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

Mary.hachey@genesys.com: Published

2020-11-20T14:30:22Z

Published

Mhachey: Published

2020-09-04T15:37:10Z

Published

Mhachey: Published

2020-08-21T21:40:43Z

Published

Show changes

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

2020-07-25T02:39:14Z

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

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

2020-07-15T11:49:51Z

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

Bgrenon: Published

2020-06-08T15:23:31Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Meetings
|TocName=Meetings
|Context=Use the Meeting Planner to configure and manage meetings that you know about in advance, or for reoccurring meetings.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|sectionHeading=Planner vs. Scheduler
|anchor=Plannervs.Scheduler
|alignment=Vertical
|structuredtext=The '''Meeting Planner''' (described here) is especially useful for recurring team meetings or coaching sessions. Meetings that are created in the '''Meeting Planner''' are taken as inputs during schedule building.

Use the '''Meetings''' view to {{Link-SomewhereInThisManual|topic=MngMtgs|anchor=NwMtg|display text=create}}, {{Link-SomewhereInThisManual|topic=MngMtgs|anchor=EdtMtg|display text=edit}}, {{Link-SomewhereInThisManual|topic=MngMtgs|anchor=CpyMtg|display text=copy}}, or {{Link-SomewhereInThisManual|topic=MngMtgs|anchor=DltMtg|display text=delete}} meetings, or to {{Link-SomewhereInThisManual|topic=MngMtgs|anchor=AdAgtMtg|display text=assign attendees}} to meetings.

Use the {{Link-SomewhereInThisManual|topic=MtgSchdrWiz|anchor=top|display text=Meeting Scheduler}} to create ad hoc meetings and insert them into a schedule that has already been built. Access the '''Meeting Scheduler''' feature in WFM Web Supervisor from within the '''Intra-Day Schedule''' view or '''Agent-Extended Schedule''' view.
|Status=No
}}{{Section
|sectionHeading=Meetings Pane
|anchor=MeetingsPane
|alignment=Vertical
|structuredtext=The toolbar above the '''Meetings''' pane contains the following controls:
{{{!}}
{{!}}-
{{!}}[[File: WM_851_icon-new.png]] '''New'''
{{!}}Creates a new meeting, which begins by opening the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MtgsTbs|display text=Properties tab|anchor=PrpTb}}.
{{!}}-
{{!}}[[File: WM_851_icon-delete.png]] '''Delete'''
{{!}}Removes the selected meeting. This command cannot be undone. A '''Confirmation''' dialog enables you to cancel or continue. This command is not enabled if the meeting contains one or more agents who are not visible to the current user (because of a lack of permissions).
{{!}}-
{{!}}[[File: WM_851_icon_copy.png]] '''Copy'''
{{!}}Enables you to copy the selected meeting to create a new one.
{{!}}-
{{!}}[[File: WM_851_icon-filter.png]] '''Filter'''
{{!}}Filters the '''Meetings''' list by agent or team. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=FltrgSTG}}.
{{!}}-
{{!}}[[File: WM_852_sort-icon.png]] '''Sort'''
{{!}}Sorts the '''Meetings''' list in ascending or descending order. (You can also click the '''Meetings''' column header to sort the list.)
{{!}}}

This pane also includes a {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SpvrWndw|display text=Search|anchor=SrchFld}} field and {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=CtxHlpIcn|display text=Help}} icon.
|Status=No
}}
}}

@@ Line 52: / Line 52: @@
 *'''Single Agent'''&mdash;A common activity, such as a webinar, that can occur at the most convenient time for each agent.
-*'''Single Group'''&mdash;The default meeting type. Represents a single meeting for all agents who are specified on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=PrtcpntsTb|display text=Participants}} tab.
+*'''Single Group'''&mdash;The default meeting type. Represents a single meeting for all agents who are specified on the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=PrtcTb|display text=Participants}} tab.
 **Enter or select the meeting's minimum number of attendees requirement in the '''Required Percentage of attendees''' box. Set this value to <tt>1</tt>% to schedule a meeting for as many attendees as possible. Using 1% does not require a minimum number of attendees. The default value is <tt>100</tt> percent.
 *'''Multiple Groups'''&mdash;A common time, but for multiple groups. Enter or select a number in each of the following fields to specify the group sizes:
@@ Line 79: / Line 79: @@
 Even though values can be set in all fields, only values for the appropriate meeting type are used for scheduling. For example, '''Required Percentage of attendees''' will be used only for Single Group meetings.|2}}
 ===Participants===
 Use these controls in the Participants tab:

@@ Line 12: / Line 12: @@
 |anchor=Plannervs.Scheduler
 |alignment=Vertical
-|structuredtext=The '''Meeting Planner''' (described here) is especially useful for recurring team meetings or coaching sessions. Meetings that are created in the '''Meeting Planner''' are taken as inputs during schedule building.
+|structuredtext=The '''Meeting Planner''' (described in this topic) is especially useful for recurring team meetings or coaching sessions. Meetings that are created in the '''Meeting Planner''' are taken as inputs during schedule building.
 Use the '''Meetings''' view to {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=NwMtg|display text=create}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=EdtMtg|display text=edit}}, {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=CpyMtg|display text=copy}}, or  {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=DltMtg|display text=delete}} meetings, or to {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Mtgs|anchor=AdAgtMtg|display text=assign attendees}} to meetings.
 Use the {{Link-SomewhereInThisManual|topic=MtgSchdrWiz|anchor=top|display text=Meeting Scheduler}} to create ad hoc meetings and insert them into a schedule that has already been built. Access the '''Meeting Scheduler''' feature in WFM Web Supervisor from within the '''Intra-Day Schedule''' view or '''Agent-Extended Schedule''' view.

@@ Line 5: / Line 5: @@
 |Context=Use the Meeting Planner to configure and manage meetings that you know about in advance, or for reoccurring meetings.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

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

Mary.hachey@genesys.com: Published

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"