To view existing team capacity strategies:
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 page displays a grid listing the scheduled team capacity strategies that have been created for the selected site. Following is a description of each column.
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Column
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Description
|
|---|
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Name
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The name assigned to the strategy when it was created.
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ID
|
The identification number of the strategy. This number is automatically assigned by the system.
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Status
|
Indicates the status of the strategy.
-
Current means that this is a snapshot of the current team capacity strategy for the selected site. You cannot copy the current team capacity strategy, but you can modify any setting that does not affect execution time or date. You can delete the current team capacity strategy, but do not delete it before creating a different strategy for the same time interval. Your changes will not affect the recurring scheduled version of the strategy.
-
Active means the strategy will become effective at the specified start time on the specified start date.
-
Not Active means the strategy will not become effective regardless of the specified start time and date. This status lets you save a strategy for future use or as a draft to continue working on later.
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Default
|
Indicates whether the strategy is the default. A strategy that is not flagged as default overrides a default strategy and is used as an exception to the default schedule.
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Repetition
|
Specifies whether the strategy is scheduled to be repeated daily or only on specific days of the week.
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Start Date
|
The date the strategy is scheduled to start.
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Start Time
|
The time the strategy is scheduled to start (in 24-hour format) for any given day in the specified date range.
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End Time
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The time the strategy is scheduled to end (in 24-hour format) for any given day in the specified date range.
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End Date
|
The date the strategy is scheduled to end.
|
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| Step 3 | To view strategy information, click the button next to the strategy you want to view, and then click Edit. |