Contents

Change Display

You can change the size of rows and lines, and you can change the format of the activity name and display.

Changes the schedule's appearance

From the Interaction Optimizer Home page, in the Scheduling area select the appropriate schedule from the Schedules drop-down list and click the Open selected schedule link. The selected schedule opens.
On the Interaction Optimizer toobar, click Display Options.
On the Display tab in the Size, rows and lines section, change one or more of the following:

Use the up or down arrows to change the Height of activity timebars in rows. The default height is 15.
Use the up or down arrows to change the Height of one row. This determines the height of each row in the schedule. The value should be greater than the height of activity bars so there is enough space to click when you want to add new activities to a specific row. The default height is 18.
Use the up or down arrows to change the Granularity for activity times. This setting determines how many minutes are used for “stop positions” when dragging and dropping activities in a schedule. For example, if the granularity is set to 15, then an activity which starts at 10:00 will automatically snap to 10:15, 10:30, 10:45, and so on, when being moved. If this same activity is moved when the value of this setting is 5 minutes, then the activity would snap to 10:05, 10:10, 10:15, and so on. The default value is 15.
Select the Show actual work row check box to make the Actual Work rows visible for any schedule that is for the current week or for some time in the past.
Select the Show adherence exceptions row check box to make the RTA Exceptions rows visible for any schedule that is for the current week or for some time in the past.
Select the Show schedule preference row check box to make the agent's schedule preferences visible for any schedule that is for the current week or for some time in the past.
Select the Show shift trade row check box to display the shift trade row regardless of whether the agent has a trade or not.
If you selected Show shift trade row, select the Only show shift trade row for agents that have trades to only display this row for agents who have shift trades.
Select Use last checked value for rounding activities to use the previous value of the Force time values to the nearest 15 minutes option when you add or edit an activity in the Modify Activity Details dialog. For example, you select Use last checked value for rounding activities. Next time you edit an activity in the Modify Activity Details dialog, the dialog sets Force time values to use the nearest 15 minutes option to the value previously used for the activity. You can select Use last checked value for rounding activities when editing past activities to bring the agent into adherence.
Select the Restore defaults button to clear manual changes to the Display tab and return to the default settings.
Select the Show vertical grid lines checkbox to display vertical, dotted lines every hour in the day and multi-day views, and every day in the week view.
Select the Color alternating rows checkbox to make the first row have a white background, and the second row to have a shaded background, and continue alternating. This alternate row setting applies to the analysis and summary count areas, as well.

In the Activity name display format section, select one of the following:

Activity type only
Activity type and description
Description only

When all changes are made click Apply, then click OK.

Tip: To discard changes and return to the original settings, click Restore Defaults.