Validate and save the work plan
Series: Add a work plan
Previous suggested step: Add agents to the work plan
When you create and validate a work plan, Genesys Cloud checks it for any issues. Resolve any errors before you save a work plan. You can save a work plan that has error, warning, informational, or ignored messages. For more information, see View schedule generation messages.
Notes:
- If you do not correct any validation conflicts before you save, then in the work plan list view and in schedule generation, the system labels the work plan as invalid.
- You cannot use a work plan that is saved with validation errors to generate a schedule. When you attempt to do so, a dialog box will display about the invalid work plans at the bottom of the Generate Schedule dialog box.
- If you choose not to validate the work plan and just save it, the system runs the validation process and presents you with any conflicts that you need to address before it saves the work plan.
- If you recently added an agent to a queue, you may be unable to create a valid work plan that uses the agent or queue for up to four hours.
Validate and save the work plan
- In the upper right corner of the work plan page, click Validate .
- Optionally copy information to the Clipboard for review.
- Resolve any work plan errors.
- Click OK.
Example scenarios
This section includes examples of work plan validation conflicts and how to resolve the issues.
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