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

Mary.hachey@genesys.com: Published

2020-12-18T22:37:33Z

Published

Mary.hachey@genesys.com: Published

2020-12-18T18:01:33Z

Published

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

2020-07-25T02:36:08Z

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

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

2020-07-15T11:46:43Z

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

Mhachey: Published

2020-06-12T13:02:54Z

Published

Bgrenon: Published

2020-06-08T15:21:31Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Managing your preferences
|Application=Workforce Management
|Role=Agent
|TocName=Managing your preferences
|Platform=PureEngage
|ComingSoon=No
|Context=Manage your preferred shifts, availability, and days off.
|Section={{Section
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=Use either one of the '''Preferences''' views ({{Link-SomewhereInThisManual|topic=PrefO|anchor=PrfClndr|display text=Calendar}} or {{Link-SomewhereInThisManual|topic=VwPrfDtls|anchor=top|display text=Details}}) to add or edit your shift, availability, or day-off preferences.
|Status=No
}}{{Section
|sectionHeading=Adding shift preferences
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_add_shft_prf.png
|Media=Image
|structuredtext=To add your shift preferences:

#Click '''Add Shift'''.
#;The Add Shift dialog box opens.
#Add the current date by clicking '''Add selected date to the list'''.
#Add different or additional dates, if desired. Click the calendar, select dates, and then click '''Add selected date to the list'''.
#;If you select the wrong date, hover your mouse over the date (above the date field) until the "x" appears and then click it.
#(Optional) If you want to specify different settings for each added preference, click '''Populate'''.
#;If each preference has the same settings, you don't need to use this option.
#In the '''Shifts''' drop-down menu, select a shift.
#Select a '''Start Time''' in the drop-down list.
#Enter an '''End Time''' and check '''Next Day''', if applicable.
#In the '''Comments''' field, enter any applicable comments.
#Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
|anchor=AdShftPrf
|structuredtextwide={{NoteFormat|When adding a shift to your preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to '''Configuration''' > {{Link-SomewhereInThisVersion|manual=Agent|topic=CfgO|anchor=MyStgs|display text=My Settings}} select either the site time zone or try another time zone.|2}}
|Status=No
}}{{Section
|sectionHeading=Adding availability preferences
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_add_avail_prf.png
|Media=Image
|structuredtext=To add your availability preferences:

#Click '''Add Availability'''.
#;The Add Availability dialog box opens.
#Add the current date by clicking '''Add selected date to the list'''.
#Add different or additional dates, if desired. Click the calendar, select dates, and then click '''Add selected date to the list'''.
#;If you select the wrong date, hover your mouse over the date (above the date field) until the "x" appears and then click it.
#(Optional) If you want to specify different settings for each added preference, click '''Populate'''.
#;If each preference has the same settings, you don't need to use this option.
#In the '''Start Time''' field, enter the time that you want this availability preference to begin, including am or pm.
#In the '''End Time''' field, enter the time that you want this availability preference to end, including am or pm.
#Check '''Next Day''', if applicable.
#In the '''Comments''' field, enter any applicable comments.
#Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
|anchor=AdAvlbPrf
|structuredtextwide={{NoteFormat|You can use Availability Patterns to add preferences, enabling you to specify availability for a range of days at once. See {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=UsePtrnFrPrf|display text=Using patterns to make preferences}}.|2}}
|Status=No
}}{{Section
|sectionHeading=Adding day-off preferences
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_add_day-off_prf.png
|Media=Image
|structuredtext=To add your day-off preferences:

#Click '''Add Day Off'''.
#;The Add Day Off dialog box opens.
#Add the current date by clicking '''Add selected date to the list'''.
#Add different or additional dates, if desired. Click the calendar, select dates, and then click '''Add selected date to the list'''.
#;If you select the wrong date, hover your mouse over the date (above the date field) until the "x" appears and then click it.
#(Optional) If you want to specify different settings for each added preference, click '''Populate'''.
#;If each preference has the same settings, you don't need to use this option.
#In the '''Comments''' field for each preference, enter applicable comments.
#Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
|anchor=AdDOPrf
|Status=No
}}{{Section
|sectionHeading=Editing preferences
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=Use the following procedures to edit a shift, availability, or day off preference. (Note that you cannot change the date when editing preferences):

*To edit preferences in the '''Calendar''' view:
*#Click the preference in the calendar that you want to edit.
*#;A dialog box opens with the preference details.
*#Click '''Edit''' [[File: WM_852_nw_edit-to_icon.png|link=]].
*#When the Edit ''<preference>'' (shift, availability, or day off) dialog window opens, make the appropriate changes.
*#Click '''Save''' (or '''Cancel''' to discard the changes) and close the dialog window.
*To edit preferences in the '''Details''' view:
*#Click '''Edit''' [[File: WM_852_nw_edit-to_icon.png|link=]] beside the preference you want to edit.
*#When the Edit ''<preference>'' (shift, availability, or day off) dialog window opens, make the appropriate changes.
*#Click '''Save''' (or '''Cancel''' to discard the changes) and close the dialog window.

===Notes about editing preferences===

*If WFM can schedule your preference, the revised preference appears in the Calendar view.
*Available shift start times can differ, if a time zone, other than site time zone, is selected.
*When editing Shift preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to '''Configuration''' > '''My Settings''' and {{Link-SomewhereInThisManual|topic=CfgO|anchor=MyStgs|display text=select either the site time zone or try another time zone}}.
*Your preferences are not guaranteed to be assigned to you unless your supervisor grants them prior to scheduling. If your preferences are not granted, WFM schedules as many preferences as possible according to the rules configured for your site.
|anchor=EdtPrf
|Status=No
}}{{Section
|sectionHeading=Deleting preferences
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_delete_prf.png
|Media=Image
|structuredtext=To delete a preference in the '''Details''' View:

#Click the check box next to the preference(s) you want to delete.
#Click the '''Delete''' button.
#Or, click '''Delete''' [[File: WM_852_nw_dltt-to_icon.png|link=]] beside the preference that you want to delete.
#When the Confirmation dialog opens, click '''Yes''' to to proceed or '''No''' to cancel the action.

To delete preferences in the '''Calendar''' view:

#Click the preference in the calendar that you want to delete.
#;A dialog box opens with the preference details.
#Click the "x" in the upper-left corner of the '''Details''' dialog box.
#When the '''Confirmation''' dialog box opens, click '''Yes''' to proceed with the deletion or '''No''' to cancel it.
|anchor=DltPrf
|Status=No
}}
}}

@@ Line 64: / Line 64: @@
 |anchor=AdDOPrf
 |alignment=Horizontal
-|Media=Image
+|Media=Video
-|image=WM_852_nw_add_day-off_prf.png
+|image=492630945
 |structuredtext=To add your day-off preferences:
@@ Line 75: / Line 75: @@
 #(Optional) If you want to specify different settings for each added preference, click '''Populate'''.
 #;If each preference has the same settings, you don't need to use this option.
 #In the '''Comments''' field for each preference, enter applicable comments.
 #Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
 |Status=No
 }}{{Section
 |sectionHeading=Editing preferences
 |anchor=EdtPrf
-|alignment=Vertical
+|alignment=Horizontal
-|structuredtext=Use the following procedures to edit a shift, availability, or day off preference. (Note that you cannot change the date when editing preferences):
+|Media=Video
-*To edit preferences in the '''Calendar''' view:
+#Click '''Edit''' [[File:WM_852_nw_edit-to_icon.png|link=]] beside the preference you want to edit.
-*#Click the preference in the calendar that you want to edit.
+#When the Edit <''preference>'' (shift, availability, or day off) dialog window opens, make the appropriate changes.
-*#;A dialog box opens with the preference details.
+#Click '''Save''' (or '''Cancel''' to discard the changes) and close the dialog window.
 ===Notes about editing preferences===
 *If WFM can schedule your preference, the revised preference appears in the Calendar view.
 *Available shift start times can differ, if a time zone, other than site time zone, is selected.
@@ Line 106: / Line 113: @@
 |anchor=DltPrf
 |alignment=Horizontal
-|Media=Image
+|Media=Video
-|image=WM_852_nw_delete_prf.png
+|image=492650737
 |structuredtext=To delete a preference  in the '''Details''' View:

@@ Line 8: / Line 8: @@
 |Role=Agent
 |Application=Workforce Management
 |Section={{Section
 |alignment=Vertical
 |structuredtext=Use either one of the '''Preferences''' views ({{Link-SomewhereInThisManual|topic=PrefO|anchor=PrfClndr|display text=Calendar}} or {{Link-SomewhereInThisManual|topic=VwPrfDtls|anchor=top|display text=Details}}) to add or edit your shift, availability, or day-off preferences.
 |Status=No
 }}{{Section
@@ Line 23: / Line 16: @@
 |anchor=AdShftPrf
 |alignment=Horizontal
-|Media=Image
+|Media=Video
-|image=WM_852_nw_add_shft_prf.png
+|image=492209658
 |structuredtext=To add your shift preferences:
@@ Line 34: / Line 27: @@
 #(Optional) If you want to specify different settings for each added preference, click '''Populate'''.
 #;If each preference has the same settings, you don't need to use this option.
 #In the '''Shifts''' drop-down menu, select a shift.
 #Select a '''Start Time''' in the drop-down list.
@@ Line 39: / Line 34: @@
 #In the '''Comments''' field, enter any applicable comments.
 #Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
-|structuredtextwide={{NoteFormat|When adding a shift to your preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to '''Configuration''' &gt; {{Link-SomewhereInThisVersion|manual=Agent|topic=CfgO|anchor=MyStgs|display text=My Settings}} select either the site time zone or try another time zone.|2}}
+{{NoteFormat|When adding a shift to your preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to '''Configuration''' &gt; {{Link-SomewhereInThisVersion|manual=Agent|topic=CfgO|anchor=MyStgs|display text=My Settings}} select either the site time zone or try another time zone.|2}}
 |Status=No
 }}{{Section
@@ Line 46: / Line 40: @@
 |anchor=AdAvlbPrf
 |alignment=Horizontal
-|Media=Image
+|Media=Video
-|image=WM_852_nw_add_avail_prf.png
+|image=492134254
 |structuredtext=To add your availability preferences:
@@ Line 57: / Line 51: @@
 #(Optional) If you want to specify different settings for each added preference, click '''Populate'''.
 #;If each preference has the same settings, you don't need to use this option.
 #In the '''Start Time''' field, enter the time that you want this availability preference to begin, including am or pm.
 #In the '''End Time''' field, enter the time that you want this availability preference to end, including am or pm.
@@ Line 62: / Line 58: @@
 #In the '''Comments''' field, enter any applicable comments.
 #Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
-|structuredtextwide={{NoteFormat|You can use Availability Patterns to add preferences, enabling you to specify availability for a range of days at once. See {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=UsePtrnFrPrf|display text=Using patterns to make preferences}}.|2}}
+{{NoteFormat|You can use Availability Patterns to add preferences, enabling you to specify availability for a range of days at once. See {{Link-SomewhereInThisManual|topic=AvlPtrns|anchor=UsePtrnFrPrf|display text=Using patterns to make preferences}}.|2}}
 |Status=No
 }}{{Section
@@ Line 82: / Line 77: @@
 #In the '''Comments''' field for each preference, enter applicable comments.
 #Click '''Save''' (or '''Cancel''' to discard this preference) and close the dialog window.
 |Status=No
 }}{{Section
@@ Line 89: / Line 82: @@
 |anchor=EdtPrf
 |alignment=Vertical
 |structuredtext=Use the following procedures to edit a shift, availability, or day off preference. (Note that you cannot change the date when editing preferences):
@@ Line 110: / Line 101: @@
 *When editing Shift preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to '''Configuration''' &gt; '''My Settings''' and {{Link-SomewhereInThisManual|topic=CfgO|anchor=MyStgs|display text=select either the site time zone or try another time zone}}.
 *Your preferences are not guaranteed to be assigned to you unless your supervisor grants them prior to scheduling. If your preferences are not granted, WFM schedules as many preferences as possible according to the rules configured for your site.
 |Status=No
 }}{{Section
@@ Line 131: / Line 120: @@
 #Click the "x" in the upper-left corner of the '''Details''' dialog box.
 #When the '''Confirmation''' dialog box opens, click '''Yes''' to proceed with the deletion or '''No''' to cancel it.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Manage your preferred shifts, availability, and days off.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

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

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: 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"