You can track and view the details of the changes made to shifts, time off categories, shift assignments, time off assignments, areas, settings, and auto schedule jobs.
- On the WFO tab, go to Workforce Management > Agent Scheduling. You can also access the Forecasts tab from Configure > Agents > Agent Scheduling.
- Depending on the data you want to view, select the corresponding tab and filter the results. To see the information:
- To view changes made to shifts, click the Shifts tab. From the Changes between option, select the date range and from the Changed by option, select the name of the person who made the updates to the shift.
- To view changes made to time off categories, click the Time Off Categories tab. From the Changes between option, select the date range and from the Changed by option, select the name of the person who made the updates to the time off category.
- To view changes made to shift assignments, click the Shift Assignments tab. From the Show by drop-down list, select shift or agent; from the Changes between option, select the date range; and from the Changed by option, select the name of the person who made the updates to the shift assignments.
- To view changes made to time off assignments, click the Time Off Assignments tab. From the Show by drop-down list, select time off or agent; from the Changes between option, select the date range; and from the Changed by option, select the name of the person who made the updates to the time off assignments.
- To view changes made to areas, click the Areas tab. From the Changes between option, select the date range and from the Changed by option, select the name of the person who made the updates to areas.
- To view changes made to settings, click the Settings tab. From the Changes between option, select the date range and from the Changed by option, select the name of the person who made the updates to areas.
- If you have auto scheduled forecast jobs, you can view the status of these jobs from the Auto Schedule Jobs tab. From the Date Range of Submission option, select the search button. Provide the search parameters and click Apply.