View Round Robin History for Inbound Router

  1. To navigate to the Round Robin history page of your distribution rules, go to the sidebar and click on Inbound → Distribution Rules.
  1. Hover over the rule of your choice and you’ll see Round Robin History. Select it to open your rule’s Round Robin progress on a new page.

View Round Robin History for Relays

  1. To view Round Robin history for Relays, go to the sidebar and click on Relays → Distribution Pods.
  1. Hover over the rule of your choice and you’ll see Round Robin History. Select it to open your rule’s Round Robin progress on a new page.

Layout of Page

The history page is designed to provide you with an eagle’s eye view of the assignment and distribution enabling you to take sitrep on your rule behavior.

Round Robin period

The top-left corner displays the Round Robin period i.e. when this cycle of distribution started till date and the reset period of this cycle. Currently, each cycle resets every month and the distribution starts anew.

User information

The table displays all the information required to gain insights into where the distribution currently stands. The rows list all the users in this distribution cycle and the columns list the attributes highlighting the stages in the distribution.

  1. Level

    An internally calculated score for each user in the distribution that indicates where the person currently stands in the distribution queue. If they’re at the top, then they are next in line for an upcoming meeting.

  2. Meeting Assigned

    The number of meetings a person has received in total in this distribution cycle.

  3. Upcoming

    The number of meetings a person has received that are coming up in the future in this distribution cycle.

  4. Completed

    The number of meetings a person has received that have been completed in this distribution cycle.

  5. Cancelled or No-show

    The number of meetings a person has received that have either been canceled or marked as No-Shows in this distribution cycle.

  6. Added to rule

    The date when this person was added to the Distribution Rule

  7. Weightage

    The ratio of meetings this person should receive via the Distribution Rule

The table also indicates according to the current progress in distribution, which person would be next in line to be assigned for an upcoming meeting.

When a particular user in the distribution has an Out-Of-Office All-Day event marked on their calendar or a busy event spanning day(s), then that person is considered to be on vacation for that period. This is also indicated with a grayed-out row with a subtext indicating that the person is on vacation currently.

Actions

Each person in the Round Robin queue has their meetings calibrated based on the configured settings and the changes are automatically managed by the product. But, in certain circumstances, one would like to credit back a meeting for a particular user or would like to take credit away for a particular user manually.

To begin adding or removing credits, hover next to the Level number, and click on the icon that appears. This should open a pop-up.

Manually add meeting credit

To give back meeting credits, click on +Add button in the pop-up window, adjust how many meeting credits you would like to credit a particular user with, and click on Update to persist the changes.

You should see it reflected in the Level value showing a decrease from the previous value. This indicates the user is in a meeting deficit now, and will assign further meetings to them more frequently to adjust for the deficit.

Manually remove meeting credit

To take back meeting credits, click on -Remove button in the pop-up window, adjust how many meeting credits you would to deduct for a particular user, and click on Update to persist the changes.

You should see it reflected in the Level value showing an increase from the previous value. This indicates the user is in a meeting surplus now, and will not assign further meetings to them as frequently to adjust for the surplus.