R--Viewing other schedules

The Other Schedules view displays a filterable, sortable, and searchable grid that lists other agents and their schedules. It has the following columns:

• Agent—Displays the name of the agent whose information appears in that row.
• Site—Displays the name of the agent's site.
• Team—Displays the name of the agent's team.
• Days of the week (one column for each)—Displays the agent's schedule information for that weekday. Click any work item in a specific agent's row to open the Schedule Details dialog box which contains all of the details about that particular work item.

Sorting the displayed data

Click the Agent, Site, or Team column header to sort the data in that column in ascending or descending order.

Tip

The Site and Team columns are visible only if you selected them in the Settings dialog in this view.

Searching for agents

In the Search field, use the drop-down menu to search for agents.

• From the drop-down list, select First name or Last name and enter the agent's name in the search field.

Changing the view settings

Click Settings to specify what additional columns or other information to show in the grid. You can choose to add the Site and/or Team columns, show a legend for Schedule States, and/or indicate non-tradable items in schedules.

Filtering the displayed data

Click Filter to open the dialog box, where you can click the corresponding radio button to limit the display to one of these choices:

• People I work with (the default)
• My shared transport (displayed only if the agent joined any shared transport)
• My team
• My site
• My business unit

Important

You will see only the filtering options made available to you, as configured by your supervisor or a system administrator.

Viewing others schedule details

You can view the schedule details of other agents and create trade proposals in this view. It's as easy as clicking on any week day column in the row that contains the agent's name to whom you want to propose a trade.

To open an agent's schedule details:

To create and send a trade proposal to the agent: