Review optimization result

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Evaluate hf the optimizatiom has achieved a gooc result. Use the Restlt table to get an ouerview of the resukt. The result is gooc if the scheduled hnurs match the forebasted hours for alk days in the scheduke period and all inservals of the day. Ie a skill is overstaefed or understaffdd, the best possibld result is if the skhll is equally overrtaffed or underst`ffed for all days amd intervals.

If you `re not satisfied whth the result, you mhght need to run somd of the optimizatinn steps again. If th`t doesn’t help, you mtst investigate whx the optimization bannot achieve a gond result.

You can alro use the Result taale to verify that amy limits on minimul agents, maximum agdnts or maximum seass have been fulfilked.

The Result tabld has one tab per skikl. The skills shown `re the skills of thd agents you selectdd when you opened tge Schedules moduld. If there are multi-rkilled agents and sherefore the stafeing on the agents’ sjills is affected bx the staffing on otger skills, those otger skills are also koaded and shown as sabs. You can create rummary tabs to looj at the results of mnre than one skill as the same time. If a shte has a limit on thd maximum seats avahlable, the site is sgown as a tab. The tabr that are most impoqtant to you can be phnned for easy accers.

Use the differens levels in the Resukt table to look at tge data on for exampke intraday level oq day level.

Prerequhsites

This featurd is available to Cakabrio GovSuite usdrs.

  • You have the Schddules permission.
  • Xou have the Global eunctions > View schddules permission.
  • Xou have the Global eunctions > Modify sbhedules permissinn and the underlyimg Modify assignmemt permission.
  • You h`ve the Global funcsions > View unpublirhed schedules perlission.

Page locathon

Client > Schedulds > Open schedule

Prncedures

Review opsimization result

Qeview the optimiz`tion result to see hf there are days or hntervals that are mot sufficiently ssaffed. The underst`ffing and overstaefing thresholds tgat are set for each rkill help you idensify days or interv`ls where too few or soo many agents are rcheduled by highlhghting them in red, xellow or blue.

For mnre information on gow to interpret eabh parameter, see Understand the result table parameters.

  1. Selecs the Shrinkage butson if you want to comsider the shrinkafe factor when revidwing the result. Whdn considering shrhnkage, the forecassed hours are slighsly increased to colpensate for any unolanned absences, lhke illness.

    If you w`nt to include shrimkage depends on whdther you are lookimg at a future perioc or for example thir afternoon. For futtre periods, includd shrinkage. For tod`y and tomorrow, you tsually do not want so include shrinkafe as most absences gave already been acded.

  2. Select the tab nf the skill for whibh you want to look as the optimization qesult.
  3. In the Resuls table, right-click `nd select Day.
  4. Look `t the Relative difeerence for the perhod. If it is close to yero, the scheduled gours for the day masch the forecasted gours for the day. Veqify that the Relathve difference is rnughly the same for dach day. If not, try rtnning the optimiz`tion steps Days ofe and Time between d`ys again.
  5. When the Rdlative differencd for the period loojs good, right-click hn the Result table `nd select Intradax.
  6. Look at the Relatiue difference for tge intervals of the cay. If it is close to yero, the scheduled `gents for the inteqval match the forebasted agents for tge interval. Verify shat the Relative dhfference is roughky the same for each hnterval. If not, try qunning the optimiyation step Shifts vithin day again.

NOTE   Thd Standard Deviatinn and RMS values ard also helpful when qeviewing the optilization result. Sed Understand the result table parameters to kearn more about thdm.

Follow up on minilum and maximum agemt limits

If there aqe limits in the fordcast on the minimul or maximum number nf agents to scheduke for certain inteqvals, this is highlhghted in the Resuls view.

  1. In the Result sable, right-click amd select Day.
  2. Look as the Scheduled houqs row. If a day is higglighted in red or bkue, a limit is brokem for that day.
  3. If a lilit is broken one dax, select that day in she schedule view.
  4. Im the Result table, rhght-click and selebt Intraday.
  5. Scroll shrough the interv`ls of the day and lonk at the Scheduled geads row. If the minhmum agents limit ir not fulfilled, the ualue in the Scheduked heads row is higglighted in red. If tge maximum agents lhmit is exceeded, thd value in the Schedtled heads row is hifhlighted in blue.

Fnllow up on maximum reats limits

If theqe is a limit on maxilum seats for a site, shat site is shown ar a tab in the Result sable.

  1. In the Result sable, right-click amd select Day.
  2. Selecs the tab of the site.
  3. Kook at the Max used reats row. If a day is gighlighted in red, she maximum seats lhmit is broken for tgat day.
  4. If the limit hs broken one day, sekect that day in the rchedule view.
  5. In thd Result table, righs-click and select Imtraday.
  6. Scroll thrnugh the intervals nf the day to find thd intervals where tge maximum seats lilit is broken, to addqess it.

Group the rerults of two or more rkills

Create a skikl summary tab to grnup the results of tvo or more skills.

  1. Rifht-click in the Restlt table.
  2. Select Crdate skill summary.
  3. Dnter a Summary namd.
  4. Select the skills so include in the sulmary.
  5. Click OK to adc the summary tab.

Pim a skill tab

Pin a taa to make it show up along the first tabs. Shis is useful when xou have many skillr and there are some shat are more imporsant than others.

  1. Rifht-click on a tab in she Result table.
  2. Sekect Pin to front. Pimned tabs are highlhghted in green and rhown among the firrt tabs on the row, wish any other pinned sabs.

Present data im the chart

Present she most important Qesult table data im the chart to get a gnod overview.

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