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

WikiSysop at 19:15, June 22, 2022

2022-06-22T19:15:52Z

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

2020-07-25T02:38:22Z

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

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

2020-07-15T11:45:24Z

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

Mhachey: Published

2020-06-25T18:21:45Z

Published

Mhachey: Published

2020-06-11T19:47:21Z

Published

Bgrenon: Published

2020-06-08T15:20:53Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Managing single-site trade proposals
|TocName=Managing single-site trades proposals
|Context=Review and manage your shift trade proposals and responses.
|ComingSoon=No
|Platform=PureEngage
|Role=Agent
|Application=Workforce Management
|Section={{Section
|sectionHeading=Reviewing other agents' proposals
|anchor=RvwPrpls
|alignment=Vertical
|structuredtext=Use the '''Proposals''' view to:

*Review trade proposals that another agent has sent specifically to you.
*Review trade proposals that other agents have sent to the community.
*Accept or decline proposals.

{{NoteFormat|Depending on WFM Web's setup at your site, community proposals can be offered to all agents on your team or to all agents on all teams.|2}}

To find out how to navigate the '''Proposals''' view and see descriptions of its controls and columns, see {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=PrpslsVw|display text=Viewing proposals}}.

===About the Proposals table===
The table shows all proposals whose first day falls within the selected month, and whose status is Open (they have not expired, are not in review, and have not been accepted, confirmed, declined, or cancelled). The table is sorted by the first date of each proposal.

The proposing agent's name is in the first row of the proposal:

*Click the link in the agent's name in either row if you want to display his/her proposal details.
*Click the link in your name in either row if you want to display your schedule details.
*;See {{Link-SomewhereInThisManual|topic=VwPrpTrdDtl|anchor=PrplDtls|display text=Proposals view: Proposal and schedule details}}.

To learn how to expand the table to see additional rows, see {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=FndgDtls|display text=Finding details in the grid}}.
|Status=No
}}{{Section
|sectionHeading=Accepting or declining a proposal
|anchor=AcptDclnPrp
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_trds_accp-dcln-prp.png
|structuredtext=To accept or decline a proposal in the Proposals view:

#Click '''Accept''' [[File:WM_852_nw_trd_accept-icon.png]] or '''Decline''' [[File:WM_852_nw_trd_decline-icon.png]] in '''Actions''' column for the proposal you want to accept/decline.
#;The Comments dialog box opens.
#Enter comments, if you wish, and then click '''OK'''.
#;A check mark [[File:WM_852_nw_trd_rsp-accpt-icon.png]] appears in the '''Re''' column for this proposal, indicating that you've accepted, or the proposal is removed from the list of proposals, because you've declined.
|Status=No
}}{{Section
|sectionHeading=Reviewing responses to proposals
|anchor=RvwRsp
|alignment=Vertical
|structuredtext=Use the '''My Trades''' view to:

*Review trade proposals that you have sent to the community or an individual, along with their status and any responses.
*Review your responses to other agents' schedule trade proposals or community proposals.
*Review the status of proposals to which you have responded.
*Cancel a pending response, if you change your mind.
*Cancel your own pending trade proposal, if you change your mind.

The window includes standard [[CmnStgs#ChgDt|date selectors]] and a table of proposals and responses, whose general controls are described in {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=TrdsVw|display text=Viewing my trades}}.

===About the Trades table===
The table shows all of your trades and responses to proposals whose first date is within the selected month. It is sorted by the first date of each trade.

For each trade, the '''Agent name''' column shows the agent who posted each original proposal:

*Click the link in the agent's name in either row if you want to display his/her proposal or request details.
*Click the link in your name in either row if you want to display your proposal or request details.

See {{Link-SomewhereInThisManual|topic=VwPrpTrdDtl|anchor=TrdDtls|display text=My trades view: Proposal and request details}}.
|Status=No
}}{{Section
|sectionHeading=Canceling a pending response
|anchor=CnclPrp
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_trds_cancl-rspns.png
|structuredtext=To cancel a pending response in the My Trades view:

#Click '''Cancel''' [[File:WM_852_nw_trd_cancel-icon.png]] in '''Actions''' column for the trade response you want to cancel. The Comments dialog box opens.
#Enter comments, if you wish, and then click '''OK'''.
|Status=No
}}{{Section
|anchor=VwTrdStus
|alignment=Vertical
|structuredtext=The '''Status''' column in the '''My Trades''' view shows the current status of each trade proposal or response. Each proposal and response status determines the actions that you can take in the '''Actions''' column:
{{{!}}
!'''Status'''
!'''What it means'''
!'''Actions you can take'''
{{!}}-
{{!}}'''Open'''
{{!}}The proposal has been offered to a specific agent or to the community, and has not yet passed into one of the other statuses listed in this table.
{{!}}Click '''Cancel''' [[File:WM_852_nw_trd_cancel-icon.png]] if you want to cancel an open proposal.
{{!}}-
{{!}} rowspan="2"{{!}}'''Accepted'''
{{!}}{{AnchorDiv|RspdPrp}}You have accepted this personal proposal or responded to this community proposal. Your response is now awaiting the proposing agent's decision.
{{!}}Click '''Cancel''' [[File:WM_852_nw_trd_cancel-icon.png]] if you want to cancel your response.
{{!}}-
{{!}}{{AnchorDiv|AccptPrp}}Another agent has accepted your personal proposal or responded to your community proposal.
{{!}}Click '''Accept''' [[File:WM_852_nw_trd_accept-icon.png]] on a response row to submit this trade (with this response) for approval. Click '''Decline''' [[File:WM_852_nw_trd_decline-icon.png]] if you choose not to trade with this respondent.
{{!}}-
{{!}} rowspan="2"{{!}}'''In Review'''
{{!}}You accepted this proposal and, if required, the proposing agent approved your response. But the trade could not be auto-approved. It is awaiting a supervisor's approval.
{{!}}Click '''Cancel''' [[File:WM_852_nw_trd_cancel-icon.png]] if you want to cancel your response.
{{!}}-
{{!}}{{AnchorDiv|AnthAgt}}Another agent has accepted your proposal and, if required, you have approved the response. But the trade could not be auto-approved. It is now awaiting a supervisor's approval.
{{!}}Click '''Cancel''' [[File:WM_852_nw_trd_cancel-icon.png]] if you want to cancel your original proposal. This will also cancel the response.
{{!}}}

See also, {{Link-SomewhereInThisVersion|manual=Agent|topic=MngPrpRsp|display text=More trade statuses|anchor=MrTrdStus}}. For further details about requirements for a trade's approval, see the {{Link-SomewhereInThisManual|topic=TrdgO|anchor=top|display text=Trading}} overview.

{{AnchorDiv|MrTrdStus}}
===More trade statuses===
The statuses described in this table do not require any action on your part, but you will see them when you are reviewing proposals and trades.

*'''Confirmed'''—Both you and the other agent accepted the proposal, and the trade received either automatic or supervisor approval. Your trade has executed.
*'''Declined'''—The proposal/response was declined by either the proposing agent/responding agent (in the case of a personal proposal), by a supervisor, or by WFM. The trade will not take place.
*'''Cancelled'''—Either you explicitly cancelled your proposal/response, the other agent cancelled the original proposal, or WFM automatically cancelled the pending trade (because of changes to your schedule or the responding agent's schedule). The trade will not take place.
*'''Expired'''—The proposal did not receive approval by the day before its first included day. The trade will not take place.
|Status=No
}}
}}

@@ Line 8: / Line 8: @@
 |Role=Agent
 |Application=Workforce Management
 |Section={{Section
 |alignment=Vertical
 |structuredtext=Use the '''Trading''' views ({{Link-SomewhereInThisVersion|manual=Agent|topic=VwPrpMyTrds|anchor=PrpslsVw|display text=Proposals}} and {{Link-SomewhereInThisVersion|manual=Agent|topic=VwPrpMyTrds|anchor=TrdsVw|display text=My Trades}}) to review proposals and responses by performing the tasks described in this topic. Use the '''Schedule''' views to {{Link-SomewhereInThisVersion|manual=Agent|topic=CrtTrdPrp|display text=create trade proposals}}.
 |Status=No
 }}{{Section
@@ Line 23: / Line 16: @@
 |anchor=RvwPrpls
 |alignment=Vertical
 |structuredtext=Use the '''Proposals''' view to:
@@ Line 45: / Line 36: @@
 To learn how to expand the table to see additional rows, see {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=FndgDtls|display text=Finding details in the grid}}.
 |Status=No
 }}{{Section
@@ Line 60: / Line 49: @@
 #Enter comments, if you wish, and then click '''OK'''.
 #;A check mark  [[File:WM_852_nw_trd_rsp-accpt-icon.png]] appears in the '''Re''' column for this proposal, indicating that you've accepted, or the proposal is removed from the list of proposals, because you've declined.
-|structuredtextwide=
+|structuredtextwide====Watch: Accepting a personal or community trade proposal===
-|FAQHeading=
+The following videos show how to review and accept incoming personal and community trade proposals.
 |Status=No
 }}{{Section
@@ Line 67: / Line 62: @@
 |anchor=RvwRsp
 |alignment=Vertical
 |structuredtext=Use the '''My Trades''' view to:
@@ Line 88: / Line 81: @@
 See {{Link-SomewhereInThisManual|topic=VwPrpTrdDtl|anchor=TrdDtls|display text=My trades view: Proposal and request details}}.
 |Status=No
 }}{{Section
@@ Line 101: / Line 92: @@
 #Click '''Cancel''' [[File:WM_852_nw_trd_cancel-icon.png]] in '''Actions''' column for the trade response you want to cancel. The Comments dialog box opens.
 #Enter comments, if you wish, and then click '''OK'''.
 |Status=No
 }}{{Section
 |anchor=VwTrdStus
 |alignment=Vertical
 |structuredtext=The '''Status''' column in the '''My Trades''' view shows the current status of each trade proposal or response. Each proposal and response status determines the actions that you can take in the '''Actions''' column:
 {{{!}}
@@ Line 145: / Line 131: @@
 *'''Cancelled'''&mdash;Either you explicitly cancelled your proposal/response, the other agent cancelled the original proposal, or WFM automatically cancelled the pending trade (because of changes to your schedule or the responding agent's schedule). The trade will not take place.
 *'''Expired'''&mdash;The proposal did not receive approval by the day before its first included day. The trade will not take place.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Review and manage your shift trade proposals and responses.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 77: / Line 77: @@
 *Cancel your own pending trade proposal, if you change your mind.
-The window includes standard [[CmnStgs#ChgDt|date selectors]] and a table of proposals and responses, whose general controls are described in {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=TrdsVw|display text=Viewing my trades}}.
+The window includes standard {{Link-SomewhereInThisVersion|manual=Agent|topic=CmnStgs|anchor=ChgDt|display text=date selectors}} and a table of proposals and responses, whose general controls are described in {{Link-SomewhereInThisManual|topic=VwPrpMyTrds|anchor=TrdsVw|display text=Viewing my trades}}.
 ===About the Trades table===

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

WikiSysop at 19:15, June 22, 2022

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

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

Mhachey: Published

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"