Copy an accrual plan to another scheduling unit

You can copy an existing accrual plan to another scheduling unit, then rename and optionally modify the configuration to your requirements.

Note: This action copies all activity codes from the original accrual plan, but does not copy any agents from the original plan. Because an agent can only belong to one scheduling unit at a time, you cannot copy agents from one scheduling unit to another.

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

2. Select the accrual plan you want to copy and click the copy to another scheduling unit button. The Select Scheduling Units dialog box opens.

3. In the Scheduling Unit Name area, select the scheduling unit or units to which to copy the accrual plan and click OK. A message appears, informing you that the plan was successfully saved to the new scheduling unit.

4. Click OK.

You can open the accrual plan in the new Scheduling Unit and optionally rename it or modify the configuration settings.