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

Mhachey: Published

2020-09-02T14:16:33Z

Published

Mhachey: Published

2020-08-13T17:56:33Z

Published

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

2020-07-25T02:36:15Z

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

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

2020-07-15T11:49:18Z

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

Bgrenon: Published

2020-06-08T15:23:37Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Insert Multiple Wizard
|TocName=Insert Multiple Wizard
|Context=Use the wizard in either Schedule Scenarios or the Master Schedule to add items into multiple agents' schedules, simultaneously.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=Using the wizard
|anchor=UsingtheInsertMultipleWizard
|alignment=Vertical
|structuredtext=To use the Insert Multiple wizard:

#In {{Link-SomewhereInThisManual|topic=ScnIntrDyVw|anchor=top|display text=Intra-Day}}, {{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Agent-Extended}}, or {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=top|display text=Weekly}} view, select '''Insert Multiple''' from one of the following:
#*'''Actions''' toolbar [[File: WM_851_icon-insert-multiple.png|link=]]
#*'''Actions''' menu
#*Right-clicking the '''Shortcut''' menu (not in '''Weekly''' view)
#*;The {{Link-SomewhereInThisManual|topic=IMWSltActvScrn|anchor=top|display text=Select Activities}} screen opens. If you have unsaved changes, WFM Web prompts you to save them before proceeding.
#Select one or more activities to insert.
#;The {{Link-SomewhereInThisManual|topic=IMWSlAgntScrn|anchor=top|display text=Select Agents}} page opens.
#Select the agents whose schedules you are editing. (Agents without skills are not displayed in the '''Select Agents''' page.)
#Click '''Next'''.
#Select the dates in which to insert items, and then click '''Next'''.
#On the {{Link-SomewhereInThisManual|topic=IMWSlctStTypScrn|anchor=top|display text=Select State Type}} page, select a state, and then click '''Finish''' (for a '''Day Off''') or '''Next''' (for other schedule items).
#Fill in the {{Link-SomewhereInThisManual|topic=IMWSlctBrkScrn|anchor=top|display text=breaks}}, {{Link-SomewhereInThisManual|topic=IMWSlctMealScrn|anchor=top|display text=meals}}, {{Link-SomewhereInThisManual|topic=IMWSlctExcpScrn|anchor=top|display text=exceptions}}, {{Link-SomewhereInThisManual|topic=IMWSlctTmOffScrn|anchor=top|display text=time off}}, {{Link-SomewhereInThisManual|topic=IMWSlctShft|anchor=top|display text=shift}}, {{Link-SomewhereInThisManual|topic=IMWSltMrkdTmScrn|anchor=top|display text=marked time}}, or {{Link-SomewhereInThisManual|topic=IMWSlctWrkStScrn|anchor=top|display text=work set}} selection page that appears next.
#Click '''Finish'''.
|Status=No
}}{{Section
|sectionHeading=Auto-committing inserted items
|anchor=AtcmtInsrtItms
|alignment=Vertical
|structuredtext=After clicking '''Finish''' in the wizard, the '''Scenario''' or '''Master Schedule''' view reappears:

*If the {{Link-SomewhereInThisManual|topic=IMWSlAgntScrn|anchor=AutoCmmt|display text=Auto-Commit inserted items}} check box was enabled, and you are editing a schedule scenario, your changes are committed to the scenario.
*If the '''Auto-Commit inserted items''' check box was not enabled and you are editing a schedule scenario, then your changes appear in the schedule in '''Pending''' mode. You must commit them or roll them back with the {{Link-SomewhereInThisManual|topic=CmmtRBMltpWiz|anchor=top|display text=Commit/Rollback Multiple wizard}}.

Pending changes in a schedule scenario are not transferred to the '''Master Schedule''' when the scenario is published. If you are editing the '''Master Schedule''', and the '''Auto-Commit inserted items''' check box is enabled, then the changes are committed to the '''Master Schedule''' are visible to all users.

In step 3 of {{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd|anchor=UsingtheInsertMultipleWizard|display text=Using the wizard}}, if you are using the '''Insert Multiple''' feature in one of the '''Master Schedule''' views and you have the '''Approve Changes''' security permission, you can select the '''Auto-commit inserted items''' check box to have your changes immediately inserted into the schedule. If you do not have the necessary security permission, this check box is cleared and disabled. In that case, any inserts that you make are {{Link-SomewhereInThisManual|topic=ScheduleMdl|anchor=PndgSchdChgs|display text=pending}}, and they must be committed or approved before they can take effect in the official version of the '''Master Schedule'''.

If you are using one of the '''Scenario''' views, this check box is always enabled.

If the '''Auto-Commit inserted items''' check box is not enabled, then changes go into a '''Pending''' mode and appear to you, but not to other users, in the '''Master Schedule''' views. Pending changes in the Master Schedule must either be:

*Reviewed and approved/declined by a user with '''Approve Changes''' permissions (through the {{Link-SomewhereInThisManual|topic=MstSWzChgsApprv|anchor=top|display text=Master Schedule Changes Approval}} view) or
*Committed or rolled back by you, if you have '''Approve Changes''' permissions, through the {{Link-SomewhereInThisManual|topic=CmmtRBMltpWiz|anchor=top|display text=Commit/Rollback Multiple wizard}}.
|Status=No
}}
}}

@@ Line 58: / Line 58: @@
 |alignment=Vertical
 |structuredtext={{AnchorDiv|AutoCmmt}}
-To fill in the '''Select Agents''' page in the '''Insert Multiple Wizard''' (IMW):
+To fill in the '''Select Agents''' page in the Insert Multiple Wizard:
 #Select any combination of '''agents'''.
@@ Line 75: / Line 75: @@
 |anchor=IMWSlctDtsScrn
 |alignment=Vertical
-|structuredtext=The '''Select Dates''' page in the '''Insert Multiple Wizard''' contains a calendar.
+|structuredtext=The '''Select Dates''' page in the Insert Multiple Wizard contains a calendar.
 #Select the date or dates into which to insert the schedule items.
-#;The calendar works as described in {{Link-SomewhereInThisManual|topic=CalItms|anchor=HwToCldr|display text=How to Use the Calendar}}. If you are inserting into a schedule scenario, you cannot select dates that fall outside of the scenario's date range.
+#;The calendar works as described in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CalendarMdl|anchor=HwToCldr|display text=How to use the Calendar}}. If you are inserting into a schedule scenario, you cannot select dates that fall outside of the scenario's date range.
 #Click '''Next'''.
 #;To close the wizard without saving your selection, click '''Cancel'''.
@@ Line 86: / Line 86: @@
 |anchor=IMWSlctStTypScrn
 |alignment=Vertical
-|structuredtext=To fill in the '''Select State Type''' page in the '''Insert Multiple Wizard''' (IMW):
+|structuredtext=To fill in the '''Select State Type''' page in the Insert Multiple Wizard:
 #Select the '''state type''' that you want to insert.
@@ Line 100: / Line 100: @@
 |anchor=IMWSlctShft
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Shift''' page in the '''Insert Multiple Wizard''':
+|structuredtext=To fill in the '''Select Shift''' page in the Insert Multiple Wizard:
 #Select the '''shift''' that you want to insert.
@@ Line 111: / Line 111: @@
 |anchor=IMWSlctActvSt
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Activity Set''' page in the '''Insert Multiple Wizard''':
+|structuredtext=To fill in the '''Select Activity Set''' page in the Insert Multiple Wizard:
 #Select the check box next to each '''activity''' that you want to insert.
@@ Line 120: / Line 120: @@
 |anchor=IMWSlctBrkScrn
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Break''' page '''Insert Multiple Wizard''':
+|structuredtext=To fill in the '''Select Break''' page in the Insert Multiple Wizard:
 #Select a '''break''' from the '''Choose Item to Insert''' list.
@@ Line 139: / Line 139: @@
 |anchor=IMWSlctMealScrn
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Meal''' page '''Insert Multiple Wizard''':
+|structuredtext=To fill in the '''Select Meal''' page in the Insert Multiple Wizard:
 #Select a '''meal''' from the '''Choose Item to Insert''' list.
@@ Line 158: / Line 158: @@
 |anchor=IMWSlctExcpScrn
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Exception''' page '''Insert Multiple Wizard''' (IMW):
+|structuredtext=To fill in the '''Select Exception''' page in the Insert Multiple Wizard:
 <ol>
 <li>Select a '''exception''' from the '''Select Exception''' list.
@@ Line 189: / Line 189: @@
 |anchor=IMWSlctTmOffScrn
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Time Off''' page '''Insert Multiple Wizard''':
+|structuredtext=To fill in the '''Select Time Off''' page in the Insert Multiple Wizard:
 <ol>
 <li>Select a '''time-off''' type from the '''Select Time Off''' list.
@@ Line 214: / Line 214: @@
 |anchor=IMWSltMrkdTmScrn
 |alignment=Vertical
-|structuredtext=To fill in the '''Select Marked Time''' page in the '''Insert Multiple Wizard''':
+|structuredtext=To fill in the '''Select Marked Time''' page in the Insert Multiple Wizard:
 #Select the '''marked time''' that you want to insert.
@@ Line 231: / Line 231: @@
 Insert work sets by using the steps described in the procedure below or by selecting it in the Intra-day view's pop-up menu (using a right-click, in the same way you insert other items, such as time off, exceptions, or marked time).
-In the '''Insert Multiple Wizard''', you select '''Work sets''' using 1 or 2 pages, depending on your choice:
+In the Insert Multiple Wizard, select '''Work sets''' using 1 or 2 pages, depending on your choice:
 *{{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd|anchor=WrkStPrmtrs|display text=Specify work set parameters}}
@@ Line 259: / Line 259: @@
 {{AnchorDiv|MrkTmwOT}}
 ===Marked time with overtime===
-{{NoteFormat|This page in the wizard appears only if you checked the '''Mark as overtime with marked time''' check box on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd|anchor=WrkStPrmtrs|display text=Specify work set parameters}} page of this wizard.}}To fill in the '''Select marked time with overtime''' page in the '''Insert Multiple Wizard''':
+{{NoteFormat|This page in the wizard appears only if you checked the '''Mark as overtime with marked time''' check box on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd|anchor=WrkStPrmtrs|display text=Specify work set parameters}} page of this wizard.}}To fill in the '''Select marked time with overtime''' page in the Insert Multiple Wizard:
 #Select a '''Marked Time'''.
@@ Line 269: / Line 269: @@
 |anchor=IMWRvwMsgDlgBx
 |alignment=Vertical
-|structuredtext=Use the '''Review Messages''' dialog box in the '''Insert Multiple Wizard''' to respond to any warnings returned when you tried to save agents' edited schedules.
+|structuredtext=Use the '''Review Messages''' dialog box in the Insert Multiple Wizard to respond to any warnings returned when you tried to save agents' edited schedules.
 #For each '''Warning''' that is listed, check the items you want to insert and then click '''Insert for selected'''.<br> To select all '''Warnings''', use the '''Select All Warnings''' check box.

@@ Line 5: / Line 5: @@
 |Context=Use the wizard in either Schedule Scenarios or the Master Schedule to add items into multiple agents' schedules, simultaneously.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=Using the wizard

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

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"