Set up a representative schedule

A representative schedule should represent a normal week, and it could be a recent schedule. Interaction Optimizer uses this schedule to divide the weekly totals from the Import Predicted Staff dialog box into staff types and coverage groups per day.

After you select a schedule, in the allotment editor's display options, you can optionally select to allow multiple staff types, and any changes made are distributed according to the ratios in the representative schedule. However, if you selects the Modify Value by percent modification, the distributed value is included in the staff types.

Note: This topic assumes you have created a new time off plan or have chosen to edit an existing time off and have opened the time off plan's allotment editor.

1. From the allotment editor, open the Interaction Optimizer menu and choose Set Representative Schedule. The Representative Schedule dialog opens.

2. In the Select a schedule to represent a normal week, choose a recent and typical schedule.

3. In the Distribution from selected schedule (in hours) area, optionally change any coverage group hours so the ratios between coverage groups and days will be correct.

4. Click OK to return to the time off plan's allotment editor.