Viewing other schedules

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This topic is part of the manual Workforce Management Agent Help for version Current of Workforce Management.

Filter, sort, and search for other agent's schedules.

Related documentation:

The Other Schedules view displays a filterable, sortable, and searchable grid that lists other agents and their schedules. It has the following columns:

  • Agent—Displays the name of the agent whose information appears in that row.
  • Site—Displays the name of the agent's site.
  • Team—Displays the name of the agent's team.
  • Days of the week (one column for each)—Displays the agent's schedule information for that weekday. Click any work item in a specific agent's row to open the Schedule Details dialog box which contains all of the details about that particular work item.

Sorting the displayed data

Click the Agent, Site, or Team column header to sort WM 852 nw asc-desc col-arrws.png the data in that column in ascending or descending order.

You can also use the number keys on your keyboard.

The Site and Team columns are visible only if you selected them in the Settings dialog in this view.

Searching for agents

In the Search field, use the drop-down menu to search for agents.

  • From the drop-down list, select First name or Last name and enter the agent's name in the search field.

Changing the view settings

Click Settings WM 852 nw s stgs.png to specify what additional columns or other information to show in the grid. You can choose to add the Site and/or Team columns, show a legend for Schedule States, and/or Indicate non-tradable items in schedules.

Filtering the displayed data

Click Filter WM 852 nw filter icon.png to open the dialog box, where you can click the corresponding radio button to limit the display to one of these choices:

  • People I work with (the default)
  • My shared transport (displayed only if the agent joined any shared transport)
  • My team
  • My site
  • My business unit
You will see only the filtering options made available to you, as configured by your supervisor or a site administrator.

Viewing other agents' schedule details

You can view the schedule details of other agents and create trade proposals in this view. It's as easy as clicking on any weekday column in the row that contains the agent's name to whom you want to propose a trade.

You might not be able to create trade proposals as described in the topic below. Ask your supervisor if schedule trading is permitted in your contact center.

Viewing schedule details

To view other agents' schedule details:

  1. In the row containing the agent's name with whom you want to trade, click the weekday.
    The selected agent's schedule details open for that day.
  2. If you want to view the agent's schedule details for more than one day, click the agent's name.
    The selected agent's schedule details open for that week.
  3. If the dates and times in the schedule details are suitable, create a trade proposal for this agent.
  4. If you only want to view the details and are satisfied, click Close.

Creating the trade proposal

To create and send a trade proposal to the agent:

  1. In the Schedule Details window, click the check box near the weekday name.
    If you select at least one check box, the Create trade proposals button is enabled. To select all days in the dialog select the top-most check box.
  2. Click Create trade proposals.
    The Create trade proposals window opens.
    If applicable, click the Check if you want to manually approve the response to this trade proposal check box.
  3. In the Comments field, enter any information about this trade that you want the receiving agent or your supervisor to know.
  4. Click Create.
  5. The My Trades view opens and the trades is added to your list of trades.
Retrieved from " (2023-09-25 16:17:43)"
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