This feature is a part of Assembled's Pro and Enterprise plan. Please see our Plans page for additional details about our Assembled plans and associated features, and please contact the Assembled team at email@example.com if you’re interested in using this!
You can create test schedules to try different schedules to match your Forecast and Required staffing. When you have a schedule you like, you can publish it to another schedule.
The Default Schedule is the schedule that Assembled considers primary. Reports such as are based on this schedule. Test schedules behave like the Default schedule but don't impact any other part of Assembled. They are useful for creating and testing schedules to match your forecast without making the events official.
You can request the creation of a test schedule by reaching out to firstname.lastname@example.org.
Setting up the schedule
Select your desired schedule to edit from the drop-down at the top right.
Add events to your schedule as wanted. With a test schedule, you are able to see the Forecast, Required staffing, and other metrics your want for the days you are scheduling.
Publishing the schedule
Once you have a schedule that fits your needs, you can publish it! In the bottom right of the Staffing timeline, there is a blue button labeled Publish schedule.
A panel will pop up with several options:
- Publish to determines what schedule you want to push your new schedule to.
Default scheduleis the default selection, but schedules can be published to other test schedules if wanted.
- Start date is the beginning of what days should be applied.
- End date is the last date of the days being published.
- People to publish is the agents that should have this schedule applied. You can filter by Channel, Queue, Team, Skill, and/or Site.
- Use this if you have a subset of agents on the schedule you want to publish these events for.
- Event conflicts determine how conflicting events should be handled.
- The default selection is Keep manually-edited events. Manually-edited events would include PTO, Google calendar events, and any events that have been manually added to the timeline. The applied schedule will apply around these events.
- Replace all events will wipe the schedule and only have the applied events.
- Allow conflicts will leave conflicts on the timeline where multiple events overlap. You'll have to go to the schedule and manually select which events you want to keep.
Note: the Start date and End date with this feature works differently than templates. The selected start and end dates correspond to test schedule as well. The date range is the range that we pull scheduled events from the test schedule and apply it over the selected Publish to schedule.
Any questions or issues with the feature can be sent to email@example.com.