Create Recording Schedules Based on Number of Calls

Schedules are collections of business rules that govern recordings in Uptivity.

This topic explains how to create a schedule that will record a specified number of calls for a single agent.

For more information, see Recording Schedules Overview.

Recording schedules require you to set an archive action. Therefore, you should create archive actions before schedules. See Create Archive Actions.

  1. In the NICE Uptivity Web Portal, click AdministrationSchedulingCreate Schedule.
  2. Click Record the Next N Calls for an Agent.
  3. Type a Name for the schedule.
  4. Optional: Type a Description for the schedule.
  5. For Agent Number, type the phone ID for the agent to be recorded.
  6. Type the Number of Calls to be recorded.
  7. Optional: Select Never Expire if the schedule should remain in effect until the specified number of calls is reached, regardless of how long it takes.
  8. Optional: Use the date and time selectors to specify a Start Date and an End Date for the period during which Uptivity will attempt to record the specified number of calls.

    If you do not specify a date range, you must select the Never Expire checkbox or Uptivity will not record any calls under this schedule. If you do specify a date range, the schedule will be considered complete when the End Date is reached, even if the specified number of calls has not been recorded.

  9. Click Save.

See Also

  • New/Edit Schedule Page — for information on the criteria and parameters that can be configured on this page