Activity Codes
The Activity Codes screen is where the activity codes that are allowed for self scheduling are selected.
Note: Multiple activity codes can be activated for Requests to Work at the same time by using the Replace features. 
More About Replacing Activity Code Values
The Replace feature is used to update multiple selected activity code records at the same time with the same field information or the same indicator and/or parameter values.
To replace fields in one or more records, complete the following steps:
- Using the Search page selection criteria, search for all the activity code records to be updated. Multiple searches can be conducted to build a results list.
- Check the selection box on each record to be updated.
- Click on the Replace button in the left pane.
A screen is displayed with all replaceable fields showing as read only.
- Check the selection box on a field to be updated. The field is then enabled.
- Enter the new information in the field.
- Update any additional fields in all tabs.
- Values in the Indicator and Parameter tabs can also be updated by entering values in each field.
- To reset all the values back to the previously saved ones, click on the Reset button. Note: Once the records have been saved, the values cannot be reset to the previous values. They would have to be re-entered as updated values, following steps 1-8.
- Click on the Save button to save the changes.
- All selected records are now updated, with the new information replacing the old information in the selected fields.
- From the Configuration section>Scheduling card, open the Activity Codes screen.
- Search for the activity codes to be updated, and select them by checking the box to the left of each record.
- Click on the Indicators tab, then open the Self Scheduling card.
- Set the Activity Code Indicator Self-Scheduling Standard 1 to Y for all activity codes that should be available to the employees for self scheduling.
Activity Code Indicator Self Scheduling Standard 1 determines if activity codes are available to employees when using the self scheduling feature. Only those activity codes with the setting of Y are included in the drop down menu of available activity codes. This indicator is found in the Configuration section>Scheduling card>Activity Code screen>Indicators tab>Self Scheduling card.
Valid Indicator Options:
N
|
Activity is not available to employees for self scheduling.
|
The activity code is NOT included as an option in the drop down menu.
|
Y
|
Activity is available to employees for self scheduling.
|
The activity code is included in the drop down menu when self scheduling. Note: When activity codes are specified for a Profile, only those activity codes also included in the list of activity codes are displayed.
|
- Save the updated record.
NOTE: If specific Activity Codes are set up to be worked for a Profile, they must also be activated for self scheduling in the Configuration section>Labor Distributions card>Profiles screen>Activities section by setting the Self Schedule field.
Indicates whether this activity code can be used for self scheduling for this profile (Yes/No).
- When ANY activity codes in the Activities screen are set to Yes, only those activity codes are included in the listing of available activity codes.
- When ALL activity codes in the Activities screen are set to No, all activity codes are included in the result set.
Note: Activity codes can be set up to be used for either Auto Schedule, Requests to Work, Self Scheduling or any combination of the three, but at least one option must be set to Yes.
