Quick Hits
Brief step-by-step guides for common tasks.
- Using the Schedule Adherence Summary for Performance Reviews and Coaching
- Rotating Schedule Tips
- What to do if you're missing contact volume data
- Managing Bulk User Assignments by Site, Folder, or Activity
- Optimizing Your Rotating Schedule: Avoiding Common Setup Errors
- Today's quick tip: How to add an agent (or agents) to a published schedule
- How to Review the Agent Cross-training Clusters and Matrix
- How do I remove an activity we no longer use?
- Moving a group to a different supervisor
- Optimizing a Forecast
- Missing Device ID / Missing Adherence
- What are PTO validation rules?
- Today's quick tip: What is the NL button?
- What is the Unassigned Participant Report?
- Why isn't the auto-approve service working?
- What is a droppable schedule?
- Finding the headcount for your center
- Today's quick tip: How to reset a password
- Reschedule after cancelling PTO: Will the schedule come back if I cancel an approved PTO event?
- Where to find deleted events (and who deleted them)
- Adjusting the duration of a break set event
- Updating a site assignment
- Changing an agent role to supervisor
- What is the Enterprise Model?
- Closing your center for a holiday
- Closing a PTO calendar is final
- Quickly view who reports to whom
- What are the options for off-phone intervals when optimizing a schedule?
- Using the breadcrumb hyperlinks
- How to sort in the memo module