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

Mhachey: Published

2020-10-13T17:44:55Z

Published

Mhachey: Published

2020-09-23T18:18:48Z

Published

Show changes

Mhachey: Published

2020-09-20T12:26:04Z

Published

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

2020-07-25T02:36:14Z

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

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

2020-07-15T11:48:47Z

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

Bgrenon: Published

2020-06-08T15:23:59Z

Published

New page

{{ArticleUnstructured
|Platform=PureEngage
|DisplayName=Sites
|TocName=Sites
|Application=Workforce Management
|Role=Supervisor
|Tags=
|Dimension=
|Context= This page provides links to topics that explain how to create and manage sites.
}}

__NOTOC__

Sites can be equivalent to switches, which are defined in Genesys Configuration Manager and imported into WFM.

You can create sites in WFM that are unrelated to a switch. This is appropriate when switches do not correlate with your company's organization. For example, a single location could be divided into multiple entities to reflect divisions along {{Link-SomewhereInThisManual|topic=OrgBUs|anchor=top|display text=business unit}} lines.

Go to '''Configuration > Organization''' and select '''Sites'''. Now you can:
*{{Link-SomewhereInThisManual|topic=CrEdtDlSts|anchor=CrtgSts|display text=Create new sites}}
*{{Link-SomewhereInThisManual|topic=CrEdtDlSts|anchor=EdtgSts|display text=Edit sites}}
*{{Link-SomewhereInThisManual|topic=CrEdtDlSts|anchor=DltgSts|display text=Delete sites}}
*{{Link-SomewhereInThisManual|topic=AsscAgtsSt|anchor=top|display text=Associate agents with sites}}
*{{Link-SomewhereInThisManual|topic=AsscTmsSt|anchor=AddgAgntsTm|display text=Distribute agents between teams}}.

@@ Line 36: / Line 36: @@
 *'''Time Zone'''&mdash;The default time zone. To change it, select the desired time zone from the drop-down list.
 *'''Business Unit'''&mdash;The business unit, with which the site is associated.
-*'''Alarm Threshold'''&mdash;The number of minutes before or after a {{Link-SomewhereInThisManual|topic=CfgSchStGrps|anchor=top|display text=Schedule State Group}} is scheduled to occur before an agent is considered severely non-adherent. Can be set to any integer between <tt>0-1440</tt> (24 hours). The default value is <tt>5</tt> minutes.
+*'''Alarm Threshold'''&mdash;The number of minutes before or after a {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchStGrps|anchor=CfgSchStGrps|display text=schedule state group}} is scheduled to occur before an agent is considered severely non-adherent. Can be set to any integer between <tt>0-1440</tt> (24 hours). The default value is <tt>5</tt> minutes.
 *'''Allow auto-approval of schedule trades'''&mdash;Check this box to enable auto-approval of this trade type. Clear it to require manual approval of all agent schedule trades.
 *'''Allow Agents to create Shared Transport'''&mdash;Check this box to enable agents on this site to create and modify shared transport groups.
@@ Line 45: / Line 45: @@
 {{NoteFormat|There's more information about mandatory paid breaks, suppressing break-related warnings, and scheduling breaks and meals in conjunction with exceptions in the ''{{Link-SomewhereInThisVersion|manual=Administrator}}''.|2}}
 The following check boxes exist while you are creating a new site. After the site is saved these check boxes are no longer visible:
@@ Line 218: / Line 219: @@
 |anchor=StsCfgPn
 |alignment=Vertical
-|structuredtext=You must have the {{Link-SomewhereInThisManual|topic=CfgtnRlP|anchor=AccssBkEnd|display text=Access backend configuration}} security right to view the '''Sites &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 '''Sites &gt; Configuration''' pane.
 Use the '''Configuration''' pane and the parameters described below to configure the Data Aggregator (DA) setup for the site.

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
-|Platform=GenesysEngage-cloud
+|Standalone=No
 |DisplayName=Sites
-|TocName=Sites
+|Platform=GenesysEngage-cloud
 |Application=Workforce Management
 |Role=Supervisor
 }}
 Sites can be equivalent to switches, which are defined in Genesys Configuration Manager and imported into WFM.
 You can create sites in WFM that are unrelated to a switch. This is appropriate when switches do not correlate with your company's organization. For example, a single location could be divided into multiple entities to reflect divisions along {{Link-SomewhereInThisManual|topic=OrgBUs|anchor=top|display text=business unit}} lines.
-Go to '''Configuration &gt; Organization''' and select '''Sites'''. Now you can:
+Go to '''Configuration &gt; Organization''' and select '''Sites''' to complete the following tasks:
-*{{Link-SomewhereInThisManual|topic=CrEdtDlSts|anchor=CrtgSts|display text=Create new sites}}
-*{{Link-SomewhereInThisManual|topic=CrEdtDlSts|anchor=EdtgSts|display text=Edit sites}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=OrgSts|anchor=CrtgSts|display text=Create new sites}}
-*{{Link-SomewhereInThisManual|topic=CrEdtDlSts|anchor=DltgSts|display text=Delete sites}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=OrgSts|anchor=EdtgSts|display text=Edit sites}}
 *{{Link-SomewhereInThisManual|topic=AsscAgtsSt|anchor=top|display text=Associate agents with sites}}
 *{{Link-SomewhereInThisManual|topic=AsscTmsSt|anchor=AddgAgntsTm|display text=Distribute agents between teams}}.

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

Mhachey: 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"