limitations) rather than failing to roster where there is a conflict?
• Or an option to overwrite breaks and we could add them back with a reschedule?
• or a 'wrap around', e.g. I ask for a 1hr task from 1pm, agent has 15 min break at 1.30pm, so it automatically rosters 30min 1pm-1:30pm, then 30min 1:45-2:15pm. 
• Clarity around how the activities are distributed, or an equity option i.e. I requested a team of 13 do 19hrs of an off queue task per week over 3 weeks - 1 agent got 1 hour, 1got 2 hours, 5 agents got 4 hours, and the rest more than 5hrs.  Fixing this more or less wipes any efficiency gains from automated rostering.
• The activity selector matching the one in Schedules/Workplans more closely - the activities are not even in alphabetical order making it hard to find the correct one.
• Options for On Queue activity types 

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Thanks for the feedback Tom, some interesting suggestions there:

• Allowing activities to replace or overlap certain types of other activities such as breaks or meals, then place those obscured activities somewhere else in the shift?
• Automatic splitting of the new activity being placed around an existing break (opposite of the first suggestion, instead of obscuring a break, the break acts like a 'knife' cutting the incoming activity into parts?)
• Sounds like you are thinking of a 'all attendees must have equal amount of hours' concept- are you planning for a certain type of work or unrouted type of project work?  I can let you know we are researching a 'block scheduling' concept which would allow you to plan for certain types of work at certain times of day for certain agents and enable automatic work routing changes to obey the planned on-queue activity types in WFM.  Definitely a larger/separate topic.
• Thanks for the suggestion on the Activity Drop Down code list order
• On Queue activities - see about this is our goal for a future feature we are researching at the moment.

Some others enhancements I'd love to see:

• Breaks moved (within workplan limitations) rather than failing to roster where there is a conflict?
• Or an option to overwrite breaks and we could add them back with a reschedule?
• or a 'wrap around', e.g. I ask for a 1hr task from 1pm, agent has 15 min break at 1.30pm, so it automatically rosters 30min 1pm-1:30pm, then 30min 1:45-2:15pm. 
• Clarity around how the activities are distributed, or an equity option i.e. I requested a team of 13 do 19hrs of an off queue task per week over 3 weeks - 1 agent got 1 hour, 1got 2 hours, 5 agents got 4 hours, and the rest more than 5hrs.  Fixing this more or less wipes any efficiency gains from automated rostering.
• The activity selector matching the one in Schedules/Workplans more closely - the activities are not even in alphabetical order making it hard to find the correct one.
• Options for On Queue activity types 

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

• Allowing activities to replace or overlap certain types of other activities such as breaks or meals, then place those obscured activities somewhere else in the shift?
• Automatic splitting of the new activity being placed around an existing break (opposite of the first suggestion, instead of obscuring a break, the break acts like a 'knife' cutting the incoming activity into parts?)

To speak to both, I'll give an example. A common off queue activity we have is Refunds. This task has no particular SLA as long as they are done eventually, and doesn't matter what time of day or day of week it is achieved, as long as we roster 100 hours of it per week. Ideally I would be able to simply ask the Activity Planner "set 100 hours of this through the week at best time for coverage" and if decides to do 1 person a full 8hour shift on Tuesday, and another person 1 hr here, 3 hours here on Thursday, with breaks moved around as required, then we can 'set and forget' instead of a couple hours a week trying to work out best way of rostering it adhoc. 

Additionally, the way we currently check who is Refunds trained is checking the Language we set up, as they are distributed across ~20 work teams in their Division. Another method like Groups or similar would be welcome too. 

• Sounds like you are thinking of a 'all attendees must have equal amount of hours' concept- are you planning for a certain type of work or unrouted type of project work?  I can let you know we are researching a 'block scheduling' concept which would allow you to plan for certain types of work at certain times of day for certain agents and enable automatic work routing changes to obey the planned on-queue activity types in WFM.  Definitely a larger/separate topic.

Related to above-  agents obviously love off queue tasks, so distributing them equitably is desirable both from a fairness point of view, and to allow us to accurately track who is doing a decent job on it and who is taking a lil holiday. Very keen to explore 'block scheduling' as it rolls out - please feel free to reach out to discuss beta testing as we have at least a dozen very different off queue use cases across the organisation that will be good for testing this! 

• Thanks for the suggestion on the Activity Drop Down code list order

Just a QOL improvement but a very welcome one! 

• On Queue activities - see about this is our goal for a future feature we are researching at the moment.

As above! 

Thanks for the feedback Tom, some interesting suggestions there:

• Allowing activities to replace or overlap certain types of other activities such as breaks or meals, then place those obscured activities somewhere else in the shift?
• Automatic splitting of the new activity being placed around an existing break (opposite of the first suggestion, instead of obscuring a break, the break acts like a 'knife' cutting the incoming activity into parts?)
• Sounds like you are thinking of a 'all attendees must have equal amount of hours' concept- are you planning for a certain type of work or unrouted type of project work?  I can let you know we are researching a 'block scheduling' concept which would allow you to plan for certain types of work at certain times of day for certain agents and enable automatic work routing changes to obey the planned on-queue activity types in WFM.  Definitely a larger/separate topic.
• Thanks for the suggestion on the Activity Drop Down code list order
• On Queue activities - see about this is our goal for a future feature we are researching at the moment.

Some others enhancements I'd love to see:

• Breaks moved (within workplan limitations) rather than failing to roster where there is a conflict?
• Or an option to overwrite breaks and we could add them back with a reschedule?
• or a 'wrap around', e.g. I ask for a 1hr task from 1pm, agent has 15 min break at 1.30pm, so it automatically rosters 30min 1pm-1:30pm, then 30min 1:45-2:15pm. 
• Clarity around how the activities are distributed, or an equity option i.e. I requested a team of 13 do 19hrs of an off queue task per week over 3 weeks - 1 agent got 1 hour, 1got 2 hours, 5 agents got 4 hours, and the rest more than 5hrs.  Fixing this more or less wipes any efficiency gains from automated rostering.
• The activity selector matching the one in Schedules/Workplans more closely - the activities are not even in alphabetical order making it hard to find the correct one.
• Options for On Queue activity types 

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Hello Andrew, glad you are exploring this new feature.  We are definitely planning on enhanced agent selection criteria in the future and love to hear what would be most valuable.  Is Work Team your top choice?  Any other criteria you would find useful for agent inclusion in an Activity Plan?

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Hello Andrew, glad you are exploring this new feature.  We are definitely planning on enhanced agent selection criteria in the future and love to hear what would be most valuable.  Is Work Team your top choice?  Any other criteria you would find useful for agent inclusion in an Activity Plan?

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...

Hello Andrew, glad you are exploring this new feature.  We are definitely planning on enhanced agent selection criteria in the future and love to hear what would be most valuable.  Is Work Team your top choice?  Any other criteria you would find useful for agent inclusion in an Activity Plan?

Just beginning to play with this new feature and first problem I've noticed is that you cannot select a work team, only a MU or individuals.

I'd have thought that scheduling for a team would be a must have for this feature...