Workforce Engagement Management

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  • 1.  Activity Planner

    Posted 09-12-2024 10:34

    I'm trying to plan 4 meetings (to include as many CSA's as possible), to be scheduled across Monday - Thursday. I want it to re-occur every 4 weeks. However it spreads the meetings out across 4 weeks (rather than just 1 week and then 3 weeks with no meetings). It doesn't allow me to change the end date for the initial schedule period to set it across 1 week only. Is there a way to do this?

    Thanks


    #WorkforceManagement
    #Scheduling

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    Chandni Kara
    JP Boden & Co Ltd
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  • 2.  RE: Activity Planner

    GENESYS
    Posted 30 days ago

    Hi Chandi,

    I have checked with some of our team and this will hopefully help:

    There are 2 methods you could try:

    1. Set up the Activity Plan and then run it on a single week.
      1. Generate the 1st week on its own so the AP is ran for the 4 weeks but only has available/schedules for week 1.
      2. If the start week is the only future published schedule run an ad-hoc "run now" for the 1st week
    2. Use session availability to limit the availability to the fist Mon-Thurs date range
      1. Add an open session availability for Mon - Thurs for future sessions 

    To help ensure the 3 week gap also set the time between sessions to 3 weeks.

    When setting the occurrence period Genesys will look for the best time during the first X weeks (in this case 4 weeks) and from there use the recurrence from the previous session for future sessions.

    Hope that helps.



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    Tracy
    Genesys
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