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= Choose Calendar Item=
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__NOTOC__
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To choose a Calendar Item:
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<ol>
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<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:
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*'''Availability''', the next screen is: [[AEStrtTm|Choose Start/End Time]].
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*'''Day Off''', the next screen is: [[AECCmts|Comments]].
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*'''Exception''', the next screen is: [[AEExcpts|Choose Exception]].
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*'''Shift''', the next screen is: [[AEShfts|Choose Shift]].
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*'''Time Off''', the next screen is: [[AETmOff|Choose Time Off]].
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*'''Working Hours''', the next screen is: [[AEStrtTm|Choose Start/End Time]].</li>
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<li>Select an item from the '''Requested State''' group of radio buttons: '''Preferred''', '''Granted''', or '''Declined'''.
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{{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>
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<li>Click '''Next'''.
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{{NoteFormat|If WFM Web cannot assign some selections, it opens a window that lists the agents, days, and reasons involved.|2}}</li>
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</ol>
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See also: [[AddCalItmsWz|Add (or Edit) Calendar Items Wizard]].
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[[Category:V:PSAAS:Julie]]

Revision as of 18:03, June 10, 2019

Choose Calendar Item

To choose a Calendar Item:

  1. 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:
  2. Select an item from the Requested State group of radio buttons: Preferred, Granted, or Declined.
    Tip
    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.
  3. Click Next.
    Tip
    If 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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