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If a planning is already generated and published it is possible to update it with different modifications like adding a meeting for example.
If I have to do a reforecast and generate a new planning, how to maintain the meeting I added on the first version to the second one?
Thanks for your help!
New activities, removal of activities, and changes to existing activities is allowed on any schedule - you would just need to Save & Publish. If you generate a new schedule, then there is no ability to copy over manual edits from a previously generated schedule since they could be vastly different (e.g., different days on/off, different shift start times, etc.).
Once you publish a schedule, best practices would be to not generate a new schedule for the same week and publish it since agents will have already been notified of the previously published schedule (e.g., which days they work, what hours etc.). The closer to the scheduled week, the less changes are typically made - especially if the schedule has already been published.
There might be a natural time period where the short-term forecast is stable/good enough after which point you generate a schedule and start to finalize post-schedule generation edits (e.g., ad hoc meetings, ad hoc shift changes).
As part of scheduling engine updates we are working on this quarter, we will be adding two related improvements:
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