Ability to lock schedule and then require approval for any schedule changes thereafter
M
Monica Rangel
Merged in a post:
Have a way to lock schedules
M
Monica Rangel
Merged in a post:
Scheduling Lock
V
Viridian Koi
Ability to set it so that schedules cannot be edited after a certain point, and if they are are coded as such for reporting insights
M
Monica Rangel
Merged in a post:
Ability to lock while editing
David Patou
While one user is actively editing schedules, don't allow other users (or g-cal) to make changes.
"as we add more hands to our team, more people are going to be touching the schedules regularly. I ran into an instance around the hurricane where I had updated 100 schedules and went to hit save and it denied me because another change had been made. I am not sure if it was someone else or a GCal update, but I had to redo the work. If a schedule could be locked when someone is making edits/ hasn't saved an edit that would be ideal "
M
Monica Rangel
Merged in a post:
Schedule Locking
C
Chosen Pony
Provide the ability for a schedule to be "locked" (i.e. uneditable except for the addition of certain categories, like call-offs) and have that week's schedule have a visual or alert notifying persons viewing it that it is "locked" and won't be changed.
S
Silver Prawn
Related use case for locking schedules: we sometimes schedule an event very intentionally (ie a special request by the agent). There's no way currently to prevent someone else from editing or moving that event. Ideally, we would have a way to lock schedules at the event level (not just entire day) so that admins only can edit it.
Y
Yacht club Alpaca
"a way to save a schedule and "lock it" so no other changes can be made, but also make edits to the SAME schedule, where we can all can view the updated version in real time" or close?And then I'd want to compare the two.
In the past, I was able to save a "Preliminary" version each week (WFM's perfect world) and then the "actual" version (what happened in reality).
Here is why I am asking... I would like us to be able to track and view unplanned PTO, unplanned meetings, exceptions, adherence gaps, etc., so that we can compare total productive hours scheduled vs total hours actually in productive state. And then drill down the same data by time interval and also by Agent."