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

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

2020-07-25T02:37:31Z

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

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

2020-07-15T11:45:32Z

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

Mhachey: Published

2020-06-12T15:05:13Z

Published

Bgrenon: Published

2020-06-08T15:20:47Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Managing your schedule bid assignments
|Application=Workforce Management
|Role=Agent
|TocName=Managing your schedule bid assignments
|Platform=PureEngage
|ComingSoon=No
|Context=Manage your schedule bids by moving them between the '''Desired''' or '''Unwanted''' lists, or removing them altogether.
|Section={{Section
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=After entering your bids, if you want to change them for schedules you marked as '''Desired''' or '''Unwanted''', you can do so by using the drop-down list (beside the '''Filter''' icon) in the scenario. After selecting '''Desired''' or '''Unwanted''' in the list, you can also change the ranking of your bids, if necessary.

As an agent, you can only access a bidding scenario for a specific period of time, which is known as the ''bidding window''. The bidding window closes on the date and time that is shown in the '''Bidding end time''' column for each scenario in the '''Scenarios''' view. To change your bids and/or reorder the ranking, you will have to do it before the '''Bidding end time''' expires.

Hover your mouse over the '''Scenario name''' and click the link to open a scenario for which you have entered bids. This is where you manage your existing bids and reorder their ranking, if necessary.
|Status=No
}}{{Section
|sectionHeading=Changing bid rankings
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_chg_bid-ranking.png
|Media=Image
|structuredtext=Your bids are already ranked when you reach this view; that happened when you clicked '''Add to Desired''' or '''Add to Unwanted''' in the scenario. Your most desired bid is numbered 1 and your most unwanted bid is [1].

To change a single bid in an open scenario:

#Click the '''All''' drop-down arrow (near the '''Filter''' icon) to select the list you want to change: '''Desired''' or '''Unwanted'''.
#In the '''Bid''' column, click the number in the row for the schedule that you want to change.
#;The back [[File: WM_852_nw_prev_arrow.png|link=]] and forward [[File: WM_852_nw_next_arrow.png|link=]] arrows become active.
#Click the arrows to select the new ranking for this schedule.
#Click '''Apply'''.
#;WFM changes the numbers for the rest of your bids accordingly.
#Repeat as necessary to achieve the bid order that you want.
|anchor=ChgBdRnk
|Status=No
}}{{Section
|sectionHeading=Moving bids to another list
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_moving_bid.png
|Media=Image
|structuredtext=In an open Scenario view, use the '''All''' drop-down list (next to the '''Filter''' icon) or the icon in the '''Actions''' column to move your bids for schedules from the Desired list to the Unwanted list, or from the Unwanted list to the Desired list. You can move bids in two ways:

*By using the action buttons:
*#In an open scenario, click the down arrow in the drop-down list to select the either '''Desired''' or '''Unwanted'''.
*#Select the check box in the far-left column for every schedule that you want to move to another list.
*#Click '''Add to desired''' or '''Add to unwanted''', depending on which list you selected in step 1.
*#;The remaining bids in this list are reordered, accordingly.
*By using the '''Actions''' icon:
*#In the open scenario, click '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] icon in the row for the schedule you want to change.
*#When the drop-down list opens, select '''Add to desired''' or '''Add to unwanted''', depending on which list you selected in step 1.
*#;The remaining bids in this list are reordered, accordingly.
|anchor=MvgBds
|Status=No
}}{{Section
|sectionHeading=Removing schedules from a list
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=You can remove one or more schedules from a list in two ways:

{{NoteFormat|See the graphics in {{Link-SomewhereInThisManual|topic=MngBdAsg|anchor=MvgBds|display text=Moving bids to another list}}, as the steps in these two methods are similar.|2}}

*By using the action button:
*#Click the '''All''' drop-down list to select the list you want to change: '''Desired''' or '''Unwanted'''.
*#Select the check box in the far-left column for every schedule that you want to remove from the list.
*#Click '''Remove''' to remove the selected schedule(s).
*#;This action sets the bid ranking for the schedule(s) to <tt>0</tt> and reorders the remaining bids in this list, accordingly.
*By using the '''Actions''' icon:
*#In the open scenario, click '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] icon in the row for the schedule you want to change.
*#When the drop-down list opens, select '''Remove'''.
*#;The schedule is removed from the list and remaining bids are reordered, accordingly.
|anchor=RnvgBds
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Manage your schedule bids by moving them between the '''Desired''' or '''Unwanted''' lists, or removing them altogether.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 2: / Line 2: @@
 |Standalone=No
 |DisplayName=Managing your schedule bid assignments
 |TocName=Managing your schedule bid assignments
 |Platform=PureEngage
-|ComingSoon=No
+|Role=Agent
-|Context=Manage your schedule bids by moving them between the '''Desired''' or '''Unwanted''' lists, or removing them altogether.
+|Application=Workforce Management
 |Section={{Section
-|Standalone=No
+|sectionHeading=
-|ComingSoon=No
+|anchor=
 |alignment=Vertical
-|structuredtext=After entering your bids, if you want to change them for schedules you marked as '''Desired''' or '''Unwanted''', you can do so by using the drop-down list (beside the '''Filter''' icon) in the scenario. After selecting '''Desired''' or '''Unwanted''' in the list, you can also change the ranking of your bids, if necessary.
+|Media=
 As an agent, you can only access a bidding scenario for a specific period of time, which is known as the ''bidding window''. The bidding window closes on the date and time that is shown in the '''Bidding end time''' column for each scenario in the '''Scenarios''' view. To change your bids and/or reorder the ranking, you will have to do it before the '''Bidding end time''' expires.
 Hover your mouse over the '''Scenario name''' and click the link to open a scenario for which you have entered bids. This is where you manage your existing bids and reorder their ranking, if necessary.
 |Status=No
 }}{{Section
 |sectionHeading=Changing bid rankings
-|Standalone=No
+|anchor=ChgBdRnk
-|ComingSoon=No
+|alignment=Vertical
 |alignment=Horizontal
 |image=WM_852_nw_chg_bid-ranking.png
-|Media=Image
+|structuredtext=To change a single bid in an open scenario:
 #Click the '''All''' drop-down arrow (near the '''Filter''' icon) to select the list you want to change: '''Desired''' or '''Unwanted'''.
@@ Line 36: / Line 48: @@
 #;WFM changes the numbers for the rest of your bids accordingly.
 #Repeat as necessary to achieve the bid order that you want.
-|anchor=ChgBdRnk
+|structuredtextwide=
 |Status=No
 }}{{Section
 |sectionHeading=Moving bids to another list
-|Standalone=No
+|anchor=MvgBds
-|ComingSoon=No
+|alignment=Vertical
 |alignment=Horizontal
 |image=WM_852_nw_moving_bid.png
-|Media=Image
+|structuredtext=*By using the action buttons:
 *#In an open scenario, click the down arrow in the drop-down list to select the either '''Desired''' or '''Unwanted'''.
 *#Select the check box in the far-left column for every schedule that you want to move to another list.
 *#Click '''Add to desired''' or '''Add to unwanted''', depending on which list you selected in step 1.
 *#;The remaining bids in this list are reordered, accordingly.
 *By using the '''Actions''' icon:
-*#In the open scenario, click  '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] icon in the row for the schedule you want to change.
+<br>
-*#When the drop-down list opens, select '''Add to desired''' or '''Add to unwanted''', depending on which list you selected in step 1.
+|structuredtextwide=*By using the '''Actions''' icon:
-*#;The remaining bids in this list are reordered, accordingly.
-|anchor=MvgBds
+#In the open scenario, click  '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] icon in the row for the schedule you want to change.
 |Status=No
 }}{{Section
 |sectionHeading=Removing schedules from a list
-|Standalone=No
+|anchor=RnvgBds
 |alignment=Vertical
 |structuredtext=You can remove one or more schedules from a list in two ways:
@@ Line 76: / Line 100: @@
 *#When the drop-down list opens, select '''Remove'''.
 *#;The schedule is removed from the list and remaining bids are reordered, accordingly.
-|anchor=RnvgBds
+|structuredtextwide=
 |Status=No
 }}
 }}

PEC-WFM/Current/Agent/MngBdAsg - 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"