You can assign or remove a Skill/Level for one or more Agents in a single operation.
Use the following method applied to a selection multiple agents. Use the Properties tab to manage the skills of individual agents.
Depending on the configuration of your environment, the Assign Skill/Level and the Remove Skill/Level dialog boxes might also contain the Reason option. The Reason option enables you to either choose a reason for the skill assignment, skill change, or skill removal from a drop-down list, or enter a reason into a text field.
Display the appropriate list of Agents. For further information about navigating within the Supervisor Work Area, see Displaying Object Lists and Objects Overview.
Select the appropriate Agent(s).
Click the list pane Actions button and select Selected > Assign Skill/Level.
In the Assign Skill/Level window, select the appropriate Skill and options.
Skill |
Select the appropriate Skill. |
Level |
Select an appropriate level of proficiency. |
Always assign skill/level |
Select to assign the specified level in all cases (even when the Skill already exists at a lower or higher level). |
Assign skill/level if skill does not exist at any level |
Select to assign the Skill/Level only to Agents who do not already possess the Skill at any level. |
Assign level if skill exists at level |
Select to assign the Skill/Level only to Agents who already possess the Skill at the specified level. |
OK |
Click to submit the Skill/Level assignment request and close the window. |
Cancel |
Click to close the window without submitting the Skill/Level assignment request. |
Click OK to assign the Skill/Level to the Agent(s).
Display the appropriate list of Agents. For further information about navigating within the Supervisor Work Area, see Displaying Object Lists and Objects Overview.
Select the appropriate Agent(s).
Click the list pane Actions button and select Selected > Remove Skill/Level.
In the Remove Skill/Level window, select the appropriate Skill and options.
Skill |
Select the appropriate Skill. |
Remove all instances of skill |
Select to remove the Skill from all (selected) Agents that possess the Skill. |
Remove instances of skill with level |
Select to remove the Skill from all (selected) Agents that possess the Skill at the specified Level. |
OK |
Click to submit the Skill/Level removal request and close the window. |
Cancel |
Click to close the window without submitting the Skill/Level removal request. |
Click OK to remove the Skill/Level from the Agent(s).