Copy or delete a work plan
AI-generated summary
Genesys Cloud provides functionality to copy or delete existing work plan configurations within the Workforce Management module. To copy a work plan, users navigate to Menu > Workforce Management > Work Plan Configuration > Work Plans, select the appropriate management unit from the dropdown list, click the More menu next to the desired work plan, and select Copy. The copied work plan can then be renamed and reconfigured with custom week schedules, daily shifts, and agent constraints. To delete a work plan, users follow the same initial navigation steps, select Delete from the More menu next to the target work plan, confirm the deletion count, and click Yes to complete the removal. These operations enable administrators to efficiently manage and maintain work plan configurations across different management units.
You can copy or delete an existing work plan configurations.
- Click Admin.
- Under Workforce Management, click Work Plan Configurations.
- Click Menu > Workforce Management > Work Plan Configuration > Work Plans.
- In the upper right corner, click the Management Unit list and select the appropriate management unit.
- Next to the work plan you want to duplicate, click More .
- From the menu that appears, click Copy.
- Rename the work plan and configure the work plan’s week, daily shifts, and agent constraints. For more information, see the Create a work plan series.
- Click Admin.
- Under Workforce Management, click Work Plan Configurations.
- Click Menu > Workforce Management > Work Plan Configuration > Work Plans.
- In the upper right corner, click the Management Unit list and select the appropriate management unit.
- Next to the work plan you want to remove, click More .
- From the menu that appears, click Delete.
- Confirm the number of work plans to delete and click Yes.
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