An area is used to define different groups in an organization such as IT, sales, security, and support or different physical locations based on your organization's requirements.
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Search for an existing area using
.
Creating an Area
You can create an area and specify a schedule to that area. To associate an area to a schedule, navigate to WFO > Workforce Management > Schedules. For more information, see Schedules.
To create an area:
- On the WFO tab, go to Workforce Management > Configuration > Areas.
- Click
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- The Create Area window appears.
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- In the Name field, enter a name for the area.
- In the Description field, enter a description of the area.
- Click Create.
The area is created.
Editing an Area
To create an area:
- On the WFO tab, go to Workforce Management > Configuration > Areas.
- Double-click the area you want to edit or select the area and click
.
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- The Edit Area window appears.
- Make the necessary changes.
- Click Update.
Copying an Area
To copy an area:
- On the WFO tab, go to Workforce Management > Configuration > Areas.
- Select the area you want to copy and click
. - The Copy Area window appears.
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- In the Name field, enter a new name for the area.
- In the Description field, enter a new description of the area.
- Click Copy.
The area is created.
Deleting an Area
To delete an area:
- On the WFO tab, go to Workforce Management > Configuration > Areas.
- Select the area you want to delete and click
. - Click OK to confirm
The History tab provides details such as Name, Created By, Created Date, and Description for all the areas.