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

2020-07-25T02:36:29Z

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

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

2020-07-15T11:46:03Z

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

Bgrenon: Published

2020-06-08T15:20:50Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Multi-site trading
|TocName=Multi-site trading
|Context=Trade scheduled work days with agents at other sites.
|ComingSoon=No
|Platform=PureEngage
|Role=Agent
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=If multi-site trading is permitted in your contact center, you can use the '''Trades''' view in the '''Trading''' module to obtain more convenient schedules by trading with other agents. You can filter the view to show: {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSMyTrds|display text=My Trades}}, {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSTrdOffrd|display text=Offered to me}}, or {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSTrdCmm|display text=Community}} proposals.

{{NoteFormat|You might or might not be able to trade with agents in other sites, depending on how your administrator or supervisor has set up your site and team. If you cannot see agents from other sites in your '''Trades''' view, multi-site trading might not be set up for your team. In that case, see {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=top|display text=Viewing proposals and my trades}}.|2}}

Using the '''Trades''' view, you can:

*Respond to other agents' {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSTrdOffrd|display text=personal or community}} trade proposals.
*Review or cancel {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSMyTrds|display text=your own trade proposals}}.
*Review or cancel {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSMyTrds|display text=your responses}} to other agents' proposals.
*View trade participants' {{Link-SomewhereInThisManual|topic=MSTrdsVw|anchor=MSPrpDtls|display text=schedule and proposal details}}.

{{NoteFormat|You {{Link-SomewhereInThisManual|topic=CrtTrdPrp|anchor=top|display text=create schedule trade proposals}} in the {{Link-SomewhereInThisManual|topic=SchO|anchor=MySch|display text=My Schedule}}, {{Link-SomewhereInThisManual|topic=MySchDtls|anchor=top|display text=My Schedule Details}}, or {{Link-SomewhereInThisManual|topic=VwOthSch|anchor=SDOthrs|display text=Other Schedules}} view.|2}}
|Status=No
}}{{Section
|sectionHeading=Columns and controls
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_ms-trades-vw.png
|structuredtext=The '''Trades''' view has the following controls and settings:

*'''Filters'''—There are two. Use the first filter to view only '''My Trades''', '''Offered to me''', or '''Community''' proposals. Use the second one only for '''Community''' proposals (it's disabled if you select '''My Trades''' or '''Offered to me''' in the first filter). Filter by:
**'''People I work with'''
**'''My shared transport'''
**'''My team'''
**'''My site'''
**'''My business unit'''
|structuredtextwide=*{{Link-SomewhereInThisManual|topic=CmnStgs|anchor=ChgDt|display text=Date selectors}}—Use the forward and backward arrows to change the date by month, or click the '''Calendar''' icon and choose the month.
*'''Settings'''—Click this icon to change the display settings. In this dialog, selecting the check box displays the '''Trading date''' column in the grid. This is useful when your timezone (in {{Link-SomewhereInThisManual|topic=CfgO|anchor=MyStgs|display text=My Settings}}) is different from the site timezone.

The '''Trades''' view has the following columns:

*'''Proposer'''—The name of the agent who sent the trade proposal.
*'''Responder'''—The name of the agent who responded to the trade proposal.
*'''Status'''—The status of the trade proposal. For example, '''Open''', '''Accepted''', '''In Review''', '''Confirmed''', '''Declined''', '''Cancelled''', or '''Expired'''. For a description of each status, see {{Link-SomewhereInThisManual|topic=MngPrpRsp|anchor=VwTrdStus|display text=Trade statuses}}.
*'''Date'''—The date on which the trade proposal was created, in the time zone set in '''Time zone''' drop-down list in the '''My Settings''' view.
*'''Trading date'''—The date of the schedule trade in the site time zone.
*'''Paid hours'''—The total number of paid hours covered by the proposed trade.
*'''Comments/schedule'''—Any comments entered by the proposing agent, supervisors, or those auto-generated by WFM that relate to this trade proposal or schedule.

{{NoteFormat|The '''Trading date''' might differ from date that you see in WFM Web, if the time zone in '''My Settings''' is set to anything other than the site time zone. To see the '''Trading date''' column in the grid, you must select the check box in {{Link-SomewhereInThisManual|topic=MltiStTrdg|anchor=VwSttgs|display text=Settings}}. By default, it is not displayed.|2}}
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Trade scheduled work days with agents at other sites.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

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

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

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

Bgrenon: Published

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

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