Close days for several skills at once

The yearly overview in the web Forecasts tool provides an overview of closed days and days that are marked as special events.

Set days as closed for several skills at once, or choose to reset the standard open hours for a day that is currently set as closed.

All actions in the Yearly overview are tracked in the General Audit Trail report.

Prerequisites

  • You have the Web > Forecasts > Modify skill permission.
  • A skill is created.

Page location

WFM > Forecasts

Procedures

View closed days and special events for the whole year

  1. Click Settings and select Yearly overview.

  2. Select the year to view.

  3. Click in the Skills field and then click to select skills.

    The year overview is updated based on the selected skills.

    • If a day is filled with a color, all selected skills are closed on that day.

    • If a day is half-filled with a color, some of the selected skills are closed on that day.

    • If there is a small colored square on a day, a special event is connected to that day. Hover over the square to see the name of the special event.

      NOTE   Only special events created in the web Forecasts tool are shown in the yearly overview.

Close days for several skills at once

  1. Click Settings and select Yearly overview.

  2. Select the year to view.

  3. Click in the Skills field and then click to select skills.

  4. Click Close skills...

  5. Click the Add dates from special event field and select a special event. The dates connected to that special event are added under the listed skills.

  6. If there are some dates which are connected to that special event that you do not want to close, click the X for those dates to remove them.

  7. Click Apply to close all the selected dates.

Reset open hours for a currently closed day

Reset open hours to the hours set in the standard workload day template for that day of the week.

  1. Click Settings and select Yearly overview.

  2. Select the year to view.

  3. Click in the Skills field and then click to select skills.

  4. Click on a closed day in the yearly overview. Closed days are filled or half-filled with a color.

  5. If there are any of the listed skills for which you do not want to reset open hours, clear the check boxes for those skills.

  6. Click Apply.

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