Working With Draft Schedules | Eleveo User Guides

Overview

The studio environment allows for the creation, modification and deletion of draft schedules. Users can create multiple draft schedules based on the production forecast. Schedules may cover different time periods and these periods may even overlap. Each draft schedule can be selected from within the studio environment to be a production schedule.

The WFM_VIEW_SCHEDULE role is required to view schedules. This role is included by default in the WFM_ANALYST and WFM_SCHEDULER composite roles. The WFM_CREATE_SCHEDULE, WFM_EDIT_SCHEDULE, and WFM_DELETE_SCHEDULE roles are required to create, edit, and delete draft schedules, respectively. These three roles are included by default in the WFM_SCHEDULER composite role. Read more about Workforce Management Roles.

Displaying Draft Schedules

To display existing draft schedules, expand the Scheduling module within the navigation tree and click Studio. The Scheduling Studio screen will display.

Basic information about existing schedules is displayed under the following columns:

Status – the status of the schedule (In Draft, In Production or Auto Scheduling in progress)
Name – name of the forecast
Queue – name of the work queue for which the schedule is created
Schedule range – time range of the schedule
Updated – date this schedule was last modified

The menu on the right allows further actions related to the schedule:

the View button allows the schedule to be viewed, but not modified – this option is available to a user with the WFM_ANALYST role assigned and to a user with the WFM_SCHEDULER role assigned
the Edit button permits the modification of the schedule – this option is available only to a user with the WFM_SCHEDULER role assigned
the Delete button allows for the removal of the schedule – this option is available only to a user with the WFM_SCHEDULER role assigned

The table below shows which icons allow particular users for specific actions:

	VIEW	EDIT	REMOVE
`WFM_ANALYST`	YES	NO	NO
`WFM_SCHEDULER`	YES	YES	YES
`WFM_AGENT`	NO	NO	NO

Available Actions

For more scheduling functionality, go to: