![]() Select the matching criteria by which agents can trade. Clear this check box to direct Optimizer to automatically approve partial day trades that meet matching and rule criteria. Select this check box to automatically set any partial day trades to Pending status until an administrator approves or denies the partial day trade. Require admin approval for trades that contain a partial shift will not be shown in the list of trades from which the agent can pick because the difference is more than 2 hours from 12:00 p.m. and 2:00 p.m. A possible trade ending at 3:00 p.m. Setting the partial day trade recommendation window to 2 hours, the system only considers trades that begin at 8:00 a.m. For example, assume Agent A's shift begins at 8:00 a.m. ![]() Use the up and down controls to determine how close to the original request any potential trades must be before being shown to other agents. Partial day trade recommendation window (in hours) Any trade request that is in the expired or canceled status after the configured number of days will be deleted from the database. ![]() Use the up and down controls to define when to purge old trade requests is designed to reduce the size of the database. Purge expired trades from database once they are this old (in days) For example, if an agent has a 6 hour shift and trades away 4 hours, then he or she will be left with a 2-hour shift. This setting is designed to protect an agent from having a very short shift after making a trade. The block of time left refers to the part of the agent’s shift that is left after the trade. Use the up and down controls to set the lowest number of consecutive hours allowed to remain in an agent's shift after he or she has been granted a partial trade request. Minimum consecutive block of time left after partial trade (in hours) Use the up and down controls to protect from agents trading a block of time that is too short. When the agent creates a trade request, Optimizer checks the length and will not save invalid lengths. Optimizer validates trade times before saving it as a matched trade to confirm that the chosen times are not far enough in the future that the save will fail. Optimizer checks hourly for expired trades and changes the trade status accordingly. Use the up and down controls to define how much time is needed to give agents and administrators proper warning about a change to the schedule that resulted from a schedule trade.ĭepending on the number you set here, agents cannot create a trade request where the first possible trade occurs less than number of hours in the future. Trades must be at least this many hours in the future If Shift Trading is enabled, and you then disable this check box, Optimizer does not delete any existing trade requests, but the requests are no longer visible until you re-enable the check box. When you leave this box unchecked, the Schedule Trading tab will not appear in an agent's client and they cannot add or change trades. Use the Enable Shift Trading check box to enable or disable all shift trading functionality for the scheduling unit. From the Interaction Optimizer Home page, in the Configuration area select Shift Trading. The Shift Trading Configuration view allows administrators to set up the options that are appropriate for their call center. Interaction Optimizer Help About Shift Trading configuration
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