Master Schedule Agent-Extended View
Contents
Display and edit a single agent's schedule for a week or the schedule planning period.
Use the Master Schedule Agent-Extended view to display/edit a single agent's schedule. See the toolbar image here and the button descriptions.
Displaying the view
To display the Master Schedule Agent-Extended view:
- From the Home menu on the toolbar, select Schedule.
- From the Schedule menu on the toolbar, select Master Schedule.
- From the Master Schedule menu, select Agent Extended.
- In the Objects pane, select a single business unit, a single site within a business unit, or a single agent within a site.
Using the grid
The Agent-Extended view includes a grid for the selected agent. Each row in the grid contains a color-coded bar. Each bar represents a scheduled day or day off for the selected agent. The table below explains the fields and controls.
Double-click cells containing these items, to edit them: Shift, Activity Set, Time Off, Meal. Break, Exception, Marked Time.
Scheduled agents | This indicator shows the number of agent days displayed (based on the selected Mode). |
Edited schedules | This indicator shows the number of daily schedules you have edited in this view, but not yet saved. |
Full-Day View |
Select the Full-Day View check box to have the grid display the entire day similar to the Intra-Day view. If you clear this check box, the grid shows a more detailed view as shown for the Scenario Agent-Extended view. Full-Day View also affects the Options dialog box. |
Mode: |
The starting Mode is set to the default of one week, but can be changed to Schedule Planning Period (if Schedule Planning Periods are in use at your site). |
Date: | These controls are the standard date selectors. The grid displays data for the period containing the selected date. |
! (Save Messages/Warnings) |
This column contains icons that provide information about the agents' schedules.
Double-click a yellow or red icon to review message details and resolve the unsaved items. |
Team | This column on the grid indicates the selected agent's assigned team. |
colored icon | The column on the grid may display a colored icon. This icon, assigned in Polices > Contracts represents the agent's contract. |
Agent | This column on the grid indicates each agent's name. |
Date | This column on the grid indicates the calendar day. |
Weekday | This column on the grid indicates the day of the week. (Select Day of Week in the Options > Column tab.) |
[Timesteps] | These columns indicate the agent's schedule items in each timestep. To see greater detail, clear the Full-Day View check box and/or resize the columns.
To make changes to the selected agent's schedule, right-click the timestep that you want to modify and then select the command from the shortcut menu. The figure below shows the menu when you right-click the dark blue area within a color-coded bar (unless you change the color). The menu items vary depending on the area clicked. See Modify Individual Agents' Schedules for instructions and explanations. |
[Horizontal scroll bar] | Appears below the table when clearing the Full-Day View check box causes some timesteps to be hidden off screen. Scroll it to the right to display later timesteps. |
Legend | Indicates the particular type of schedule item that each bar color represents. |
Customizing the grid
You can resize the Team, Agent, and Date columns. For details, see the Getting Started. You can also add and remove columns.
Site Name | If displayed (using the Options dialog box), this column shows the name of the site for each agent on the selected day. |
Shared Transport | If displayed (using the Options dialog box), this column shows the shared transport group participation for each agent on the selected day. |
Overtime | If displayed (using the Options dialog box), this column shows the duration of overtime for each agent on the selected day. |
Paid Hours | If displayed (using the Options dialog box), this column shows each agent's paid hours for the selected day. |
Total Hours | If displayed (using the Options dialog box), this column shows each agent's total hours for the selected day. |
Start Time | If displayed (using the Options dialog box), this column shows each agent's start time for the selected day's work. |
* (Comment) | If this column is displayed (using the Options dialog box), an asterisk (*) indicates that a comment was saved for the indicated agent and schedule day.
Double-click a column cell to view or edit comments. |
(Accessible Schedule Details) | If displayed (using the Options dialog box), you can click this icon to display the Accessible Schedule Details dialog box, which simplifies and organizes commands for vision-impaired users and the screen readers that they use. |
Using the toolbar
The Master Schedule Agent-Extended view toolbar is similar to the Master Schedule Intra-Day view toolbar. The only exception is that Agent-Extended view does not contain a Sort button.
Modifying an agent's schedule
You can use the following buttons on the Actions toolbar (these commands also appear in the Actions menu):
Icon | Name | Description |
---|---|---|
Cleanup | If you have Schedule Clean Up Master permission, opens the Cleanup Master Schedule Window that enables you to delete Master Schedule information for selected dates. | |
Rebuild intra-day schedule | Opens the Intra-Day Schedule Rebuild Wizard that enables you to rebuild an Intra-Day schedule for a specific day or time period within a day for a selected site, team, or agent. | |
Options | Opens the Options dialog box that enables you to customize the view. This includes whether to show agent availability, whether to use a 24-hour or 36-hour display, and whether to display or hide the Overtime, Paid Hours, Total Hours, Start Time, Comment, Site Name, Shared Transport, and Accessibility columns. | |
Auto-Commit | The Auto-Commit toolbar button toggles on and off the auto-commit feature. The feature is also turned on and off by selecting Auto-Commit on the Actions menu. If it is on, changes are immediately applied to the Master Schedule. If it is off, the changes have Pending status and can be committed/approved before they are incorporated in the official version of the Master Schedule.
If you do not have the Approve Changes security permission for the Master Schedule, the auto-commit feature is disabled. | |
Swap | Opens the Swap Agent Schedule Wizard that enables you to swap two agents' schedules. | |
Insert Multiple | Opens the Insert Multiple Wizard that enables you to insert breaks, meals, exceptions, days off, time off, shift, marked time and work sets for multiple agents or teams. | |
Delete Multiple | Opens the Delete Multiple Wizard, which enables you to remove multiple items from the Master Schedule at one time. | |
Edit Multiple | Opens the Edit Multiple Wizard, which enables you to edit multiple items in the Master Schedule at one time. | |
Commit/Rollback Multiple | Opens the Commit/Rollback Multiple Wizard, which enables you to insert pending changes (changes entered when auto-commit was off or disabled) into the Master Schedule or to remove them and return the Master Schedule to its former settings. | |
Save | Saves any changes that you have made to the schedule. (If the server cannot save all changes, red or yellow icons in the grid's first column (see Save Messages/Warnings) indicate the agents for whom you must correct errors or acknowledge warnings.
If you make schedule changes in the Agent-Extended view and do not click Save, you are prompted to save your changes when you select a different module or view, or when you launch certain wizards or child windows. | |
Move to Current Day | Also known as the Today button. Click this button to display data for today. |