Handle conflicts when saving schedules

When there are other users that make schedule changes for the same group of agents and the same schedule period, your changes might sometimes conflict with theirs.

A conflict occurs when you try to save a change for an agent’s schedule on a date, and that schedule was recently changed by another user. A message is shown to inform you that there is a conflict and for which agents and days.

The recommended way to handle a conflict is to accept the other user’s changes. If you choose to do so, the other user's changes are loaded to your schedule for you to review before you save again.

NOTE   If you choose the accept the other user’s changes, you only lose your changes for the days and agents that are listed in the conflict information window. All other changes are saved.

Prerequisites

• You have the Schedules permission.
• You have the Global functions > View schedules permission.
• You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.

Page location

Client > Schedules > Open schedule

Procedures

Handle conflicts when saving schedules

• Click OK to accept the other user's changes.
• Click Overwrite to force your changes and remove the other user's changes.

Related topics

• Edit scheduled shifts
• Copy and paste schedule items
• Schedule activities manually
• Schedule time off manually
• Schedule days off manually
• Run automatic scheduling
• Optimize schedule