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

Mhachey: Published

2020-10-07T16:40:16Z

Published

Mhachey: Published

2020-10-07T16:15:52Z

Published

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

2020-07-25T02:37:20Z

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

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

2020-07-15T11:50:30Z

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

Bgrenon: Published

2020-06-08T15:29:18Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Master Schedule Changes Approval
|TocName=Master Schedule Changes Approval
|Context=View and approve pending schedule changes made by others.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=You must have '''Schedule Approve Changes''' security permission to view and use the '''Master Schedule Changes Approval''' modules. If you do not, you cannot see this module in the '''Modules''' tree.

Changes that are made to the '''Master Schedule''' by users who do not have the '''Schedule Approve Changes''' security permission are first entered in '''Pending''' mode. Use the '''Master Schedule Changes Approval''' module to accept or reject these pending changes.

Alternatively, for pending changes that you made, you can:

*Use the {{Link-SomewhereInThisManual|topic=CmmtRBMltpWiz|anchor=top|display text=Commit/Rollback Multiple Wizard}} to commit or rollback all pending changes for selected agents on selected dates.
*Use the '''Schedule Intra-Day''' views to directly save or delete all items in an agent's schedule day that have '''Pending''' status. To do so, right-click the row showing the agent's schedule and then select '''Commit''' or '''Rollback'''.
|Status=No
}}{{Section
|sectionHeading=Displaying pending changes
|anchor=DisplayingPendingChanges
|alignment=Vertical
|structuredtext=#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 '''Master Schedule Changes Approval'''.
#On the {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=SpvrObjtPn|display text=Objects}} pane, select the appropriate item(s) from either the '''Agents''' tree (above) or the '''Activities''' tree (below); WFM then selects matching item(s) from the other tree.
#;You can expand business units to display their sites, and you can expand sites to display their teams and agents. You can select multiple sites, teams, and agents, but just one business unit.
#From the '''Period''' drop-down list, select the time period to view. You can select '''Daily''' or '''Weekly'''.
#From the '''Users''' drop-down list, select which user's changes you want to see. Select '''All''' to see all pending schedule changes. '''All''' is selected by default.
#Use the date selectors to change the schedule dates to view.
#:By default, if you chose to view the '''Weekly''' period and select a day other than the first day of the week, the display begins on the first day of the week containing the day you selected.
#Click '''Get data'''.
#;The top pane of the '''Changes Approval''' view displays a table containing the pending schedule changes made by the users you selected. The columns in the table are sortable.
#;The columns in the Pending Changes table are the following:
#*'''Date'''—The schedule date that has been changed.
#*'''User'''—The user who made the change, or '''Changed by Agent''' if an agent made the change.
#*'''Agent'''—The agent whose schedule has been changed.
#*'''Site'''—The site to which the affected agent belongs.
#*'''Team'''—The team to which the affected agent belongs.
|Status=No
}}{{Section
|sectionHeading=Approving and rejecting pending changes
|anchor=ApprovingorRejectingPendingChanges
|alignment=Vertical
|structuredtext=#Select one or more schedule changes in the pending changes table.
#:The current version of each affected agent's schedule, and the agents' schedules as they would appear with the changes incorporated, appear in the '''Original Schedule''' and '''Modified Schedule''' panes below the table.
#*'''Original Schedule''' pane—Shows the agent's schedule as it appears in the current version of the '''Master Schedule'''.
#*'''Modified Schedule''' pane—Shows the agent's schedule with the pending changes included.
#:These panes contain the following columns:
#*'''Item'''—The name or type of the changed item. For shifts and activity sets, this column displays all of the associated activities.
#*'''Start Time'''—The start time of the changed item. For full-day items, this column is empty.
#*'''End Time'''—The end time of the changed item. For full-day items, this column reads '''Full Day'''.
#*'''Paid Hours'''—The number of paid hours in the schedule.
#*'''Colors'''—Items that do not match in the original and edited schedules appear in specific colors. Non-matching items in the original schedule pane are marked in blue. Non-matching items in the '''Modified Schedule''' pane are marked in green.
#To see whether the changes violate any schedule constraints, select the change in the pending changes table and then click '''Validate'''.
#:The {{Link-SomewhereInThisManual|topic=MstSWzRvVlMsgDlgBx|anchor=top|display text=Review Validation Messages}} dialog box opens. See {{Link-SomewhereInThisManual|topic=SchdlVldn|anchor=top|display text=Schedule Validation}} for a list of possible error and warning messages and their descriptions.
#After reviewing the changes, select one or more of them and then click '''Accept''' to save the changes in the '''Master Schedule''' or '''Reject''' to discard them.
#:The '''Master Schedule''' is updated to include all accepted schedule changes.

{{NoteFormat|If you accept or reject any pending change for an agent, all pending changes for that agent are accepted or rejected.|3}}
|Status=No
}}
}}

@@ Line 54: / Line 54: @@
 #*'''Colors'''&mdash;Items that do not match in the original and edited schedules appear in specific colors. Non-matching items in the original schedule pane are marked in blue. Non-matching items in the '''Modified Schedule''' pane are marked in green.
 #To see whether the changes violate any schedule constraints, select the change in the pending changes table and then click '''Validate'''.
-#:The {{Link-SomewhereInThisManual|topic=MstSWzRvVlMsgDlgBx|anchor=top|display text=Review Validation Messages}} dialog box opens. See {{Link-SomewhereInThisManual|topic=SchdlVldn|anchor=top|display text=Schedule Validation}} for a list of possible error and warning messages and their descriptions.
+#:The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzChgsApprv|anchor=MstSWzRvVlMsgDlgBx|display text=Review Validation Messages}} dialog box opens. See {{Link-SomewhereInThisManual|topic=SchdlVldn|anchor=top|display text=Schedule Validation}} for a list of possible error and warning messages and their descriptions.
 #After reviewing the changes, select one or more of them and then click '''Accept''' to save the changes in the '''Master Schedule''' or '''Reject''' to discard them.
 #:The '''Master Schedule''' is updated to include all accepted schedule changes.
@@ Line 72: / Line 72: @@
 #Clear the check boxes for the items that you want to be excluded from the filter.
 #Click '''OK''' to apply your choices.
 |Status=No
 }}
 }}

@@ Line 59: / Line 59: @@
 {{NoteFormat|If you accept or reject any pending change for an agent, all pending changes for that agent are accepted or rejected.|3}}
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=View and approve pending schedule changes made by others.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

PEC-WFM/Current/Supervisor/MstSWzChgsApprv - 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"