To edit vacation maximums:
1 Select an Entity from the Vacation Maximums calendar.
2 Click Edit.
3 The Vacation Maximums window opens. Complete the required edits (see Vacation Maximum window below and refer to Table 8 for a detailed description of all fields).
4 Click Save when all vacation maximum edits are complete.
5 The Time Saved Off confirmation dialog box appears. Click OK.
6 The calendar is updated with the new Vacation Maximums for the Entity and Date(s) selected.
Table 8: Vacation Maximums Field Descriptions and Button Functions | |
Start Date / End Date | Click the date picker and select the date range (first and last date) for which you’d like to change the vacation maximum |
Entity | In the Entity drop-down list, select the entity for which you’d like to change the vacation maximum |
Name | In the drop-down list, select the Team, Skills, or Skillsets for which you want to edit the vacation maximum |
Maximum | Type the maximum number of agents that can take vacation at the same time for the selected dates. |
Buttons | |
Accept | Click to add the newly selected teams, skills, or skillsets vacation maximums for the selected dates to the Vacation Maximum Information table |
Save | Click to update the calendar with the new Vacation Maximums. |
Close | Click to close the Vacation Maximums window. If the window is closed without saving the information, the vacation information will be deleted and will not be added to the schedule. |