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Add or Edit Shift Activities

You can add or edit shift activities for a daily constraint.  

Note: Before you configure shifts,  select the appropriate scheduling unit from the Interaction Optimizer Home page Scheduling unit drop-down list.

  1. From the Interctaion Optimizer Home page, in the Configuration area click Shifts. The Shifts tab opens.

  2. Click the Activities tab, click Add. The Add New Activity dialog box appears.

  1. Enter the following information:

Activity type

The type of shift activity.

Length

The length of time the activity lasts.

Attendance requirement type

Valid values are:

  • Unspecified (default setting): Selecting this option discards schedules that have shift activities that have been skipped (for example, all remaining activities to be scheduled do not have a start time greater than or equal to the current time), suppresses schedules that end in shift activities that are both non-paid and non-contiguous, and suppresses schedules that have unscheduled shift activities that are both paid and contiguous.
  • Do Not Schedule: Selecting this option causes the scheduling engine to ignore this shift activity.
  • Optional: Selecting this option causes the scheduling engine to keep schedules meeting minimum constraints and having optional, unscheduled shift activities.
  • Required: Selecting this option causes the scheduling engine to discard potential schedules that do not contain the scheduled shift activity.

Note: If required activities occur during a paid time off request, the required activities are ignored and a schedule containing the time off request is created.

Actual or relative time

Valid values are:

  • Relative to shift start (default setting): Select this option to use times relative to start times. For example, if this activity is assigned to different shifts, the relative time should be used (i.e., 2:00 hours from shift start) rather than absolute time (i.e., 10:00 AM), so that the settings are valid for all the shifts.

  • Actual time: Select this option to use absolute start times.

Earliest start time from shift start

Type in the box or use the up and down arrows to set the earliest time this activity can start. The default value for this field is 8:00 AM. If Relative to shift start is selected in the Actual or relative time list box, this time is the earliest start time, relative to the shift start time, the activity can start. If you selected Actual time from the Actual or relative time list box, this time is the absolute earliest start time the activity can start.

Latest start time from shift start

Type in the box or use the up and down arrows to set the latest time this activity can start. If Relative to shift start is selected in the Actual or relative time list box, this time is the latest start time, relative to the shift start time, the activity can start. If you selected Actual time from the Actual or relative time list box, this time is the absolute latest start time the activity can start.

Possible times increment

The possible amount of time to increment the start time.

Counts toward paid time

Select this check box if the activity counts toward paid time.

Counts toward contiguous work time

Select this check box if the activity counts towards contiguous work time.

Description

A description of the activity.

To edit an activity:

  1. From the Activities tab, click the activity to edit.

  2. Click Edit. The Edit Activity dialog appears.

  3. Change the information as needed.