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About the Resource Center

Navigate the work plan assignment page

The following table describes the fields available in the Work Plan Assignment page.

Field Definition
Business Unit/Management Unit list

Business unit/management unit under which the agents appear.

Search Agent NameType the name of the agent to view the corresponding result.
 Filters

Click the Arrow icon to view additional fields to perform your search. Click the image to enlarge.

  • Effective Work Plan – Click the Arrow icon to view the available effective work plans. Select one or more work plans as required. Search results are automatically displayed based on your selection. This field is available only when you click the Filters field.
  • Work Team – Click the Arrow icon to view the available work teams. Select one or more work teams as required. Search results are automatically displayed based on your selection. This field is available only when you click the Filters field.
  • Show – You can choose to view all, selected, or unselected agents. This field is available only when you click the Filters field.
 ResetClick to clear all previous information entered.
 RefreshClick to view the updated agent information.
Change Work Plan

Displays the Change Work Plan dialog box. Click the image to enlarge.

This button is available for selection only after you select an agent. You can select one or multiple agents by clicking the checkbox next to each agent. For more information, see Manage Work Plan Assignments.

Agent NameDisplays the name of the agent. Click to view the agent’s work plan details.
Effective Work PlanDisplays the work plan that the agent is assigned. 
Work TeamDisplays the work team that the agent is associated with.
Override ChangesDisplays the number of override changes that the agent’s work plan has undergone.