Series: Perform an intraday reschedule

Initiate an intraday reschedule


Prerequisites
  • Workforce Management > Schedule > Edit permission

You can perform an automated intraday rescheduling operation to incorporate manual changes made to the short-term forecast associated with the schedule. This option reoptimizes the shift start and length times, and the activity start times.

Notes:
  • The system only reschedules existing shifts. If an agent was not part of the shift’s work plan when the schedule was originally created, then the agent is eligible for rescheduling.
  • Save any manual schedule modifications before you run a reschedule operation.
  • You can only have one active reschedule per management unit. If a reschedule task exists, you must cancel it before you start a new one.
  • An active reschedule that remains in Ready to be applied state prevents any additional reschedule attempts. Apply or cancel the active reschedule before creating a new one.

  1. Click Admin.
  2. Under Workforce Management, click Schedules.
  3. In the upper right corner, click the Management Unit list and select the appropriate management unit.
  4. Search for the appropriate schedule and select it from the list. The schedule editor opens.
  5. Click Reschedule. The Reschedule Wizard opens.

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