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

Mhachey: Published

2020-10-07T14:39:47Z

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Mhachey: Published

2020-10-06T21:36:13Z

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

2020-07-25T02:38:29Z

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2020-07-15T11:49:33Z

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2020-06-08T15:24:01Z

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{{Article
|Standalone=No
|DisplayName=Modify Individual Agents' Schedules
|TocName=Modify Individual Agents' Schedules
|Context=Insert and edit, and move schedule items for a particular agent. {{AnchorDiv|UsgShrtCt}}
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=Use the following views to modify schedules:

*Master Schedule {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=top|display text=Agent Extended}} or {{Link-SomewhereInThisManual|topic=ScnIntrDyVw|anchor=top|display text=Intra-Day}} view
*Scenario {{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Agent Extended}} or {{Link-SomewhereInThisManual|topic=ScnIntrDyVw|anchor=top|display text=Intra-Day}} view

For example, you might want to reassign an agent from an overstaffed activity to an understaffed activity; or you might want to swap paid hours for a day off, due to a change in overall interaction volume.

You can insert and edit schedule items using {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=ShrtctMnu|display text=shortcut menus}}. Once items are inserted, you can {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=graphically move or resize}} certain items using your mouse.
|Status=No
}}{{Section
|sectionHeading=Using shortcut menus
|anchor=UsingShortcutMenus
|alignment=Vertical
|structuredtext=To display a shortcut menu:

*Right-click an agent's grid row at the timestep where you want to insert or edit a schedule item. (To zoom in on a particular timestep, clear the '''Full-Day''' view check box and/or {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=RszClmns|display text=resize the columns}}.)

To close a shortcut menu without selecting any of its commands:

*Press '''Esc'''.
|Status=No
}}{{Section
|sectionHeading=Inserting full-day schedule items
|anchor=InsertingFull-DayScheduleItems
|alignment=Vertical
|structuredtext={{AnchorDiv|RghtClkAgntTS}}Right-click an agent timestep that contains schedule items to bring up a shortcut menu. The menu items available for selection depend on the full-day items that already exist (or do not exist) in the agent's schedule day. The table below discusses all menu items.
{{{!}}
{{!}}-
{{!}}'''Insert Day Off'''
{{!}}Assigns the agent a day off, which appears as a light-green bar.
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsTmOffDlgBx|anchor=FllDyTODB|display text=Insert Full-Day Time Off}}'''
{{!}}Displays a window where you can select a full-day time-off type. Once inserted, the time off appears as a dark-green bar (you can change the color with the {{Link-SomewhereInThisManual|topic=ClrTool|anchor=top|display text=Colors Tool}}).
{{!}}-
{{!}} nowrap=""{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsTmOffDlgBx|anchor=top|display text=Insert Full-Day Exception}}'''
{{!}}Displays a window where you can select a full-day exception type. Once inserted, the exception appears as a red bar.
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsExcptDlgBx|anchor=top|display text=Insert Shift}}'''
{{!}}Displays a window where you can select a shift type and start/end times. Once inserted, the shift appears as a dark-blue bar with thick black borders (you can change the color with the {{Link-SomewhereInThisManual|topic=ClrTool|anchor=top|display text=Colors Tool}}).
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsMrkTmDlgBx|anchor=top|display text=Insert Marked Time}}'''
{{!}}Displays the '''Insert Marked Time''' dialog box.
{{!}}-
{{!}}'''Undo Changes'''
{{!}}Restores this agent's schedule to the state in which it was last saved.
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=InsrtMltpWzd|anchor=top|display text=Insert Multiple}}'''
{{!}}Enables you to insert schedule items for multiple agents or teams.
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=MIACpySchdDlgBx|anchor=top|display text=Copy Schedule}}'''
{{!}}This menu item appears in '''Agent-Extended''' view. You can select a single agent schedule day, and use this option to select the '''Start''' and '''End dates''' to which you want to copy the selected schedule day.
{{!}}}

{{AnchorDiv|MdfyFDExcp}}
|Status=No
}}{{Section
|sectionHeading=Modifying full-day exceptions, days off, and full-day time off
|anchor=ModifyingFull-DayExceptions,DaysOff,andFull-DayTimeOff
|alignment=Vertical
|structuredtext=Once a full-day exception, day off, or a full-day time off is inserted, you cannot {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=InsrtEdtShft|display text=delete}} or {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=move or resize}} its bar in the grid. However, you can replace it by inserting a different full-day item.

When you right-click an inserted full-day exception, day off, or full-day time off, the existing item ('''Exception''', '''Day Off''', or '''Full-Day Time Off''') does not appear on the full-day shortcut menu, but the '''Edit Exception''' or Edit Full-Day Time Off options appear for Exception or Time Off in the pop-up menu. You can {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=move or resize}} the Full-Day '''Exception''' or '''Full-Day Time Off''' if they were created with start/end time settings. See also {{Link-SomewhereInThisManual|topic=MIAEdtExcpDlgBx|anchor=top|display text=Edit Exception Dialog Box}} and {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=InsrtEdtShft|display text=Inserting and Editing Shift Items}}.

{{AnchorDiv|MdfygShft}}
|Status=No
}}{{Section
|sectionHeading=Modifying shifts
|anchor=ModifyingShifts
|alignment=Vertical
|structuredtext=After a shift is inserted, you cannot {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=InsrtEdtShft|display text=delete}} its bar in the grid; but you can replace the bar by inserting a different full-day item. When you right-click an inserted shift, you see the {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=ShrtctMnu|display text=shift items shortcut menu}}.

To change the shift's start and/or end times, do one of the following:

*Use the shortcut menu's {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=Edit|display text=Edit}} command.
*{{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=Move or Resize}} the shift bar visually while holding down the '''Ctrl''' key.

{{NoteFormat|If you change the shift start time or shift end time for an agent who belongs to a shared transport group, you will see a warning message when you save the change.|2}}

{{AnchorDiv|InsrtEdtShft}}
|Status=No
}}{{Section
|sectionHeading=Inserting and editing shift items
|anchor=InsertingandEditingShiftItems
|alignment=Vertical
|structuredtext={{AnchorDiv|BluBr}}Once an agent's schedule contains a shift (represented by a blue bar with thick black borders), you can insert and edit schedule items within that shift, or you can edit the shift itself.

{{AnchorDiv|ShrtctMnu}}

*Right-click the shift to display a shortcut menu with the options listed below.

*When you move your mouse pointer over an option that ends with an arrow ('''>'''), a submenu displays further options.

{{{!}}
{{!}}-
{{!}}'''Insert   >'''
{{!}}From the submenu, select {{Link-SomewhereInThisManual|topic=MIAInsBrkDlgBx|anchor=top|display text=Break}}, {{Link-SomewhereInThisManual|topic=MIAInsMlsDlgBx|anchor=top|display text=Meal}}, [part-day] {{Link-SomewhereInThisManual|topic=MIAInsExcptDlgBx|anchor=top|display text=Exception}}, [part-day] {{Link-SomewhereInThisManual|topic=MIAInsTmOffDlgBx|anchor=top|display text=Time Off}}, {{Link-SomewhereInThisManual|topic=MIAInsActStDlgBx|anchor=top|display text=Activity Set}}, {{Link-SomewhereInThisManual|topic=MIAInsWrkStWzd|anchor=top|display text=Work Set}}, {{Link-SomewhereInThisManual|topic=MIAInsMrkTmDlgBx|anchor=top|display text=Marked Time}}, or {{Link-SomewhereInThisManual|topic=MIAInsExcWthPbck|anchor=top|display text=Exception with payback...}}. Use the resulting dialog box or wizard to insert schedule items.
{{!}}-
{{!}}{{AnchorDiv|Edit}}'''Edit   >'''
{{!}}From the submenu, select the activity set, shift, or other schedule item that you want to edit. Use the resulting {{Link-SomewhereInThisManual|topic=MIAEdtItmDlgBx|anchor=top|display text=Edit}} dialog box to adjust the item's start and/or end times.
{{!}}-
{{!}} nowrap=""{{!}}'''Set Activities For   >'''
{{!}}From the submenu, select '''Work''', '''Work Set''', or '''Activity Set'''. Use the resulting {{Link-SomewhereInThisManual|topic=MIAStActvDlgBx|anchor=top|display text=Set Activities}} dialog box to define the agent's work activities. '''Activity Sets''' appear in the grid as yellow bars.
{{!}}-
{{!}}{{AnchorDiv|DltCmmd}}'''Delete   >'''
{{!}}From the submenu, select the activity set or other schedule item that you want to delete from the schedule.

{{NoteFormat|Select carefully, because there is no confirmation prompt before the item is deleted. If a shift has only one activity set, you cannot delete that activity set, so the '''Delete''' command does not appear when you right-click it.}}
{{!}}-
{{!}}{{AnchorDiv|Replace}}'''Replace'''
{{!}}When you right-click directly on an item (a meal, a break, a part-day or a full-day exception, a part-day or a full-day time off, or marked time) in an agent's schedule, the Replace command becomes visible and enabled in the drop-down menu. Use this command to replace the selected "old" item with another "new" item of the same type.

Selecting '''Replace > item...''' from the menu activates the '''Replace Multiple Wizard'''. This wizard displays a series of selection screens (for example, '''Select Activities''' and '''Select Agents''') that mimic similar screens in the {{Link-SomewhereInThisManual|topic=InsrtMltpWzd|anchor=top|display text=Insert Multiple Wizard}}.

Make your selection(s) on each of these screens and click '''Next'''.

The final selection screen displays items of the same type as the item you are replacing. Select an item and click '''Finish'''.

WFM replaces the "old" item with the "new" item, for all selected agents who have the same "old" item in their schedule on that day.
{{!}}-
{{!}}'''Commit'''
{{!}}When you are working in the '''Master Schedule''' if the agent's schedule day has pending items, and you have the '''Approve Changes''' security permission enabled, you can select '''Commit''' to have all that day's pending changes included in the schedule. If you are working in a schedule scenario and the agent's schedule day has pending items, you can select '''Commit''' to have all that day's pending changes included in the schedule.
{{!}}-
{{!}}'''Rollback'''
{{!}}If the agent's day has pending schedule items, you can select '''Rollback''' to remove all pending changes for the agent for that day.
{{!}}-
{{!}}'''Undo Changes'''
{{!}}Restores this agent's schedule to the state in which it was last saved.
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=IMWSlAgntScrn|anchor=top|display text=Insert Multiple}}'''
{{!}}Enables you to insert schedule items for multiple agents or teams.
{{!}}-
{{!}}'''{{Link-SomewhereInThisManual|topic=MIASchlHst|anchor=top|display text=Schedule History}}'''
{{!}}Use to compare the current master schedule with its previous state, and optionally restore the master schedule to that same previous state (rollback).
{{!}}}

{{NoteFormat|A warning message appears if your insertions or edits violate time constraints for the shift or for any shift item, including the timing and distribution of meals, breaks, and exceptions.|2}}

{{AnchorDiv|MvgRszgShft}}
|Status=No
}}{{Section
|sectionHeading=Moving and resizing shift items
|anchor=MovingandResizingShiftItems
|alignment=Vertical
|structuredtext=Once an agent's schedule contains a shift, you can use your mouse to move (drag and drop) or resize some of the shift's schedule items (activity sets, breaks, meals, and part-day exceptions) or the shift itself.

Moving an item changes both its start and end times, but maintains its duration. Resizing an item changes its start or end time, which changes its duration.

===Warning messages===
A Warning message displays if your changes would create overlapping schedule items, or if they would violate time constraints for the shift or any shift item. Some examples of time constraints are:

*WFM Web never moves meals or part-day exceptions along with shifts; some meals or part-day exception, depending on their configuration, cannot occur outside shift hours.
*WFM Web never moves activity sets or work sets with 1-minute granularity, but treats these shift items as 15-minute granularity items and, if the 15-minute granularity constraint is violated, the following Warning message is displayed: ''Constraint violation: Activity set times must match the start/end or 15-minute time steps.''

===Moving a shift item===
{{NoteFormat|To move the shift itself, hold down the '''Ctrl''' key throughout the first two steps.|2}}

#Click in the middle of the schedule item and hold down the mouse button.<br> The mouse pointer changes to a four-pointed arrow.
#Drag the item to the right or left.
#Release the mouse button (and any keys) when the item has the start and end times that you want.<br> A warning message informs you of any constraint violations.

===Resizing a shift item===
{{NoteFormat|To resize the shift itself, hold down the '''Ctrl''' key throughout the first two steps.|2}}

#Click near a schedule item's start or end point and hold down the mouse button.<br> The mouse pointer changes to a two-pointed arrow. (If you see a four-pointed arrow, or if the point does not change at all, release the mouse button, and then click at the very edge of the item's colored bar.)
#Drag the bar's start or end point to the right or left.
#Release the mouse button when the item has the start or end time that you want.<br> A warning message informs you of any constraint violations.

{{AnchorDiv|CmtgRBPndgChgs}}
|Status=No
}}{{Section
|sectionHeading=Committing or rolling back pending changes
|anchor=CommittingorRollingBackPendingChanges
|alignment=Vertical
|structuredtext=To include all {{Link-SomewhereInThisManual|topic=ScheduleMdl|anchor=AprvPndgChgs|display text=pending changes}} that are in an agent's schedule for the selected day, or to remove them all:

#Right-click the agent's schedule row in the '''Intra-Day''' view.
#Select '''Commit''' or '''Rollback''' from the shortcut menu.

{{NoteFormat|If do not have the '''Approve Changes''' security permission enabled, you cannot select '''Commit'''.|2}}
|Status=No
}}
}}

@@ Line 57: / Line 57: @@
 {{!}}Enables you to insert schedule items for multiple agents or teams.
 {{!}}-
-{{!}}{{Link-SomewhereInThisManual|topic=MIACpySchdDlgBx|anchor=top|display text=Copy Schedule}}
+{{!}}{{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAEdtItmDlgBx|anchor=MIACpySchdDlgBx|display text=Copy Schedule}}
 {{!}}This menu item appears in '''Agent-Extended''' view. You can select a single agent schedule day, and use this option to select the '''Start''' and '''End dates''' to which you want to copy the selected schedule day.
 {{!}}}
 |Status=No
 }}{{Section
 |sectionHeading=Modifying full-day exceptions, days off, and full-day time off
-|anchor=ModifyingFull-DayExceptions,DaysOff,andFull-DayTimeOff
+|anchor=MdfyFDExcp
 |alignment=Vertical
 |structuredtext=Once a full-day exception, day off, or a full-day time off is inserted, you cannot {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=InsrtEdtShft|display text=delete}} or {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=move or resize}} its bar in the grid. However, you can replace it by inserting a different full-day item.
-When you right-click an inserted full-day exception, day off, or full-day time off, the existing item ('''Exception''', '''Day Off''', or '''Full-Day Time Off''') does not appear on the full-day shortcut menu, but the '''Edit Exception''' or Edit Full-Day Time Off options appear for Exception or Time Off in the pop-up menu.  You can {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=move or resize}} the Full-Day '''Exception''' or '''Full-Day Time Off''' if they were created with start/end time settings.  See also {{Link-SomewhereInThisManual|topic=MIAEdtExcpDlgBx|anchor=top|display text=Edit Exception Dialog Box}} and {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=InsrtEdtShft|display text=Inserting and Editing Shift Items}}.
+When you right-click an inserted full-day exception, day off, or full-day time off, the existing item ('''Exception''', '''Day Off''', or '''Full-Day Time Off''') does not appear on the full-day shortcut menu, but the '''Edit Exception''' or Edit Full-Day Time Off options appear for Exception or Time Off in the pop-up menu.  You can {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=MvgRszgShft|display text=move or resize}} the Full-Day '''Exception''' or '''Full-Day Time Off''' if they were created with start/end time settings.  See also {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAEdtItmDlgBx|anchor=MIAEdtExcpDlgBx|display text=Edit Exception Dialog Box}} and {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=InsrtEdtShft|display text=Inserting and Editing Shift Items}}.
 |Status=No
 }}{{Section
@@ Line 103: / Line 99: @@
 {{!}}-
 {{!}}'''Insert   &gt;'''
-{{!}}From the submenu, select {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsBrkDlgBx|display text=Break}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMlsDlgBx|display text=Meal}}, [part-day] {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=PrtDyExcpt|display text=Exception}}, [part-day] {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=PrtDyTODB|display text=Time Off}},  {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsActStDlgBx|display text=Activity Set}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsWrkStWzd|display text=Work Set}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMrkTmDlgBx|display text=Marked Time}}, or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsExcWthPbck|display text=Exception with payback...}}. Use the resulting dialog box or wizard to insert schedule items.
+{{!}}From the submenu, select {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsBrkDlgBx|display text=Break}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMlsDlgBx|display text=Meal}}, [part-day] {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=PrtDyExcpt|display text=Exception}}, [part-day] {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=PrtDyTODB|display text=Time Off}},  {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsActStDlgBx|display text=Activity Set}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsWrkStWzd|display text=Work Set}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMrkTmDlgBx|display text=Marked Time}}, or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsExcWthPbck|display text=Exception with payback...}}. Use the resulting dialog or wizard to insert schedule items.
 {{!}}-
 {{!}}{{AnchorDiv|Edit}}'''Edit   &gt;'''
@@ Line 109: / Line 105: @@
 {{!}}-
 {{!}} nowrap=""{{!}}'''Set Activities For   &gt;'''
-{{!}}From the submenu, select '''Work''', '''Work Set''', or '''Activity Set'''. Use the resulting {{Link-SomewhereInThisManual|topic=MIAStActvDlgBx|anchor=top|display text=Set Activities}} dialog box to define the agent's work activities. '''Activity Sets''' appear in the grid as yellow bars.
+{{!}}From the submenu, select '''Work''', '''Work Set''', or '''Activity Set'''. Use the resulting {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAEdtItmDlgBx|anchor=MIAStActvDlgBx|display text=Set Activities}} dialog to define the agent's work activities. '''Activity Sets''' appear in the grid as yellow bars.
 {{!}}-
 {{!}}{{AnchorDiv|DltCmmd}}'''Delete   &gt;'''
@@ Line 139: / Line 135: @@
 {{!}}Enables you to insert schedule items for multiple agents or teams.
 {{!}}-
-{{!}}{{Link-SomewhereInThisManual|topic=MIASchlHst|anchor=top|display text=Schedule History}}
+{{!}}{{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAEdtItmDlgBx|anchor=MIASchlHst|display text=Schedule History}}
 {{!}}Use to compare the current master schedule with its previous state, and optionally restore the master schedule to that same previous state (rollback).
 {{!}}}
 {{NoteFormat|A warning message appears if your insertions or edits violate time constraints for the shift or for any shift item, including the timing and distribution of meals, breaks, and exceptions.|2}}
 |Status=No
 }}{{Section
 |sectionHeading=Moving and resizing shift items
-|anchor=MovingandResizingShiftItems
+|anchor=MvgRszgShft
 |alignment=Vertical
 |structuredtext=Once an agent's schedule contains a shift, you can use your mouse to move (drag and drop) or resize some of the shift's schedule items (activity sets, breaks, meals, and part-day exceptions) or the shift itself.
@@ Line 179: / Line 173: @@
 }}{{Section
 |sectionHeading=Committing or rolling back pending changes
-|anchor=CommittingorRollingBackPendingChanges
+|anchor=CmtgRBPndgChgs
 |alignment=Vertical
 |structuredtext=To include all {{Link-SomewhereInThisManual|topic=ScheduleMdl|anchor=AprvPndgChgs|display text=pending changes}} that are in an agent's schedule for the selected day, or to remove them all:

@@ Line 39: / Line 39: @@
 {{!}}Assigns the agent a day off, which appears as a light-green bar.
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsTmOffDlgBx|anchor=FllDyTODB|display text=Insert Full-Day Time Off}}'''
+{{!}}{{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=FllDyTODB|display text=Insert Full-Day Time Off}}
-{{!}}Displays a window where you can select a full-day time-off type. Once inserted, the time off appears as a dark-green bar (you can change the color with the {{Link-SomewhereInThisManual|topic=ClrTool|anchor=top|display text=Colors Tool}}).
+{{!}}Displays a window where you can select a full-day time-off type. Once inserted, the time off appears as a dark-green bar (you can change the color with the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Colors|anchor=ClrTool|display text=Colors tool}}).
 {{!}}-
-{{!}} nowrap=""{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsTmOffDlgBx|anchor=top|display text=Insert Full-Day Exception}}'''
+{{!}} nowrap=""{{!}}{{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=FllDyExcpt|display text=Insert Full-Day Exception}}
 {{!}}Displays a window where you can select a full-day exception type. Once inserted, the exception appears as a red bar.
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsExcptDlgBx|anchor=top|display text=Insert Shift}}'''
+{{!}}{{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=InsrtShftWz|display text=Insert Shift}}
-{{!}}Displays a window where you can select a shift type and start/end times. Once inserted, the shift appears as a dark-blue bar with thick black borders (you can change the color with the {{Link-SomewhereInThisManual|topic=ClrTool|anchor=top|display text=Colors Tool}}).
+{{!}}Displays a window where you can select a shift type and start/end times. Once inserted, the shift appears as a dark-blue bar with thick black borders (you can change the color with the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Colors|anchor=ClrTool|display text=Colors tool}}).
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=MIAInsMrkTmDlgBx|anchor=top|display text=Insert Marked Time}}'''
+{{!}}{{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMrkTmDlgBx|display text=Insert Marked Time}}
 {{!}}Displays the '''Insert Marked Time''' dialog box.
 {{!}}-
@@ Line 54: / Line 54: @@
 {{!}}Restores this agent's schedule to the state in which it was last saved.
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=InsrtMltpWzd|anchor=top|display text=Insert Multiple}}'''
+{{!}}{{Link-SomewhereInThisManual|topic=InsrtMltpWzd|anchor=top|display text=Insert Multiple}}
 {{!}}Enables you to insert schedule items for multiple agents or teams.
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=MIACpySchdDlgBx|anchor=top|display text=Copy Schedule}}'''
+{{!}}{{Link-SomewhereInThisManual|topic=MIACpySchdDlgBx|anchor=top|display text=Copy Schedule}}
 {{!}}This menu item appears in '''Agent-Extended''' view. You can select a single agent schedule day, and use this option to select the '''Start''' and '''End dates''' to which you want to copy the selected schedule day.
 {{!}}}
@@ Line 103: / Line 103: @@
 {{!}}-
 {{!}}'''Insert   &gt;'''
-{{!}}From the submenu, select {{Link-SomewhereInThisManual|topic=MIAInsBrkDlgBx|anchor=top|display text=Break}}, {{Link-SomewhereInThisManual|topic=MIAInsMlsDlgBx|anchor=top|display text=Meal}}, [part-day] {{Link-SomewhereInThisManual|topic=MIAInsExcptDlgBx|anchor=top|display text=Exception}}, [part-day] {{Link-SomewhereInThisManual|topic=MIAInsTmOffDlgBx|anchor=top|display text=Time Off}},  {{Link-SomewhereInThisManual|topic=MIAInsActStDlgBx|anchor=top|display text=Activity Set}}, {{Link-SomewhereInThisManual|topic=MIAInsWrkStWzd|anchor=top|display text=Work Set}}, {{Link-SomewhereInThisManual|topic=MIAInsMrkTmDlgBx|anchor=top|display text=Marked Time}}, or {{Link-SomewhereInThisManual|topic=MIAInsExcWthPbck|anchor=top|display text=Exception with payback...}}. Use the resulting dialog box or wizard to insert schedule items.
+{{!}}From the submenu, select {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsBrkDlgBx|display text=Break}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMlsDlgBx|display text=Meal}}, [part-day] {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=PrtDyExcpt|display text=Exception}}, [part-day] {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=PrtDyTODB|display text=Time Off}},  {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsActStDlgBx|display text=Activity Set}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsWrkStWzd|display text=Work Set}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsMrkTmDlgBx|display text=Marked Time}}, or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MIAInsShftWz|anchor=MIAInsExcWthPbck|display text=Exception with payback...}}. Use the resulting dialog box or wizard to insert schedule items.
 {{!}}-
 {{!}}{{AnchorDiv|Edit}}'''Edit   &gt;'''
@@ Line 136: / Line 136: @@
 {{!}}Restores this agent's schedule to the state in which it was last saved.
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=IMWSlAgntScrn|anchor=top|display text=Insert Multiple}}'''
+{{!}}{{Link-AnywhereElse|product=PEC-WFM|version=Current|manual=Supervisor|topic=InsrtMltpWzd|anchor=IMWSlAgntScrn|display text=Insert Multiple}}
 {{!}}Enables you to insert schedule items for multiple agents or teams.
 {{!}}-
-{{!}}'''{{Link-SomewhereInThisManual|topic=MIASchlHst|anchor=top|display text=Schedule History}}'''
+{{!}}{{Link-SomewhereInThisManual|topic=MIASchlHst|anchor=top|display text=Schedule History}}
 {{!}}Use to compare the current master schedule with its previous state, and optionally restore the master schedule to that same previous state (rollback).
 {{!}}}

@@ Line 5: / Line 5: @@
 |Context=Insert and edit, and move schedule items for a particular agent. {{AnchorDiv|UsgShrtCt}}
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

PEC-WFM/Current/Supervisor/MdfyIndAgntSchd - 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"