Edit a schedule
In the schedule editor, you can perform various tasks related to the selected schedule.
Some available options depend on the current schedule view. In the schedule editor, to view available options click the arrow at the end of the Select Action menu.
|Assign Shifts||Assign shifts from one agent to another.||Shift + Q and Shift + T|
|Replace Shifts with Activity||Replace an entire shift or shifts with a selected activity.||Shift + R|
|Replace Activity||Replace an activity or activities with another activity in a schedule.||Shift + B|
|Swap Shifts||Swap one agent’s shifts with another agent.||Shift + W|
|Copy Activity to Agents||Copy an activity to one or more agents in the schedule.||Shift + A|
|Copy Shift to Agents||Copy an agent’s shift to one or more agents.||Shift + M|
|Copy Shift to Days||Copy an agent’s shift to one or more days.||Shift + D|
|Remove Selected||Remove one or more items from the selected schedule.||Delete|
|Add Agents||Include more agents in the selected schedule.||N/A|
|Remove Agents||Exclude one or more agents in the selected schedule.||N/A|
In addition to managing the schedule from the Select Action list, you can also:
|Available schedule views||Learn more about the various ways to view a schedule.|
|Change the schedule view||Select to view a schedule by day, date range, week, or vertical view in the schedule editor.|
|View schedule by management unit or work team||
Select work teams or management units in the schedule editor.
|Review scheduled, forecast, and difference counts||If your schedule was generated based on a forecast, details about scheduled, forecast (with and without shrinkage), and difference counts are listed in the schedule grid.|
|Review Scheduled and Forecast counts and daily summaries||Depending on your view, the schedule editor displays metrics that help you analyze and plan schedules.|
|View agent information||Click an agent name to view that agent’s assigned skills and languages.|
|View adherence information in the schedule editor||Customize the schedule editor to show agent adherence information for past schedules. Add conformance and adherence columns in the agent area.|
|View an agent’s paid hours per week||Depending on your view, you can see various details about an agent’s paid hours for a specific day or week.|
|Add an activity to one or more agents||Choose the time frame in which to add the activity to shifts. Or let the system recommend the most appropriate times based on coverage, and then choose from the list of times to which to add the activity.|
|Adjust an activity’s length||Adjust a non-default activity’s length within a shift.|
|Modify activity details||Edit default values for non-default activities.|
|Use zoom to adjust the level of schedule detail||
Zoom in to see the current schedule in more detail, or zoom out to see a larger time period for the current schedule.
|Undo or redo unsaved changes to a schedule||
Undo or redo unsaved changes to a schedule, one at a time, up to the last save.
View from a different time zone
By default, this view uses the business unit’s time zone. Users with administrator permissions can change the displayed time zone by selecting from the list in the upper right corner of the view. This option is helpful for administrators who access the view from a different time zone.