Schedule activities

Overview

This guide explains how to view, create and manage activities using the weekly planner.

Work with the weekly planner

Open the weekly planner

This will show you a planner of all of the activities for the current week:

You can use these filters to quickly locate specific activities:

Search - by keyword, candidate name or client
Status – show or hide proposed, accepted or cancelled activities
Client – filter to a specific client
Activity – filter by activity type

Each activity in the weekly planner is represented by the following card:

1 - Activity type, Activity subtype, Shift or start and end hours, Charge and pay amounts
2 - Edit, delete, copy, download booking form, send booking form by email to candidate and/or client
3 - Indicates whether this is a recurring activity
4 - Indicates whether notes exist for the activity, and whether the booking form has been sent to the candidate and/or client
5 - Indicates the status. You can click on this indicator to cycle through the different status for this activity.

Add a new activity

Click the Add button

You will see the add/edit activity page

Each activity has the following fields on the general details tab :

Field	Description
Activity Date	The date of this activity
Status	The status. Only accepted activities are considered for inclusion in timesheets
Reason code	This is only shown when you are cancelling an activity and can be used for reporting and analysis
Activity Type	The type of activity to be performed
Activity Subtype	The activity subtype
Client	The client engaging the candidate
Candidate	The candidate that will perform the activity. Not the compliance indicator.
Likely duration	The likely duration of the engagement to show on the candidate booking form

Switch to the billing tab

There are additional fields on this tab to record billing details for the activity. These may vary depending on how the select Activity Type has been configured:

Field	Description
Shift	The shift
Start time	The time that the activity starts
End time	The time that the activity starts
Breaks	The duration of breaks
Rate	The rate
Rate multiplier	The multiplier to use for calculating the actual charge and pay amounts
Actual charge amount	The actual charge amount to show on the client timesheet
Actual pay amount	The actual pay amount to show on the candidate timesheet

Switch to the instructions tab

There are additional fields on this tab to record instructions for the activity:

Field	Description
Candidate notes	Notes for the candidate’s booking form
Client notes	Notes for the client’s booking form
Consultant notes	Internal notes to show in the planner

Switch to the recurrence tab

There are additional fields on this tab to define a recurrence schedule for the activity:

Field	Description
Recurring	Determines whether this activity is recurring
Repeat from	The date to start repeating the activity
Repeat to	The date to stop repeating the activity
Days of week to repeat	The days of the week to repeat the activity
Hours, shift and rates	These can be varied according to the day selected