How do I manage mass populate operations based on capacity area configurations?
The fields available in the Field drop-down list depends on the capacity area configuration at a specific quota level. Availability of a particular operation depends on the selected field.
| Operation | Fields | Parameters | Description |
|---|---|---|---|
| Copy day-to-day | All | Date to be copied | Lets you to copy the values of a given field from one day to
another day or for multiple days. You can use a past or a future date
as a source date. For example, to perform Trouble Call activities on April 26, 2017, assume that you only have 75 mins in the 10-12 time-slot, 60 mins in the 13-15 time-slot, 50 mins in the 15-17 time-slot. Assume that you are expecting more trouble calls for the next three days in the above mentioned time-slots. Therefore, you
want to use the same quota values (that is, 75, 60, 50 mins) in the
Quota column in the Quota by Capacity Categories screen for the next
three days for the same above mentioned time-slots. Use the Copy day-to-day
operation as follows:
|
| Copy week-to-week | All | Week to be copied | Allows you to copy the values of a given field from one week to another or to the multiple weeks. The values are copied between same days of the week (Monday to Monday, Tuesday to Tuesday, etc.). There is no restriction on the week that can be used as a source of data for this operation. It can be from past or from the future date. The corresponding calendar control allows you to select the week by clicking on any day of this week. The week is represented by its first day. |
| Shift forward by one day | All | None | Shifts the value of a given field forward by one day. The corresponding option is available only if a continuous interval of days are selected on the Quota view. Please note that there is a common rule that the Mass-populate operation should update all the dates that are currently selected in the Quota view. Therefore, when you perform the shift forward operation, the value for the first selected/visible date is updated with a value from the previous day (which is invisible). If the view contains both past and future days, the future date will be the first one to get updated. It is updated with a value from the latest past date. |
| Shift backward by one day | All | None | Shifts the values of a given field backward by one day. Please note that it is mainly intended to rollback the results of a previous forward shift. This option is available only if a continuous interval of days are selected on the Quota view. Please note that there is a common rule that the Mass-populate operation should update all the dates that are currently selected on the Quota view. Therefore, when you perform the shift backward operation, the value of the last selected/visible date is updated with the value from the next day (which is invisible). |
| Next day value = previous day value * percent | • % to stop booking at • Quota • Min. quota• % Quota • Daily Quota, % (for availability based quota) |
Percent | Available only when a continuous interval of days are selected in the timeslot or time-interval Quota view. In this case, the value of a given field is calculated from the value of the day before and the values of the current is used to derive the values of all the other next days. A value for a next day is calculated as a value for a previous one multiplied by a specified percentage. |
| Use estimation | % Quota | None | Copies the values from the Estimated % quota field to the % Quota field. Available only in the Quota by Capacity Categories screen. |
| Estimate future values based on past data (day-to-day) | Quota | • Number of previous days • Field to be used: Quota or Used |
Lets you to estimate the values of a given field for one or several future days using the linear extrapolation algorithm. Only available in timeslot or time-interval Quota view. |
| Estimate future values based on past data (week-to-week) | Quota | • Number of previous weeks • Field to be used: Quota or Used |
Allows you to estimate the values of a given field for one or several future weeks using the linear extrapolation algorithm. A separate extrapolation trend is created for each day of the week (Monday, Tuesday, etc.). |
| close work zone | values matching the filter criteria | None | Lets you close booking statuses for a particular work zone
in the Booking Status screen for time-slot and time-interval (availability)
based quotas. You can close bookings for a particular day, for a particular
week, for a particular month or you can select a set of dates from
the Calendar option. Use the Close Work Zone operation as follows:
|
| open work zone | values matching the filter criteria | None | Lets you open booking statuses for a particular work zone in
the Booking Status screen for time-slot and time-interval (availability)
based quotas. You can open bookings for a particular day, for a particular
week, for a particular month or you can select a set of dates from
the Calendar option. Use the Open Work Zone operation as follows:
|
| close all | values matching the filter criteria | None | Lets you close all booking statuses in the Booking Status screen
for time-slot and time-interval (availability) based quotas. You can
close bookings for a particular day, for a particular week, for a
particular month or you can select a set of dates from the Calendar
option. Use the Close All operation as follows:
|
| open all | values matching the filter criteria | None | Lets you open all booking statuses in the Booking Status screen
for time-slot and time-interval (availability) based quotas. You can
close bookings for a particular day, for a particular week, for a
particular month or you can select a set of dates from the Calendar
option. Use the Open All operation as follows:
|
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