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

Mary.hachey@genesys.com: Published

2021-01-20T22:18:38Z

Published

Mhachey: Published

2020-10-05T19:35:27Z

Published

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

2020-07-25T02:35:57Z

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

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

2020-07-15T11:51:06Z

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

Bgrenon: Published

2020-06-08T15:29:17Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Master Schedule Agent-Extended View
|TocName=Master Schedule Agent-Extended View
|Context=Display and edit a single agent's schedule for a week or the schedule planning period.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=Use the '''Master Schedule Agent-Extended''' view to display/edit a single agent's schedule. See the toolbar image here and the {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=UsgAETlbr|display text=button descriptions}}.

[[File: WM_851_toolbar-master-schedule-agent-extended.png|link=https://all.docs-content.genesys.com/File:WM_851_toolbar-master-schedule-agent-extended.png]]{{NoteFormat|A legend at the bottom of the window indicates the particular type of schedule item that each bar color represents.|2}}You can modify schedule items for individual agents in this view and insert schedule items for multiple agents.{{AnchorDiv|DsplAEVw}}
|Status=No
}}{{Section
|sectionHeading=Displaying the view
|anchor=DisplayingtheView
|alignment=Vertical
|structuredtext=To display the '''Master Schedule Agent-Extended''' view:

#From the '''Home''' menu on the toolbar, select '''Schedule'''.
#From the '''Schedule''' menu on the toolbar, select '''Master Schedule'''.
#From the '''Master Schedule''' menu, select '''Agent Extended'''.
#In the '''Objects''' pane, select a single business unit, a single site within a business unit, or a single agent within a site.

{{AnchorDiv|UsgAEGrd}}
|Status=No
}}{{Section
|sectionHeading=Using the grid
|anchor=UsingtheGrid
|alignment=Vertical
|structuredtext=The '''Agent-Extended''' view includes a grid for the selected agent. Each row in the grid contains a color-coded bar. Each bar represents a scheduled day or day off for the selected agent. The table below explains the fields and controls.

Double-click cells containing these items, to edit them: '''Shift''', '''Activity Set''', '''Time Off''', '''Meal'''. '''Break''', '''Exception''', '''Marked Time'''.
{{{!}}
{{!}}-
{{!}}'''Scheduled agents'''
{{!}}This indicator shows the number of agent days displayed (based on the selected {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=Mode|display text=Mode}}).
{{!}}-
{{!}}'''Edited schedules'''
{{!}}This indicator shows the number of daily schedules you have edited in this view, but not yet saved.
{{!}}-
{{!}}'''Full-Day View'''
{{!}}{{AnchorDiv|FllDyVw}}Select the '''Full-Day View''' check box to have the grid display the entire day similar to the '''Intra-Day''' view. If you clear this check box, the grid shows a more detailed view as shown for the {{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Scenario Agent-Extended}} view. '''Full-Day View''' also affects the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box.
{{!}}-
{{!}}{{AnchorDiv|Mode}}'''Mode:'''
{{!}}The starting '''Mode''' is set to the default of one week, but can be changed to '''Schedule Planning Period''' (if '''Schedule Planning Periods''' are in use at your site).
{{!}}-
{{!}}'''Date:'''
{{!}}These controls are the standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date selectors}}. The grid displays data for the period containing the selected date.
{{!}}-
{{!}}{{AnchorDiv|SvMsgWrng}}'''!''' (''Save Messages/Warnings'')
{{!}}This column contains icons that provide information about the agents' schedules.

*A light-gray pencil icon indicates that the agent's day was edited after scheduling or rescheduling.
*A yellow pencil icon indicates an item that generated a warning and you selected the '''Fix Later''' option.
*A green pencil icon indicates schedule items that you have changed but not yet saved.
*A red pencil icon indicates an item that generated an error. (Error conditions are more serious than warning conditions.)
*A '''Swap''' icon indicates that the agent's day was assigned by trading or swapping.
*A yield icon (upside-down red triangle) appears if there are pending changes that have not yet been committed by a user with '''Approve Changes''' security permission.

Double-click a yellow or red icon to review message details and resolve the unsaved items.
{{!}}-
{{!}}'''Team'''
{{!}}This column on the grid indicates the selected agent's assigned team.
{{!}}-
{{!}}''colored icon''
{{!}}The column on the grid may display a colored icon. This icon, assigned in '''Polices''' > {{Link-SomewhereInThisManual|topic=Cntrcts|anchor=top|display text=Contracts}} represents the agent's contract.
{{!}}-
{{!}}'''Agent'''
{{!}}This column on the grid indicates each agent's name.
{{!}}-
{{!}}'''Date'''
{{!}}This column on the grid indicates the calendar day.
{{!}}-
{{!}}'''Weekday'''
{{!}}This column on the grid indicates the day of the week. (Select '''Day of Week''' in the '''Options > Column''' tab.)
{{!}}-
{{!}}'''[Timesteps]'''
{{!}}These columns indicate the agent's schedule items in each timestep. To see greater detail, {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=FllDyVw|display text=clear the Full-Day View check box}} and/or {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=RszClmns|display text=resize the columns}}.

To make changes to the selected agent's schedule, right-click the timestep that you want to modify and then select the command from the shortcut menu. The figure below shows the menu when you right-click the dark blue area within a color-coded bar ({{Link-SomewhereInThisManual|topic=Colors|anchor=top|display text=unless you change the color}}). The menu items vary depending on the area clicked.

{{AnchorDiv|CpySchdAgExt}}
[[File: WM_851_Agent-ExtView3.png]]

See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MdfyIndAgntSchd}} for instructions and explanations.
{{!}}-
{{!}} nowrap=""{{!}}'''[Horizontal scroll bar]'''
{{!}}Appears below the table when clearing the {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=FllDyVw|display text=Full-Day View}} check box causes some timesteps to be hidden off screen. Scroll it to the right to display later timesteps.
{{!}}-
{{!}}'''Legend'''
{{!}}Indicates the particular type of schedule item that each bar color represents.
{{!}}}

{{AnchorDiv|CstmzgAEGrd}}
|Status=No
}}{{Section
|sectionHeading=Customizing the grid
|anchor=CustomizingtheGrid
|alignment=Vertical
|structuredtext=You can resize the '''Team''', '''Agent''', and '''Date''' columns. For details, see the {{Link-SomewhereInThisManual|topic=GetStrt|anchor=top|display text=Getting Started}}. You can also add and remove columns.
{{{!}}
{{!}}'''Site Name'''
{{!}}If displayed (using the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box), this column shows the name of the site for each agent on the selected day.
{{!}}-
{{!}}'''Shared Transport'''
{{!}}If displayed (using the '''Options''' dialog box), this column shows the shared transport group participation for each agent on the selected day.
{{!}}-
{{!}}'''Overtime'''
{{!}}If displayed (using the '''Options''' dialog box), this column shows the duration of overtime for each agent on the selected day.
{{!}}-
{{!}}'''Paid Hours'''
{{!}}If displayed (using the '''Options''' dialog box), this column shows each agent's paid hours for the selected day.
{{!}}-
{{!}}'''Total Hours'''
{{!}}If displayed (using the '''Options''' dialog box), this column shows each agent's total hours for the selected day.
{{!}}-
{{!}}'''Start Time'''
{{!}}If displayed (using the '''Options''' dialog box), this column shows each agent's start time for the selected day's work.
{{!}}-
{{!}}'''*''' (''Comment'')
{{!}}If this column is displayed (using the '''Options''' dialog box), an asterisk (*) indicates that a comment was saved for the indicated agent and schedule day.

Double-click a column cell to {{Link-SomewhereInThisManual|topic=SIEdtCmtsDBx|anchor=top|display text=view or edit comments}}.
{{!}}-
{{!}} nowrap=""{{!}}[[File: WM_851_icon_accessible_schedule_details.png]] ('''Accessible Schedule Details''')
{{!}}If displayed (using the '''Options''' dialog box), you can click this icon to display the {{Link-SomewhereInThisManual|topic=MSIDAccSchDtls|anchor=top|display text=Accessible Schedule Details}} dialog box, which simplifies and organizes commands for vision-impaired users and the screen readers that they use.
{{!}}}

{{AnchorDiv|UsgAETlbr}}
|Status=No
}}{{Section
|sectionHeading=Using the toolbar
|anchor=UsingtheToolbar
|alignment=Vertical
|structuredtext=The '''Master Schedule Agent-Extended''' view toolbar is similar to the '''Master Schedule Intra-Day''' view toolbar. The only exception is that '''Agent-Extended''' view does not contain a '''Sort''' button.

{{AnchorDiv|MdfygAgntSch}}
|Status=No
}}{{Section
|sectionHeading=Modifying an agent's schedule
|anchor=ModifyinganAgentsSchedule
|alignment=Vertical
|structuredtext=You can use the following buttons on the '''Actions''' toolbar (these commands also appear in the '''Actions''' menu):
{{{!}}
!Icon
!Name
!Description
{{!}}-
{{!}}[[File: WM_851_icon-cleanup.png]]
{{!}}'''Cleanup'''
{{!}}If you have '''Schedule Clean Up Master''' permission, opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzClnUpMSWdw}} that enables you to delete '''Master Schedule''' information for selected dates.
{{!}}-
{{!}}[[File: WM_851_icon-rebuild-intra-day-sche.png]]
{{!}} nowrap=""{{!}}'''Rebuild intra-day schedule'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdRBWzdInrDy}} that enables you to rebuild an '''Intra-Day''' schedule for a specific day or time period within a day for a selected site, team, or agent.
{{!}}-
{{!}}[[File: WM_851_icon-options.png]]
{{!}}'''Options'''
{{!}}Opens the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box that enables you to customize the view. This includes whether to show agent availability, whether to use a 24-hour or 36-hour display, and whether to display or hide the '''Overtime''', '''Paid Hours''', '''Total Hours''', '''Start Time''', '''Comment''', '''Site Name''', '''Shared Transport''', and '''Accessibility''' columns.
{{!}}-
{{!}}[[File: WM_851_icon-auto-commit.png]]
{{!}}'''Auto-Commit'''
{{!}}The '''Auto-Commit''' toolbar button toggles on and off the auto-commit feature. The feature is also turned on and off by selecting '''Auto-Commit''' on the '''Actions''' menu. If it is on, changes are immediately applied to the '''Master Schedule'''. If it is off, the changes have '''Pending''' status and can be committed/approved before they are incorporated in the official version of the '''Master Schedule'''.

If you do not have the '''Approve Changes''' security permission for the '''Master Schedule''', the auto-commit feature is disabled.
{{!}}-
{{!}}[[File: WM_851_icon-swap.png]]
{{!}}'''Swap'''
{{!}}Opens the {{Link-SomewhereInThisManual|topic=SwpAgntSchdWz|anchor=top|display text=Swap Agent Schedule Wizard}} that enables you to swap two agents' schedules.
{{!}}-
{{!}}[[File: WM_851_icon-insert-multiple.png]]
{{!}}'''Insert Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd}} that enables you to insert breaks, meals, exceptions, days off, time off, shift, marked time and work sets for multiple agents or teams.
{{!}}-
{{!}}[[File: WM_851_icon-delete-multiple.png]]
{{!}}'''Delete Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=DltMltpWzd}}, which enables you to remove multiple items from the '''Master Schedule''' at one time.
{{!}}-
{{!}}[[File: WM_851_icon-commit-multiple-rollba.png]]
{{!}}'''Commit/Rollback Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz}}, which enables you to insert pending changes (changes entered when auto-commit was off or disabled) into the '''Master Schedule''' or to remove them and return the '''Master Schedule''' to its former settings.
{{!}}-
{{!}}[[File: WM_851_icon-save.png]]
{{!}}'''Save'''
{{!}}Saves any changes that you have made to the schedule. (If the server cannot save all changes, red or yellow icons in the grid's first column (see {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzAgntExtdVw|anchor=UsingtheGrid|display text=Save Messages/Warnings}}) indicate the agents for whom you must correct errors or acknowledge warnings.

If you make schedule changes in the '''Agent-Extended''' view and do not click '''Save''', you are prompted to save your changes when you select a different module or view, or when you launch certain wizards or child windows.
{{!}}-
{{!}}[[File: WM_851_icon_move_to_current_day.png]]
{{!}}'''Move to Current Day'''
{{!}}Also known as the ''Today'' button. Click this button to display data for today.
{{!}}}
|Status=No
}}
}}

@@ Line 10: / Line 10: @@
 |structuredtext=Use the '''Master Schedule Agent-Extended''' view to display/edit a single agent's schedule. See the toolbar image here and the {{Link-SomewhereInThisManual|topic=MstSWzAgntExtdVw|anchor=UsgAETlbr|display text=button descriptions}}.
-[[File: WM_851_toolbar-master-schedule-agent-extended.png|link=https://all.docs-content.genesys.com/File:WM_851_toolbar-master-schedule-agent-extended.png]]{{NoteFormat|A legend at the bottom of the window indicates the particular type of schedule item that each bar color represents.|2}}You can modify schedule items for individual agents in this view and insert schedule items for multiple agents.{{AnchorDiv|DsplAEVw}}
+[[File: WM_852_toolbar-master-schedule-agent-extended.png|link=https://all.docs-content.genesys.com/File:WM_852_toolbar-master-schedule-agent-extended.png]]{{NoteFormat|A legend at the bottom of the window indicates the particular type of schedule item that each bar color represents.|2}}You can modify schedule items for individual agents in this view and insert schedule items for multiple agents.{{AnchorDiv|DsplAEVw}}
 |Status=No
 }}{{Section
@@ Line 177: / Line 177: @@
 {{!}}'''Delete Multiple'''
 {{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=DltMltpWzd}}, which enables you to remove multiple items from the '''Master Schedule''' at one time.
 {{!}}-
 {{!}}[[File: WM_851_icon-commit-multiple-rollba.png]]

@@ Line 41: / Line 41: @@
 {{!}}-
 {{!}}'''Full-Day View'''
-{{!}}{{AnchorDiv|FllDyVw}}Select the '''Full-Day View''' check box to have the grid display the entire day similar to the '''Intra-Day''' view. If you clear this check box, the grid shows a more detailed view as shown for the {{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Scenario Agent-Extended}} view. '''Full-Day View''' also affects the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box.
+{{!}}{{AnchorDiv|FllDyVw}}Select the '''Full-Day View''' check box to have the grid display the entire day similar to the '''Intra-Day''' view. If you clear this check box, the grid shows a more detailed view as shown for the {{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Scenario Agent-Extended}} view. '''Full-Day View''' also affects the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MSIDAccSchDtls|anchor=MSIDOptnsDlgBx|display text=Options}} dialog box.
 {{!}}-
 {{!}}{{AnchorDiv|Mode}}'''Mode:'''
@@ Line 102: / Line 102: @@
 {{{!}}
 {{!}}'''Site Name'''
-{{!}}If displayed (using the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box), this column shows the name of the site for each agent on the selected day.
+{{!}}If displayed (using the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MSIDAccSchDtls|anchor=MSIDOptnsDlgBx|display text=Options}} dialog box), this column shows the name of the site for each agent on the selected day.
 {{!}}-
 {{!}}'''Shared Transport'''
@@ Line 122: / Line 122: @@
 {{!}}If this column is displayed (using the '''Options''' dialog box), an asterisk (*) indicates that a comment was saved for the indicated agent and schedule day.
-Double-click a column cell to {{Link-SomewhereInThisManual|topic=SIEdtCmtsDBx|anchor=top|display text=view or edit comments}}.
+Double-click a column cell to {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SIPblshSchWz|anchor=SIEdtCmtsDBx|display text=view or edit comments}}.
 {{!}}-
 {{!}} nowrap=""{{!}}[[File: WM_851_icon_accessible_schedule_details.png]] ('''Accessible Schedule Details''')
@@ Line 158: / Line 158: @@
 {{!}}[[File: WM_851_icon-options.png]]
 {{!}}'''Options'''
-{{!}}Opens the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box that enables you to customize the view.  This includes whether to show agent availability, whether to use a 24-hour or 36-hour display, and whether to display or hide the '''Overtime''', '''Paid Hours''', '''Total Hours''', '''Start Time''', '''Comment''', '''Site Name''', '''Shared Transport''', and '''Accessibility''' columns.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MSIDAccSchDtls|anchor=MSIDOptnsDlgBx|display text=Options}} dialog box that enables you to customize the view.  This includes whether to show agent availability, whether to use a 24-hour or 36-hour display, and whether to display or hide the '''Overtime''', '''Paid Hours''', '''Total Hours''', '''Start Time''', '''Comment''', '''Site Name''', '''Shared Transport''', and '''Accessibility''' columns.
 {{!}}-
 {{!}}[[File: WM_851_icon-auto-commit.png]]

@@ Line 5: / Line 5: @@
 |Context=Display and edit a single agent's schedule for a week or the schedule planning period.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

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

Mary.hachey@genesys.com: 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"