Managing Shift Personnel
During the execution of a shift schedule solution, shift personnel information may need to be changed due to various reasons, such as position changes, vacations, and resignations. In this case, you can directly modify or delete shift personnel accordingly. Moreover, because different shift scenarios vary in business contexts, scheduling rules, and management requirements, the methods for updating personnel are tailored to each scenario's operational characteristics. This ensures that shift configurations remain accurately aligned with actual business operations.
This section describes how to modify and delete shift personnel in different shift scenarios.
Managing Personnel of a Fixed Shift for Global Applications
Personnel of a fixed shift for global applications cannot be restored after being deleted. Before deleting a person, check whether the shift role and shift scenario of the person are referenced by any workflows, rules, or operational configurations.
- If there is any reference, deleting the personnel may cause exceptions, such as review process interruptions and service ticket dispatch failures.
- If there is no reference, the deletion has no impact.
- Log in to COC.
- In the navigation pane, choose Basic Configurations > Shift Schedule Management.
- Select a shift scenario from the drop-down list. (Global+ Fixed shift follows the shift scenario name.)
- Locate the target personnel and click Delete in the Operation column.
- In the displayed dialog box, click OK.
Managing Personnel of a Non-fixed Shift for Global Applications
- Log in to COC.
- In the navigation pane, choose Basic Configurations > Shift Schedule Management.
- Select a shift scenario from the drop-down list. (Global + Non-fixed shift (Monday–Sunday) follows the shift scenario name.)
- Click Clear and set parameters for deleting shift personnel.
Table 1 Parameters for deleting shift personnel Parameter
Description
Start Time
Select the start date for deleting shift personnel. The deletion starts from 00:00 on the selected date.
The start time cannot be the current day.
End Time
Select the end date for deleting shift personnel. The deletion ends at 23:59 on the selected date.
Shift Role
Select the shift role to be deleted.
- Click OK to delete the corresponding personnel.
The deleted personnel will not be displayed on the Shift Schedule Management page when the selected time range is selected.
Managing Personnel of a Fixed Shift for a Specific Application
- Log in to COC.
- In the navigation pane, choose Basic Configurations > Shift Schedule Management.
- Select a shift scenario from the drop-down list. (Application + Fixed shift follows the shift scenario name.)
- Select a region and an application from the drop-down lists.
If you want to configure shifts for different regions in the same application, you can select regions. If your business scenario does not involve in different regions, ignore the region selection.
- Locate the target application and click Modify in the Operation column.
- Add or delete shift personnel. Figure 1 Modifying shift personnel
- Click OK.
Managing Personnel of a Non-fixed Shift for a Specific Application
- Log in to COC.
- In the navigation pane, choose Basic Configurations > Shift Schedule Management.
- Select a shift scenario from the drop-down list. (Application + Non-fixed shift (Monday–Sunday) follows the shift scenario name.)
- Click Clear and set parameters for deleting shift personnel. Figure 2 Deleting shift personnel
Table 2 Parameters for deleting shift personnel Parameter
Description
Region
(Optional) Region of the shift. Multiple regions can be selected.
Application
Application of the shift. Multiple applications can be selected.
Start Time
Select the start date for deleting shift personnel. The deletion starts from 00:00 on the selected date.
End Time
Select the end date for deleting shift personnel. The deletion ends at 23:59 on the selected date.
Shift Role
Select the shift role to be deleted.
- Click OK to delete the corresponding personnel.
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