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

Mhachey: Published

2020-10-07T15:19:56Z

Published

Mhachey: Published

2020-10-05T19:40:18Z

Published

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

2020-07-25T02:39:08Z

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

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

2020-07-15T11:49:42Z

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

Bgrenon: Published

2020-06-08T15:29:44Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Master Schedule Weekly View
|TocName=Master Schedule Weekly View
|Context=Configure summary tables to display the total paid hours, working start/end times, or shift names for selected agents.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=Use the '''Master Schedule Weekly''' view to display a summary table for selected agents. Selected agents can be in multiple sites but must all be in the same business unit. See the toolbar image here and the {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=TlbrBtns|display text=button descriptions}} below.

[[File: WM_851_toolbar-master-schedule-weekly.png|link=https://all.docs-content.genesys.com/File:WM_851_toolbar-master-schedule-weekly.png]]

{{NoteFormat|You can also see a summary table of total paid hours, working start/end times, or shift names for your schedule planning period. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzWklyVw|anchor=ExpdCllps|display text=Mode}} for details.|2}}

When displaying the '''Master Schedule Weekly''' view, you can use the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdRBWzdInrDy}}.{{AnchorDiv|DsplyWklyVw}}
|Status=No
}}{{Section
|sectionHeading=Displaying the view
|anchor=DisplayingtheMasterScheduleWeeklyView
|alignment=Vertical
|structuredtext=To display the '''Master Schedule Weekly''' 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 on the toolbar, select '''Weekly'''.
#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.<br><br> 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 only one business unit.
#Click '''Get data''' to populate the {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=UsgWklyVwTbl|display text=Weekly}} view table for the selected agents.

You can search the table for particular agents using the '''Find Agent''' dialog box. To open it, select '''Find''' from the '''Edit''' menu or press '''Ctrl + F'''.

{{AnchorDiv|UsgWklyVwTbl}}
|Status=No
}}{{Section
|sectionHeading=Reading the data in the table
|anchor=ReadingtheDataintheTable
|alignment=Vertical
|structuredtext=The '''Weekly''' view table contains rows for each agent that you selected in the '''Objects''' tree. (If a scroll bar is displayed to the right, you can use it to reveal more agents.) This table includes the following columns:
{{{!}}
{{!}}-
{{!}}'''[Expand/Collapse]'''
{{!}}If in {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=Mode|display text=Planning Period}} mode, the first column provides {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=ExpColps|display text=expand/collapse controls}} that you use to display or hide agent details. {{AnchorDiv|ExpdCllps}}
{{!}}-
{{!}}'''Team'''
{{!}}This column lists each agent's team.
{{!}}-
{{!}}'''Agent'''
{{!}}Two columns show an icon representing each agent's contract and the agent's name.
{{!}}-
{{!}}'''[Week Start Dates]'''
{{!}}If you display agent details and you are in {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=Mode|display text=Planning Period}} mode, the rows below each agent's name indicate the start date for each week in the schedule.
{{!}}-
{{!}}'''[Weekdays]'''
{{!}}These cells show agent schedule information for each weekday, for each week in the schedule. The cells' contents correspond to your selection from the {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=ShwDtaFr|display text=Show Data for}} drop-down list.

If an agent is not scheduled for a shift on this day, the cell will contain '''Day Off''', '''<name of the full-day time-off type>''', '''Working Hours''' (for scheduled working hours without a shift), or an exception name (for scheduled full-day exceptions).

An icon in the cell for a weekday indicates whether the schedule has been changed for that agent.

*If the agent's schedule for that day was assigned during scheduling or rescheduling, no icon appears.
*If the agent's day was edited after scheduling or rescheduling, a light-gray pencil icon appears.
*If the agent's day was assigned by trading or swapping, the swap icon appears.
*A yield icon (upside-down red triangle) appears if there are pending changes. Pending changes must be committed by a user with '''Approve Changes''' security permission.
*An icon and red check box appears for every schedule day that contains a granted calendar item (if the option '''Show agents with granted and scheduled rotating pattern or any other calendar preference''' is selected in the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box).

{{NoteFormat|If there have been multiple changes, the icon represents the most recent status.|2}}
{{!}}-
{{!}}'''Weekly Totals'''
{{!}}Shows an agent's total working hours for the displayed week.
{{!}}-
{{!}}'''Planning Period Totals'''
{{!}}Shows an agent's total paid hours for the schedule planning period.

{{NoteFormat|To set this period's duration and start date, see the '''Configuration > Polices > Contracts > ''' {{Link-SomewhereInThisManual|topic=SteStgs|anchor=SchPlngPrds|display text=Site Settings}} tab.|2}}
{{!}}}

The '''Weekly Totals''' and '''Period Totals''' boxes below the table show a grand total of all weekly or planning period total paid hours (respectively) for all selected agents.

{{AnchorDiv|CstmzgWklyVw}}
|Status=No
}}{{Section
|sectionHeading=Configuring the view
|anchor=CustomizingtheMasterScheduleWeeklyView
|alignment=Vertical
|structuredtext=To configure the displayed {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=UsgWklyVwTbl|display text=table}}, use these controls at the top of the working pane:

{{AnchorDiv|ShwDtaFr}}
===Show Data for===
From this drop-down list, select what you want to display inside each day's table cell:
{{{!}}
{{!}}-
{{!}}'''Total Paid Hours'''
{{!}}Total working time for the day.
{{!}}-
{{!}}'''Start/End Times'''
{{!}}Start and end times of agents' work.
{{!}}-
{{!}} nowrap=""{{!}}'''Shift''' or '''Schedule State Names'''
{{!}}Names of agents' assigned shifts and other full-day states.
{{!}}}

{{AnchorDiv|Mode}}
===Mode===
Select one '''Week''' or '''Planning Period''' from the '''Mode''' drop-down list. The table displays data for the selected period. If no schedule planning period is configured, or if more than one site is selected on the '''Objects''' pane, then the '''Planning Period''' option is disabled.

====Planning Period Mode====
'''Planning Period''' mode displays schedules for the entire planning period. White and dark gray indicates the type of date range that you are viewing.

====Planning Period Color Legend====

*'''White'''—Indicates dates that fall within the planning period.
*'''Dark Gray'''—Indicates dates that are outside the planning period.

===Date===
Use the standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} to move to other weeks.

{{AnchorDiv|TlbrBtns}}
===Toolbar===
You can use the following buttons on the {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=top|display text=Actions}} toolbar (or commands in the '''Actions''' menu) to further customize the displayed {{Link-SomewhereInThisManual|topic=MstSWzWklyVw|anchor=UsgWklyVwTbl|display text=table}}:
{{{!}}
!Icon
!Name
!Description
{{!}}-
{{!}}[[File: WM_851_icon-cleanup.png]]
{{!}}'''Cleanup'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzClnUpMSWdw}}. Enables you to delete Master Schedule information for selected dates and agents.
{{!}}-
{{!}}[[File: WM_851_icon-rebuild-intra-day-sche.png]]
{{!}}'''Rebuild Intra-day Schedule'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdRBWzdInrDy}} to rebuild an Intra-Day schedule for a specific day or time period for a site, team, or agent.
{{!}}-
{{!}}[[File: WM_851_icon-options.png]]
{{!}}'''Options'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzWVOptsDlgBx|display text=Options}} dialog box. Enables you to select/de-select the Agent Rank and Site Name columns.
{{!}}-
{{!}}[[File: WM_851_icon-filter.png]]
{{!}}'''Filter'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdFltrDlgBx|display text=Filter}} dialog box] Enables you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.)
{{!}}-
{{!}}[[File: WM_851_icon-sort.png]]
{{!}}'''Sort'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SrtgDlgBx|display text=Sorting}} dialog box, which allows sorting by Team Name, Contract, Agent Name (first or last), Agent Rank or Site Name. You can sort in ascending or descending order. Note that Agent Rank sorts in apparent reverse order due to limitations imposed by multi-sorting by both agent name and rank.
{{!}}-
{{!}}[[File: WM_851_icon-swap.png]]
{{!}}'''Swap'''
{{!}}Enables you to swap two agents' schedules with the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SwpAgntSchdWz}}.
{{!}}-
{{!}}[[File: WM_851_icon-insert-multiple.png]]
{{!}}'''Insert Multipl'''e
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd}}, which enables you to add multiple items to the Master Schedule at one time.
{{!}}-
{{!}}[[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]]
{{!}} nowrap=""{{!}}'''Commit/Rollback Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz}}, which enables you to insert pending changes into the Master Schedule or to remove them and return the Master Schedule to its former settings.
{{!}}-
{{!}}[[File: WM_851_icon-meeting-scheduler.png]]
{{!}}'''Meeting Scheduler'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MtgSchdrWiz|display text=Meeting Scheduler Wizard}}.
{{!}}}

{{NoteFormat|You can save changes from within the '''Master Schedule Weekly''' view only if you have appropriate access rights.}}
|Status=No
}}
}}

@@ Line 133: / Line 133: @@
 {{!}}[[File: WM_851_icon-options.png]]
 {{!}}'''Options'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzWVOptsDlgBx|display text=Options}} dialog box. Enables you to select/de-select the Agent Rank and Site Name columns.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MstSWzWklyVw|anchor=MstSWzWVOptsDlgBx|display text=Options}} dialog box. Enables you to select/de-select the Agent Rank and Site Name columns.
 {{!}}-
 {{!}}[[File: WM_851_icon-filter.png]]
@@ Line 141: / Line 141: @@
 {{!}}[[File: WM_851_icon-sort.png]]
 {{!}}'''Sort'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SrtgDlgBx|display text=Sorting}} dialog box, which allows sorting by Team Name, Contract, Agent Name (first or last), Agent Rank or Site Name. You can sort in ascending or descending order. Note that Agent Rank sorts in apparent reverse order due to limitations imposed by multi-sorting by both agent name and rank.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnWklyVw|anchor=SrtgDlgBx|display text=Sorting}} dialog box, which allows sorting by Team Name, Contract, Agent Name (first or last), Agent Rank or Site Name. You can sort in ascending or descending order. Note that Agent Rank sorts in apparent reverse order due to limitations imposed by multi-sorting by both agent name and rank.
 {{!}}-
 {{!}}[[File: WM_851_icon-swap.png]]
@@ Line 165: / Line 165: @@
 {{NoteFormat|You can save changes from within the '''Master Schedule Weekly''' view only if you have appropriate access rights.}}
 |Status=No
 }}
 }}

@@ Line 62: / Line 62: @@
 *If the agent's day was assigned by trading or swapping, the swap icon appears.
 *A yield icon (upside-down red triangle) appears if there are pending changes. Pending changes must be committed by a user with '''Approve Changes''' security permission.
-*An icon and red check box appears for every schedule day that contains a granted calendar item (if the option '''Show agents with granted and scheduled rotating pattern or any other calendar preference''' is selected in the {{Link-SomewhereInThisManual|topic=MSIDOptnsDlgBx|anchor=top|display text=Options}} dialog box).
+*An icon and red check box appears for every schedule day that contains a granted calendar item (if the option '''Show agents with granted and scheduled rotating pattern or any other calendar preference''' is selected in the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MSIDAccSchDtls|anchor=MSIDOptnsDlgBx|display text=Options}} dialog box).
 {{NoteFormat|If there have been multiple changes, the icon represents the most recent status.|2}}
@@ Line 137: / Line 137: @@
 {{!}}[[File: WM_851_icon-filter.png]]
 {{!}}'''Filter'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdFltrDlgBx|display text=Filter}} dialog box] Enables you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.)
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnWklyVw|anchor=SchdFltrDlgBx|display text=Schedule filter}} dialog, enabling you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.)
 {{!}}-
 {{!}}[[File: WM_851_icon-sort.png]]

@@ Line 5: / Line 5: @@
 |Context=Configure summary tables to display the total paid hours, working start/end times, or shift names for selected agents.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

PEC-WFM/Current/Supervisor/MstSWzWklyVw - 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"