Navigate the activity plans page

AI-generated summary

Genesys Cloud's Activity Plans page allows users to manage activity plans. Users can create, edit, copy, activate, and inactivate plans. The page displays plan details like rule name, creation date, recurrence, and service goal adherence. Users can copy plans to make changes, customize the view by sorting and filtering, and hide or show active/inactive sections. Key capabilities include creating and modifying plans, sorting/filtering views, and toggling section visibility.

PrerequisitesClick to expand

The following sections describe the fields available in the Activity Plans page.

Activity Plans section that appears on the top of the Activity Plans pageClick to expand

Area definitions

The following table describes the fields in the top section of the Activity Plans page.

Field	Definition
Business Unit list	Business unit under which the activity plans are displayed.
New Activity	Opens the new Activity Plans page to create a new activity plan. For more information, see Add a new activity plan.
Active	Indicates that the activity plans listed in the sections are in active status. For more information, see Manage Activity Plans.
Search	Perform a search for a particular activity plan from the list.
Hide/Show	Hide or show the Active section of the Activity Plans page.
Rule Name	Name of the activity plan.
Creation Date	The date on which the activity plan was created.
Last Run Date	The date on which the activity plan was manually run.
Activity Code	Activity code of the activity plan. For more information about activity codes, see Add an activity code.
Management Units	Management units mapped to the activity plan.
Plan Type	Indicates whether the activity plan applies to individuals or group sessions.
Recurrence	Indicates the recurrence information of the activity plan.
Service Goal Adherence	Indicates the service goal adherence configuration. The configuration options that can appear here are as follows: Adhered – Indicates that the Service Goal Override tab is set to Favor service goal. Therefore, all service goals are adhered. Schedule All – Indicates that the Service Goal Override tab is set to Favor scheduling all attendees. Therefore, there is an override of the service goals set and activity plan sessions are generated. For more information, see Service goal templates overview.
Actions	Click the three dots icon to view the following options that are available: Make Inactive – Changes the status of the activity plan to inactive. This activity plan then moves to the Inactive section of the Activity Plans page. Edit – Opens the activity plan in edit mode. You can make changes as needed. Copy – Creates a copy of the activity plan and allows you to make changes. For more information, see Manage Activity Plans.

Activity Plans section in bottom of the Activity Plans pageClick to expand

Area definitions

The following table describes the fields in the bottom section of the Activity Plans page.

Field	Definition
Inactive	Indicates that the activity plans listed in the sections are in inactive status. For more information, see Manage Activity Plans.
Search	Perform a search for a particular activity plan from the list.
Hide/Show	Hide or show the Inactive section of the Activity Plans page.
Rule Name	Name of the activity plan.
Creation Date	The date on which the activity plan was created.
Last Run Date	The date on which the activity plan was run.
Activity Code	Activity code of the activity plan.
Management Units	Management units mapped to the activity plan.
Plan Type	Indicates whether the activity plan applies to an individual or group.
Recurrence	Indicates the recurrence information of the activity plan.
Service Goal Adherence	Indicates the service goal adherence status whether Adhered or Schedule All.
Actions	Click the three vertical dots icon to view the following options that are available: Make Inactive – Changes the status of the Activity Plan to inactive. This activity plan then moves to the Inactive section of the Activity Plans page. Edit – Opens the Activity Plan in edit mode. You can make changes as needed. Copy – Creates a copy of the Activity Plan and allows you to make changes. For more information, see Manage Activity Plans.

Customize the viewClick to expand

Sort the view

To sort activity plans in ascending or descending order by a specific column, click the column heading. An arrow to the left of a column heading indicates that the view is sorted by that column.

Filter the view

To view activity plan that match specific criteria only:

Click the arrow next to the column heading to filter the view.
Click the operator icon and then click the operator to use.
In the filter box, type the value to use to filter the view. If you are filtering on a date column, you can click a date in the calendar.

Hide or show sections

To hide or show a section from the view, click the Hide or Show button available on the right corner of the Activity Plans page.

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Navigate the activity plans page