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

Mhachey: Published

2020-08-19T11:58:34Z

Published

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

2020-07-25T02:38:52Z

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

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

2020-07-15T11:48:43Z

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

Mhachey: Published

2020-06-25T13:07:40Z

Published

Bgrenon: Published

2020-06-08T15:23:45Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Meeting Scheduler
|TocName=Meeting Scheduler
|Context=Schedule meetings by use the Meeting Scheduler wizard.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=Scheduling meetings
|anchor=SchedulingMeetings
|alignment=Vertical
|structuredtext=To schedule meetings:

#In the '''Schedule''' module, select one of these views: '''Master Schedule Weekly''', '''<''schedule''> Weekly''', '''Master Schedule Intra-day''', '''<''schedule''> Intra-day'''.
#At the top right of the '''Work''' pane, select the week that you want to schedule the meeting.
#Click '''Meeting Scheduler''' [[undefined|link=]].
#At the {{Link-SomewhereInThisManual|topic=MSWSlctMtg|anchor=top|display text=Please select a meeting from the list}} page, choose an existing meeting (or decide to create a new one) and enable or disable auto-commit.
#:If you chose to use an existing meeting, you will see all '''Meeting Scheduler''' pages except {{Link-SomewhereInThisManual|topic=MSWMtgPrmtrs|anchor=top|display text=Meeting Parameters}}. Otherwise, you will see only the {{Link-SomewhereInThisManual|topic=MSWSlctPrtcpnts|anchor=top|display text=Participants}} and {{Link-SomewhereInThisManual|topic=MSWMtgPrmtrs|anchor=top|display text=Meeting Parameters}} pages.
#At the {{Link-SomewhereInThisManual|topic=MSWSlctPrtcpnts|anchor=top|display text=Participants}} page, choose the agents who should attend (if you are creating a new meeting). if you use an existing meeting, the list of participants is read-only.
#At the {{Link-SomewhereInThisManual|topic=MSWSlctDts|anchor=top|display text=Dates Range}} page, choose the range of dates that are acceptable for the meeting.
#At the {{Link-SomewhereInThisManual|topic=MSWMtgPrmtrs|anchor=top|display text=Meeting Parameters}} page, select the meeting type, possible dates, possible times, duration, and minimum percentage of required attendees.
#A message box appears, listing how many agents were scheduled for the meeting. Click '''OK'''.
#If some agents were not scheduled, a message box may appear listing them. Click '''OK'''.
#:The meeting is scheduled, and exceptions, representing meeting, are inserted into the schedule.
|Status=No
}}{{Section
|sectionHeading=Meeting Scheduler versus Meeting Planner
|anchor=MeetingSchedulervs.MeetingPlanner
|alignment=Vertical
|structuredtext=The Meeting Scheduler is best suited for scheduling ad hoc meetings and other meetings that you did not know about when you built the original schedule.

The '''Meeting Planner''' (available through the '''Policies''' module) is useful for scheduling pre-planned meetings especially ones that recur, such as weekly team meetings or bi-weekly one-on-one coaching sessions. If you want to edit, copy, or delete meetings, use the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=|display text=Meeting Planner}}.
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Schedule meetings by use the Meeting Scheduler wizard.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

@@ Line 6: / Line 6: @@
 |ComingSoon=No
 |Platform=PureEngage
 |Section={{Section
 |sectionHeading=Scheduling meetings
 |anchor=SchedulingMeetings
 |alignment=Vertical
 |structuredtext=To schedule meetings:
 #In the '''Schedule''' module, select one of these views: '''Master Schedule Weekly''', '''&lt;''schedule''&gt; Weekly''', '''Master Schedule Intra-day''', '''&lt;''schedule''&gt; Intra-day'''.
 #At the top right of the '''Work''' pane, select the week that you want to schedule the meeting.
-#Click '''Meeting Scheduler''' [[undefined|link=]].
+#Click '''Meeting Scheduler''' [[File: WM_851_meeting_scheduler_icon.png|link=]].
 #At the {{Link-SomewhereInThisManual|topic=MSWSlctMtg|anchor=top|display text=Please select a meeting from the list}} page, choose an existing meeting (or decide to create a new one) and enable or disable auto-commit.
 #:If you chose to use an existing meeting, you will see all '''Meeting Scheduler''' pages except {{Link-SomewhereInThisManual|topic=MSWMtgPrmtrs|anchor=top|display text=Meeting Parameters}}. Otherwise, you will see only the {{Link-SomewhereInThisManual|topic=MSWSlctPrtcpnts|anchor=top|display text=Participants}} and {{Link-SomewhereInThisManual|topic=MSWMtgPrmtrs|anchor=top|display text=Meeting Parameters}} pages.
@@ Line 23: / Line 26: @@
 #If some agents were not scheduled, a message box may appear listing them. Click '''OK'''.
 #:The meeting is scheduled, and exceptions, representing meeting, are inserted into the schedule.
 |Status=No
 }}{{Section
@@ Line 28: / Line 33: @@
 |anchor=MeetingSchedulervs.MeetingPlanner
 |alignment=Vertical
 |structuredtext=The Meeting Scheduler is best suited for scheduling ad hoc meetings and other meetings that you did not know about when you built the original schedule.
 The '''Meeting Planner''' (available through the '''Policies''' module) is useful for scheduling pre-planned meetings especially ones that recur, such as weekly team meetings or bi-weekly one-on-one coaching sessions. If you want to edit, copy, or delete meetings, use the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=|display text=Meeting Planner}}.
 |Status=No
 }}
 }}

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

Mhachey: Published

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

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

Mhachey: Published

Bgrenon: Published

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

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