March 26th 2024, Release Note: WFM UK | Scheduling: Displaying Users who have Marked the 'Actual' Status

Release date: March 26th 2024

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes

What’s Changing?

The update reinstates the visibility of which user(s) have ticked the ACT box in the 'Schedule Status' pop-up, which was a feature present in the old UI but absent in the new UI. 

Reason for the Change

This update responds to user feedback highlighting the importance of transparency and the need to know who made specific updates to the schedule status. This change ensures users can easily track accountability and actions within the scheduling process.

Customers Affected

All Scheduling customers.

Release Notes 

As a prerequisite, the organisation setting Schedule Status Approval Process needs to be applied by a system administrator. 

• From the Scheduling homepage, go to Settings > Organisations
• Select Edit against the required Organisation
• Tick the box against Schedule Status Approval Process and then Save

Fig.1 - Schedule Status Approval Process Organisation Setting

• On the Scheduling tab, select Change...

The Schedule Status Change pop-up will then appear.

When an Actual box is ticked, the user who did it and at what date/time is displayed beneath the day - see Fig.2.

Fig.2 - Schedule Status Change pop-up - 'Actual set by' information

Additionally, tooltips have been added to the daily view for Activity-Based Scheduling, enhancing the informational depth accessible to users directly from the UI. This inclusion aims to provide quick insights and guidance, improving the overall navigability and utility of the daily scheduling view.

Fig.3 - Tooltip on a Daily view - user name and the date/time when the actual was set