Creating a schedule

When a forecast is completed and the agents are assigned shifts, it is possible to run the scheduling engine.

1. Click on ‘Scheduling’ in the left menu, then ‘Create Schedule’ in the left menu.

2. Choose the Month, Year and Campaign to be scheduled.  

   
3. Pick the week that is to be scheduled.
   • If no forecast exists for a selected week, we'll create an auto forecast for you.
   • Up to 5 weeks can be scheduled at any one time.
   • You can't re-schedule a published week.  You must 1st unpublish by clicking on the red X to the right of the week.
4. Chosen weeks appear at the bottom of screen.
5. Click ‘Run Schedule’.
6. The scheduler will start
   • Click on ‘Schedule Jobs’ in the left menu to see the progress of the schedules.
7. To view the schedules, click on ‘Schedule’ in the left menu.