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Filter and sort time off requests

You can filter and sort to search and manage time off requests.

  1. From the Interaction Optimizer Home page, in the Time Off Planning area click the Time Off Requests link. The Time Off Requests tab opens.

  2. To show or hide columns, right-click any of the columns in the view and from the menu that appears select or deselect the columns you want to show or hide.

  3. To filter the time off requests, do one of the following in the column heading to filter:

    1. Click the icon in the left side of the column heading.

    2. From the drop-down list that appears, select an option and then click inside the column heading box.

    3. Type the value to use to filter the view, or where applicable use the icons on the right side of the column heading to select available values. The view is filtered based on your selection. You can filter by more than one column heading at a time.

    4. To clear a filter, click the "x" in the right side of the column heading for each filter you want to clear.

  4. To sort time off requests, click anywhere in the header that contains the criteria by which you want to sort (Agent, Type, Start Date, End Date, Status, Hours Per Day, etc.).

  5. To add additional columns of information, right-click in the header area and select the criteria you want to add.

  6. To save changes you make in the Time Off Requests tab, click the Save button.

For more information about time off requests, see the Related Topics.

Related Topics