Adding an Interval Group

To add a new interval group, follow these steps:

1. From the Interval Manager Home page, click . The Add Interval Group page is shown.
2. In the Description box, type a description for your interval group.

3. In the Interval time (minutes) box, type the number of minutes in an interval a time slot to which agents can assign tasks.

   EXAMPLE 

   Jack wants agents to be able to select a half-hour slot for a callback, for example 9:30–10:00 AM or 2:00–2:30 PM. In the Interval time (minutes) box, he types 30.

4. If you wish to allow agent-owned tasks a task to be completed by the agent who books it, click Yes for Allow agent-owned tasks?.

5. (Optional) In the Max days box, type the number of days in the future that an agent can arrange a task a piece of work to be completed at a particular time, for example a callback or a customer appointment.

   EXAMPLE 

   When agents arrange a callback, Jack wants them to be able to select a date in the next two weeks, but not a date beyond that. In the Max days box, Jack types 14.

   Note: If you leave this box empty, then agents will be able to book tasks for any time in the future.

6. Click . A dialog box appears, informing you that — once created — the interval group cannot be deleted.
7. Click SAVE.

A page is shown that displays your interval group’s details. From this page you can define a weekly pattern and add overrides and holidays.

What’s Next?

You’ve now added a basic interval group, but there’s still more to do! See the following tasks:

• Managing the Weekly Pattern
• Managing Overrides
• Managing Holidays