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

Mhachey: Published

2020-09-29T20:03:15Z

Published

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

2020-07-25T02:35:56Z

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

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

2020-07-15T11:51:26Z

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

Bgrenon: Published

2020-06-08T15:23:36Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Import
|TocName=Import
|Context=Manually import historical data into WFM.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=Workforce Management (WFM) collects and retains historical data automatically. However, you can import historical data manually on a regular basis, if necessary. For example, you might have a new Genesys WFM installation and want to import previously collected historical data.

{{AnchorDiv|ScrtyRghts}}
<br />
|Status=No
}}{{Section
|sectionHeading=Accessing and editing this view
|anchor=AcssEdtVw
|alignment=Vertical
|structuredtext=Only users who have security rights to edit historical data and/or publish to the Master Forecast can access the '''Forecast''' > '''Import''' view.

<br />
|Status=No
}}{{Section
|sectionHeading=Format is important
|anchor=FormatisImportant
|alignment=Vertical
|structuredtext=Use the same column separator in the '''Import''' wizard as the one used in the <tt>.csv</tt> file. In the '''Import''' wizard, this column separator is set by default and defined in the current regional settings. If you are importing <tt>.csv</tt> files containing data whose format is defined by a different regional setting, and the column separator in this file is different from default separator, change the column separator in the '''Import''' wizard to match the separator used the <tt>.csv</tt> file.

You can import more than one type of data to a single file.

The data files must:

*be formatted according to regional settings.
*use 15-minute, 30-minute, 60-minute, or 24-hour (daily) timesteps. (If you are importing data to the Master Forecast, use 15-minute and daily granularity only.)
*be ordered in ascending order by date.

The '''Data Import''' module imports the following data into WFM:
{{{!}}
!'''Master Forecast'''
!'''Historical Data'''
{{!}}-
{{!}}'''Interaction Volume''' data
{{!}}'''Historical Interaction Volume''' data
{{!}}-
{{!}}'''AHT''' data
{{!}}'''Historical AHT''' data
{{!}}-
{{!}}'''Calculated Staffing''' data (in Man-hours or FTE)
{{!}}
{{!}}-
{{!}}'''Required Staffing''' data (in Man-hours or FTE)
{{!}}
{{!}}}
|Status=No
}}{{Section
|sectionHeading=Exporting data
|alignment=Vertical
|structuredtext=You can also use WFM to export Forecasts and historical data collected by WFM. Use the '''Forecast''' report to export data such as, Interaction Volumes or AHT forecasts, Staffing forecasts, Historical Interaction Volumes, and Historical AHT.

When using Data Importer to export historical data, take care to observe the format of the exported files. They must be in <nowiki><tt>.csv</tt></nowiki> file format.
|Status=No
}}
}}

@@ Line 13: / Line 13: @@
 {{AnchorDiv|ScrtyRghts}}
-<br />
+===Accessing and editing this view===
-|Status=No
+Only users who have security rights to edit historical data and/or publish to the Master Forecast can access the '''Forecast''' &gt; '''Import''' view.  For more information about WFM security, see {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=FrcstRlP|display text=Forecast role privileges}}.
 |Status=No
 }}{{Section
@@ Line 54: / Line 47: @@
 {{!}}
 {{!}}}
 |Status=No
 }}{{Section
@@ Line 60: / Line 119: @@
 |structuredtext=You can also use WFM to export Forecasts and historical data collected by WFM. Use the '''Forecast''' report to export data such as, Interaction Volumes or AHT forecasts, Staffing forecasts, Historical Interaction Volumes, and Historical AHT.
-When using Data Importer to export historical data, take care to observe the format of the exported files. They must be in <nowiki><tt>.csv</tt></nowiki> file format.
+When using Data Importer to export historical data, take care to observe the format of the exported files. They must be in a CSV-formatted file.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Manually import historical data into WFM.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/Import - 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"