About activity metadata

Among many other uses, activity metadata values are useful for integrating Calabrio ONE with your human resources management system (HRMS).

EXAMPLE   You create metadata values that are the same as the pay codes that you use in your HRMS and assign these metadata values to the activities in agents’ schedules. Then, using the Shifts by Agent API, you export this data from Calabrio ONE and import it into your HRMS so that you pay agents correctly for the work they complete.

Assigning default activity metadata values

Once you create metadata values, you can assign default metadata values to breaks and lunches on the Activity Metadata page. You can also assign a default metadata value to each individual activity that you create:

• Manage exceptions—Each exception activity
• Manage multiskill groups—In Service, Overtime, and Closed Service activities for each multiskill group
• Manage projects—Each project activity
• Manage service queues—In Service, Overtime, and Closed Service activities for each service queue
• Create work shifts—Each assignment-type work shift

Unlike breaks and lunches, each individual activity that you create on the pages listed above can have a different default metadata value.

EXAMPLE   You have already created two metadata values on the Activity Metadata page, Meet123 and Time456. On the Exceptions page, you create two different exceptions, Meetings and Time Off. You can assign a different metadata value to each: Meet123 to Meetings and Time456 to Time Off.

Overriding default metadata values

You can override default metadata values by changing or removing them when you do the following:

• When you insert any activity on the Agent Schedules page (see Insert an activity).
• When you add a break- or lunch-type activity on the Work Conditions page (see Manage work conditions).

A metadata value assigned to an activity when you insert an activity on the Agent Schedules page or when you add an activity on the Work Conditions page does not become the default metadata value for that activity. You can only change the default metadata value for an activity on the appropriate page in Application Management.

If you do not assign a default metadata value to an activity, the metadata value field is blank if you insert that activity on the Agent Schedules page or if you add that activity on the Work Conditions page. You can still assign a metadata value to an activity that does not have a default metadata value, but that metadata value only applies to the activity that you are currently adding, not to others that you add in the future.

Field descriptions

The table below describes the fields on the Activity Metadata page when you edit, delete, or create an activity metadata value, or when you assign a default activity metadata value to lunches and breaks. All fields are optional.

Field	Description
Break	The default metadata value for breaks.
Lunch	The default metadata value for lunches.
Value	The name of the metadata value. Max characters = 50.