Tools > Agent Evaluation

Schedules can add calls to projects based on a set of parameters. They can be set to run daily, weekly or monthly, and when run will add calls to projects based on a preset filter.

Calls added by these schedules can only be viewed by the Supervisor assigned to the schedule, or Managers.

Schedules also have a feature called “Moving Schedule”. This feature allows the schedule to move in time. Suppose you have a filter set to add calls made yesterday to a project, and you have set this schedule to run daily. When "Moving Schedule" is enabled and the schedule is run, the filter will be changed to select calls from a day later. So for instance if the filter is set to add calls from April 7th 2017, it will now add calls from April 8th 2017. When the schedule is set to weekly it will move the schedule by a week. And a month for monthly.

Per Telephone number of ID: Instead of adding X calls to the project, this option will make the schedule add X calls to the project for every item in the field "Telephone number or ID".