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

Mhachey: Published

2020-10-13T13:40:22Z

Published

Mhachey: Published

2020-08-21T01:21:50Z

Published

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

2020-07-25T02:36:40Z

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

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

2020-07-15T11:48:58Z

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

Bgrenon: Published

2020-06-08T15:29:17Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Business Units
|TocName=Business Units
|Context=Use these controls to create business units (BU) that consists of a set of sites that may be grouped together because the agents at the sites perform the same activity, or for ease of management.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=Go to '''Configuration > Organization > Business Units''' to view this panes described in this article.

For monitoring purposes, you can group activity results from the various locations as a single business unit, allowing contact center managers to evaluate activity performance across locations. For display and staffing purposes, Workforce Manager splits the activity load among the sites that compose the business unit.

Use these panes to:

*{{Link-SomewhereInThisManual|topic=CrtBUs|anchor=top|display text=Create}} a new business unit or {{Link-SomewhereInThisManual|topic=BUPrpts|anchor=top|display text=edit}} an existing one.
*Delete a business unit.
*Copy a business unit.
*Use the {{Link-SomewhereInThisManual|topic=BUStsPn|anchor=top|display text=Sites}} pane to link sites to a business unit.
|Status=No
}}{{Section
|sectionHeading=Business unit pane controls
|anchor=BusinessUnitPaneControls
|alignment=Vertical
|structuredtext={{{!}}
{{!}}-
{{!}}[[File: WM_851_icon_search.png]] '''Search''' ''field''
{{!}}Enter the search criteria. For example, the name of the business unit.
{{!}}-
{{!}}[[File: WM_851_icon-new.png]] '''New'''
{{!}}Click to create a new business unit.
{{!}}-
{{!}}[[File: WM_851_icon-delete.png]] '''Delete'''
{{!}}Click to delete the selected business unit.
{{!}}-
{{!}}[[File: WM_851_rotating_pattern_copy.png]] '''Copy'''
{{!}}Click to copy the selected business unit to create a new one.
{{!}}-
{{!}}[[File: WM_851_icon-help.png]] '''Help'''
{{!}}Click to view a Help topic for the '''Business Unit''' pane.
{{!}}}

When you create a business unit, the '''Properties''' pane is open for any selected business unit. It is the default selection in this pane. (The other selection is {{Link-SomewhereInThisManual|topic=BUStsPn|anchor=top|display text=Sites}}.)
|Status=No
}}{{Section
|sectionHeading=Properties pane controls
|anchor=PropertiesPaneControls
|alignment=Vertical
|structuredtext={{{!}}
{{!}}-
{{!}}[[File: WM_851_icon-save.png]] '''Save Now'''
{{!}}Click to save the properties after you have entered them or made changes.
{{!}}-
{{!}}[[File: WM_851_icon-help.png]] '''Help'''
{{!}}Click to view a Help topic for the '''Properties''' pane.
{{!}}-
{{!}}'''Name''' ''field''
{{!}}Enter a name for the business unit.
{{!}}-
{{!}}'''Time Zone''' ''drop-down list''
{{!}}Click to select a time zone for this business unit.
{{!}}}
|Status=No
}}
}}

@@ Line 67: / Line 67: @@
 |anchor=BUPrpts
 |alignment=Vertical
-|structuredtext=When you click an existing business unit (BU) name in the '''Business Units''' pane, the '''Business Unit Properties''' pane opens by default.
+|structuredtext=When you click an existing business unit (BU) name in the '''Business Units''' pane, the '''Business Unit Properties''' pane opens by default. {{AnchorDiv|WkStrtDy}}
 Use this pane to edit the business unit:
@@ Line 167: / Line 167: @@
 |anchor=BUSCfgrPn
 |alignment=Vertical
-|structuredtext=You must have the {{Link-SomewhereInThisManual|topic=CfgtnRlP|anchor=AccssBkEnd|display text=Access backend configuration}} security right to view the '''Business Units &gt; Configuration''' pane.
+|structuredtext=You must have the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=AccssBkEnd|display text=Access backend configuration}} security right to view the '''Business Units &gt; Configuration''' pane.
 Use the '''Configuration''' pane and the parameters described below to configure the Data Aggregator (DA) setup for the Business Unit.

@@ Line 5: / Line 5: @@
 |Context=Use these controls to create business units (BU) that consists of a set of sites that may be grouped together because the agents at the sites perform the same activity, or for ease of management.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/OrgBUs - 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"