The Supervisor's window

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Learn how to use the Web for Supervisors controls, icons, modules, and views to customize the GUI display.

Related documentation:

The panes in WFM Web for Supervisors display some combination of the controls described below, depending upon selections that you make in the Object pane. For more information, see the description of the Get Data button in the table below.

Generic buttons The following buttons appear at the top right of every WFM Web window:
WM 851 icon-home.png Home displays the Home view, which is a list of all View menu options that is organized by tab.
WM 851 icon-refresh.png Refresh applies to the current view.
About button About displays information about copyright and the current version information.
Logout button Logout closes WFM Web, without confirming your choice if there are no changes to save.
WM 851 icon-new-page.png New Page displays a new web page of WFM Web. Default view is Home.
Help button General Help displays WFM Web help at the Overview topic.
WM 851 icon-help.png Contextual Help displays WFM help at the current topic.
WM 851 icon search.png Search enables you to enter search criteria to quickly find the object you are looking for. The criteria you enter will depend on which pane you have open.
WM 852 sort-icon.png Sort enables you to sort lists to easily find the items you are looking for. The sorting criteria will vary, depending on which pane you have open.
WM 851 paging ctrls.png Paging controls enable you to browse the previous and next pages or navigate to the first and last items in the data set (start and end of the list), by clicking the appropriate arrow button in the view. To navigate between pages, you can use the Up, Down, Page Up, and Page Down keys on the keyboard.
Modules Click to open each WFM module: Configuration, Policies, Calendar, Forecast, Schedule, Trading, Performance, Adherence, and Reports.
Breadcrumb navigation WFM for Supervisors uses the same type of "breadcrumb navigation" as you see in Windows 7 directories and across the top of some web browser windows. Click any link in this display to choose from a drop-down menu and make a selection within that branch of the currently selected module. For example, the following breadcrumb navigation path will display a specific schedule scenario for the currently selected date:

WM 851 icon home breadcrumb.png Home > WM 851 icon module breadcrumb.png Schedule > Scenarios > Q4-2010 > Q4-2010 Intra-day

Edit menu (Copy, Cut, Paste, Find) Each of these commands becomes enabled when it can be performed on the currently selected object.
Actions menu Select from a list of view-specific commands. This menu's contents change as you move among modules and views, and they match the command icons that appear on the toolbar.)
Actions toolbar These buttons correspond to the commands on the Actions menu. Hover your mouse pointer over a toolbar button to see a tool tip that displays the button's name.
Action buttons View-level action buttons within the working pane provide controls that are specific to particular views (for example, apply or cancel).
The Get data button WM 852 icon getdata button.png, when present at the lower left below the Objects tree, refreshes the display with current data from the database.
Tip
Not all modules use the Get data button. If there is no Get data button, the view is automatically updated with the new data every time that you change your date or object selection.
Objects pane This pane offers several different display schemes, depending on the current selection of tab and menu item:

Tabs: module-specific item trees under separate tabs

One tree: Business Units (BUs) > Sites

One tree: BUs > Sites> Activities

Upper tree: BUs > Sites> Teams > Agents

Lower tree: BUs > Multi-site Activities > Activity Groups > Sites > Activities

When there are two selecting items in either of these two trees, it triggers an automatic selection of corresponding items in the other tree.

At the site level, you may see a team in the tree labeled <None>. This node lists any agents that are assigned to the site, but not assigned to a team. If all agents in that site are assigned to a team, then the <None> team is empty. The only exceptions to this hierarchy are when Scenarios is selected or when you use the Configuration or Reports modules.

Clicking an object in a tree (or clicking its expand/collapse controls) displays the object's contents below it, indented slightly. When you have displayed the desired object, double-click it (or click it once, and then click Get data) to open the selected view for that object.

Where the Objects tree displays check boxes, you can usually select/deselect multiple objects by selecting (WM 851 icon-object tree checkbox checked.png) / clearing (WM 851 icon-object tree checkbox cleared.png) their check boxes, respectively. Certain views do not display check boxes; in this case, you can select multiple objects by clicking the group of objects while pressing the SHIFT or CTRL-key. Some views and windows allow you to select only a single object.

Expand/collapse controls Wherever you see the WM 851 icon-object tree collapsed.png icon in a tree or other control, you can click it to see an expanded view of the adjacent item's contents or details. The WM 851 icon-object tree expanded.png icon indicates an expanded item. Click it once to collapse the item's contents and see more parallel items.
Working pane (or Data pane) The right pane of the window displays data and controls that correspond to your selected module and view. Some views display graphs with an explanatory legend below them.
Status bar The status bar, at the very bottom of the window, displays messages about WFM Web's current state. (In some views, it displays the most recently generated warning or error message.)

Retrieving a list of items in segments

The list of items or objects (such as Agents, Shifts, Profiles, Activities, Schedule States, Contracts, and Rotating Patterns) in a pane is displayed in segments or sequential pages. When large amounts of data are being retrieved, the list of items in the pane is displayed in smaller segments sequentially, with 50 items per page. This limits the number of items that are retrieved from WFM at any given time, maintaining optimal performance during retrieval. See Paging controls.

Customizing tables in WFM views

Many WFM Web views include on-screen tables. You can typically customize the display of these tables in one or both of the following ways:

Resize Columns In the table's header row, place your mouse pointer over the separator between two column headers. When you see a two-headed arrow, click and drag the column separator to adjust the column widths.
Sort by Column In some tables, you can sort the data according to one of the displayed columns. Specify the column by clicking its header.

You can change the sort order by clicking the header again. An upward-pointing arrowhead in the header indicates ascending order. A downward-pointing arrowhead indicates descending order.

If the Agent column is specified as the sort key, in ascending order, it will read Agent ^

Finding agents in tables

In a number of Web for Supervisors views, you can search for particular agents by using the Find Agent dialog box. To open it, select the table you want to search and then either:

  • Select Find from the Edit menu.
  • Press [Ctrl] + F.

You can search for agents in these views:

To search for one or more agents:

  1. In the Find Agents dialog box, type either the full name for which you are searching or its first few letters.
  2. Select the Last Name or First Name radio button.
  3. Click Find.  
    The table that you are searching now shows the first agent listed whose name matches the search string that you entered. A message box informs you if there are no agent names that match your search criteria.
  4. Click Find again to find the next agent whose names matches the string you entered. You can search as many times as you want.
  5. When you have finished searching, click Close.

Displaying terminated agents in tables

You can enable WFM to display terminated agents wherever agents are displayed in lists or tables in the Schedule, Calendar, Trading, Adherence, Policies, Configuration, Reports views. By default, WFM does not display terminated agents.

Change the default value of the CFG_SHOW_TERMINATED_AGENTS setting in About > Settings.... For more information, see More WFM Web application settings.