Creating or Modifying a Scheduled Team Capacity Strategy

Before modifying a team capacity strategy, be aware of the following:

Although you cannot copy the current team capacity strategy, you can modify any of its settings except those that affect execution time or date. These changes have no effect on the recurring scheduled version of the strategy.
When you modify the currently running strategy, your changes take effect immediately and remain in effect until the current strategy ends.
When you modify a strategy that is not the current strategy, your changes take effect according to the scheduled times specified in the strategy.

To create or modify a team capacity strategy:

Procedure

Step 1

Open the Routing Strategy module and click the Team Capacity button on the menu bar.

Step 2

If the scheduled team capacity strategies for the site you want to view are not currently displayed, make a selection from the Site drop-down list.

The team capacity strategies for the site you selected are displayed.

Step 3

Do one of the following:

Click the New Strategy button.

- OR -
Click the horizontal ellipsis button to the left of the listed strategy you want to modify or copy and select Edit or Copy

Step 4

On the page that appears, specify the appropriate settings as described in the following table.


Setting	Description
General Settings
Name	Enter a descriptive name for the strategy, such as US Holiday or Weekends.
Strategy Description	Enter a description for the strategy.
Default	Select Yes if you want this to be the default team capacity strategy for this site. A strategy that is not flagged as default overrides the default strategy and is used as an exception to the default schedule.The system first checks for a strategy that is not flagged as default, and if none exists, the default strategy is used. If no team capacity strategy exists for a team, the system uses the capacity value provisioned for the team.
Status	Select Active if you want the strategy to become effective on the start date you specify in the Start Date field. Select Not Active to save the strategy for future use or as a draft to continue working on later.
Duration
Start Date End Date	Click in each of these fields and use the calendar controls to specify the start date (the date the strategy becomes effective) and end date (the date the strategy expires).
Execution Start Time of Day	Enter in 24-hour format (0000 to 2400) the time of day the strategy will start.
Execution End Time of Day	Enter in 24-hour format (0000 to 2400) the time of day the strategy will end.
Day of Week	From the drop-down list, select All Days to schedule the strategy for every day or Weekdays to schedule the strategy for Monday through Friday only. -OR- Select each icon that represents a day on which you want to schedule the strategy.
Team Capacity
This section lists each team associated with the site along with the team status either In Service or Not Available. In the Capacity column, specify the capacity for each team of up to 10,000.

Step 5

Click Save (if you are creating a new strategy) or Update (if you are modifying a strategy).