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

2020-07-25T02:34:02Z

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

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

2020-07-15T11:46:35Z

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

Mhachey: Published

2020-06-25T18:14:03Z

Published

Bgrenon: Published

2020-06-08T15:20:54Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Using common settings and controls
|TocName=Using common settings and controls
|Context=Use common settings and controls to complete similar tasks in multiple views.
|ComingSoon=No
|Platform=PureEngage
|Role=Agent
|Application=Workforce Management
|Prereq=
|Section={{Section
|sectionHeading=Changing the date
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=When you open the WFM Agent application, your schedule displays the current week, by default. (To change the default setting, see the '''On Startup''' section of {{Link-SomewhereInThisManual|topic=CfgO|anchor=MyStgs|display text=My Settings}}.)

If you want to display a different week in your schedule, change the date, by using the date arrow buttons '''Previous''' [[File:WM_852_nw_prev_arrow.png|link=]] and '''Next''' [[File:WM_852_nw_next_arrow.png|link=]] or the pop-up calendar button [[File:WM_852_nw_calendar_button.png|link=]]. See the figure below.<br /><br />

[[File:WM_852_nw_date_prev-next_combo.png|link=]]<br />
'''Figure:''' Date and Calendar buttons

Similar buttons appear in other WFM Web views. In some views, they move you by different time intervals, as discussed below.

To use the date arrows:

*Click [[File:WM_852_nw_prev_arrow.png|link=]] to move backward.
**In the '''Schedule''', '''Trading''', and '''Preferences''' views, you reach the previous week.
**In the '''Time Off''' view, you reach the previous year.
*Click [[File:WM_852_nw_next_arrow.png|link=]] to move forward.
**In the '''Schedule''', '''Trading''', and '''Preferences''' views, you reach the next week.
**In the '''Time Off''' view, you reach the next year.

To use the pop-up calendar:

#Click the '''Calendar''' button [[File:WM_852_nw_calendar_button.png|link=]].
#;A calendar appears.
#Set new dates:
##Click a day to select the week containing that day.
##Click the month drop-down list to jump to a different month.
##Click [[File:WM_852_nw_cldr_icon_bkwd.png|link=]] or [[File:WM_852_nw_clndr_icon_frwd.png|link=]] on either side of the year to jump forward or back one year.
#Click '''OK'''.
#;The window automatically refreshes to match your date selection.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Changing the settings in a view
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=You can change the settings in all of the views in the {{Link-SomewhereInThisManual|topic=SchO|anchor=top|display text=Schedule}}, {{Link-SomewhereInThisManual|topic=TrdgO|anchor=top|display text=Trading}}, {{Link-SomewhereInThisManual|topic=PrefO|anchor=top|display text=Preferences}}, and {{Link-SomewhereInThisManual|topic=TOO|anchor=top|display text=Time Off}} modules (except the '''Preferences > Availability Patterns''' view ).

*Click '''Settings''' [[File: WM_852_nw_s_stgs.png|link=]] in the upper-right corner of the view to add additional columns or change the data that is displayed.
*;The settings are different for each view.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Using the page navigation controls
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=When any of the WFM Agent views has more than one page of data, use the navigation buttons '''First''' [[File:WM_852_nw_first_page.png|link=]], '''Previous''' [[File:WM_852_nw_prev_page.png|link=]], '''Next''' [[File:WM_852_nw_next_page.png|link=]], and '''Last''' [[File:WM_852_nw_last_page.png|link=]] to move between the pages. These buttons are grouped with a numeric indicator of your position within the pages: [[File:WM_852_nw_first_page.png|link=]] [[File:WM_852_nw_prev_page.png|link=]] 1 of 1 [[File:WM_852_nw_next_page.png|link=]] [[File:WM_852_nw_last_page.png|link=]].
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Using the keyboard to sort columns
|anchor=keysort
|alignment=Vertical
|Media=
|image=
|structuredtext=You can use the number keys on your keyboard to sort columns in any views that have tables with sortable columns.

To sort columns using the keyboard controls:

#Place your cursor inside a table.
#Press the number key on your keyboard that corresponds to the column number, when counting left to right.
#;For example, if the column is the third one from the left, press "3". The key acts as a toggle, sorting the column in ascending or descending order.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Viewing graphics in this Help
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=If you are viewing this Help online, click any graphic to enlarge it. Click the "X" in the top-right corner to close the enlarged graphic window.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Use common settings and controls to complete similar tasks in multiple views.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 11: / Line 11: @@
 |Section={{Section
 |sectionHeading=Changing the date
-|anchor=
+|anchor=ChgDt
 |alignment=Vertical
 |Media=

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

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"