PEC-WFM/Current/Supervisor/CmmtRBMltpWiz - Revision history

Mhachey: Published

2020-09-02T14:06:07Z

Published

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

2020-07-25T02:39:53Z

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

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

2020-07-15T11:49:30Z

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

Bgrenon: Published

2020-06-08T15:29:20Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Commit/Rollback Multiple Wizard
|TocName=Commit/Rollback Multiple Wizard
|Context=Use the wizard to commit or roll back {{Link-SomewhereInThisManual|topic=ScheduleMdl|anchor=PndgSchdChgs|display text=pending schedule changes}} for selected agents on selected dates.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=You can use the Commit/Rollback Multiple Wizard in the '''Agent-Extended''', '''Intra-Day''', or '''Weekly''' view for schedule scenarios or '''Master Schedules'''.{{NoteFormat|You must have the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz|anchor=Approve_Changes_permission|display text=Approve Changes security permission}} enabled to commit pending changes to the Master Schedule. If you do not, you can use this wizard only to roll back pending changes. If you are working in a schedule scenario, then you can commit/rollback all pending changes.|}}
|Status=No
}}{{Section
|sectionHeading=Terminology
|anchor=Terminology
|alignment=Vertical
|structuredtext=<ul>
<li>'''Commit'''—''Committing'' a pending change makes it part of the '''Commit/Rollback Wizard''' publically-available scenario or '''Master Schedule'''. When a schedule scenario is published, only committed changes appear in the '''Master Schedule'''.</li>
<li>'''Rollback'''—''Rolling back'' pending changes removes them from possible inclusion in the scenario or '''Master Schedule'''. </li>
<li>'''Pending'''—A schedule change will be put in ''Pending'' status in three cases:
<ol>
<li>The user making changes to the '''Master Schedule''' does not have security permissions to approve changes in the '''Schedule''' module.</li>
<li>The user who is making changes to the '''Master Schedule''' does have permission to approve changes, but turns off the '''Auto-Commit''' icon ([[File: WM_851_icon-auto-commit.png]]).</li>
<li>The user is working with a schedule scenario and turns off the '''Auto-Commit''' icon.</li>
</ol>

In all cases, the user must click '''Save''' for the changes to be evaluated by the system (and appropriate warnings generated). At that point, the changes go into a '''Pending''' state if any of the three conditions are met.

Users can see changes that are '''Pending''' because they will have an upside-down red triangle (yield icon) in the left-most column of the schedule view. However, if the user does have Approve Changes permission and does have the '''Auto-Commit''' icon enabled, then when the user clicks '''Save''', barring any warnings, these changes will become '''Committed''' to the schedule.

So, with '''Pending''' changes, the user may invoke the '''Commit/Rollback Wizard''' to either commit pending changes for selected agents and dates, or roll those pending changes back, which is basically undoing those pending changes for the selected agents and dates.</li>
</ul>
|Status=No
}}{{Section
|sectionHeading=Approve Changes security permission
|anchor=Approve Changes permission
|alignment=Vertical
|structuredtext=If you have the '''Approve Changes''' permission, there are two additional ways to work with pending schedule changes:

*You can approve or reject pending changes to the '''Master Schedule''' using the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzChgsApprv}} module. The '''Changes Approval''' module enables you to view each pending change before deciding whether to approve or reject them. Using the '''Commit/Rollback Multiple Wizard''', you commit or roll back all changes for the selected agents and dates without seeing each change.
*You can commit or roll back all items in an agent's schedule day that have pending status directly in the '''Master Schedule Intra-Day''' or '''Master Schedule Agent-Extended''' views. To do so, right-click the row showing the agent's schedule and then select '''Commit''' or '''Rollback'''. If you are working in a schedule scenario, you can do this regardless of whether or not you have '''Approve Changes''' permissions.
|Status=No
}}{{Section
|sectionHeading=Using the wizard
|anchor=UsingtheCommit/RollbackMultipleWizard
|alignment=Vertical
|structuredtext=To commit or rollback pending changes:

#From the view's '''Actions''' toolbar or '''Actions''' menu, select '''Commit/Rollback Multiple'''.
#;If you have unsaved changes, WFM Web prompts you to save them before proceeding.
#;The '''Commit/Rollback Multiple Wizard's''' first screen, {{Link-SomewhereInThisManual|topic=CRBSltActvSc|anchor=top|display text=Select Activities}}, opens.
#Select the '''activities''' whose pending changes you want to commit or roll back.
#;The '''Commit/Rollback Multiple Wizard's''' next screen, {{Link-SomewhereInThisManual|topic=CRBSltAgntsSc|anchor=top|display text=Select Agents}}, opens.
#Select the agents whose pending changes you want to commit or roll back.
#;Note that agents without skills are not displayed in the '''Select Agents''' screen.
#Select whether to commit or roll back pending changes.
#Click '''Next'''.
#In the {{Link-SomewhereInThisManual|topic=CRBSltDtsSc|anchor=top|display text=Select Dates}} screen, select the dates for which to save or delete pending items, and then click '''Finish'''.
#;The view reappears.
|Status=No
}}
}}

@@ Line 8: / Line 8: @@
 |Section={{Section
 |alignment=Vertical
-|structuredtext=You can use the Commit/Rollback Multiple Wizard in the '''Agent-Extended''', '''Intra-Day''', or '''Weekly''' view for schedule scenarios or '''Master Schedules'''.{{NoteFormat|You must have the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz|anchor=Approve_Changes_permission|display text=Approve Changes security permission}} enabled to commit pending changes to the Master Schedule. If you do not, you can use this wizard only to roll back pending changes. If you are working in a schedule scenario, then you can commit/rollback all pending changes.|}}
+|structuredtext=You can use the Commit/Rollback Multiple Wizard in the '''Agent-Extended''', '''Intra-Day''', or '''Weekly''' view for schedule scenarios or '''Master Schedules'''.{{NoteFormat|You must have the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz|anchor=ApprvChgsPrm|display text=Approve Changes security permission}} enabled to commit pending changes to the Master Schedule. If you do not, you can use this wizard only to roll back pending changes. If you are working in a schedule scenario, then you can commit/rollback all pending changes.|}}
-|Status=No
-}}{{Section
+{{AnchorDiv|ApprvChgsPrm}}
-|sectionHeading=Terminology
+===Approve changes security permission===
-|anchor=Terminology
+If you have the '''Approve Changes''' permission, there are two additional ways to work with pending schedule changes:
-|alignment=Vertical
-|structuredtext=<ul>
+*You can approve or reject pending changes to the '''Master Schedule''' using the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzChgsApprv}} module. The '''Changes Approval''' module enables you to view each pending change before deciding whether to approve or reject them. Using the '''Commit/Rollback Multiple Wizard''', you commit or rollback all changes for the selected agents and dates without seeing each change.
-<li>'''Commit'''&mdash;''Committing'' a pending change makes it part of the '''Commit/Rollback Wizard''' publically-available scenario or '''Master Schedule'''. When a schedule scenario is published, only committed changes appear in the '''Master Schedule'''.</li>
+*You can commit or rollback all items in an agent's schedule day that have pending status directly in the '''Master Schedule Intra-Day''' or '''Master Schedule Agent-Extended''' views. To do so, right-click the row showing the agent's schedule and then select '''Commit''' or '''Rollback'''. If you are working in a schedule scenario, you can do this regardless of whether or not you have '''Approve Changes''' permissions.
-In all cases, the user must click '''Save''' for the changes to be evaluated by the system (and appropriate warnings generated). At that point, the changes go into a '''Pending''' state if any of the three conditions are met.
+===Terminology===
 Users can see changes that are '''Pending''' because they will have an upside-down red triangle (yield icon) in the left-most column of the schedule view. However, if the user does have Approve Changes permission and does have the '''Auto-Commit''' icon enabled, then when the user clicks '''Save''', barring any warnings, these changes will become '''Committed''' to the schedule.
-So, with '''Pending''' changes, the user may invoke the '''Commit/Rollback Wizard''' to either commit pending changes for selected agents and dates, or roll those pending changes back, which is basically undoing those pending changes for the selected agents and dates.</li>
+So, with '''Pending''' changes, the user may invoke the '''Commit/Rollback Wizard''' to either commit pending changes for selected agents and dates, or roll those pending changes back, which is basically undoing those pending changes for the selected agents and dates.</li></ul><br />
 |Status=No
 }}{{Section
@@ Line 48: / Line 33: @@
 #From the view's '''Actions''' toolbar or '''Actions''' menu, select '''Commit/Rollback Multiple'''.
 #;If you have unsaved changes, WFM Web prompts you to save them before proceeding.
-#;The '''Commit/Rollback Multiple Wizard's''' first screen, {{Link-SomewhereInThisManual|topic=CRBSltActvSc|anchor=top|display text=Select Activities}}, opens.
+#;The '''Commit/Rollback Multiple Wizard's''' first screen, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz|anchor=CRBSltActvSc|display text=Select Activities}}, opens.
 #Select the '''activities''' whose pending changes you want to commit or roll back.
-#;The '''Commit/Rollback Multiple Wizard's''' next screen, {{Link-SomewhereInThisManual|topic=CRBSltAgntsSc|anchor=top|display text=Select Agents}}, opens.
+#;The '''Commit/Rollback Multiple Wizard's''' next screen, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz|anchor=CRBSltAgntsSc|display text=Select Agents}}, opens.
 #Select the agents whose pending changes you want to commit or roll back.
 #;Note that agents without skills are not displayed in the '''Select Agents''' screen.
 #Select whether to commit or roll back pending changes.
 #Click '''Next'''.
-#In the {{Link-SomewhereInThisManual|topic=CRBSltDtsSc|anchor=top|display text=Select Dates}} screen, select the dates for which to save or delete pending items, and then click '''Finish'''.
+#In the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz|anchor=CRBSltDtsSc|display text=Select Dates}} screen, select the dates for which to save or delete pending items, and then click '''Finish'''.
 #;The view reappears.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Use the wizard to commit or roll back {{Link-SomewhereInThisManual|topic=ScheduleMdl|anchor=PndgSchdChgs|display text=pending schedule changes}} for selected agents on selected dates.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

PEC-WFM/Current/Supervisor/CmmtRBMltpWiz - Revision history

Mhachey: Published

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"