‎How to make changes to a schedule?

How to make changes to a schedule?

Updated

5 months ago

Once a scheduling report is generated in Sprinklr's WFM, the supervisor can still make updates as per business demands.

To make changes to a schedule, unrelease the schedule if it was already released,

Step 1: On the Schedule record manager page, hover on the eye button next to the schedule that needs to be updated.

Step 2: To make changes to an automatic schedule,

Once the scheduling report is displayed, scroll down to view the agents or click on the Toggle scheduling report to display the agents and their respective schedules. The schedules can be updated in bulk or individually in day or week view.

To update schedule(s) in day view, select a particular day for which the schedule needs to be updated from the date range selector.

Select a particular agent's shift or select the shifts of multiple agents together to bulk update the shifts simultaneously.

Click on Reschedule to open the shift details pop-up.

From here users can update the following items:

● Toggle Shift On & Off

● Shift (Select the shifts from the drop-down menu)

● Mention the shift start-time and the specify the duration (in hours and minutes) for the shift

● Add / Delete any activity.

Once the updates are made, the details are saved & the shift is updated and the same can be seen on the UI.

To update schedule(s) in week view, select a particular week for which the schedule needs to be updated from the date range selector.

Select a particular agent's shift across any day or select the shifts of multiple agents together across all days to bulk update the shifts simultaneously.