Assigning Capacity Rules

You can assign capacity rules for single agents or places or for multiple agents or places.

Single Agent or Place

To assign a Capacity Rule to a single Agent or Place:

  1. Display the appropriate list of Agents or Places on the list pane. For further information about navigating within the Supervisor Work Area, see Displaying Object Lists and Objects Overview.

  2. If the details pane is not visible, display it by clicking the List and Details button in the lower-right side of the Supervisor Work Area.

  3. Select the appropriate Agent or Place on the list pane.

  4. On the details pane, click the Properties tab.

  5. Set the Capacity Rule box to the appropriate value.

  6. Click Save to apply the change.

Multiple Agents or Places

To assign a Capacity Rule to multiple Agents or Places:

  1. Display the appropriate list of Agents or Places on the list pane. For further information about navigating within the Supervisor Work Area, see Displaying Object Lists and Objects Overview.

  2. Select the appropriate subset of Agents or Places.

  3. Click the list pane Actions button and select Selected > Assign Capacity Rule.

  4. In the Assign Capacity Rule window, select the appropriate Capacity Rule and options. For further information, see the Assign Capacity Rule Window section below.

  5. Click OK to assign the Capacity Rule to the Agents or Places.

Assign Capacity Rule Window

Use the Assign Capacity Rule window to assign a Capacity Rule to a selected set of Agents or Places.

Settings and Buttons

Settings

Capacity Rule

Specify the Capacity Rule that will be assigned to the selected Agents or Places.

Always assign Capacity Rule

Select to assign the Capacity Rule to all selected Agents or Places.

Assign if Capacity Rule is set to [None]

Select to assign the Capacity Rule to all selected Agents or Places that do not currently possess a Capacity Rule.

Assign if object is using Capacity Rule

Select this option to assign the Capacity Rule to all selected Agents or Places that possess a specified Capacity Rule.

Window Buttons

OK

Click to assign the Capacity Rule and close the window.

Cancel

Click close the window without assigning the Capacity Rule.