Schedule Build Wizard

Use the wizard to build schedules for selected sites, based on selected forecast scenarios that include all activities and agents defined for those sites.

Related documentation:

• How Workforce Management works

Using the Schedule Build Wizard

To use the wizard:

1. Select an existing schedule scenario or use the New Schedule Scenario Wizard to create a new scenario.
2. Open one of the following Schedule Scenario views:
   • Scenario Intra-Day view
   • Scenario Agent-Extended view
   • Scenario Coverage view
   • Scenario Weekly view
   • Scenario Profiles/Bidding view
   • Scenario Summary view
   • State Group Totals view
3. Click the Build Schedule button () in the Actions toolbar, or select Build Schedule from the Actions menu.

   The Select Sites screen opens.

4. Select the site(s) and build options that you want, and then click Next.

   The Schedule Build Parameters screen opens.

5. Select the specific parameters to apply for Team Synchronicity, Shared Transport Constraints, Preference Fulfillment Options, Optimizing Profiles, and Assigning Profiles to Teams.
6. Click Finish.

   The Building Schedule... dialog appears, showing the progress of schedule building.

Building Schedule dialog

This dialog appears after you click Finish in the Schedule Build Wizard. This dialog displays the schedule building progress and basic information about the built schedule scenario.

The Schedule Information section, contains information about the schedule, such as the sites that are included in this build, the number of days in the schedule scenario, he number of agents, and the schedule start date.

The Build Progress section contains status information, such as the start time, the elapsed time, and the Current Status, indicating how the build is proceeding. After the schedule is built, the Current Status changes to Done and you can review any messages that were generated during the schedule building process. The number of messages is displayed in the bottom section of the dialog. Other information in this section includes, the number of iterations of the schedule, the minimum, maximum, and probable Agent Count Range used in this schedule build.

Clicking the one of three buttons in the Building Schedule dialog enables you to take the following actions:

• Review Messages—Opens the Review Messages dialog. Enabled only if schedule building caused messages to be generated.
• Stop and Save—Enabled only if Optimize Profiles is selected after the application builds the first valid schedule (see Schedule Build Parameters). The application sometimes continues to build additional schedules to create an optimal schedule. To speed up the schedule building process, you can interrupt this process and save the latest results. However, this can result in schedules that are less optimal.
• Close—Closes the Building Schedule dialog.