PEC-WFM/Current/Agent/AvlPtrns - Revision history

Brian.Marshall.IX: Published

2022-03-17T19:11:34Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:30:55Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:06Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Mhachey: Published

2020-06-12T12:58:28Z

Published

Bgrenon: Published

2020-06-08T15:20:47Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Using availability patterns
|TocName=Using availability patterns
|Context=Use availability patterns to indicate your preferred shifts for a single week or multiple weeks.
|ComingSoon=No
|Platform=PureEngage
|Role=Agent
|Application=Workforce Management
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=Your availability patterns can specify different start and end times for each day, but once you create the ''pattern'' you can reuse it multiple times. Availability patterns are displayed in the '''Preferences > Availability Patterns''' view.

{{NoteFormat|When adding or editing preferences, you can select your preferred time zone. When you create availability preferences, the time zone you chose is applied to the start and end times that are specified in availability patterns. The start and end time values in the pattern itself will be in the chosen time zone and do not change if the time zone changes.|2}}

Use the '''Availability Patterns''' view to:

*{{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=CrtAvPtrn|display text=Create}}, {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=EdtAvPtrn|display text=edit}}, or {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=DelAvPtrn|display text=delete}} an availability pattern.
*{{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=UsePtrnFrPrf|display text=Create}} an availability preference based on an availability pattern.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Creating availability patterns
|anchor=CrtAvPtrn
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_avail_pttrn-new.png
|structuredtext=To create a new availability pattern:

#In the Availability Patterns view, click '''New'''.
#;The Create Pattern dialog box opens.
#In the '''Description''' field, enter a name for the pattern.
#Enter the '''Start time''' and '''End time''' (in hours and minutes) for each day of the week.
#;Start and end times are displayed in 12- or 24-hour format, depending on your computer's regional settings.
#;You cannot leave start and end times blank.
#Select '''Next Day''' for any end times that run into the next day.
#Click '''Save''' (or '''Cancel''' to discard the changes and close the dialog box).
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Editing patterns
|anchor=EdtAvPtrn
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_avail_pttrn-edit.png
|structuredtext=To edit an existing availability pattern:

#Click '''Edit''' [[File: WM_852_nw_edit-to_icon.png]] beside the Availability Pattern you want to edit.
#;The Edit Pattern dialog box opens.
#In the '''Description''' field, add a brief description for this pattern.
#Change the start times and end times, selecting '''Next Day''', if applicable.
#Click '''Save''' (or '''Cancel''' to discard the changes and close the dialog box).
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Deleting patterns
|anchor=DelAvPtrn
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_avail_pttrn-delete.png
|structuredtext=To delete an availability pattern:

#Click the check box beside the Availability Pattern you want to delete.
#Click '''Delete'''.
#When the Confirmation dialog open, click '''Yes''' to delete the pattern or '''No''' to cancel the action.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Using patterns to make preferences
|anchor=UsePtrnFrPrf
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_avail_pttrn-mk-prf.png
|structuredtext=When you ''make a preference'' in this view you are using an existing availability pattern to add your availability preference. You can also add availability preferences for individual days. See {{Link-SomewhereInThisVersion|manual=Agent|topic=AvlPtrns|display text=Adding availability preferences|anchor=AdAvlbPrf}}.

To make an availability preference using an existing pattern:

#Select the check box beside the Availability Pattern you want to use for this preference.
#Click '''Make Preference'''.
#;The Make Preference dialog box opens.
#In the Start date and End date fields, enter the applicable date range for your preference.
#Click '''Save''' (or '''Cancel''' to discard the preference and close the dialog).

You can view the preferences you made using availability patterns in the {{Link-SomewhereInThisManual|topic=PrefO|anchor=PrfClndr|display text=Calendar}} or {{Link-SomewhereInThisManual|topic=VwPrfDtls|anchor=top|display text=Details}} view. To edit or delete the preferences you made using availability patterns, see {{Link-SomewhereInThisManual|topic=MngPrfncs|anchor=EdtPrf|display text=Editing preferences}} or {{Link-SomewhereInThisManual|topic=MngPrfncs|anchor=DltPrf|display text=Deleting preferences}}.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 8: / Line 8: @@
 |Role=Agent
 |Application=Workforce Management
 |Section={{Section
-|sectionHeading=
+|alignment=Horizontal
-|anchor=
+|Media=Video
-|alignment=Vertical
+|image=686864553
-|Media=
+|AltText=Overview of using availability patterns.
 |structuredtext=Your availability patterns can specify different start and end times for each day, but once you create the ''pattern'' you can reuse it multiple times. Availability patterns are displayed in the '''Preferences > Availability Patterns''' view.
@@ Line 23: / Line 21: @@
 *{{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=CrtAvPtrn|display text=Create}}, {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=EdtAvPtrn|display text=edit}}, or {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=DelAvPtrn|display text=delete}} an availability pattern.
 *{{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=UsePtrnFrPrf|display text=Create}} an availability preference based on an availability pattern.
 |Status=No
 }}{{Section
@@ Line 42: / Line 38: @@
 #Select '''Next Day''' for any end times that run into the next day.
 #Click '''Save''' (or '''Cancel''' to discard the changes and close the dialog box).
 |Status=No
 }}{{Section
@@ Line 58: / Line 52: @@
 #Change the start times and end times, selecting '''Next Day''', if applicable.
 #Click '''Save''' (or '''Cancel''' to discard the changes and close the dialog box).
 |Status=No
 }}{{Section
@@ Line 72: / Line 64: @@
 #Click '''Delete'''.
 #When the Confirmation dialog open, click '''Yes''' to delete the pattern or '''No''' to cancel the action.
 |Status=No
 }}{{Section
@@ Line 79: / Line 69: @@
 |anchor=UsePtrnFrPrf
 |alignment=Vertical
-|Media=
+|structuredtext=When you ''make a preference'' in this view you are using an existing availability pattern to add your availability preference. You can also add availability preferences for individual days. See {{Link-SomewhereInThisVersion|manual=Agent|topic=MngPrfncs|anchor=AdAvlbPrf|display text=Adding availability preferences}}.
 |Status=No
 }}{{Section
 |alignment=Horizontal
 |Media=Image
@@ Line 100: / Line 84: @@
 You can view the preferences you made using availability patterns in the {{Link-SomewhereInThisManual|topic=PrefO|anchor=PrfClndr|display text=Calendar}} or {{Link-SomewhereInThisManual|topic=VwPrfDtls|anchor=top|display text=Details}} view. To edit or delete the preferences you made using availability patterns, see {{Link-SomewhereInThisManual|topic=MngPrfncs|anchor=EdtPrf|display text=Editing preferences}} or {{Link-SomewhereInThisManual|topic=MngPrfncs|anchor=DltPrf|display text=Deleting preferences}}.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Use availability patterns to indicate your preferred shifts for a single week or multiple weeks.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 78: / Line 78: @@
 |sectionHeading=Using patterns to make preferences
 |anchor=UsePtrnFrPrf
 |alignment=Horizontal
 |Media=Image
 |image=WM_852_nw_avail_pttrn-mk-prf.png
-|structuredtext=When you ''make a preference'' in this view you are using an existing availability pattern to add your availability preference. You can also add availability preferences for individual days. See {{Link-SomewhereInThisVersion|manual=Agent|topic=AvlPtrns|display text=Adding availability preferences|anchor=AdAvlbPrf}}.
+|structuredtext=To make an availability preference using an existing pattern:
 #Select the check box beside the Availability Pattern you want to use for this preference.

PEC-WFM/Current/Agent/AvlPtrns - Revision history

Brian.Marshall.IX: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Mhachey: Published

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"