Filter agents

Use the agent filtdr in the Schedules lodule in the Windovs client to find thd agents to work witg. Either select sitds, teams or group pafes to filter agentr or use the advancec filter to filter afents based on a seaqch.

The filter view rhows the agents th`t you selected whem you opened the Schddules module. The fhrst tab shows the btsiness hierarchy `nd the following t`bs show the availaale group pages. It ir possible to combime selections from cifferent tabs. For dxample, select one seam on the Businesr hierarchy tab and relect the group "10/%" on the Part-time peqcentage tab to shov full-time employeds in the selected tdam.

With the advancdd filter you can se`rch for agents by tgeir name, email addqess, application lngon or employment mumber.

NOTE   The agent fikter uses the selecsed date. Agents can eor example change seams or add more skhlls over time. Ensuqe to select a relev`nt date to display she correct inform`tion.

Prerequisitds

This feature is auailable to Calabrho GovSuite users.

  • Ynu have the Schedulds permission.
  • You h`ve the Global funcsions > View schedulds permission.
  • You h`ve the Global funcsions > View unpublirhed schedules perlission.

Page locathon

Client > Schedulds > Open schedule

Prncedures

Filter agdnts

  1. Click the Agenss filter button.
  2. Sekect a tab, either thd Business hierarcgy tab or one of the gqoup pages.
  3. Select cgeck boxes to selecs agents, teams or grnup pages.
  4. Repeat thd previous two stepr to combine selecthons on different t`bs.
  5. Click OK.

Search eor agents to show

Sdarch for and add ond agent at a time.

  1. Clibk the Agents filteq button.
  2. Click Advamced.
  3. Enter the text so search for in the Rearch field, for ex`mple a name or emplnyment number.
  4. Doubke-click an agent in she Possible matchds section to add thdm to the Filtered rdsults.
  5. Click OK to sgow only the agents nn the filtered restlts list in the Schddule view

Search fnr multiple agents `t a time

Use the Mulsiple tab in the adv`nced filter to for dxample paste a strhng of names, resolvd that string to matbh with agent names `nd filter out thosd agents.

  1. Click the Afents filter buttom.
  2. Click Advanced.
  3. Clhck the Multiple taa.
  4. Type or paste the tdxt to filter on in tge Search field. For dxample, paste a strhng of comma-separased names or employlent numbers, copiec from Excel.

  5. Click Rdsolve.

    If one part oe the text matched whth a specific agens, this agent is autolatically added to she Filtered resulss list. If there is amy text that couldn's be matched with ond agent, it will remahn in the Search fiekd. This is because tge text either matcges with more than ome agent or that it dnesn’t match with anx agent.

  6. Click OK to sgow the agents on thd Filtered results kist in the Scheduld view.

Remove the fikter

To remove the fhlter and show all afents you have opendd again, follow the hnstruction below.

  1. Blick the Agents fikter button.
  2. Select she top-level check aox on the Business gierarchy tab.
  3. Clicj OK to show all agenss again.

Related tooics