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

Mhachey: Published

2020-10-13T18:23:58Z

Published

Mhachey: Published

2020-09-02T20:35:36Z

Published

Mhachey: Published

2020-09-02T14:40:06Z

Published

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

2020-07-25T02:38:03Z

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

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

2020-07-15T11:48:58Z

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

Bgrenon: Published

2020-06-08T15:29:43Z

Published

New page

{{ArticleUnstructured
|Platform=PureEngage
|DisplayName=Filter Dialog
|TocName=Filter Dialog
|Tags=
|Dimension=
|Application=Workforce Management
|Role=Supervisor
|Context=This topic describes how to change which items appear in the '''Calendar Items''' module.
}}

Use the '''Filter''' dialog box to change which items appear in the '''Calendar Items''' module:
<ol>
<li>Select the '''Calendar''' tab.</li>
<li>Select '''Calendar Items''' from the '''Views''' menu.</li>
<li>Select one or more objects from the '''Objects''' pane. An object can be:
<ul>
<li>In the '''Agents''' tree: a business unit, site, team, or agent</li>
<li>in the '''Activities''' tree: business unit, a multi-site activity, site, activity.</li>
</ul></li>
<li>Select a date or dates on the Calendar.</li>
<li>Click '''Get data'''.</li>
<li>Click the {{Link-SomewhereInThisManual|topic=CalItms|anchor=FltrIcn|display text=Filter icon}} on the '''Calendar Items''' module toolbar or select '''Filter''' from the '''Actions''' menu. The '''Filter''' dialog box appears. It has three tabs:
<ul>
<li>'''Calendar Items''' lists all {{Link-SomewhereInThisManual|topic=CalItms|anchor=Excptns|display text=exception}} types, {{Link-SomewhereInThisManual|topic=CalItms|anchor=Prfncs|display text=preference}} types, time-off types, and rotating patterns.</li>
<li>'''Status Requested''' lists all statuses that can appear in the Status Requested column of the Calendar table.</li>
<li>'''Status Actual''' lists all statuses that can appear in the Status Actual column of the Calendar table.</li>
</ul></li>
<li>Clear the check boxes for any Calendar items or statuses that you want to hide from the Calendar display. Or select the check boxes for any currently hidden items that you want to display.</li>
<li>Click '''OK''' to save your changes or '''Cancel''' to restore the existing selections.<br> The '''Calendar''' view is updated to match your selection.</li>
</ol>

{{NoteFormat|By default, if another user adds a new exception type while you have Calendar open, the new exception type is cleared in the '''Calendar Filter''' dialog box. To see agents who have an exception of the new type assigned, open the '''Filter''' dialog box and select the check box for the new exception type.|2}}

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Filter, Options, Preference Statuses
+|DisplayName=Filtering, Options, and Preference Statuses
-|TocName=Filter, Options, Preference Statuses
+|TocName=Filtering, Options, and Preference Statuses
 |Context=Learn how to filter the items that appear in the Calendar Items view, show or hide columns in the table, and change the status of agent preferences in the Calendar.
 |ComingSoon=No

@@ Line 1: / Line 1: @@
-{{ArticleUnstructured
+{{Article
 |Standalone=No
-|DisplayName=Filter Dialog
+|DisplayName=Filter, Options, Preference Statuses
 |Platform=GenesysEngage-cloud
-|TocName=Filter Dialog
+|Role=Supervisor
 |Application=Workforce Management
-|Role=Supervisor
+|Section={{Section
-}}
+|sectionHeading=Filter dialog
-Use the '''Filter''' dialog box to change which items appear in the '''Calendar Items''' module:
+|alignment=Vertical
 #Select the '''Calendar''' tab.
@@ Line 26: / Line 29: @@
 {{NoteFormat|By default, if another user adds a new exception type while you have Calendar open, the new exception type is cleared in the '''Calendar Filter''' dialog box. To see agents who have an exception of the new type assigned, open the '''Filter''' dialog box and select the check box for the new exception type.|2}}

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
-|Platform=GenesysEngage-cloud
+|Standalone=No
 |DisplayName=Filter Dialog
-|TocName=Filter Dialog
+|Platform=GenesysEngage-cloud
-|Tags=
+|TocName=Filter Dialog
-|Dimension=
+|Context=This topic describes how to change which items appear in the '''Calendar Items''' module.
 |Application=Workforce Management
 |Role=Supervisor
 }}
-Use the '''Filter''' dialog box to change which items appear in the '''Calendar Items''' module:
+#Select the '''Calendar''' tab.
-<ol>
+#Select '''Calendar Items''' from the '''Views''' menu.
-<li>Select the '''Calendar''' tab.</li>
+#Select one or more objects from the '''Objects''' pane. An object can be:
-<li>Select '''Calendar Items''' from the '''Views''' menu.</li>
+#*In the '''Agents''' tree: a business unit, site, team, or agent
-<li>Select one or more objects from the '''Objects''' pane. An object can be:
+#*in the '''Activities''' tree:  business unit, a multi-site activity, site, activity.
-<ul>
+#Select a date or dates on the Calendar.
-<li>In the '''Agents''' tree: a business unit, site, team, or agent</li>
+#Click '''Get data'''.
-<li>in the '''Activities''' tree:  business unit, a multi-site activity, site, activity.</li>
+#Click the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CalendarMdl|anchor=FltrIcn|display text=Filter icon}} on the '''Calendar Items''' module toolbar or select '''Filter''' from the '''Actions''' menu. The '''Filter''' dialog box appears. It has three tabs:
-</ul></li>
+#*'''Calendar Items''' lists all {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CalendarMdl|anchor=Excptns|display text=exception}} types, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CalendarMdl|anchor=Prfncs|display text=preference}} types, time-off types, and rotating patterns.
-<li>Select a date or dates on the Calendar.</li>
+#*'''Status Requested''' lists all statuses that can appear in the Status Requested column of the Calendar table.
-<li>Click '''Get data'''.</li>
+#*'''Status Actual''' lists all statuses that can appear in the Status Actual column of the Calendar table.
-<li>Click the {{Link-SomewhereInThisManual|topic=CalItms|anchor=FltrIcn|display text=Filter icon}} on the '''Calendar Items''' module toolbar or select '''Filter''' from the '''Actions''' menu. The '''Filter''' dialog box appears. It has three tabs:
+#Clear the check boxes for any Calendar items or statuses that you want to hide from the Calendar display. Or select the check boxes for any currently hidden items that you want to display.
-<ul>
+#Click '''OK''' to save your changes or '''Cancel''' to restore the existing selections.
-<li>'''Calendar Items''' lists all {{Link-SomewhereInThisManual|topic=CalItms|anchor=Excptns|display text=exception}} types, {{Link-SomewhereInThisManual|topic=CalItms|anchor=Prfncs|display text=preference}} types, time-off types, and rotating patterns.</li>
+#;The '''Calendar''' view is updated to match your selection.
 {{NoteFormat|By default, if another user adds a new exception type while you have Calendar open, the new exception type is cleared in the '''Calendar Filter''' dialog box. To see agents who have an exception of the new type assigned, open the '''Filter''' dialog box and select the check box for the new exception type.|2}}

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

Mhachey: Published

Mhachey: Published

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"