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.