Review schedule history

Review all changes made to a day for a selected agent in the Schedule history. It shows a graphical presentation of the current schedule and all previous versions of the schedule, with shifts, absences or days off. For each change you can see who made the change and at what time.

It is possible to select a previous version of the schedule and restore that version to be used as the current version.

NOTE   
  • Meetings are not tracked in the schedule history. This means it is not possible to see if a meeting has previously been scheduled for an agent.

  • Automatically approved absence requests which are for a date within 14 days from the day when the request is made shows with the agent as the user who made the change. Automatically approved absence requests which are for a date more than 14 days from the day when the request is made shows with "System System" as the user who made the change.

Prerequisites

  • You have the Schedules permission.
  • You have the Global functions > View schedules permission.
  • You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.

Page location

Client > Schedules > Open schedule

Procedures

View schedule history and restore a shift

  1. Select a day for an agent in the Schedule view.
  2. Right-click in the Schedule view and select View schedule history.

    The previous versions of the schedule for that day are shown.

  3. To restore a previous version, select it and click Restore.

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