Preview the work plan rotation

You can review the work plan rotation and change the start or end date. If the work plan rotation is in the past, the Preview button does not appear.

To review the work plan rotation, perform these steps:

  1. Click Admin.
  2. Under Workforce Management, click Work Plan Rotations.
  3. Click the work plan rotation that you want to review.
  4. Click Preview. The Work Plan Rotation Preview dialog box opens. Click the image to enlarge. Displays preview details of work plan rotation.
  5. Review the work plan rotation.
  6. (Optional) Change the start date or end date.
  7. (Optional) Filter the agents by clicking the Filter by agent field and typing the name of the agent. 
    • To refine search by date, click the Funnel icon next to the Date field.
    • To refine search by work plan, click the Funnel icon next to the Work Plan field.
    • To refine search by agents, click the Funnel icon next to the Agents field.
  8. (Optional) Click the three dots icon to view the Reset Defaults option.
  9. Click OK.