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

WikiSysop at 13:45, April 12, 2022

2022-04-12T13:45:37Z

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

2020-07-25T02:37:41Z

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

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

2020-07-15T11:46:38Z

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

Mhachey: Published

2020-06-12T15:31:52Z

Published

Mhachey: Published

2020-06-12T15:29:12Z

Published

Mhachey: Published

2020-06-12T15:25:08Z

Published

Show changes

Bgrenon: Published

2020-06-08T15:21:43Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Using shared transport
|Application=Workforce Management
|Role=Agent
|TocName=Using shared transport
|Platform=PureEngage
|ComingSoon=No
|Context=Manage your participation in shared transport groups.
|Section={{Section
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=Use the {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=MySTVw|display text=My Shared Transport}} and {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=BrwsSTVw|display text=Browse Shared Transport}} views to manage your participation in shared transport. You can create your own shared transport or join an existing one. Shared transport can be a company bus or a carpool arranged by a group of agents.

{{NoteFormat|Shared Transport is known by many different names worldwide—bus, carpool, ride share, lift share, and paratransit, for example. See [http://en.wikipedia.org/wiki/Shared_transport Wikipedia] for details.|2}}
|Status=No
}}{{Section
|sectionHeading=My shared transport
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=Use this view to create shared transport, view join requests from others, or leave shared transport. You can also switch to the {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=BrwsSTVw|display text=Browse Shared Transport}} view if you have not already created a shared transport.

{{NoteFormat|Creating a new shared transport deletes all of your pending join requests. You can belong to only one shared transport at a time.|2}}
|anchor=MySTVw
|Status=No
}}{{Section
|sectionHeading=Creating shared transport
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_shrd-trnsp_create-grp.png
|Media=Image
|structuredtext=To create shared transport:

#In the My Shared Transport view, click '''Create''' [[File: WM_852_nw_plus_icon.png]] to open a separate view, enabling you to enter the following shared transport details:
#*In the '''Shared Transport Name''' field, enter the name of the new shared transport.
#*In the '''Comments''' field, enter descriptive comments, if any.
#Click '''Save'''.
|anchor=CrtBtn
|structuredtextwide=After you save the shared transport, two other buttons appear:

*{{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=LvBtn|display text=Leave transport}}—Enabling you to leave or cancel this shared transport.
*{{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=AcpDclRqt|display text=Join requests}}—Enabling you to view join requests from others for this group.

The shared transport and related information is added as new record in '''Browse Shared Transport''' table with a status of {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=Status|display text=Confirmed}}. You are automatically added as a participant.
|Status=No
}}{{Section
|sectionHeading=Editing a shared transport group
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=You can change some of the properties in a shared transport that you created, such as the shared transport name or the comments.

To edit shared transport:

#Click '''My Shared Transport'''.
#When the view opens, change the properties, as required.
#Click '''Save'''.
|anchor=EdtST
|Status=No
}}{{Section
|sectionHeading=Accepting and declining Join requests
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_shrd-trnsp_accpt-dcln-rqst.png
|Media=Image
|structuredtext=If you have created shared transport for carpooling, you will receive requests from other agents to join your group.

To respond to join requests:

#In the My Shared Transport view, click the '''Join requests''' button.
#;The number in brackets indicates the number of pending requests.
#When the '''Join Requests''' dialog opens, click the check box beside the agent's name.
#Click '''Decline''' or '''Accept'''.

For example:

*You receive requests to join from Agent1 and Agent2.
*You accept Agent1's request and decline Agent2's request.
*Agent1 sees the status '''Confirmed''' in the Browse Shared Transport view for this transport group; Agent2 sees the status '''Declined'''.
|anchor=AcpDclRqt
|Status=No
}}{{Section
|sectionHeading=Leaving shared transport
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_shrd-trans_leave.png
|Media=Image
|structuredtext=To leave shared transport:

#In the My Shared Transport view, click '''Leave transport'''.
#;A Confirmation dialog box opens.
#Click '''Yes''' to leave the group or '''No''' to cancel this action and stay in the group.
|anchor=LvBtn
|Status=No
}}{{Section
|sectionHeading=Browsing shared transport
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=Use the '''Browse Shared Transport''' view to browse existing shared transport in a table format with these columns and fields:

*'''Filter by'''—Select Shared Transport Name, Agent's First Name, or Agent's Last Name from this drop-down menu. You can also enter search criteria in this field. Leave this field empty to show all shared transport.
*'''Shared transport'''—The name of the shared transport. Use the '''Sort''' controls [[File: WM_852_nw_asc-desc_col-arrws.png]] to sort this column in ascending or descending order.
*'''Status'''—The shared transport status (open or closed). An open status indicates that this shared transport is open for new requests. A closed status indicates that it is closed to new requests.
*;The '''Status''' column also contains the status of the agent’s join request (confirmed, pending, or declined).
*'''Bus'''—When selected, the check boxes in this column specify a bus as the mode of transportation provided by company. (Agents are driven to work by company bus.) Only supervisors can create groups with Bus checked. When unchecked, it means a carpool (created by the agents) is the mode of transportation
*'''Actions'''—Clicking the icons in this column enables you to join shared transport, leave it, or delete your request to join.
*'''Comments'''—View comments in this column that are associated with the shared transport.
*'''Agents'''—This column contains a list of the participants in the shared transport.
|anchor=BrwsSTVw
|Status=No
}}{{Section
|sectionHeading=Requesting to join shared transport
|Standalone=No
|ComingSoon=No
|alignment=Horizontal
|image=WM_852_nw_schrd-trns_brws-del-join-rqst.png
|Media=Image
|structuredtext=You can create join requests in the '''Browse Transport''' view.

To request to join shared transport:

#In the Actions column, click the '''Join''' icon in the appropriate row.
#;A '''Join shared transport''' dialog opens.
#In the Comments field, enter any comments related to this join request.
#Click the '''Join''' button (or click '''Cancel''' to cancel the action).
#;The status of this shared transport changes to '''Pending'''.
|anchor=JnBtn
|Status=No
}}{{Section
|sectionHeading=Deleting requests to join
|Standalone=No
|ComingSoon=No
|alignment=Vertical
|structuredtext=You can delete join requests in the '''Browse Transport''' view.

To delete join requests (see the figure in {{Link-SomewhereInThisVersion|manual=Agent|topic=ShrdTrsnp|display text=Requesting to join shared transport|anchor=JnBtn}}):

#In the '''Actions''' column, click the '''Delete''' icon in the appropriate row.
#;A '''Confirmation''' dialog opens.
#Click '''Yes''' to confirm the deletion or '''No''' to cancel the action.

You can leave your current shared transport by clicking {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=LvBtn|display text=Leave transport}}. If you are the only participant and the shared transport is not a bus, it is removed from the table and you are no longer a participant. If the shared transport has other participants it is not removed from the table.
|anchor=DelBtn
|Status=No
}}
}}

@@ Line 8: / Line 8: @@
 |Role=Agent
 |Application=Workforce Management
 |Section={{Section
 |alignment=Vertical
-|Media=
+|structuredtext=Use the {{Link-SomewhereInThisVersion|manual=Agent|topic=ShrdTrsnp|anchor=MySTVw|display text=My Shared Transport}} and {{Link-SomewhereInThisVersion|manual=Agent|topic=ShrdTrsnp|anchor=BrwsSTVw|display text=Browse Shared Transport}} views to manage your participation in shared transport. You can create your own shared transport or join an existing one. Shared transport can be a company bus or a carpool arranged by a group of agents.{{NoteFormat|Shared Transport is known by many different names worldwide&mdash;bus, carpool, ride share, lift share, and paratransit, for example. See [http://en.wikipedia.org/wiki/Shared_transport Wikipedia] for details.|2}}
-|image=
-|structuredtext=
+Watch this video to see how shared transport management works:
-|structuredtextwide=
-|FAQHeading=
+{{#widget:Vimeo|id=696259483|width=600}}
 |Status=No
 }}{{Section
@@ Line 23: / Line 20: @@
 |anchor=MySTVw
 |alignment=Vertical
 |structuredtext=Use this view to create shared transport, view join requests from others, or leave shared transport. You can also switch to the {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=BrwsSTVw|display text=Browse Shared Transport}} view if you have not already created a shared transport.
 {{NoteFormat|Creating a new shared transport deletes all of your pending join requests. You can belong to only one shared transport at a time.|2}}
-|structuredtextwide=
-|FAQHeading=
+<br />
 |Status=No
 }}{{Section
@@ Line 48: / Line 43: @@
 *{{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=AcpDclRqt|display text=Join requests}}&mdash;Enabling you to view join requests from others for this group.
-The shared transport and related information is added as new record in '''Browse Shared Transport''' table with a status of {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=Status|display text=Confirmed}}. You are automatically added as a participant.
+The shared transport and related information is added as new record in '''Browse Shared Transport''' table with a status of '''Confirmed'''. You are automatically added as a participant.
 |Status=No
 }}{{Section
@@ Line 55: / Line 49: @@
 |anchor=EdtST
 |alignment=Vertical
 |structuredtext=You can change some of the properties in a shared transport that you created, such as the shared transport name or the comments.
@@ Line 64: / Line 56: @@
 #When the view opens, change the properties, as required.
 #Click '''Save'''.
 |Status=No
 }}{{Section
@@ Line 71: / Line 61: @@
 |anchor=AcpDclRqt
 |alignment=Vertical
 |structuredtext=If you have created shared transport for carpooling, you will receive requests from other agents to join your group.
 |Status=No
 }}{{Section
 |alignment=Horizontal
 |Media=Image
@@ Line 94: / Line 78: @@
 *You accept Agent1's request and decline Agent2's request.
 *Agent1 sees the status '''Confirmed''' in the Browse Shared Transport view for this transport group; Agent2 sees the status '''Declined'''.
 |Status=No
 }}{{Section
@@ Line 107: / Line 90: @@
 #;A Confirmation dialog box opens.
 #Click '''Yes''' to leave the group or '''No''' to cancel this action and stay in the group.
 |Status=No
 }}{{Section
@@ Line 114: / Line 95: @@
 |anchor=BrwsSTVw
 |alignment=Vertical
 |structuredtext=Use the '''Browse Shared Transport''' view to browse existing shared transport in a table format with these columns and fields:
@@ Line 126: / Line 105: @@
 *'''Comments'''&mdash;View comments in this column that are associated with the shared transport.
 *'''Agents'''&mdash;This column contains a list of the participants in the shared transport.
 |Status=No
 }}{{Section
@@ Line 144: / Line 121: @@
 #Click the '''Join''' button (or click '''Cancel''' to cancel the action).
 #;The status of this shared transport changes to '''Pending'''.
 |Status=No
 }}{{Section
@@ Line 151: / Line 126: @@
 |anchor=DelBtn
 |alignment=Vertical
 |structuredtext=You can delete join requests in the '''Browse Transport''' view.
@@ Line 162: / Line 135: @@
 You can leave your current shared transport by clicking {{Link-SomewhereInThisManual|topic=ShrdTrsnp|anchor=LvBtn|display text=Leave transport}}. If you are the only participant and the shared transport is not a bus, it is removed from the table and you are no longer a participant. If the shared transport has other participants it is not removed from the table.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Manage your participation in shared transport groups.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 89: / Line 89: @@
 #When the '''Join Requests''' dialog opens, click the check box beside the agent's name.
 #Click '''Decline''' or '''Accept'''.
-|structuredtextwide===== Example: ====
+|structuredtextwide=====Example:====
 *You receive requests to join from Agent1 and Agent2.
@@ Line 130: / Line 130: @@
 |Status=No
 }}{{Section
-|sectionHeading=Requesting to join shared transport
+|sectionHeading=Joining shared transport
 |anchor=JnBtn
 |alignment=Horizontal
@@ Line 137: / Line 137: @@
 |structuredtext=You can create join requests in the '''Browse Transport''' view.
-To request to join shared transport:
+To join shared transport:
 #In the Actions column, click the '''Join''' icon in the appropriate row.
@@ Line 148: / Line 148: @@
 |Status=No
 }}{{Section
-|sectionHeading=Deleting requests to join
+|sectionHeading=Deleting join requests
 |anchor=DelBtn
 |alignment=Vertical

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

WikiSysop at 13:45, April 12, 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

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"