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Transfer and remove visits (Operations Panel)

Transfer visits

In Operations Panel, you can transfer visits between queues and pools.

To transfer a visit:

  1. Find the visit, either by searching for it, or by opening the lists of visits for a queue, a service point, or a staff member.

  2. Click Transfer visit to queue or pool monitor_operations_transfer_queue_or_pool.png.

  3. Select if you want to transfer the visit to a queue, a staff member, or a counter.

    • When transferring to a staff member or a counter, the visit will end up in their pool.

    • When transferring to a queue, select if you want to transfer the visit to first in line monitor_operations_transfer_front.png, last in line monitor_operations_transfer_end.png, or based on waiting time monitor_operations_transfer_visit_lifetime.png.

Remove visits

To remove a visit:

  1. Find the visit, either by searching for it, or by opening the lists of visits for a queue, a service point, or a staff member.

  2. Click Remove monitor_operations_remove_visit.png.

  3. In the configuration dialog, click OK.