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

Mhachey: Published

2020-10-13T16:16:13Z

Published

Mhachey: Published

2020-09-17T11:35:24Z

Published

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

2020-07-25T02:38:01Z

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

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

2020-07-15T11:49:20Z

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

Bgrenon: Published

2020-06-08T15:29:42Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Notifications
|TocName=Notifications
|Context=Create and manage notifications that alert users of schedule and time-off changes.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=In the '''Configuration''' module, select '''Notifications''' to {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=CrtN|display text=create}}, {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=EdtN|display text=edit}}, {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=DltN|display text=delete}}, and {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=CpyN|display text=copy}} emails by site for the four types of notifications listed below. The notification types that you create are listed in the Notifications pane, along with its corresponding subject. You can create the same notification types for many different sites and business units, depending on your requirements.

*Schedule Modifications
*Schedule Trade Status Changes
*Time-Off Bidding
*Time-Off Requests Status Changes
|Status=No
}}{{Section
|sectionHeading=Security permissions
|anchor=SecurityPermissions
|alignment=Vertical
|structuredtext=You must have certain security permissions assigned in WFM Web to configure notifications. See {{Link-SomewhereInThisVersion|manual=Administrator|topic=UserSec}} in the ''{{Link-SomewhereInThisVersion|manual=Administrator}}'' for a description of WFM security roles and associated privileges, and {{Link-SomewhereInThisManual|topic=RolsCrtNw|anchor=top|display text=Creating Roles}} in this Help.
|Status=No
}}{{Section
|sectionHeading=Notifications default setting
|anchor=NotificationsDefaultSetting
|alignment=Vertical
|structuredtext=It's WFM Daemon's (a WFM server component) role to send out notifications to agents and supervisors, but it does not generate notifications by default.

To generate notifications you must first create them, then select at least one site in the {{Link-SomewhereInThisManual|topic=NtfcsTbs|anchor=AsscN|display text=Associated Sites}} tab, to which the notifications will be sent and then save. Once you have done so, notifications of the selected types are sent.

For more information on this server component, see ''{{Link-SomewhereInThisVersion|manual=Administrator}}''.
|Status=No
}}{{Section
|sectionHeading=Managing notifications
|anchor=MngNtfcs
|alignment=Vertical
|structuredtext=After {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=CrtN|display text=creating}} notifications, you might need to {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=EdtN|display text=edit}}, {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=DltN|display text=delete}}, or {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=CpyN|display text=copy}} them from time to time, or you might want to add or remove certain {{Link-SomewhereInThisManual|topic=NtfcsTbs|anchor=AsscN|display text=associated sites}}. The following procedures describe how to perform these tasks.

{{AnchorDiv|CrtN}}
===Creating notifications===
To create notifications of schedule modifications:

#In the Configuration module, select '''Notifications'''.
#In the {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=SpvrObjtPn|display text=Objects}} tree, select a business unit.
#In the Notifications pane, click '''New'''.
#;The Properties tab opens by default.
#From the Type drop-down list, select one of four notification types:
#*'''Schedule Modifications'''
#*'''Schedule Trade Status Changes'''
#*'''Time-Off Bidding'''
#*'''Time-Off Request Status Changes'''
#At this step, choose one of two options:
#*Use the prepopulated text in the '''Subject''' and '''Message''' fields, adding any additional token variables, as required.
#*Enter new text in the '''Subject''' and '''Messages''' fields, adding token variables, as required.
#Click '''Save'''.

You can now {{Link-SomewhereInThisManual|topic=NtfcsTbs|anchor=AsscN|display text=associate sites}} with this notification.

{{AnchorDiv|EdtN}}
===Editing notifications===
{{NoteFormat|You cannot change the notification type when modifying notifications.|2}}
To modify the message subject or body text:

#Delete/type over text.
#Place the cursor where you wish to insert a token.
#Click the appropriate token button. The token gets inserted.
#Click '''Save''' on the toolbar.
#;If you switch to another notification type without saving, a message asks if you wish to save or cancel.

{{AnchorDiv|DltN}}
===Deleting notifications===
To delete a notification:

#In the Notifications pane, choose the notification you want to delete.
#Click '''Delete'''.
#In the Confirmation dialog, click '''Yes''' to delete the notification or '''No''' to cancel the action.

{{AnchorDiv|CpyN}}
===Copying notifications===
To copy an existing notification to a different business unit:

#In the Notifications pane, choose the notification you want to copy.
#Click '''Copy'''.
#When the Copy Notification pane opens, select a business unit and then, click '''Apply'''.
#;The notification is now copied and associated with the business unit you selected.
|Status=No
}}
}}

@@ Line 21: / Line 21: @@
 |anchor=SecurityPermissions
 |alignment=Vertical
-|structuredtext=You must have certain security permissions assigned in WFM Web to configure notifications. See {{Link-SomewhereInThisVersion|manual=Administrator|topic=UserSec}} in the ''{{Link-SomewhereInThisVersion|manual=Administrator}}'' for a description of WFM security roles and associated privileges, and {{Link-SomewhereInThisManual|topic=RolsCrtNw|anchor=top|display text=Creating Roles}} in this Help.
+|structuredtext=You must have certain security permissions assigned in WFM Web to configure notifications. See {{Link-SomewhereInThisVersion|manual=Administrator|topic=UserSec}} in the ''{{Link-SomewhereInThisVersion|manual=Administrator}}'' for a description of WFM security roles and associated privileges, and {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgRols|anchor=RolsCrtNw|display text=Creating roles}} in this Help.
 |Status=No
 }}{{Section

@@ Line 22: / Line 22: @@
 |alignment=Vertical
 |structuredtext=You must have certain security permissions assigned in WFM Web to configure notifications. See {{Link-SomewhereInThisVersion|manual=Administrator|topic=UserSec}} in the ''{{Link-SomewhereInThisVersion|manual=Administrator}}'' for a description of WFM security roles and associated privileges, and {{Link-SomewhereInThisManual|topic=RolsCrtNw|anchor=top|display text=Creating Roles}} in this Help.
 |Status=No
 }}{{Section
@@ Line 37: / Line 27: @@
 |anchor=MngNtfcs
 |alignment=Vertical
-|structuredtext=After {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=CrtN|display text=creating}} notifications, you might need to {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=EdtN|display text=edit}}, {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=DltN|display text=delete}}, or {{Link-SomewhereInThisManual|topic=Ntfctns|anchor=CpyN|display text=copy}} them from time to time, or you might want to add or remove certain {{Link-SomewhereInThisManual|topic=NtfcsTbs|anchor=AsscN|display text=associated sites}}. The following procedures describe how to perform these tasks.
+|structuredtext={{NoteFormat|WFM sends out notifications to agents and supervisors, but it does not generate notifications by default. To generate notifications you must first create them, then select at least one site in the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Ntfctns|anchor=AsscSts|display text=Associated Sites}} tab, to which the notifications will be sent and then save. Once you have done so, WFM sends out notifications of the selected types. For more information on this server component, see ''{{Link-SomewhereInThisVersion|manual=Administrator}}''.|2}}
 {{AnchorDiv|CrtN}}
@@ Line 57: / Line 49: @@
 #Click '''Save'''.
-You can now {{Link-SomewhereInThisManual|topic=NtfcsTbs|anchor=AsscN|display text=associate sites}} with this notification.
+You can now {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Ntfctns|anchor=AsscSts|display text=associate sites}} with this notification.
 {{AnchorDiv|EdtN}}
 ===Editing notifications===
-{{NoteFormat|You cannot change the notification type when modifying notifications.|2}}
+When editing notifications, you cannot change the notification type.
 To modify the message subject or body text:
@@ Line 86: / Line 79: @@
 #When the Copy Notification pane opens, select a business unit and then, click '''Apply'''.
 #;The notification is now copied and associated with the business unit you selected.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Create and manage notifications that alert users of schedule and time-off changes.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/Ntfctns - 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"