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

Mary.hachey@genesys.com: Published

2021-02-22T19:41:10Z

Published

Mary.hachey@genesys.com: Published

2021-02-22T17:19:28Z

Published

Mhachey: Published

2020-10-07T14:52:10Z

Published

Mhachey: Published

2020-10-07T12:49:22Z

Published

Mhachey: Published

2020-10-06T21:12:12Z

Published

Show changes

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

2020-07-25T02:36:11Z

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

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

2020-07-15T11:50:27Z

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

Bgrenon: Published

2020-06-08T15:29:40Z

Published

New page

{{ArticleUnstructured
|Platform=PureEngage
|DisplayName=Insert Shift Wizard
|TocName=Insert Shift Wizard
|Tags=
|Dimension=
|Context=
}}

__NOTOC__

Use the '''Insert Shift Wizard''' to insert a shift into an agent's schedule:
<ol>
<li>In the {{Link-SomewhereInThisManual|topic=MstSWzIntrDyVw|anchor=top|display text=Intra-Day}} or {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=top|display text=Agent-Extended}} grid, {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=RghtClkAgntTS|display text=right-click}} an agent's row.</li>
<li>Click any timestep for any agent who does not have a scheduled shift.</li>
<li>From the shortcut menu that appears, select '''Insert Shift'''.<br> The first of the '''Insert Shift Wizard's''' two screens, '''Select Shift''' opens.</li>
<li>In the '''Select Shift''' list, click a shift row to select it.<br> The list shows the name and hours of each shift that was configured in the WFM Web. If necessary, a vertical scroll bar appears to the right.</li>
<li>Adjust the shift's '''Start time''' and '''End time''', as necessary.
<ul>
<li>Select '''Next Day''' if the '''End time''' is on the day after the '''Start time'''. Your settings must match the shift type's configured time constraints.</li>
<li>Select '''Automatically Insert Meals and Breaks''' to have meals and breaks automatically inserted along with the shift and optimized, based on schedule coverage, according to the constraints configured for this '''Shift''' in Web. If this option is unchecked, then the '''Shift''' will be inserted with no meals and breaks, and those can be inserted manually.</li>
<li>Select the check box '''Show activities matching secondary skills''' to specify that activities which match the secondary skill of this agent.</li>
</ul></li>
<li>Click '''Next'''.</li>
<li>On the '''Select Activity Set''' screen, you can select:
<ul>
<li>one or more work activities</li>
<li>an activity set</li>
<li>one or more activities associated with an activity set.</li>
</ul></li>
<li>If you are inserting a shift for an agent that can work on multiple activities, you can select multiple activities.

{{NoteFormat|The shift hours that you selected on the previous screen must be consistent with the activity set's configured time constraints. (Click '''Back''' if you need to change the shift's start or end times.)}}</li>
<li>Click '''Finish''' to insert the selected work activities or activity sets and close the wizard.

{{NoteFormat|No warnings are displayed if the shift contains incorrectly configured shift items that cannot be inserted.}}

The view reappears. The new shift appears as a dark-blue bar (you can change the color with the {{Link-SomewhereInThisManual|topic=ClrTool|anchor=top|display text=Colors Tool}}).</li>
</ol>

@@ Line 225: / Line 225: @@
 |anchor=MIAInsWrkStWzd
 |alignment=Vertical
-|structuredtext=Use the '''Insert Work Set Wizard''' to insert a work set into an agent's schedule.
+|structuredtext={{AnchorDiv|WrkStParams}} {{AnchorDiv|WrkStSltAct}}
 #In the {{Link-SomewhereInThisManual|topic=MstSWzIntrDyVw|anchor=top|display text=Intra-Day}} or {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=top|display text=Agent-Extended}} grid, {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=AgntsGrdRw|display text=right-click}} an agent's row.
 #From the shortcut menu that appears, select '''Insert Work Set'''.
-#In the '''Insert Work Set Wizard's''' '''Specify Work Set Parameters''' screen:
+#In the w'''i'''zard's '''Specify Work Set Parameters''' screen:
 ##Adjust the '''Start time''' and '''End time''', as necessary.
 ##;Select '''Next Day''' (next to the '''Start Time''' text box and next to the '''End Time''' text box) if the work set starts and ends on the day after the agent's shifts begin.

@@ Line 8: / Line 8: @@
 |Section={{Section
 |sectionHeading=Inserting shifts
-|anchor=InsrtShftWz
+|anchor=MIAInsShftWz
 |alignment=Vertical
 |structuredtext=Use the '''Insert Shift Wizard''' to insert a shift into an agent's schedule:

@@ Line 326: / Line 326: @@
 |anchor=MIAInsMrkTmDlgBx
 |alignment=Vertical
-|structuredtext=''Marked Time'' enables you to mark part or all of an agent's shift to track how that time is being spent by the agent. For example, you may want to mark extra time that an agent is working at the end of the day. You can see this {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=PrsntMrkTim|display text=marked time}} on the schedule, and you can run several reports to track how different types of marked time are used within the schedules.
+|structuredtext=''Marked Time'' enables you to mark part or all of an agent's shift to track how that time is being spent by the agent. For example, you may want to mark extra time that an agent is working at the end of the day. You can see this {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SIPblshSchWz|anchor=PrsntMrkTim|display text=marked time}} on the schedule, and you can run several reports to track how different types of marked time are used within the schedules.

@@ Line 3: / Line 3: @@
 |DisplayName=Inserting Schedule Items
 |TocName=Inserting Schedule Items
-|Context=Use various WFM wizards and dialogs to insert schedule items for a particular agent.
+|Context=When modifying individual agent's schedules, use various WFM wizards and dialogs to insert schedule items.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |DisplayName=Insert Shift Wizard
 |TocName=Insert Shift Wizard

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

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

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"