Manage shift bags

Create a shift bag and connect one or more rule sets to it. The shift bag then consists of the shifts from all the connected rule sets. When scheduling agents who are assigned this shift bag, they can be scheduled with any of those shifts.

Select a shift bag tab to visualize all the shifts it contains, and to list all the rule sets it is connected to. The rule sets can be reused in more than one shift bag.

Prerequisites

  • You have the Shifts permission.
  • You have created at least one rule set.

Page location

Client > Shifts > Bags tab

Procedures

Create a shift bag

Create a new shift bag and connect rule sets to it.

  1. Click the Bags tab to ensure it is selected.
  2. Click New.
  3. Enter a name for the shift bag and select the Enter key.
  4. Click Manage rule sets.
  5. Select the check boxes for all rule sets to connect to the shift bag.
  6. Click OK.
  7. Click Save to save the changes.

Add or remove rule sets

Connect more rule sets to the shift bag or remove already connected rule sets.

  1. Select the shift bag to work with.
  2. Click Manage rule sets.
  3. Select the check boxes for all rule sets to connect to the shift bag and clear the check boxes for the rule sets to remove.
  4. Click OK.
  5. Click Save to save the changes.

Copy a shift bag

Use the copy function to create a shift bag which is similar to an existing shift bag.

  1. Select the shift bag to copy.
  2. Click Copy.
  3. Click Paste. A shift bag with the same connected rule sets as the shift bag you copied is added at the end of the list of shift bags.
  4. Rename the shift bag.
  5. Click Manage rule sets.
  6. Select the check boxes for all rule sets to connect to the shift bag and clear the check boxes for the rule sets to remove.
  7. Click OK.
  8. Click Save to save the changes.

Rename a shift bag

Rename copied shift bags and shift bags that need a more descriptive name.

  1. Select the shift bag to rename.
  2. Click Rename.
  3. Enter the new name.
  4. Select the Enter key.
  5. Click Save to save the changes.

Delete a shift bag

Delete shift bags which are no longer needed.

  1. Select the shift bag to delete.
  2. Click Delete.
  3. Click Yes to confirm.
  4. Click Save to save the changes.

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