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ScheduleViewer

Use the ScheduleViewer to view your schedules and schedule changes on your PC. When you click the ScheduleViewer link in the Navigation Bar of the Agent WebStation screen, the ScheduleViewer page is displayed similar to View Schedules in Weekly view, 1-43 with the weekly schedule shown.

You can view your schedules in daily, weekly, and monthly views. After you have viewed your schedule changes, you will acknowledge that you have viewed the changes.

If the WebStation Schedule Changes feature is enabled for the customer, and if the MU's schedule change options have been set up by a supervisor, there is one additional tab available from the ScheduleViewer. The "my schedule changes" tab is explained in WebStation Schedule Changes, 1-48.

If the WebStation Schedule Trades feature is enabled for the customer, and if the MU's schedule trading options have been set up by a supervisor, there are two additional tabs available from the ScheduleViewer. The "my trades" tab and the "schedule trade board" tab are explained in WebStation Schedule Trades, 1-66.

What's in this Topic?

Schedule Change Alert Window

The ScheduleViewer will alert you when changes have been made to your schedules since the last time you acknowledged your schedule changes. You will be alerted of schedule changes when you initially enter the ScheduleViewer, or if updates have been made to your schedules while you are logged into the Agent WebStation. The Schedule Changes Alert window may alert you as follows:



Figure 1-16 . Schedule Changes Alert Window

NOTE: When the Schedule Changes Alert window appears, your company's logo may be displayed instead of the IEX logo, as in Figure 1-16. Regardless of the logo displayed, there will be a view changes button and a close button shown, which function as follows:

Schedule Change Alert - view changes

Clicking the view changes button will close the window, and your schedule will be displayed in the ScheduleViewer page, for the week that contains the first date for which changes exist. See View Schedules in Weekly view, 1-43 for details on viewing your schedules in the ScheduleViewer.

Schedule Change Alert - close

When you click the close button, the Schedule Changes Alert window is closed, however, this will not clear the "schedule change" symbols in the ScheduleViewer. Note that the schedule change "Alert" messages in the Navigation Bar will also remain displayed, even if the Schedule Changes Alert window is closed.

If you close the Schedule Changes Alert window, it will not be displayed again unless additional changes are made to your schedule. However, if you exit the Agent WebStation without having acknowledged changes to your schedule, then this window will be displayed again the next time you log on to the WebStation.

Acknowledging your Alerts

After you have reviewed your schedule changes and any changes in the status of your schedule change requests, you will need to acknowledge that you have viewed this information. To do this, click the Acknowledge Alerts button in the "Alerts" section of the Navigation Bar. (See Alerts, 1-14 for more information on this section of the Navigation Bar).

When you click the Acknowledge Alerts button, the following message is displayed:

"This will clear the change marks for schedules on all days. If you have not yet seen all of the changes, click Cancel. Otherwise, click OK"

If you have not reviewed all of the alerts listed, then you may wish to click Cancel to close this message box without clearing the "schedule change" symbols from your schedules and the alerts shown in the "Alerts" section of the Navigation Bar. If you click OK, the message box will close, all "schedule change" symbols will be cleared from your schedules, and all alerts shown in the "Alerts" section of the Navigation Bar will be cleared. In addition, if the Schedule Changes Alert window (see Figure 1-16) is open, it will be closed.

Scheduled Activity Reminders

When you are logged into the Agent WebStation, and the ScheduleViewer screen is displayed, your supervisor may have setup ScheduleViewer to alert you when certain activities begin on your current day's schedule. For example, if your supervisor defined to remind agents for the scheduled activity "Meeting", then a Scheduled Activity Reminder window will appear on your PC either before the scheduled activity "Meeting" begins or when it begins. The Scheduled Activity Reminder window may remind you as follows:

In Figure 1-17, the reminder shows that the Scheduled Activity is Meeting and it starts at
10:00 AM and ends at 10:30 AM.

NOTE: The server clock is used to determine when to alert agents of a new schedule item.



Figure 1-17 . Scheduled Activity Reminder Window

Remind me again in (x minutes)

When the Scheduled Activity Reminder window appears, you can select to be reminded again in a certain number of minutes. Click the "Remind me again in" check box, then select the number of minutes for the reminder to again be displayed. Possible reminder times (in minutes) are as follows: 5, 10, 15, 30, 45, 60.

Note that if you select a time that is after the time that your scheduled activity is supposed to start, then when the Scheduled Activity Reminder window is displayed again, the text "(overdue)" will appear below the time range shown for the scheduled activity. This means that the scheduled activity is overdue, and you should have started it at the start time shown.

Click OK to clear the Scheduled Activity Reminder window. If you leave the Scheduled Activity Reminder window displayed, and you are reminded of another scheduled activity, then another Scheduled Activity Reminder window will appear.

ScheduleViewer Tabs

If the WebStation Schedule Trades and Schedule Changes features are enabled for the customer, allowed for your MU, and your MU's options have been set up by a supervisor, there are additional tabs available within the ScheduleViewer, which display similar to the following illustration:



The first tab is used to display the my schedule page (the standard WebStation ScheduleViewer screen). The second tab is used to access the my schedule changes page, which displays the schedule changes you have requested. The third tab is used to access the my trades page, which displays your schedule trade requests. The fourth tab is used to display the schedule trade board page, which shows trade requests for all agents, and allows you to select schedules which have been posted for trading. The fifth tab, agent schedules is an optional tab that a supervisor may allow as part of schedule trades for the purpose of allowing you to see other agent's schedules. These pages all display their data for the dates selected via the calendar.

For information on using the Calendar to select dates, see

ScheduleViewer "my schedule" tab

In the ScheduleViewer screen, you can view your schedules for different days, weeks, or months using the calendar. The dates selected on the calendar correspond to the schedules data currently displayed in the screen.

In the ScheduleViewer there are many ways to navigate through your schedules. You can view your schedules using the daily, weekly, or monthly calendar views. To navigate through the three views, simply click on the Daily, Weekly, or Monthly link located near the top of the screen (see the following illustration).



View Schedules in Daily view

In the ScheduleViewer screen, click the Daily link to view your schedules one day at a time. The date highlighted on the calendar corresponds to the schedule currently displayed on the screen. A daily view of an agent's schedule is shown in Figure 1-18.



Figure 1-18 . Daily View of Agent's Schedule
How to view your schedules in Daily view

Do any of the following to view your schedule in a Daily view:

Information displayed in Daily view

The following information is displayed in the Daily view of the ScheduleViewer.

NOTE: Agents are not allowed to trade schedules for which they are assigned limited-position skills using the Agent WebStation - Schedule Trades feature. However, this functionality may be added in a future version of this feature.

Calendar controls in Daily view
Change a Schedule

If you are allowed to make schedule changes, there will be a change button displayed above the schedule and a check box shown to the left of the schedule. To change a schedule, select the check box next to the schedule, then click the change button. The request a schedule change page is displayed as shown in Figure 1-22. Follow the steps detailed in Requesting Schedule Changes, 1-49 to change your schedule.

NOTE: If you do not check the schedule check box before clicking the change button, you will need to select the date for the schedule you want to change when the request a schedule change page is shown.

Trade a Schedule

If you are allowed to trade schedules, there will be a trade button displayed above the schedule and a check box shown to the left of the schedule. To trade a schedule, select the check box next to the schedule you want to trade, then click the trade button. The Trade your schedule page is displayed as shown in Figure 1-26. Follow the steps detailed in Initiating a Schedule Trade, 1-69 to complete a schedule trade.

NOTE: If you do not check the schedule check box before clicking the trade button, you will need to select the date that you want to trade when the Trade your schedule page is shown.

Check All and Clear All

Select Check All to select the check box next to the schedule. Select Clear All to uncheck the check box next to the schedule. These buttons are only shown if you are allowed to either trade or change schedules.

View Schedules in Weekly view

In the ScheduleViewer screen, click the Weekly link to view your schedules one week at a time. The week highlighted on the calendar corresponds to the schedules currently displayed on the screen. A weekly view of an agent's schedules is shown in Figure 1-19.

NOTE: The Weekly page is displayed by default and the current week is selected by default when you enter the ScheduleViewer module.



Figure 1-19 . Weekly View of Schedules
How to view your schedules in Weekly view

Do any of the following to view your schedules in a Weekly view:

Information displayed in Weekly view

The following information is displayed in the Weekly view of the ScheduleViewer.

Calendar controls in Weekly view
Change a Schedule

If you are allowed to make schedule changes, there will be a change button displayed above the schedules and a check box shown to the left of each schedule. To change a schedule, select the check box next to the schedules you want to change, then click the change button. The request a schedule change page is displayed as shown in Figure 1-22. Follow the steps detailed in Requesting Schedule Changes, 1-49 to change your schedule.

NOTE: If you do not check any of the schedule check boxes before clicking the change button, you will need to select the dates for the schedules you want to change when the request a schedule change page is shown.

Trade a Schedule

If you are allowed to trade schedules, there will be a trade button displayed above the schedules and a check box shown to the left of each schedule. To trade a schedule, select the check box next to the schedule you want to trade, then click the trade button. The Trade your schedule page is displayed as shown in Figure 1-26. Follow the steps detailed in Initiating a Schedule Trade, 1-69 to complete a schedule trade.

NOTE: If you do not check any of the schedule check boxes before clicking the trade button, you will need to select the dates that you want to trade when the Trade your schedule page is shown.

Check All and Clear All

Select Check All if you want to select all of the check boxes for every schedule shown on this page. Select Clear All to uncheck all of the check boxes shown next to each schedule. This is an easy way to select or deselect all schedules when trading or changing your schedules. These buttons are only shown if you are allowed to either trade or change schedules.

NOTE: Since Check All selects all days shown (which could include past days or days with no schedule), then the rules that validate schedule trades will have to validate whether these days are valid days for trading. Uncheck days for which there is no schedule or days that are prior dates, otherwise you will have to remove those dates when validation errors occur during the Schedule Trades process.

View Schedules in Monthly view

In the ScheduleViewer screen, click the Monthly link to view your schedules one month at a time. A monthly view of an agent's schedules is shown in Figure 1-20.



Figure 1-20 . Monthly View of Agent's Schedules
How to view your schedules in Monthly view

Do any of the following to view your schedules in a Monthly view.

Information displayed in Monthly view

The following information is displayed in the Monthly view of the ScheduleViewer.

Calendar controls in Monthly view

WebStation Schedule Changes

With the optional Agent WebStation Schedule Changes feature, agents are allowed to request changes to their schedules, specifically the addition of Exception Codes (activities) to their existing schedules for selected periods of time. Once agents have made a schedule change request, they can monitor the status of their requests and/or cancel pending requests in the my schedule changes page.

If approval of a schedule change is required, some or all schedule change requests will need to be approved by a supervisor before the changes will be validated and completed. If supervisor approval is not required, then as soon as a schedule change is requested and validated the change will be completed. Depending on how well the request adheres to supervisor-established rules, the change may be implemented for the entire period requested, or a period of time which is less than the total time requested. Once a schedule change request is completed, the agent will be notified of any changes made to their schedule.

For each MU, supervisors will have set up rules which enable agents in specific MUs to make schedule change requests using the Agent WebStation. Also defined at the MU level, specific Exception Codes will be defined as available for agents to select while making schedule change requests. For each Exception Code, the supervisor will have decided the allowable time ranges (relative to the time of the request) for schedule change requests, and if the schedule change requests will require supervisor approval or not. Note that if your MU is not allowed to make schedule change requests, the schedule change request features and screens will not be available. For complete information on the WebStation schedule change rules, see Rules for Schedule Change Requests, 1-62.

WebStation "my schedule changes" tab

If the WebStation Schedule Changes feature is enabled for the customer, and WebStation schedule changes are allowed for your MU, and your MU's schedule change options have been set up by a supervisor, the "my schedule changes" tab is available within the ScheduleViewer. Refer to ScheduleViewer "my schedule changes" tab, 1-55 for more information.

Requesting Schedule Changes

In the process of requesting changes to your schedules, you will select the dates of the schedules to be changed, the activity (exception code) you want to insert into your schedules, and the time period the requested activity will fill in your new schedule. To request a change to one or more of your schedules, follow these steps:

Step 1 - View Schedules You Wish To Change

Use the "my schedule" tab of the WebStation ScheduleViewer, shown similar to Figure 1-21, to view the dates of the schedules you wish to make changes to. This can be done in Daily or Weekly view mode, but not Monthly view mode. For information on how to view your schedules, see View Schedules in Daily view, 1-40 and View Schedules in Weekly view, 1-43. Note that your supervisor will have put in place minimum and maximum notice requirements rules, which will affect the date range of the schedules that you may request changes for. (See Rules for Schedule Change Requests, 1-62)



Figure 1-21 . WebStation ScheduleViewer - "my schedule" tab (Weekly View)
Step 2 - Select Dates For Change Requests

Put a check mark in the check boxes by the day or days you wish to request schedule changes for. If you use the Daily view mode, you may submit change requests for one schedule in one request. If you use the Weekly view mode, you may submit change requests for up to seven day's schedules. The dates you select in this step should be the dates you want to make changes to, not necessarily the dates that the schedule starts on. (These two dates may be different in the case of shifts that cross midnight.)

NOTE: If multiple dates are selected, the change that you request will be applied to all of the schedules (assuming the changes are validated). For example, if you select schedules on two different days, whatever change you request will be requested for both dates. If you want to request different changes for different dates, you will need to make each schedule change request separately (only select one date in this step of the process). Once the dates have been selected, click the change button. You will now be taken to the next step of the process, similar to the illustration in Figure 1-22:



Figure 1-22 . WebStation ScheduleViewer - request a schedule change (confirm dates)

Step 3 - Confirm Dates

This is where the date(s) you selected can be confirmed and/or changed. You can enter new dates or click the Calendar icons to choose the date using the calendar pop-up window. Note that the dates you may select are determined by the date range rules for the exception code that you select in Step 5 - Select Exception Code, 1-51. (See Specific Exception Code Rules, 1-62.)

Step 4 - Enter Start / End Time

After you select the date, enter the start time and end time for the exception code that will be added to your schedule. Enter the start and end time in either the 12 hour format "h:mm AM/PM" (where h = hours, mm = minutes and AM/PM is case insensitive) or 24 hour format "h:mm". The time format is based on the language selected in "My Preferences" of the Agent WebStation.

Note that the start and end times you may enter are determined by the date range rules (See Specific Exception Code Rules, 1-62) and that the exception code priority rules may affect the exact times that the exception code is actually applied to your schedules (See Exception Code Priority Comparison, 1-65 and Exception Code Application - Schedule Date, 1-63).

Step 5 - Select Exception Code

Next, select the exception code (activity) from either the exception code drop list, or from the exception code pop-up window (click choose an exception to open this window). The exception codes window appears, similar to the following illustration:



Note that the only exception codes that will be available for selection are the ones that your MU is allowed to request changes for. There are also restrictions pertaining to the dates and times that each of the available exception codes can be applied to your schedule. These rules are established individually for each exception code. See Rules for Schedule Change Requests, 1-62 for details.

Step 6 - Submit Change Request

If you want to submit your change request(s) without adding another schedule change request, click the submit button. (or)

If you want to submit your change request(s) and add another schedule change request, click the submit and add another change button to submit the change request(s) and add another schedule change request. When you click the submit and add another change button, the request confirmation window will appear, similar to the following illustration:



This request confirmation window does not list the changes you requested, but has fields available where you can request another schedule change (as described in Step 3 - Confirm Dates, 1-51).

Once your change requests are submitted, they are validated against the rules that have been set up by your supervisor (See Rules for Schedule Change Requests, 1-62 for details on these rules). If the changes do not pass this initial validation, specific error messages will be shown that will help you to correct the change requests, similar to the following illustration:



The error messages displayed are based on how your schedule change request conflicted with the schedule change rules that supervisors have set up for your MU. See Rules for Schedule Change Requests, 1-62 for more information on these rules.

Once your change requests pass the initial validations, they are submitted to the system for processing, and the change request confirmation page is displayed, similar to the following illustration:



This request confirmation window is where you can review the schedule change requests that you just made. All of the schedule changes you just requested are listed, sorted by date. From here you can use the links to request another schedule change or return to the ScheduleViewer. You can review all of your schedule changes by clicking the "my schedule changes" tab. (See WebStation "my schedule changes" tab, 1-48). Note that schedule change requests involving exception codes which require supervisor approval will have a status of "pending approval".

Final Processing of Schedule Change Requests

For schedule change requests involving exception codes which do not require supervisor approval, as soon as a schedule change is validated in the Agent WebStation, the change will be processed and the agent will be notified of any changes made to their schedule.

For schedule change requests involving exception codes which do require supervisor approval, the schedule change requests will need to be approved by a supervisor before the changes can be processed and completed. If a schedule change request is approved, it is processed and completed. At that point the agent will be notified of any changes made to their schedule. See Schedule Change Alert Window, 1-36.

NOTE: Depending on how well a schedule change request adheres to the existing rules as set up by supervisors, the schedule change you requested may pass or fail validation. If it passes the validation process, it may be implemented for the entire time period you requested, or for a period of time which is less than the total time that was requested. If a partial change was made, this will be noted in the My schedule changes details window, 1-59. It is important to understand that schedule change requests can pass the initial validations and yet fail the final validations. In this case, the requests can show a status of "Approved", even though they will fail to be completed. Whenever a request fails the validation process, its status will of course be changed to "Failed". For more information on the WebStation schedule change rules and validation process, see Rules for Schedule Change Requests, 1-62.

ScheduleViewer "my schedule changes" tab

After you have made some schedule change requests, you can review your requested changes by clicking the my schedule changes tab in the ScheduleViewer. This page allows you to view all of your schedule change requests and to cancel your pending requests. Clicking on the alerts that are listed in the Navigation Bar will cause the appropriate day's schedule change requests to be displayed in this page. (See Schedule Change Request Alerts, 1-15)

NOTE: Depending on the settings you have selected in the My Preferences page, the page will display up to four schedule change request statuses. (See "my schedule changes" preferences tab, 1-26)

When you click the my schedule changes tab in the ScheduleViewer, the my schedule changes page is displayed similar to Figure 1-23.



Figure 1-23 . WebStation ScheduleViewer - my schedule changes page
Using the Calendar To Select Dates To View

You can use the calendar control to view your schedule change requests, as follows:

Hide / Show (request type)

A link is available at the top of each table that will hide each table. You may choose to re-display any of the hidden tables by using the Show drop list at the bottom of the page, similar to the following illustration:



The Show drop list is not available if none of the request types are currently being hidden, as in Figure 1-23. Selecting an item from the drop list and clicking the Show button will refresh the page, and the table for the selected status type will be re-displayed. If you select All requests and click the Show button, then all schedule change request types will be displayed.

Note that the types of requests that are displayed are also controlled by the preferences screen, which is accessed by using the My Preferences link on the toolbar, see "my schedule changes" preferences tab, 1-26. Whenever you make selections via the drop list, your preferences page will also be updated.

Schedule change (delta) icon - modified request

A schedule change (delta) icon is shown next to each schedule change request that has been modified since you originally submitted the schedule change. This schedule change icon is displayed if there has been a modification by a supervisor to the exception code, date, start time, or end time since you first submitted this change request.

Click the schedule change icon to see the Schedule Change Request Details window as shown in Figure 1-24, which displays details for this schedule change request.

Pending schedule change requests

Schedule change requests that are approved and awaiting completion, and pending approval are displayed in this table, the columns and controls in the table are as follows:

Completed schedule change requests

Schedule change requests that are completed are displayed in this table, along with associated schedule change information. Note that if a schedule change request's exception code has been applied to your schedule for any part of the specified time range, then the schedule change request's status will be considered to be completed. (See How Exception Codes Can Be Partially Applied To Your Schedule, 1-66 for details.)

The columns and controls in the table are as follows:

Unsuccessful schedule change requests

Schedule change requests that are unsuccessful are displayed in this table, the columns and controls are as follows:

Error Messages from Failed Schedule Change Requests

Depending on how the WebStation Schedule Change Rules are set up by the MU supervisor agents may see some of the following error messages in the unsuccessful section of the my schedule changes screen if a schedule change request is denied or fails. An explanation for each error message is provided below.

Error Message
Explanation
The exception code was applied for one minute or more of the specified time range, but not the entire time range because of existing, higher-priority exception codes.
Part of the requested change was enacted, but the change could not be applied for the total time duration requested, because of existing, higher-priority exception codes. See How Exception Codes Can Be Partially Applied To Your Schedule, 1-66 and Exception Code Priority Comparison, 1-65.
The exception code was not applied for any part of the specified time range because of existing, higher-priority exception codes.
The change could not be enacted, because higher-priority exception codes existed for the duration of the requested period. See Exception Code Priority Comparison, 1-65.
The specified date falls outside of the MU's schedule date range.
The date/time of the schedule you have requested to have changed is not within the time range of the schedules that have been created for your MU
The specified date is farther in the past than the maximum number of days that schedules may be edited.
The date of the schedule you have requested to change is not within the allowable time range. See Rules for Schedule Change Requests, 1-62.
The exception code was not applied because of invalid input.
The exception code was not applied because of invalid input. For example: invalid agent ID, invalid exception code, etc.
The exception code was not applied because of internal errors.
The exception code was not applied because of internal errors. For example: database open failed

Cancelled schedule change requests

Schedule change requests that are cancelled are displayed in this table, the columns and controls are as follows:

My schedule changes details window

If you click the details link in the my schedule changes tab of the ScheduleViewer, or click a schedule change (delta) icon, the Schedule Change Request Details window displays information about the requested schedule change, similar to Figure 1-24.



Figure 1-24 . Schedule Change Request details window

The contents of this window are the same, regardless of the status of the request, with the exception of the "Approved by / Denied by" line, and the "Reason" line, as described below.

This window is also displayed when you click a delta icon in the my schedule changes window. In this case, the "original request" section is also shown since the schedule change request has been modified by a supervisor since you originally submitted the request (indicated by the delta icon).

your current schedule

The agent's current schedule for the date of the request is shown in a section labeled "your current schedule". The day of the week and the date of the schedule is shown above the schedule details, as shown in the figure above. Schedule details are formatted as they are in the ScheduleViewer. If no schedule exists for the date or time range to be shown, then the text "OFF" is shown.

requested change

The "requested change" section contains the following information:

original request

For schedule change requests whose exception code, date, start time, or end time have been modified by a supervisor, the original request section is displayed in this window with the following information:

close

Click the close button to close this window.

Rules for Schedule Change Requests

For each MU, supervisors can control whether or not all agents in the MU are allowed to make schedule change requests, and how schedule change requests must be made for each exception code. The rules are discussed below.

NOTE: The WebStation Schedule Change rules for each exception code are defined at the MU level, so it is possible for multiple MUs to have their own rules for any given exception code. WebStation Schedule Change Rules are set up by supervisors in the TotalView supervisor workstation.

Exception Code Priority Value Settings

The Priority value of each exception code is established by supervisors at the customer level. This priority value will determine whether the exception code you select can be applied to your schedule or not. In general, when your schedule change is completed, exception codes that previously existed in your schedule will be replaced if the schedule change you requested was for a higher priority exception code, but there are some exceptions to this rule. See How Exception Code Priority Affects The Way That Change Requests Are Implemented, 1-65 for complete details about the way that priority values affect the application of exception codes.

Specific Exception Code Rules

For each MU, supervisors are required to set up the schedule change request rules. The WebStation Schedule Change rules for each exception code are defined at the MU level, so it is possible for multiple MUs to have their own rules for any given exception code.

The MU's schedule change request rules, established for each Exception Code, govern the schedule change request process in the following ways:

NOTE: All rules must be validated if a schedule change is to be enacted.

Exception Code Application - Schedule Date

The date for which the schedule change will be applied will be determined as follows. Note that all other rules must also be validated if a schedule change is to be completed.

The rules above are demonstrated in the following examples, where an agent has schedules as shown in the chart, and submits the following schedule change request:

Exception code: Overtime

Date selected: 1/23/04

Start time: 6:00 am

End time: 7:00 am

1/22/04
Agent's Schedule
1/23/04
Agent's Schedule
Result
any
6:00 am - 3:00 pm
The exception code will be applied to the agent's 1/23/04 schedule, and exception code priorities will determine whether or not the existing exception codes will be overwritten.
any
8:00 am - 5:00 pm
The exception code will be applied to the agent's 1/23/04 schedule, and the schedule start time will be changed to 6:00 am.
OFF
10:00 pm - 7:00 am
The exception code will not be applied to any schedule, since the 1/23/04 schedule would be longer than 24 hours and the agent does not have a cross-midnight schedule on 1/22/04.
10:00 pm - 7:00 am
10:00 pm - 7:00 am
The exception code will be applied to the agent's 1/22/04 schedule, and exception code priorities will determine whether or not existing exception codes are overwritten.
9:00 pm - 6:00 am
10:00 pm - 7:00 am
The exception code will be applied to the agent's 1/22/04 schedule, and the schedule end time will be changed to 7:00am.
3:00 pm - 12:00 am
10:00 pm - 7:00 am
The exception code will be applied to the agent's 1/22/04 schedule, and the schedule end time will be changed to 7:00 am.
7:00 am - 4:00 pm
10:00 pm - 7:00 am
The exception code will not be applied to any schedule since the resulting schedule would be longer than 24 hours on either day.
OFF
OFF
A new schedule will be created for 1/23/04. The schedule start and end times will be 6:00am - 7:00 am.
10:00 pm - 7:00 am
OFF
The exception code will be applied to the agent's 1/22/04 schedule, and exception code priorities will determine whether or not existing exception codes are overwritten.
9:00 pm - 6:00 am
OFF
The exception code will be applied to the agent's 1/22/04 schedule, and the schedule end time will be changed to 7:00am.
3:00 pm - 12:00 am
OFF
The exception code will be applied to the agent's 1/22/04 schedule, and the schedule end time will be changed to 7:00 am.
7:00 am - 4:00 pm
OFF
A new schedule will be created for 1/23/04. The schedule start and end times will be 6:00 am - 7:00 am.

Daylight Savings Time Note

If an exception code is to be applied at a time that "does not exist" because of daylight savings time, then the exception code will be applied at the next possible minute following the requested time. For example, if an exception is to be applied at 2:00 am on 4/4/04 (in the U.S.), then the exception code will be applied starting at 3:00 am, since the time goes from 1:59 am to 3:00 am on that day. Similarly, if an exception code is to be applied for a time that "exists twice" on the requested date, then the exception will be applied at the first instance of the requested time. For example, if a request is made starting at 1:00 am on 10/31/04 (in the U.S.) then the exception code will be applied at the first instance of 1:00 am, since the time goes from 1:59 am to 1:00 am on that date. (The same rules apply for the end time, for example, if an exception code is to be applied through 1:59 am on 10/31/04, then the exception code will end at the first instance of 1:59 am.)

How Exception Code Priority Affects The Way That Change Requests Are Implemented

In order for a schedule change request to be validated and applied to your schedule, the change request must be checked for exception code priority conflicts. (Supervisors establish the "priority" of each exception code in relation to all other exception codes.) In general, when your schedule change is completed, exception codes that previously existed in your old schedule will have been replaced wherever the schedule change you requested was for a higher priority exception code, but there are some exceptions to this rule. The rules for exception code application are explained in the following section:

Exception Code Priority Comparison

For each minute in your schedule, the exception code priorities will determine whether or not a previously existing exception code is overwritten by the exception code you requested. If the requested exception code has the same or higher priority than the existing exception code, then the requested exception code will be stored in place of the existing exception code. If the requested exception code has a lower priority value than the existing exception code, then the new exception code will not be put onto your schedule.

Note that the Open Time exception code has its own guidelines (See Priority Comparisons Involving The Open Time Exception Code, 1-65)

Priority Comparisons Involving The Open Time Exception Code

When an exception code is applied to a time period containing the "Open Time" exception code, the "Open Time" exception code will always be overwritten. For example, if an agent requests that a "Personal Time" exception code is to be added to their schedule for 4:00pm - 5:00pm, and the "Open Time" exception code already exists between 1:00pm and 5:00pm, then the "Personal Time" exception code will be stored for 4:00pm - 5:00pm, even if it has a lower priority than the "Open Time" exception code.

Conversely, the "Open Time" exception code will always take precedence when it is being applied to a schedule. That is, if the exception code being added to the schedule is the "Open Time" exception, then it will overwrite any other exception code that already exists on the schedule. For example, if the "Open Time" exception code is to be added to the agent's schedule for 4:00pm - 5:00pm, and a "Meeting" exception code already exists between 3:00pm and 5:00pm, the "Open Time" exception code will be stored for 4:00pm - 5:00pm, even if the "Meeting" exception code has a higher priority.

How Exception Codes Can Be Partially Applied To Your Schedule

During the validation process, each minute that an exception code is being added to the schedule is checked for existing exception codes, and it is possible for an exception code to be partially applied. If, for example, the agent requests that a "Training" exception code is to be applied to their schedule from 8:00am to 10:00am, but a higher-priority exception code already exists between 9:00am and 10:00am, then the "Training" exception code will only be applied to the schedule between 8:00am and 9:00am. Here is another example, where an agent has the following schedule:

"Open Time" 8am - 5pm

"Break (priority value = 10) 10am - 10:15am

"Lunch" (priority value = 1) 12:00pm - 1:00pm

"Break" (priority value = 10) 3:00pm - 3:15pm

If the agent requests that the "Sick" exception code (priority value = 5) be added for 11:00am - 5:00pm, then the "Sick" exception code would be added at 11:00am - 12:00pm, and also at 1:00pm - 5:00pm. The "Lunch" exception code would not be overwritten because of its higher priority value. Note that if a schedule change request's exception code is applied to an agent's schedule for any part of the specified time range, then the schedule change request's status will be set to completed.

WebStation Schedule Trades

To access the Schedule Trades feature, click the Schedule Trades link in the Navigation Bar, and your my trades page is displayed. This page shows your schedule trade information for all dates. For detailed information about your my trades page, see ScheduleViewer "my trades" tab, 1-96.

NOTE: The Schedule Trades link will not be shown if the Schedule Trades feature is not enabled, or if your supervisor has not set up trade rules for you.

With the Agent WebStation - Schedule Trades feature, agents are able to "post" partial or complete schedules for trading and indicate what kind of schedules they would accept in return. Trades can be posted to the schedule trade board (Open trades), or a request can be made to trade schedules with a specific agent (Closed trade). Agents are able to view the schedules that other agents have posted for trading, and they are able to accept the posted schedule trade requests for which they are eligible. Schedule trade requests are made available to agents based on rules which are entered by supervisors for each MU. The trade rules a supervisor sets up for an MU, determines what types of trades an agent can request and accept.

If supervisor approval of schedule trades is required by the MU trade rules, all schedule trade requests that are accepted will need to be approved by a supervisor before the trade will be completed. If supervisor approval is not required, then as soon as a schedule trade request is accepted and validated the trade will be completed.

MU Trade Rules

For an overview on the Schedule Trades process, see WebStation Schedule Trade - Process Overview, 1-67. You are able to view the rules that have been set up for your MU by accessing a Trade Rules page from the schedule trade board, see View Trade Rules, 1-91.

Note that for each MU, supervisors can set up trade rules which govern the following:

For complete information on the WebStation schedule trading rules, see Rules for trading schedules, 1-112.

MU Time Zone Differences

If WebStation schedule trading is allowed between MUs (see Rules for trading schedules, 1-112) and if the posting agent and the accepting agent belong to different MUs which have been set up using different time zones, the necessary adjustments to times and dates are automatically made when the schedules are displayed. For example, if an agent in an Eastern time zone MU posts a schedule for 10:00 am- 07:00 pm EST, the posted schedule would be displayed to agents in Central time zone MUs as being from 9:00 am - 6:00 pm CST.

Exception Codes and WebStation Schedule Trades

With WebStation Schedule Trading, supervisors decide for each MU the specific exception codes "scheduled activities" that are tradable in the WebStation. If a schedule contains an exception code which has been set up as non-tradable for an MU, then agents in that MU will not be allowed to trade that schedule in the Agent WebStation. All other exception codes are kept with the schedules if the schedules are traded via the Agent WebStation.

WebStation Schedule Trade Tabs

If the WebStation Schedule Trades feature is enabled for the customer, and WebStation schedule trades are allowed for your MU, and your MU's schedule trading options have been set up by a supervisor, there are three additional tabs available within the ScheduleViewer: "my trades", "schedule trade board", and "agent schedules". The "agent schedules" tab is only available if a supervisor has given you permission to view other agent's schedules. Refer to ScheduleViewer Tabs, 1-38 for more information.

WebStation Schedule Trade - Process Overview

NOTE: This is a general overview, which omits specific details that are fully described in the sections that follow. (See Initiating a Schedule Trade, 1-69 for complete details) Also, some of the items described in this overview will only apply if the corresponding (optional) trading rules are enabled by a supervisor. (For details on the trading rules, see Rules for trading schedules, 1-112).

There are basically two types of schedule trades:

Process Overview of an Open Trade

These are the basic steps for an Open trade:

  1. An agent initiates an (Open trade) by posting schedules to the schedule trade board of the Schedule Trades module, and indicates the schedules wanted in return.
  2. An agent views schedules that have been posted for trading in the schedule trade board.
  3. Another agent accepts (selects) a trade for which the agent is eligible (based on the MU rules), if the accepting agent has a schedule that matches the posting agent's trade request.
  4. The posting agent approves or denies the trade in the my trades page if the posting agent is required to approve the accepted trade (or if multiple agents accept the trade).
  5. The posting and accepting agents wait for supervisor approval (if required) and processing completion.

Notification is sent to each agent when trades are approved or denied.

  1. Trading agents can view the status of each of their own schedule trade requests in the my trades tab of the Schedule Trades module.
Process Overview of a Closed Trade

These are the basic steps for a Closed trade:

  1. An agent initiates a (Closed) trade by specifically choosing an agent to trade schedules with, and indicates the schedules wanted in return.

(The trade must be one which the agents are eligible to trade (based on the MU rules)

  1. The target agent approves or denies the schedule that the initiating agent wants to trade, using the my trades page.
  2. The posting and accepting agents wait for supervisor approval (if required) and processing completion.

Notification is sent to each agent when trades are approved or denied.

  1. Trading agents can view the status of each of their own schedule trade requests in the my trades tab of the Schedule Trades module.

Basic Trading Options

When posting schedules for trading, you will be offered the following basic options. Note that these options can be combined in many cases, and that some of the options will only apply if they have been enabled by a supervisor. (See Rules for trading schedules, 1-112).

Full Day / Partial Day Trades

Full-day trades are enabled by default. Depending on the settings selected by supervisors, agents in an MU may or may not be allowed to trade partial day schedules. If the partial day trading option is not allowed for your MU, the full day / partial day option will not be offered. If partial day trading is allowed, the following will apply:

If you wish to trade the entire day's schedule on the days you have selected, you will need to use the Trade the entire day option as you post schedules. (See step 5., 1-72 for details) If you want to trade only a part of your schedule for the days you selected, select the Trade part of the day option.

"Give Away" Trades

Depending on the optional settings selected by supervisors, agents may be able to "give away" all or part of a schedule. This is done by posting schedules for trading, and then selecting the Give time up option during the posting process. (See step 15., 1-77 for details) Give away trading is allowed/disallowed by supervisors (See Rules for trading schedules, 1-112).

Initiating a Schedule Trade

Whether initiating an Open trade (posting to the schedule trade board) or a Closed trade (with a specific agent), you will access the Trade your schedule page to start the schedule trade request process in one of the following ways:

During the posting process, you will:

Open trades will be validated (see Schedule Validation, 1-112) and posted to the trade board where agents can accept your requested schedules (see ScheduleViewer "schedule trade board" tab, 1-82). Closed trades will be listed in the target agent's ScheduleViewer - my trades page waiting for agent approval (see Approving and Denying Trades, 1-108).

NOTE: Many of the steps and features described in this section will only apply if the corresponding trade rules are enabled by a supervisor. (See Rules for trading schedules, 1-112). Also, you are able to select up to seven schedules (dates) in the my schedule page for which to request a schedule trade.

To post your schedules for trading, follow these steps:

Select the schedules to trade away
  1. Select the trade a schedule link in the ScheduleViewer - my trades page or schedule trade board, then proceed to step 4., 1-72.

or

Use the "my schedule" tab of the WebStation ScheduleViewer (shown similar to Figure 1-25) and select the date of the schedules you wish to trade. This can be done in Daily or Weekly view mode, but not Monthly view mode. For information on how to view your schedules, see View Schedules in Daily view, 1-40 and View Schedules in Weekly view, 1-43.



Figure 1-25 . WebStation ScheduleViewer - "my schedule" tab (Weekly View)
  1. Select the check box by the day you wish to trade. Note that this step is optional, if you wish, you may skip to the next step and select the dates of the schedules you wish to trade using a different method (explained below).

    NOTE: If multiple dates are selected in this step of the posting process, all of the other options selected during the posting process will be applied to all of the schedules. For example, if you select two schedules (on two different days) and entered a time span for the requested schedule start, the same start times would be requested in each of the schedule trade listings that are posted in the schedule trade board. If you want to request different start times for each of the two day's schedules, you will need to post each schedule one at a time (only select one date in this step of the process).

  2. Select the trade button. You will now be taken to the next step of the process, the Trade your schedule page, shown similar to Figure 1-26:



Figure 1-26 . Trade your schedule page (agent-specific trades enabled)

This is where the date selected in step 2., 1-71 is confirmed, and additional dates can be entered.

NOTE: You are able to post up to 7 days for trading. If you had selected a single date for trading in ScheduleViewer, then a single date is shown here. If multiple dates had been selected, then as many date fields are shown on this page as the number of dates that had been selected. If no date had been selected (that is, for example, if you had clicked a trade button in schedule trade board) then a single date field is shown.

  1. If you used the check box method of date selection (as shown above) you do not have to select a date from the calendar. If you had selected the trade a schedule link in the my trades page, then you will need to select a date from the calendar. If you click the Calendar button you can choose the date using the Calendar pop-up window (or change the date you had already selected). Click the arrows if you need to move to a different month, then click the date you wish to select.
Select full-day or partial-day schedule options to trade away
  1. If your supervisor has enabled the trading of partial days, you will be able to choose between trading the full day's schedule (for each date traded) or part of the day's schedule. If you wish to trade the entire day's schedule on all of the days you have selected, select the Trade the entire day option. Note that this step is only applicable if your supervisor has enabled the trading of partial days, and therefore the partial day fields are available.
  2. If you want to trade only part of your schedule on the days you selected, select the Trade part of the day option. If the partial day option is selected, you will need to enter a time range for the partial schedule that is offered for trade. To enter a partial day schedule for trading, enter the start time and end time for the scheduled time that you want to offer in trade. Enter the start and end time in either the 12 hour format "h:mm AM/PM" (where h = hours, mm = minutes and AM/PM is case insensitive) or 24 hour format "h:mm". The time format is based on the language selected in "My Preferences" of the Agent WebStation.
Select an Open trade or Trade with a specific agent
  1. Once you have selected the dates and partial day options, select the continue button if you do not have permission for Closed (agent specific) trades. In this case, the bottom portion of the page (see Figure 1-26) is hidden. Proceed to step 10., 1-74.
  2. If you are allowed to do Closed trades, then you will see the "Open trade" and the "Trade with a specific agent" options. If you select "Open trade", then proceed to step 10., 1-74. To trade with a specific agent, select the "Trade with a specific agent" option and click the choose from a list of agents link to display the Choose an agent page, similar to Figure 1-27 (then proceed to the next step).



Figure 1-27 . Choose an agent (for a Closed trade)

  1. When this page is initially displayed, you will see the ID, Agent name, and agent data group and value (if allowed) for agents in your MU that you are allowed to trade with you.

MU

If allowed to trade with other MUs, then you can choose a different MU (or "All Management Units") in the MU field. Otherwise, the MU field is hidden. Note that if you select "All Management Units", then an MU column will be shown next to the Agent name column, but the agent data group and value fields will be hidden.

Find specific agent and View All

To find a specific agent, type the first few characters of an agent's name and select the find button. The agents matching the letters you typed, are displayed in the list. Select view all if you want to view all agents in the MU (that you are allowed to trade with).

Sorting

This page is initially sorted by Agent name, but you can sort on any column by clicking on the column header.

Select an agent

To select an agent you want to trade with, click anywhere on a row in the agent list. This will close the Choose an agent page and you will be returned to the Trade your schedule page.

  1. Select the continue button on the Trade your schedule page to display the page showing the request options that you will need to choose.

At this time the schedule you selected is initially validated. If any of the selected schedules fail this validation, error messages will be displayed and you will be required to resubmit schedules with valid dates and times. (See Schedule Validation, 1-112).

Request schedules you would accept in an Open trade
  1. This step of the process (after completing step 10., 1-74) allows you to verify the time and date of the schedule you are posting for an Open trade. You will select from three options, where you will indicate when you are willing to work in return for the posted schedule (see shown in Figure 1-28). (NOTE: For Closed trade instructions, see step 16., 1-78.)



Figure 1-28 . Selecting schedule request options for an Open trade

If you need to change the date you are posting, click the change your date selection link. This will allow you to change the date of the schedule being posted, as in step 3., 1-71. After you are satisfied with the date and times selected, you will need to select any or all of the following options.

NOTE: For each option selected, there will be a schedule trade request posted. If more than one of these options are selected, there will be multiple copies of the same schedule posted in the schedule trade board, each one paired with a different requested schedule. If you are required to approve a posted trade request that has been accepted, then the trade you approve will be processed. Otherwise, whichever schedule trade request is selected first by another agent (and validated) will be the one that is applied, and any other schedule trade requests based on the posted schedule that was accepted will be automatically removed from the schedule trade board.

  1. If you would accept schedules that fall on the same dates as the ones you are posting, select Option 1 - Same date and then enter the times for the earliest and latest start times you would accept, or select "Any time".

If you have no preference for when the schedules you receive in trade will start, select the Any time option.

Additionally, if you are allowed to trade different length schedules, then three additional options are available. At least one of the options for "I would work a schedule that is" must be selected, but you can select two, or all three options as well as described below.


This is the option that gets automatically selected when you select Option 1 - Same date.

At this point you can select another option if you haven't done so already, or proceed to step 20., 1-80.

  1. To request schedules on days that you currently are not scheduled to work, select Option 2 - Trade days off, and then select one or more of the dates listed under Option 2.

The dates listed are the days you currently are scheduled to have off, within the date range in which trades are allowed. If there are no dates listed, you have no days off which can be selected at this time. Note that these dates are only shown, and this option is only available if you have days off on future dates within the MU rules trade period set up by supervisors. If you have schedules on all future days within this date range, Option 2 is disabled.

  1. Once the dates for Option 2 have been selected, you will need to select the earliest and latest start times you would accept (or select the Any time option if you don't have a start time preference). Additionally, if you are allowed to trade different length schedules, then three additional options are available for the "I would work a schedule that is" field, see the description of these options in step 12., 1-76.

At this point you can select another option if you haven't done so already, or proceed to step 20., 1-80.

  1. If your supervisor has enabled "give away" trades for your MU, you will be able to choose Option 3 - Give time away. If your supervisor has disabled "give away" trades for your MU, option 3 will not be shown. By selecting this option, you indicate that you would accept a trade in which you would trade your posted schedules for time off (receiving no schedules in return). Select this option to give up the schedules that you posted for trading (requesting no schedules in return).

At this point you can select another option if you haven't done so already, or proceed to step 20., 1-80.

Request schedules you would accept in a Closed trades
  1. This step of the process (after completing step 10., 1-74) allows you to verify the time and date of the schedule you are initiating for a Closed trade. You will select only one (of three) options, where you will indicate when you are willing to work in return for the schedule you are trading with a specific agent. Note that the name of the agent to be targeted for the trade is shown at the top of the page (see shown in Figure 1-29).



Figure 1-29 . Selecting schedule request options for a Closed trade

If you need to change the date you are trading, click the change your date selection link. This will allow you to change the date of the schedule you want to trade. Also, if you need to change the name of the agent you are trading with, click the choose a different agent link. To change either the date or select a different agent, the initial Trade your schedule page is re-displayed with all fields populated with the previously selected values.

After you are satisfied with the date, times, and agent you selected, then you must select (only) one of the following options.

NOTE: For the option selected, there will be a schedule trade request listed in the "pending" table of your my trades page, as well as in the target agent's "pending my approval" table of that agent's my trades page (see ScheduleViewer "my trades" tab, 1-96). The target agent will need to approve the trade that you are specifically requesting to trade with that agent.

  1. If you would accept a schedule that falls on the same date as the one you are posting, select Option 1 - Same date. If you are requesting to trade a partial day, then enter start time in the "I want to start at" field. In addition, if schedules are not required to be the same length, then enter a stop time in the "and stop at" field. NOTE: If schedules are required to be the same length, the "and stop at" field is not shown.

If this is the option you want to select for the schedule you are willing to work, then proceed to step 20., 1-80.

  1. To request schedules on days that you currently are not scheduled to work, select Option 2 - Trade days off, and then select one or more of the dates listed under Option 2.

The dates listed are the days you currently are scheduled to have off, within the date range in which trades are allowed. If there are no dates listed, you have no days off which can be selected at this time. Note that these dates are only shown, and this option is only available if you have days off on future dates within the MU rules trade period set up by supervisors. If you have schedules on all future days within this date range, Option 2 is disabled and the following text is shown: "Since you do not have any days off that can be traded, you cannot choose this option."

If you are requesting to trade a partial day, then enter a start time in the "I want to start at" field. In addition, if schedules are not required to be the same length, then enter a stop time in the "and stop at" field. NOTE: If schedules are required to be the same length, the "and stop at" field is not shown.

If this is the option you want to select for the schedule you are willing to work, then proceed to step 20., 1-80.

  1. If your supervisor has enabled "give away" trades for your MU, you can choose Option 3 - Give time away. If your supervisor has disabled "give away" trades for your MU, option 3 will not be shown. By selecting this option, you indicate that you would accept a trade in which you would trade your schedules for time off (receiving no schedules in return). Select this option if you are wanting to give up your schedule to a specific agent (requesting no schedules in return).

At this point you can select another option if you haven't done so already, or proceed to step 20., 1-80.

send my request
  1. Select the send my request button (as shown in Figure 1-28) to post your schedules to the schedule trade board (for Open trades), or to the my trades page for Closed trades (as shown in Figure 1-29). At this time, the initial validations of your schedule trade requests are processed. (See Schedule Validation, 1-112)

Open Trade Results

If the posted schedule and requested schedules are validated, you are shown a listing of the posted schedule and the schedules you are requesting in exchange for the one you posted, similar to Figure 1-30. (For Closed trade results, see Figure 1-31)



Figure 1-30 . Results page for Open trade - Post your schedule to the trade board

The following information is shown about the posted trade requests:


The schedule length is also shown if the MU allows different length schedules to be traded. Requested schedules that are "give-away" trades will display the text "OFF".

Closed Trade Results

If any validations failed, then the following message is shown in the results page: "Your schedule trade request was not submitted due to the following error(s):" The message will be followed by an error message indicating why the trade failed.

If the schedule (you want to trade with a specific agent) and the requested schedules are validated, you are shown the trade result details similar to Figure 1-31.



Figure 1-31 . Results page for Closed trade - Request a trade with specific agent

The following information is shown about the posted trade request:


The amount of information shown about the agent depends on how your supervisor has configured agent information to be shown. This column will be hidden if your supervisor does not want information shown about the agent involved in the trade.

IMPORTANT: If trading a partial day, only the hours being traded are shown here. Be aware that the remaining hours (that you are not trading in your current schedule for this date) are not listed in this section.

IMPORTANT: If trading a partial day, only the hours being traded for (hours you would receive) are shown in the results page. Be aware that if you already have hours scheduled for this day, these hours are not shown since they already existed and are not part of the hours (partial day) being traded.

The following links are provided on the Results page for an Open trade and Closed trade:

Click here to return to the trade board

Clicking this link will return you to the schedule trade board (see ScheduleViewer "schedule trade board" tab, 1-82).

Click here to return to the ScheduleViewer

Clicking this link will return you to the ScheduleViewer - my schedule page (weekly view) with the current week selected (see ScheduleViewer "my schedule" tab, 1-39).

If any of the schedule trade requests fail the validation process, there will be error messages explaining the problem (See Schedule Validation, 1-112). You will need to resolve all validation issues before any of the schedule trade requests will be posted. Note that a posted schedule trade request may pass this validation, and yet fail subsequent validations.

Once schedule trade requests have been posted (Open trades), other agents can view and select them for trading by using the WebStation ScheduleViewer "schedule trade board" tab. For more information, see ScheduleViewer "schedule trade board" tab, 1-82. For information on selecting schedules for trading, see Accept the selected schedules for trading (trade button), 1-92. If trading with a specific agent (Closed trades), then the target agent can now view and approve (or deny) the trades you requested in the my trades page. (see pending my approval, 1-99 and Approving and Denying Trades, 1-108).

ScheduleViewer "schedule trade board" tab

The schedule trade board is used to view a listing of posted trade requests (Open trades), along with information about the schedules being offered and the schedules which are requested in exchange.

NOTE: The settings selected by supervisors will determine the types of schedules that are visible in the schedule trade board. See Display of schedule trade requests in "schedule trade board" tab, 1-84 for details. If you want to look at your posted trades only for a specific day, week, or month, then you can select the Daily, Weekly, or Monthly links to filter the trades (see Daily, Weekly, Monthly, and All views of posted trades, 1-90 for detailed information), or you can select a day, week, or month from the calendar (see Calendar, 1-90). When you initially display this page, all trade requests that exist on the trade board are shown (All link selected).

You can also access the schedule trade board by clicking the "schedule trade board" tab while viewing any other tab in the ScheduleViewer.

The WebStation schedule trade board displays a listing of the schedules that have been posted for trading, similar to Figure 1-32.



Figure 1-32 . WebStation ScheduleViewer - schedule trade board tab (only valid trades shown)

The "schedule trade board" tab displays a table which lists the posted schedule trade requests you can accept, or a complete list of all posted schedule trade requests, depending on the view option (see hide schedules I can't trade, 1-84). This includes trades posted by agents in other MUs, if your MU rules allow trades across MUs. There is a check box at the left end of each schedule row, which you can check to select the schedule you want to accept. See Accept the selected schedules for trading (trade button), 1-92.

NOTE: The documentation of this screen is based on the scenario in which you are only viewing the schedules you are allowed to trade. Attempting to trade your schedules for ones that you are ineligible to accept will only result in the schedule trade requests being denied, so this option is not the default view option, and can be disabled entirely by a supervisor.

Display of schedule trade requests in "schedule trade board" tab

Supervisors can control the types of schedule trade requests that are visible in the schedule trade board. Specifically, they can set up the schedule trade board so that only the schedule trade requests for which you are eligible can be seen. The visibility of the names and agent data values of the posting agents can also be controlled by supervisors.

NOTE: If trades between MUs are allowed, and if an agent who posted a schedule belongs to a different MU than you belong to, then the schedule times are adjusted (if necessary) to account for any time zone differences. Schedule start times are shown in your time zone. For example, if the time zone of the posting agent's MU is EST, and your MU's time zone is CST, then if the posting agent's schedule begins at 10:00 am, you will see the displayed schedule as beginning at 9:00 am.

hide schedules I can't trade

If you are allowed to see all trade requests, then the hide schedules I can't trade check box is available on the top of the schedule trade board. If you check the hide schedules I can't trade check box, or if you are not allowed to see all trade requests, then only the trade requests that are valid (based on the rules that have been set up by supervisors) are displayed. Trade Validation, 1-112 describes the rules for trade validation.

If the hide schedules I can't trade check box is not selected, then all schedule trade requests that have been posted by the agents in your MU will be shown. This includes trades where multiple agents may have accepted the posted trade, and these trades are pending approval or denial by the posting agent. Also, if the hide schedules I can't trade check box is not selected, the schedules shown in the schedule trade board could include invalid schedule trade requests that you would be ineligible to accept, such as your own posted schedules, as shown in Figure 1-33. Also, see Invalid trades, 1-86 for invalid trade information.



Figure 1-33 . WebStation ScheduleViewer - "schedule trade board" tab (including invalid trades)
Sorting options

To sort the order of the trades shown on the schedule trade board, select an option in the "Sort by" field and the screen will re-sort the trades. The trade board is initially sorted by the "posted schedules" column, but you can select any of the following fields for sorting:

Note that "Agent ID" and "Agent name" are only available to sort by if a supervisor has allowed agent names to be shown in the schedule trade board. You can only sort by "MU" if a supervisor has allowed your MU to trade with other MUs.

The following columns are displayed in the schedule trade board, as explained below:

check boxes

A check box is shown on each row that contains a schedule which you are allowed to trade (accept). None of the boxes will be checked by default. For any schedules you would like to accept on the trade board, select the check box next to the trade. See Accept the selected schedules for trading (trade button), 1-92 for further instructions on accepting trades.

Invalid trades

If you are viewing all schedules (the hide schedules I can't trade check box is not checked), then an "x" icon is shown in place of the check box for trades that are invalid, as shown in Figure 1-33. Notice that when your mouse is hovering over the "x" icon, the text "why can't I trade this schedule?" is displayed in a tooltip. You can click the "x" icon to display an Invalid Trade page, as shown in Figure 1-34.



Figure 1-34 . Invalid Trade page

This page shows agent information, the posted schedule, and the requested schedule for this trade. This is the same information that is shown in the schedule trade board, as described (below) in this section. The reasons why you cannot trade this schedule are also shown in this page. Click the close button to close this page.

agent information

This column contains the name of the agent that posted the schedule trade request. NOTE: This column will only be displayed if a supervisor has allowed agent information to be shown on the trade board. In addition, if you are allowed to trade schedules with other MU's then the posting agent's MU is shown next. Below the MU, one or more agent data group names and values may be listed (if the supervisor has set it up so that agent data values are to be displayed).

posted schedule

This column shows the following information, based on the posting agent's most current schedule:

Requested schedule

This column shows the following information about when the posting agent is willing to work in exchange for the posted schedule:

Details

A details link is shown next to each trade shown in the schedule trade board. Clicking the details link for any posted schedule will display the Trade Details window, which will show the details pertaining to that schedule, similar to Figure 1-35.



Figure 1-35 . Trade Details for a posted trade

NOTE: If you are the posting agent, then the schedule trade board - Trade Details page will contain information as described in Trade Details for "posted on the trade board" and "cancelled" trades, 1-106. Otherwise, the following information is shown for the trade you selected to view details for:

my current schedule

This section shows the details of your schedule for the date listed in the "requested schedule" column of the schedule trade board. If no schedule exists, then "OFF" is shown instead of a schedule for this date.

NOTE: If this is a partial day trade, then the entire day's schedule is shown.

If your schedule (for the requested schedule date) is a different date from the date in the posted schedule column, then the schedule for both dates is shown in this section (with the earliest date shown first). For example, if an agent has posted a schedule for March 7 and the agent wants to trade for a schedule on March 8, then your schedule is shown in the "my current schedule" section for both March 7 and March 8.

The first row of detail shows the icon and description of your current schedule's base code and the total number of paid hours (bolded). The scheduled activity icons, descriptions, and time ranges are shown for the schedule, in HH:MM format.

what I would receive

This section shows the details of the posting agent's schedule for the date listed in the "posted schedule" column of the schedule trade board. If no schedule exists, then "OFF" is shown instead of a schedule for this date.

If the date in the posted schedule column is a different date from the date in the requested schedule column, then the posting agent's schedule for both dates is shown in this section (with the earliest date shown first).

NOTE: If this is a partial day trade, then only the hours being traded are shown on the schedule.

The first row of detail shows the icon and description of your current schedule's base code and the total number of paid hours (bolded). The scheduled activity icons, descriptions, and time ranges are shown for the schedule, in HH:MM format.

additional trade information

This section shows the status of the posted schedule trade request, along with other information such as date and time the request was last modified, trade type, and agent information.

The following information is available in this section:

Click the close button to close the Trade Details page.

Calendar

The calendar that is displayed on this page is the same as the calendar shown on all ScheduleViewer pages. The schedule trade requests that are shown in this page are those whose posted schedule falls on the selected date or within the selected week. Selecting the Today is link displays the schedule trade requests posted for the current date.

As in other ScheduleViewer pages, the currently selected date or week is displayed at the top of the page. You can scroll through days, weeks, or months, using the left and right arrow buttons. For information on using the Calendar to select dates, see:

Daily, Weekly, Monthly, and All views of posted trades

In addition to using the calendar to filter posted trades as described above, you can also use the Daily, Weekly, and Monthly links shown on the top of this page to filter trade requests. When you click one of these links, you will see the same trade request information you see when you initially view the schedule trade board (for "All" trades); however, the trade information will be filtered to display trades for a specific day, week, or month. Clicking All will re-display all schedule trades. The daily, weekly, and monthly views are described as follows:

Daily view of posted trades

Click the Daily link to display posted schedule trade requests for a day as follows.

Weekly view of trade requests

Click the Weekly link to display posted schedule trade requests for a week as follows.

Monthly view of trade requests

Click the Monthly link to display posted schedule trade requests for a month as follows.

"All" view of trade requests

Click the All link to display all posted schedule trade requests, which is the view shown when you initially display the schedule trade board. This will display all trade requests that have been posted to the trade board.

At the top of the page for each of these views, the date range is shown. The day, week, or month currently being viewed is also highlighted in the calendar.

View Trade Rules

To view the trade rules (shown similar to Figure 1-36) for your MU, click the trade rules link located below the calendar in the schedule trade board, as shown in Figure 1-33.



Figure 1-36 . Trade Rules

The first line indicates your MU ID and MU name. All of the trade rules that a supervisor has set up for your MU are then listed. If you are allowed to trade with agents in another MU, then a note is shown indicating that the trade rules that have been set up for the other MUs will also apply when trading schedules. These trade rules are used to validate trades you request and trades you accept from other agents.

Click the close button to close the Trade Rules page.

Accept the selected schedules for trading (trade button)

When you view posted schedule trade requests in the schedule trade board, a check box is shown in the left column for each schedule that you can trade. You are able to select the check boxes for any of the schedules you would like to trade (accept).

Once any of the check boxes are checked, you may select the trade button, which will take you to the next step, where you are required to confirm the trade, in the trade confirmation page, similar to Figure 1-37 and Figure 1-38.



Figure 1-37 . Trade your schedule (confirmation page - different length trades not allowed)



Figure 1-38 . Trade your schedule (confirmation page - different length trades allowed)

A trade record is shown for each trade you checked in the schedule trade board. The following information is displayed in the trade confirmation page.

agent information

This column contains the names of the agents that posted the schedule trade requests. NOTE: This column will only be displayed if a supervisor has allowed agent information to be shown on the schedule trade board. In addition, if you are allowed to trade schedules with other MU's then the posting agent's MU is shown next. Below the MU, one or more agent data group names and values may be listed (if the supervisor has set it up so that agent data values are to be displayed).

what you'll get

This column displays the day of week, date, start time, and end time for the schedule you will receive in each trade.

paid hours

This column displays the schedule length for the schedule you will receive in each trade.

what you'll give away

This column displays your current schedule for the date (and time range) of the requested trades. If a trade is for a full day, then the start and end times of your current schedule are shown. If you do not have a schedule on the date of the requested trade (i.e. in the case of a give-away trade), then the text "OFF" is shown.

different length trades not allowed

If the (non give-away) trade is for a partial day, but you do not have permission to trade schedules that are different lengths, then enter a start time as shown in the "what you'll give away" field in Figure 1-37. Enter the start time in HH:MM (AM or PM) format, as shown in this field.

This field is the same in functionality as the time fields used when posting a schedule to the schedule trade board. See Full Day / Partial Day Trades, 1-69.

NOTE: The start time you enter must fall between the earliest and latest start times specified by the agent who posted the trade request, and you must currently have a schedule at the specified time, which extends at least as far in the future as the length of the posted schedule. For example, if the posted schedule is 2 hours long, and the posting agent specified that they would accept a start time range of 04:00 pm - 06:00 pm, then you must have a schedule that extends at least 2 hours, beginning sometime between 04:00 pm and 06:00 pm. In this example, if your schedule ends at 06:00 pm, then the only valid start time you could enter would be 04:00 pm; if your schedule ends at 05:00 pm, then you would not be able to accept this trade.

different length trades allowed

If the (non give-away) trade is for a partial day, and you have permission to trade schedules that are different lengths, then enter a start time as shown in the "what you'll give away" field in Figure 1-38. Enter the start time in HH:MM (AM or PM) format, as shown in this field.

This field is the same in functionality as the time fields used when posting a schedule to the schedule trade board. See Full Day / Partial Day Trades, 1-69.

paid hours

This column displays the schedule length for the schedules you will give away in this trade.

cancel / confirm

Select the cancel button to cancel the trades, or the confirm button to confirm the trades and submit the trades for acceptance. A results page is then shown as described in the next section.

Trade Results

Once you confirm the trades (see cancel / confirm, 1-94), a results page is shown which indicates whether or not each trade was successful, similar to Figure 1-39.



Figure 1-39 . Trade your schedule (results) page

Information about each trade is described in the following columns:

agent information

This column contains the names of the agents that posted the schedule trade requests. NOTE: This column will only be displayed if a supervisor has allowed agent information to be shown on the trade board. In addition, if you are allowed to trade schedules with other MU's then the posting agent's MU is shown next. Below the MU, one or more agent data group names and values may be listed (if the supervisor has set it up so that agent data values are to be displayed).

what you'll get

This column displays the day of week, date, start time, end time, and schedule length for the schedule you will be receiving in each trade (which is the other agent's schedule).

IMPORTANT: If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that if you already have hours scheduled for this day, these hours are not shown since they already existed and are not part of the hours (partial day) being traded.

what you'll give away

This column displays the day of week, date, start time, end time, and schedule length for the schedules you will be trading in (or "OFF" if you have no schedule).

status

Depending on the trade rules that have been set up for your MU, one of the following trade statuses will be displayed once you confirm your trades:

failed trades

For any trade that failed validation, a "Reason" will be displayed below that schedule trade, for example, "Reason: Agents in MU 400 must have the same skills to trade schedules."

For information on validation rules, see Trade Validation, 1-112.

The following links are available at the bottom of this page:

Click here to return to the trade board

Clicking this link will return you to the schedule trade board (see ScheduleViewer "schedule trade board" tab, 1-82).

Click here to return to the ScheduleViewer

Clicking this link will return you to the ScheduleViewer - my schedule page (weekly view) with the current week selected (see ScheduleViewer "my schedule" tab, 1-39).

trade a schedule

Clicking this link will allow you to post up to seven schedules for trading. See Initiating a Schedule Trade, 1-69 for details on this process.

ScheduleViewer "my trades" tab

When you initially select the Schedule Trades link in the Navigation Bar, the my trades page is displayed. If you have not yet requested any schedule trades (or no agent has requested to trade schedules with you), then this page will not contain any trade information. However, once you begin trading schedules, this page will display your trade information, similar to Figure 1-40. Initially, the "All" (trades) view is displayed, which shows all your trades (for all dates), even if they were cancelled or failed. If you want to look at your trades only for a specific day, week, or month, then you can select the Daily, Weekly, or Monthly links to filter the trades (see Daily, Weekly, Monthly and All views of my trades, 1-111 for detailed information), or you can select a day, week, or month from the calendar (see Calendar, 1-110).

You can also access the my trades page by clicking the "my trades" tab while viewing any other tab in the ScheduleViewer.



Figure 1-40 . WebStation ScheduleViewer - "my trades" tab (scrolled up)



Figure 1-40. WebStation ScheduleViewer - "my trades" tab (scrolled down)

In the my trades page, you are able to:

Each status of schedule trade request is listed in a separate table that can be shown or hidden (except for trades that are "pending my approval"). To hide a trade status table, select the hide link at the top of the table. You may choose to re-display any of the hidden tables by using the Show drop list at the bottom of the page. This drop list is not displayed if none of the trade status tables are currently being hidden. Selecting an item from this list and clicking the Show button will refresh the page, and the table for the selected trade status will be displayed. If you select "All requests" and click the Show button, then all trade status tables will be displayed.

The statuses that are displayed are also controlled by the My Preferences - my trades page, which is accessed by using the My Preferences link on the toolbar, see "my trades" preferences tab, 1-28. Whenever you make selections via the drop list, your preferences page will also be updated.

For any of the trade status tables where no trade data exists (such as, there are no trades pending your approval), then "no data available" is shown in the table.

The following trade status tables are available and are explained in this section.

pending my approval

For dates within the time period selected, these trade requests are either:

The following columns are shown in the "pending my approval" table:

The amount of information shown about the agent depends on how your supervisor has configured agent information to be shown. This column will be hidden if your supervisor does not want information shown about the agent involved in the trade.

For trades you initiated, what you would give away is your current schedule that you want to trade. For trades that another agent initiated, what you would give away is the schedule you are willing to trade to the posting agent who requested the trade (if you accept).

IMPORTANT: If trading a partial day, only the hours being traded are shown here. Be aware that the remaining hours (that you are not trading in your current schedule for this date) are not listed in this section.

IMPORTANT: If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that if you already have hours scheduled for this day, these hours are not shown since they already existed and are not part of the hours (partial day) being traded.

For instructions on approving any denying trade requests, see Approving and Denying Trades, 1-108.

Note that you are not allowed to hide this table in the my trades page. The "pending my approval" status table displayed, even if no trades are listed.

pending

For dates within the time period selected, these trade requests are either:

The following columns are shown in the "pending" table:

The amount of information shown about the agent depends on how your supervisor has configured agent information to be shown. This column will be hidden if your supervisor does not want information shown about the agent involved in the trade.

For trades you initiated, what you would give away is your current schedule that you want to trade. For trades that another agent initiated, what you would give away is the schedule you are willing to trade to the posting agent who requested the trade.

IMPORTANT: If trading a partial day, only the hours being traded are shown here. Be aware that the remaining hours (that you are not trading in your current schedule for this date) are not listed in this section.

IMPORTANT: If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that if you already have hours scheduled for this day, these hours are not shown since they already existed and are not part of the hours (partial day) being traded.

posted on the trade board

For dates within the time period selected, these are trade requests that you have posted to the trade board.

The following columns are shown in the "posted on the trade board" table:

IMPORTANT: If trading a partial day, only the hours being traded are shown here. Be aware that the remaining hours (that you are not trading in your current schedule for this date) are not listed in this section.

If the schedule is to be given away, then the text "OFF" is shown in place of the start time range. If you are willing to start any time, then the text "starting anytime" is shown in place of the start time range. If you specified more than one acceptable option to work in return for the same schedule, then the posted schedule is listed multiple times, listing each option (you are willing to work) on a separate row.

IMPORTANT: If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that if you already have hours scheduled for this day, these hours are not shown since they already existed and are not part of the hours being traded.

Once cancelled, this request will no longer be listed in this trade status table, but will be listed with the Cancelled requests (see Cancel a posted trade request, 1-110). Note that the only trades you are allowed to cancel are those listed in the "posted on the trade board" table.

completed

Completed trades are trades that have had supervisor approval (if required) and that have been processed. For dates within the time period selected, these trade requests are either:

The following columns are shown in the "completed" table:

The amount of information shown about the agent depends on how your supervisor has configured agent information to be shown. This column will be hidden if your supervisor does not want information shown about the agent involved in the trade.

Your schedule could be shown in one or two columns under the "my current schedule" heading as follows:

- If you are trading for a different time on the same day, then you will see only one column listing the schedule information with the resulting new schedule times.
- If you are trading for a different day, then one column will be shown to indicate that you are "OFF" (for the day you traded in), and the other column will show the new resulting schedule information for the day you are trading for.
- If you are giving away your schedule, then you will see only one column indicating that you are "OFF" for the day which you are trading in.
- If you are trading a partial day, then one column will show the rest of the partial day (that you did not trade in). The other column will show the hours for the partial day you traded for (plus any hours that may have already existed on your schedule for that day).
unsuccessful

For dates within the time period selected, these trade requests are either:

The following columns are shown in the "unsuccessful" table:

The amount of information shown about the agent depends on how your supervisor has configured agent information to be shown. This column will be hidden if your supervisor does not want information shown about the agent involved in the trade.

For trades you initiated, what you would give away is your current schedule that you want to trade. For trades that another agent initiated, what you would give away is the schedule you are willing to trade to the posting agent who requested the trade.

cancelled

For dates within the time period selected, these trade requests are either:

The columns in the "cancelled" table are identical to the columns in the "posted on the trade board" table, see posted on the trade board, 1-101.

If either the start time of the posted schedule or the requested schedule's earliest start time falls within the minimum amount of advance notice required for a trade, then the status of the schedule trade request will be changed to cancelled.

Trade Details for "pending my approval", "pending", "completed", and "unsuccessful" trades

Each trade shown in the trade status tables of the my trades page has a details link next to it. Clicking the details link for any schedule trade listed in the "pending my approval", "pending", "completed", and "unsuccessful" tables will display the Trade Details window, which shows the details pertaining to that schedule trade request, similar to Figure 1-41.

NOTE: The details shown for trades that are "posted on the trade board" and "cancelled" trades are described in Trade Details for "posted on the trade board" and "cancelled" trades, 1-106.



Figure 1-41 . Trade Details page ("pending my approval", "pending", "completed", "unsuccessful" trades)

The following three sections are shown as described below:

my current schedule

This section shows the details for the schedule listed in the "what I would give away" column of the my trades page. If your current schedule is a different date from the schedule you are trading for (schedule you would receive), then the schedule for both dates is shown in this section (with the earliest date shown first). For example, if you have a schedule for March 17, but you want to trade it for a schedule on March 19 (which is your day off), then both dates would be shown in this section. March 17 would show your current schedule details, and March 19 would show "OFF".

NOTE: If this is a partial day trade (that does not have a "completed" status), then the entire day's schedule is shown. If this is a "completed" partial day trade, then one column will show the part of the schedule that still exists (if you did not trade in the entire day). The other column will show the hours you accepted, plus any hours that may have already been on your schedule for that day.

The first row of detail shows the icon and description of your current schedule's base code and the total number of paid hours (bolded). The scheduled activity icons, descriptions, and time ranges are shown for the schedule. If no schedule exists for the date or time range, then the text "OFF" is shown.

what I would receive

Note that if a trade has already been "completed", then this section will not be displayed. This is because the schedule you traded for, has now become your new current schedule.

This section shows the details for the schedule listed in the "what I would receive" column in the my trades page. If your current schedule is a different date from the schedule you are trading for (schedule you would receive), then the schedule for both dates is shown in this section (with the earliest date shown first). For example, if you traded in your schedule on March 17 because you wanted to work on your day off on March 19, then both dates will be shown in this section. March 17 would show that you are "OFF", and March 19 would show the schedule you are receiving.

The first row of detail shows the icon and description of the schedule's base code (for the schedule you are receiving) and the total number of paid hours (bolded). The scheduled activity icons, descriptions and time ranges are shown for the schedule. If no schedule exists for the date or time range, then the text "OFF" will be shown.

If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that any hours that may have already been on your schedule for the partial day you are trading for (receiving), are not shown here. Note that once the trade has a "completed" status, then the "my current schedule" section (see my current schedule, 1-105) will reflect all the hours you are scheduled to work. This would include the hours for the partial day you received in the trade, as well as any hours that may have already existed for that day.

additional trade information

This section shows the status of the schedule trade request, along with other information such as date and time the request was last modified, trade type, and agent information.

The following information is available in this section:

A close button is available in the top and bottom of the window. Click this button to close the Trade Details page.

Trade Details for "posted on the trade board" and "cancelled" trades

Each trade shown in the trade status tables of the my trades page has a details link next to it. Clicking the details link for any schedule trade listed in the "posted on the trade board" or "cancelled" tables will display the Trade Details window, which will show the details pertaining to that schedule trade request, similar to Figure 1-42.

NOTE: The details shown for trades that are anything other than "posted on the trade board" and "cancelled" are described in Trade Details for "pending my approval", "pending", "completed", and "unsuccessful" trades, 1-103.



Figure 1-42 . Trade Details page ("posted on the trade board" and "cancelled" trades)

The following three sections are shown as described below:

my current schedule

This section shows the details for the schedule listed in the "what I would give away" column of the "my trades" page.

NOTE: If this is a partial day trade, then the entire day's schedule is shown.

The first row of detail shows the icon and description of your current schedule's base code and the total number of paid hours (bolded). The scheduled activity icons, descriptions, and time ranges are shown for the schedule.

what I would receive

This section shows the date, start time range, and length of cancelled trades and schedules you are willing to work in return for the schedule trade request you posted.

If the schedule is to be given away, then the text "OFF" is shown in place of the start time range. If you are willing to start any time, then the text "starting anytime" is shown in place of the start time range.

The first row of detail shows the icon and description of the schedule's base code (for the schedule you are receiving) and the total number of paid hours (bolded). The scheduled activity icons, descriptions, and time ranges are shown for the schedule. If no schedule exists for the date or time range, then the text "OFF" will be shown.

If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that any hours that may have already been on your schedule for the partial day you are trading for (receiving), are not shown here. Note that once the trade has a "completed" status, then the "my current schedule" section (see my current schedule, 1-105) will reflect all the hours you are scheduled to work. This would include the hours for the partial day you received in the trade, as well as any hours that may have already existed for that day.

additional trade information

This section shows the status of the schedule trade request, along with other information such as date and time the request was last modified, trade type, and agent information.

The following information is available in this section:

Click the close button to close the Trade Details page.

Approving and Denying Trades

If there are no trades to approve or deny, then this button is not shown. To approve or deny trades, check the "approve" or "deny" check boxes associated with each trade that is pending your approval (see pending my approval, 1-99). Then click the approve / deny trades button, and the "Approve / deny trades" results page is displayed, as shown in Figure 1-43.



Figure 1-43 . Approve/deny trades (results) page

The two types of trades that you could be approving are:

Each trade that you either approved or denied is listed in the results page, and the following information is shown about these trade requests:

The amount of information shown about the agent depends on how your supervisor has configured agent information to be shown. This column will be hidden if your supervisor does not want information shown about the agent involved in the trade.

For trades you initiated, what you would give away is your schedule that you want to trade. For trades that another agent initiated, what you would give away is the schedule you are willing to trade to the posting agent who requested the trade.

IMPORTANT: If trading a partial day, only the hours being traded are shown here. Be aware that the remaining hours (that you are not trading in your current schedule for this date) are not listed in this section.

IMPORTANT: If trading a partial day, only the hours being traded for (hours you would receive) are shown here. Be aware that if you already have hours scheduled for this day, these hours are not shown since they already existed and are not part of the hours (partial day) being traded.

IMPORTANT: It is possible for an open schedule trade request to be accepted by more than one agent at the same time. In this case, the first trade that is processed will be approved and the other request will be denied.

The following links are available at the bottom of this page:

Click here to return to the trade board

Clicking this link will return you to the schedule trade board (see ScheduleViewer "schedule trade board" tab, 1-82).

Click here to return to the ScheduleViewer

Clicking this link will return you to the ScheduleViewer - my schedule page (weekly view) with the current week selected (see ScheduleViewer "my schedule" tab, 1-39).

Cancel a posted trade request

In the "posted on the trade board" table of the my trades page (see posted on the trade board, 1-101), click the cancel link to cancel the associated trade request. The following message is displayed: "Are you sure you want to cancel this request?" Click Cancel to cancel the deletion of this trade request, or click OK to delete this trade request from the trade board. The request will no longer be listed with the "posted on the trade board" requests, but will be listed with the "cancelled" requests. Note that schedule trade requests cannot be cancelled unless their status is "posted on the trade board".

Calendar

The standard ScheduleViewer calendar control (see Figure 1-40) is available in the upper right hand corner of the screen, which is used to select the dates being viewed. The current date is shown above the calendar. Clicking on a day inside the calendar will display schedule trade requests whose posted schedule falls on the selected date. Clicking on the `W' at the beginning of any line will display schedule trade requests whose posted schedules fall within the selected week. Clicking on the month name at the top of the calendar will display schedule trade requests whose posted schedules fall in the selected month.

As in other ScheduleViewer pages, the date or date range for which data currently is displayed is shown at the top of the page. If you click on a month name in the calendar, then the month and year are shown at the top of the page. Once you click on the calendar month heading, you will see arrows on the right and left of the month (in the calendar). Click the arrow to the left of the calendar month heading to see the previous month's requests. Click the arrow to the right of the calendar month heading to see the following month's requests. In the my trades date range headings, you are able to scroll through dates using the left and right arrows on either side of the date text, as in other ScheduleViewer pages. For more on using the calendar control, see Calendar, 1-90.

Daily, Weekly, Monthly and All views of my trades

In addition to using the calendar to filter trade requests as described above, you can also use the Daily, Weekly, and Monthly links shown on the top of this page to filter requests. When you click one of these links, you will see the same trade request information you see when you initially view the my trades page (for "All" trades); however, the trade information will be filtered to display trades for a specific day, week, or month. Clicking All will re-display all schedule trades. The daily, weekly, and monthly views are described as follows:

Daily view of trade requests

Click the Daily link to display trade requests for a day as follows.

Weekly view of trade requests

Click the Weekly link to display trade requests for a week as follows.

Monthly view of trade requests

Click the Monthly link to display trade requests for a month as follows.

"All" view of trade requests

Click the All link to display all trade requests, which is the view shown when you initially display the my trades page. This will display all of your trades (for all dates).

At the top of the page for each of these views, the date range is shown. The day, week, or month currently being viewed is also highlighted in the calendar.

trade a schedule

If you want to trade a schedule, click the trade a schedule link in the my trades page to begin initiating a schedule trade. The Trade your schedule page, as shown in Figure 1-26 is displayed. See Initiating a Schedule Trade, 1-69 for instructions on trading schedules.

Rules for trading schedules

Schedules can only be validated for posting or trading if they meet specific conditions which are always checked against for every trade request. In addition, the settings established by supervisors for each MU enable and control many of the trading options that can be available in the WebStation Trade Schedules screens. Depending on the options selected and values entered by the supervisor, schedule trading can be limited or entirely disabled for specific agents, or for entire MUs. Validation of the schedule trades that agents attempt to make can also be directly impacted by the settings selected. For example, supervisors can restrict schedule trading so that a (selected) maximum number of work hours for individual agents cannot be exceeded due to schedule trades. In this case, agents who attempt to post schedule trade requests that would cause this limit to be exceeded will have their trade requests rejected. In similar fashion, trade rules can be set up for each MU, see MU Trade Rules, 1-66.

Schedule Validation

Schedules can only be validated for posting or trading if they meet specific conditions (MU rules) which are set up by a supervisor. Schedule trade validations are performed when an agent is posting a trade (see Initiating a Schedule Trade, 1-69) or accepting a posted trade (see Accept the selected schedules for trading (trade button), 1-92). Therefore, the "agent" in the following conditions can be either the posting agent or the accepting agent, depending on when the validations are performed. The following conditions are all required when schedules are validated for trading:

Trade Validation

An agent will only be allowed to accept a trade request if the posted and requested schedules meet all of the conditions specified in Schedule Validation, 1-112 for both the posting and the accepting agents. In addition, an agent can only accept a trade request if their current schedule for the date in question matches the requested schedule. Note that if the posting and accepting agents are in different MUs and cross-MU trading is allowed, it may be possible for a trade to be valid for one agent but not the other, because different trade rules can be set up for each MU. It is also possible for the posted schedule to be valid at the time of posting, but not at the time of acceptance. One potential reason for validation failure is that the schedules involved in the trade can potentially be modified between the time the trade is accepted or approved and when the trade is validated.

In any event, if any of the validations fail, then the status of the schedule trade request will be set to failed. The failed schedule trade requests will be displayed in the "my trades" tab, under the section "Unsuccessful".

Process Acceptance

After a trade is validated (See Trade Validation, 1-112) then the requested trade's status is changed to either pending approval or approved, as follows.

If supervisor approval is required for either of the agents' MUs (See Trade Approval by Agents and Supervisors, 1-113) then the status of the requested trade is set to pending approval. It will appear in the my trades page under the heading "Pending". (See pending, 1-100 for details) If supervisor approval is not required, then the status of the trade is set to approved, and the schedules are traded automatically. (See Final Validation and Trade Completion, 1-113 for details)

Once a request is accepted, any other schedule trade requests which were based on the posted schedule are removed from the schedule trade board; if the posting agent had specified more than one day that they would have been willing to work in return for the posted schedule, then those additional requests are removed from the schedule trade board. Similarly, if the posting agent had indicated that they would have been willing to work on the day that was just accepted in return for more than one posted schedule, those additional requests will also be removed from the schedule trade board.

Trade Approval by Agents and Supervisors

If supervisors have set up the WebStation schedule trades procedure for the MU so that supervisor approval is required, supervisors are required to approve or deny each schedule trade request for the MU. If supervisor approval is not required, then once a trade is accepted it is automatically approved.

A supervisor may approve any schedule trade request which has a current status of pending approval (See pending, 1-100). A supervisor may deny any schedule trade request whose current status is pending approval. When a supervisor denies a trade request, the status of the trade is changed to denied.

Final Validation and Trade Completion

When a supervisor approves a schedule trade request, or if the schedule trade request is automatically approved, the agents' schedules are traded by the trade schedules background process. For this process to complete successfully, the schedule trade request must once again be validated, as described in Trade Validation, 1-112. (This final validation is required because the schedules involved in the trade may have been modified since the time the trade was accepted or approved.) If any of the final validations fail, then the status of the request is set to failed. If all validations pass, the two schedules are traded and the status of the trade is changed to completed.

ScheduleViewer "agent schedules" tab

The "agent schedules" tab is only shown if the WebStation Schedule Trades feature is enabled, and if your supervisor has allowed your MU to see other agents' schedules. Click on the "agent schedules" tab to display a page similar to Figure 1-44, showing the current day's schedules.



Figure 1-44 . WebStation ScheduleViewer - "agent schedules" tab (showing default columns)

Depending on the column preferences you selected in My Preferences - agent schedules (see "agent schedules" preferences tab, 1-30), you may not see the same columns as shown in Figure 1-44. These are the default columns, if you have not selected specific columns to show or hide in My Preferences - agent schedules. These columns are described in Agent schedules columns, 1-117.

When you click the "agent schedules" tab, schedules are shown for the current date for agents in your MU which you are allowed to see schedules for. In this view, you may only view schedules for one day at a time for the agents listed.

List of agents

The list of agents' schedules available for you to view depends on the trade rules your supervisor has defined for your MU. For example, you may be able to see all agents' schedules in your MU, or you may only see agents' schedules whom you are able to trade schedules with. Your supervisor will also set up options such as whether or not you can see schedules for agents outside of your MU, or only agents with the same agent data group value. In addition, your supervisor may determine that you can either see all scheduled activities (lunch, breaks), or only those that would be traded with the schedule.

Change agent schedules list

If you have been given permission by your supervisor, you can see schedules for agents in another MU, or you may want to see schedules for a specific agent data group value. Simply click the change link to display a page similar to Figure 1-45, and you can select a different MU and agent data value.



Figure 1-45 . Agent Schedules - Choose MU and Data Value

To see a different set of schedules in the agent schedules page, select options from the following fields.

MU

Depending on the permissions your supervisor has allowed, the possible choices in the MU field are:


This field defaults to your MU. Note that if you do not have permission to see other MUs, then "All Management Units" will not be shown as an option.

Agent Data Group

You can view schedules for an entire MU, or you can select an agent data group value for which you want to view agent schedules. If you selected "All Management Units" in the MU field, then you will not be able to select an agent data group (this field will be hidden). To filter agent schedules, select one of the following for an agent data group:


NOTE: Even though you have selected a specific MU (and maybe an agent data value), you may not be able to see all schedules belonging to agents in the MU or agent data value. This is because your supervisor may have configured agent schedules to be limited to only those belonging to agents with whom you are allowed to trade (see List of agents, 1-115).

View Agent Schedules

To view agent schedules for the MU and agent data value you have selected, click view agent schedules and the agent schedules page is shown similar to Figure 1-44. Note that the top of the agent schedules page indicates the MU and agent data value (or Management Unit, if viewing schedules for the entire MU) that you are viewing schedules for.

Viewing agent schedules for a different date

The agent schedules list defaults to the current date, but you can select a different date by:

Agent schedules columns

The columns that are available to be shown in the agent schedules page are described below. If you cannot see all of these columns, you may configure My Preferences-agent schedules (see "agent schedules" preferences tab, 1-30) to show or hide any of these columns in the agent schedules page. If you do not configure My Preferences - agent schedules, these fields are shown by default: ID, Name, Schedule Start, Schedule End, Schedule Length, Lunch Start, Lunch End, Lunch Length.

ID

This is the agent's TotalView ID. This column cannot be hidden.

Name

This is the agent's name. This column cannot be hidden.

Schedule Start

This is the start time of the schedule. If the agent has no schedule for this date, then "--:--" is shown instead.

Schedule End

This is the end time of the schedule. If the agent has no schedule for this date, then "--:--" is shown instead.

Schedule Length

This is the length of the schedule. Note that the method for calculating schedule length depends on how your supervisor has configured scheduled activities to be counted toward weekly hours.

Break 1 Start

This is the start time of the first scheduled activity (break). If the agent has no break on this date, then "--:--" is shown instead.

Break 1 End

This is the end time of the first scheduled activity (break). If the agent has no break on this date, then "--:--" is shown instead.

Break 1 Length

This is the length of the first break. If the agent has no break on this date, then "--:--" is shown instead.

Lunch Start

This is the start time for lunch. If the agent has no lunch on this date, then "--:--" is shown instead.

Lunch End

This is the end time for lunch. If the agent has no lunch on this date, then "--:--" is shown instead.

Lunch Length

This is the length of the lunch. If the agent has no lunch on this date, then "--:--" is shown instead.

Break 2 Start

This is the start time of the second scheduled activity (break). If the agent has no second break on this date, then "--:--" is shown instead.

Break 2 End

This is the end time of the second scheduled activity (break). If the agent has no second break on this date, then "--:--" is shown instead.

Break 2 Length

This is the length of the second break. If the agent has no second break on this date, then "--:--" is shown instead.

Sorting the agent schedules list

To sort the agent schedules, click on a column heading and the schedules will be sorted in ascending order by that column. Click on the column heading again to sort in descending order. Note that blank time fields are sorted at the bottom if sorting in ascending order, and shown at the top if sorting in descending order.

Tooltip

If your supervisor has configured schedule trades so that you are able to see agent data values, move your mouse over a row and the agent data values will be displayed in a tooltip.

Viewing daily, weekly, and monthly schedules for a specific agent

If you would like to see schedule details for a specific agent shown in either daily, weekly, or monthly format, you can click the D, W, or M links to the left of an agent's schedule. Each format is described below.

Note that if you change the view for a particular agent, the schedule details will be shown in the same window. For example, if you are looking at a daily schedule view for Agent 155, then decide to look at the weekly view for Agent 155, the weekly details will be shown in the same window that the daily schedule was shown (replacing the daily details with weekly details). However, if you click on a Daily, Weekly, or Monthly link for Agent 212, then the schedule for Agent 212 will be shown in a separate window (and the window for Agent 155 will still be open as well). This allows you to look at schedule details for more than one agent at a time.

Each view (Daily, Weekly, Monthly) has the following common behavior:

Viewing an agent's schedule details for the day

Click the D link to the left of an agent's schedule (see Figure 1-44) to display details about the agent's schedule for the date currently shown in the agent schedules page. A Daily view, as shown in Figure 1-46 is displayed.

You may also view this agent's daily schedule by:



Figure 1-46 . Agent Schedules - Daily View of agent's schedule

The following information is displayed in the Daily view:

Access Weekly and Monthly views of this agent's schedule
Viewing an agent's schedule details for the week

Click the W link to the left of an agent's schedule (see Figure 1-44) to display details about the agent's schedule for the week. A Weekly view, as shown in Figure 1-47 is displayed. The week that is displayed is the week that contains the date that was displayed in the agent schedules page, beginning with the day that is the first day of the week.

You may also view this agent's weekly schedule by:



Figure 1-47 . Agent Schedules - Weekly View of agent's schedule

The following information is displayed in the Weekly view:

Access Daily and Monthly views of this agent's schedule
Viewing an agent's schedule details for the month

Click the M link to the left of an agent's schedule (see Figure 1-44) to display details about the agent's schedule for the month. A monthly view, as shown in Figure 1-48 is displayed. The month that is displayed is the month that contains the date currently selected in the agent schedules page.

You may also view this agent's monthly schedule by:



Figure 1-48 . Agent Schedules - Monthly View of agent's schedule

The following information is displayed in the Monthly view.

Access Daily and Weekly views of this agent's schedule
Trade a schedule

If you want to trade a schedule, click the trade a schedule link in the agent schedules page to begin initiating a schedule trade. The "Trade your schedule" page, as shown in Figure 1-26 is displayed. See Initiating a Schedule Trade, 1-69 for instructions on trading schedules.

Printing Your Schedules

To print out your schedule data currently displayed in the ScheduleViewer, you can either click the Print button on the toolbar of your web browser, or choose File>Print. Depending on the web browser you are using, this may bring up a window allowing you to choose which printer that you wish to use. Normally, the default is fine and you should just click the OK button.

You can also choose File>Print Preview to bring up a print preview of the schedule data currently displayed in the ScheduleViewer. To print the schedules, click Print in the Print Preview window. Depending on the browser you are using, this may bring up a window allowing you to choose which printer that you wish to use. Normally, the default is fine and you should just click the OK button. To close the Print Preview window without printing the schedule data, click Close.


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