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Update Schedule Options

Use this functionality to update the selected schedule with time-off calendar items which have the status Granted, Not Scheduled, Recalled, or Scheduled.

  1. Create a Granted Time Off item in the calendar. (Use the Add Calendar Item Wizard.) Its status will be Granted, Not Scheduled
    OR
    Select a Time Off item that has Recalled, Scheduled status.
  2. Click the Update Schedule icon ( Update schedule button ) in the toolbar.
  3. Correct any errors. If there are no errors, then the Update Schedule Options dialog box appears, offering three check boxes which are all selected by default:
    • Insert only if there are no errors or warnings
    • Show warnings
    • Auto commit inserted items
  4. Clear any check boxes that you do not wish WFM to obey, and click OK.
    The selected Time Off item is published to the Master Schedule.
    Important
    WFM displays a warning under these circumstances:
    • When you insert a full-day Time Off—either from the Calendar or directly into the Master Schedule—on a day in the Master Schedule that is already a Day Off.
    • When you insert a full-day or part-day Time Off—either from the Calendar or directly into the Master Schedule—on a day in the Master Schedule that already has an Exception.
This page was last edited on August 28, 2024, at 07:15.
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