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Master Schedule Agent-Extended View

Use the Master Schedule Agent-Extended view to display/edit a single agent's schedule for one week or the schedule planning period. See the toolbar image here and the button descriptions.

WM 851 toolbar-master-schedule-agent-extended.png

Tip
A legend at the bottom of the window indicates the particular type of schedule item that each bar color represents.

You can modify schedule items for individual agents in this view and insert schedule items for multiple agents.

Displaying the Master Schedule Agent-Extended View

To display this view:

  1. From the Home menu on the toolbar, select Schedule.
  2. From the Schedule menu on the toolbar, select Master Schedule.
  3. From the Master Schedule menu, select Agent Extended.
  4. 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 Master Schedule Agent-Extended View 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.
  • A light-gray pencil icon indicates that the agent's day was edited after scheduling or rescheduling.
  • A yellow pencil icon indicates an item that generated a warning and you selected the Fix Later option.
  • A green pencil icon indicates schedule items that you have changed but not yet saved.
  • A red pencil icon indicates an item that generated an error. (Error conditions are more serious than warning conditions.)
  • A Swap icon indicates that the agent's day was assigned by trading or swapping.
  • A yield icon (upside down red triangle) appears if there are pending changes that have not yet been committed by a user with Approve Changes security permission.

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.

 
WM 851 Agent-ExtView3.png

See Modify Individual Agent's 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 Master Schedule Agent-Extended View 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.

WM 851 icon accessible schedule details.png (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 Master Schedule Agent-Extended View Toolbar Buttons

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
WM 851 icon-cleanup.png 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.
WM 851 icon-rebuild-intra-day-sche.png 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.  
WM 851 icon-options.png 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.
WM 851 icon-auto-commit.png 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.

WM 851 icon-swap.png Swap Opens the Swap Agent Schedule Wizard that enables you to swap two agents' schedules.
WM 851 icon-insert-multiple.png 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.
WM 851 icon-delete-multiple.png Delete Multiple Opens the Delete Multiple Wizard, which enables you to remove multiple items from the Master Schedule at one time.
WM 851 icon-commit-multiple-rollba.png 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.
WM 851 icon-save.png 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 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.

WM 851 icon move to current day.png Move to Current Day Also known as the Today button. Click this button to display data for today.

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This page was last modified on June 30, 2017, at 10:39.