Iex Corporation

Ronald M Castonguay

Gary B Crockett

Beauford B Jordan

A method for planning, scheduling and managing personnel in an environment in which there is a varying workload by time of day and by day of week to be staffed with a team having a variable number of servers. The method begins by organizing the team of servers into a plurality of management units, each management unit having one or more groups of individual servers. One or more tour templates, each describing a bounded work shift having work rules and operating constraints, are then defined. A forecast is then generated of an event load expected to occur during a forecast time period and a number of servers required to service the expected event load during the forecast time period. The method then allocates expected event load among the plurality of management units according to a predetermined number of servers expected to be available at each management unit during the forecast time period. Thereafter, the tour templates are correlated with the forecast to generate a set of tours for each management unit, each tour defining a work schedule for the forecast time period for a theoretical server of the management unit. The individual servers of each management unit are then assigned to to the generated tours for the management unit.

Method for planning, scheduling and managing personnel

A force management system includes a unique management display system for managing server schedules during a forecast time period. The system generates a schedule management screen which includes a timescale and a set of schedule activity codes for each server juxtaposed with the timescale to indicate the server's availability to respond to an event during the server's schedule. The system also generates a companion performance analysis screen. The performance analysis screen includes a timescale representation of forecast time period intervals, and displays call handling performance data for each interval comparing actual event load during the forecast time period with the event load expected to occur during the forecast time period.

Growing community of inventors

Carrollton, TX, United States of America

Ronald M Castonguay