AM, PM, evening period, or exact time slot.
Why is this employee not offered for this appointment?
Start by checking the employee’s profile, schedule, absences, and what is already planned in the day. Several factors can explain the result; check them one at a time before changing the configuration.
Record the appointment or situation being tested
Before changing a setting, gather the elements needed to reproduce and compare the situation.
Date targeted by the request.
Time or range used in the journey.
Only when this information is relevant.
Exact composition of the request.
Duration resulting from the selected items.
The profile you expected to see proposed.
What actually appears in the interface.
Also record the page or view used, including a specific employee or “all staff” when that option is available. Use only a non-sensitive identifier to refer to a customer, address, or appointment.
Check the profile, schedule, and settings that apply
Check the configured framework before reviewing constraints specific to the day.
Profile and journey
- The profile type, administrative or mobile.
- How it matches the tested journey, particularly when that journey uses mobile-account field features and views.
- The settings applicable to the observed context.
Account status. An active account allows sign-in. This status alone is not enough to make the employee available or cause them to appear in every journey.
Work settings
- One-hour time slots, when this mode is used.
- Overtime allowed.
- Break and time-between-customers settings.
Schedule and territory
- Open or closed days.
- Usual start and end times.
- Territory associated with the day when this feature is available and relevant.
Temporary absence
- Start date.
- End date.
- Whether the absence matches the tested period.
Compare the request with what is already planned
The result may also depend on what is already planned for the target day.
Observable items in the day
- Appointments already planned.
- Breaks.
- Visible travel.
- Time remaining in the period or time slot.
- Duration resulting from the selected package and options.
- Allowed overtime.
- The end time or other visible limits.
- The result in the employee view and, when available, in the “all staff” view.
Is the employee still missing from the workflow you tested?
Note the date, period, expected employee and the layer already checked. Keep only the non-sensitive information needed to explain the difference.
