Allocate work items manually to agents

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Allocate pending work items to agents to complete the work.

    Vorbereitungen

    Role required: sn_wfo_cfg_ws.manager

    Ensure that the agent has relevant skills, availability, and access to at least one queue in the service channel.

    Warum und wann dieser Vorgang ausgeführt wird

    The active work items remain in the queue pending manual allocation for one of the following reasons:

    • The agent's capacity is exceeded to the maximum.
    • Work items may not be accepted by any available agents.
    • Agents with required skills are not available.

    Prozedur

    1. Navigate to All > Workforce Optimization for ITSM > Manager Workspace.
    2. Click the Channels icon.
    3. Do any of the following to manually allocate the work items.
      Navigate ToDo this
      Active Work Items tab Select the work item and click Allocate.
      Service Channel page
      1. Click a service channel. For example, Chat.
      2. Click the Work Items tab.
      3. Select the work item.
      4. Click Allocate.
      All Queues tab
      1. Click a queue.
      2. Click the Work Items tab.
      3. Select the work item.
      4. Click Allocate.
      The list of available agents appears with details such as presence state, capacity, and matching skills.
    4. Select the agent to assign the work item.
      For example, if the capacity is 0/4, it means that the agent's maximum capacity is 4 work items.
      Hinweis:
      You can allocate a single work item at a time to the agent.
    5. Click Allocate.
      The work item is allocated to the selected agent. The agent gets an alert on the assigned work item.
      • If the agent accepts the work item and the status moves from Pending Accept to Accepted state. The ​Assigned To field is updated​ with the agent's name.
      • If the agent rejects the work item and the status moves to Queued state.
      • If the agent does not accept the work item for a long time, with the status as Pending Accept and you must allocate it again.