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− | < | + | = Choose Calendar Item= |
+ | __NOTOC__ | ||
+ | |||
+ | To choose a Calendar Item: | ||
+ | <ol> | ||
+ | <li>Select an item from the '''Calendar Item Type''' group of radio buttons.<br> If you selected agents from more than one site on a previous page, then the list of calendar item types is limited to: '''Availability''', '''Day Off''', '''Time Off''', '''Exceptions''', and '''Working Hours'''.<br><br> Depending on your selection here, one of several different screens will appear next. If you select: | ||
+ | *'''Availability''', the next screen is: [[AEStrtTm|Choose Start/End Time]]. | ||
+ | *'''Day Off''', the next screen is: [[AECCmts|Comments]]. | ||
+ | *'''Exception''', the next screen is: [[AEExcpts|Choose Exception]]. | ||
+ | *'''Shift''', the next screen is: [[AEShfts|Choose Shift]]. | ||
+ | *'''Time Off''', the next screen is: [[AETmOff|Choose Time Off]]. | ||
+ | *'''Working Hours''', the next screen is: [[AEStrtTm|Choose Start/End Time]].</li> | ||
+ | <li>Select an item from the '''Requested State''' group of radio buttons: '''Preferred''', '''Granted''', or '''Declined'''. | ||
+ | |||
+ | {{NoteFormat|If you selected '''Working Hours''' or '''Exception''', the required state is preset to '''Granted'''. If you grant a '''Day Off''', Scheduler grants the day off regardless of the impact on service levels.|2}}</li> | ||
+ | <li>Click '''Next'''. | ||
+ | |||
+ | {{NoteFormat|If WFM Web cannot assign some selections, it opens a window that lists the agents, days, and reasons involved.|2}}</li> | ||
+ | </ol> | ||
+ | |||
+ | See also: [[AddCalItmsWz|Add (or Edit) Calendar Items Wizard]]. | ||
+ | |||
+ | [[Category:V:PSAAS:Julie]] |
Revision as of 18:03, June 10, 2019
Choose Calendar Item
To choose a Calendar Item:
- Select an item from the Calendar Item Type group of radio buttons.
If you selected agents from more than one site on a previous page, then the list of calendar item types is limited to: Availability, Day Off, Time Off, Exceptions, and Working Hours.
Depending on your selection here, one of several different screens will appear next. If you select:- Availability, the next screen is: Choose Start/End Time.
- Day Off, the next screen is: Comments.
- Exception, the next screen is: Choose Exception.
- Shift, the next screen is: Choose Shift.
- Time Off, the next screen is: Choose Time Off.
- Working Hours, the next screen is: Choose Start/End Time.
- Select an item from the Requested State group of radio buttons: Preferred, Granted, or Declined.
TipIf you selected Working Hours or Exception, the required state is preset to Granted. If you grant a Day Off, Scheduler grants the day off regardless of the impact on service levels.
- Click Next.
TipIf WFM Web cannot assign some selections, it opens a window that lists the agents, days, and reasons involved.
See also: Add (or Edit) Calendar Items Wizard.
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