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

Mary.hachey@genesys.com: Published

2021-12-03T13:25:01Z

Published

Mhachey: Published

2020-10-07T14:49:08Z

Published

Mhachey: Published

2020-08-19T15:34:29Z

Published

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

2020-07-25T02:36:37Z

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

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

2020-07-15T11:49:11Z

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

Bgrenon: Published

2020-06-08T15:29:47Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Scenario Intra-Day: Publish Schedule Wizard
|TocName=Scenario Intra-Day: Publish Schedule Wizard
|Context=Use this wizard to select a date range from selected scenarios to publish to or extract from the Master Schedule.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=Use the '''Publish Schedule Wizard''' to publish specific date ranges from the scenarios to Master Schedules, or extract specific date ranges from the Master Schedules to scenarios.

At any scenario view, click '''Publish''' [[File: WM_851_icon-publish.png|link=https://all.docs-content.genesys.com/File:WM_851_icon-publish.png]] . The wizard activates and presents these screens:
|Status=No
}}{{Section
|sectionHeading=Select the Action screen
|anchor=SelectActionscreen
|alignment=Vertical
|structuredtext=#Select the radio button that corresponds to the action you wish to take:
#*'''Publish to the Master Schedule'''
#*'''Extract from the Master Schedule'''
#Click '''Next'''.
|Status=No
}}{{Section
|sectionHeading=Publish to the Master Schedule from the scenario
|anchor=PblshMSScnScrn
|alignment=Vertical
|structuredtext=This screen appears only if you selected '''Publish''' to the Master Schedule at the previous screen.
<ol>
<li>Make the following selections:
<ol type="a">
<li>In the '''Dates''' area, use the spin boxes or pop-up calendars to specify '''Start''' and '''End dates''' for the selected scenario.<br> This date range is the publishing ''source''.</li>
<li>Select the '''Publish To Date Range''' check box to activate that area, then use the spin boxes or pop-up calendars to specify '''Start''' and '''End dates''' for the Master Schedule.<br> This date range is the publishing ''destination''.</li>
<li>In the '''Agents''' area, select agents from an object tree individually, or in groups by selecting teams, sites, BUs, or Enterprise.</li>
<li>Select the '''Insert Granted Exception''', '''Time Off''' and '''Day Off Calendar''' items check box to specify that this action is performed during publication.</li>
</ol></li>
<li>Click '''Finish''' (or '''Previous''' to return to the '''Select Action''' screen).</li>
</ol>
|Status=No
}}{{Section
|sectionHeading=Extract from the Master Schedule to the scenario
|anchor=XtrctMSScnScrn
|alignment=Vertical
|structuredtext=This screen appears only if you selected '''Extract''' from the Master Schedule at the previous screen.
<ol>
<li>Make the following selections:
<ol type="a">
<li>In the '''Dates''' area, use the spin boxes or pop-up calendars to specify '''Start''' and '''End dates''' for the selected scenario. This date range is the publishing ''source''.</li>
<li>In the '''Agents''' area, select agents from an object tree individually, or in groups by selecting teams, sites, business units, or Enterprise.</li>
</ol></li>
<li>Click '''Finish''' (or '''Previous''' to return to the '''Select Action''' screen).</li>
</ol>
|Status=No
}}
}}

@@ Line 86: / Line 86: @@
 ===Configuring the Options===
-To configure options in this dialog box:<ol><li>If you do not need the '''Legend''' to appear, you can clear the '''Show Schedule Legend''' check box to provide more space for the grid.</li><li>If you want to see agent availability on the grid, select the '''Show Agent Availability''' check box. Hours when an agent is unavailable are then shown in light gray on the grid.</li><li>Select the check box '''Show agents with granted and scheduled rotating pattern''' or any other calendar preference to see which schedule days contain such an item. The result: a red check box and '''Agent''' icon appears in the left-most column (labeled "!") for every '''Agent''' who meets these conditions.{{NoteFormat|You can use this tool to learn whether an agent was given a schedule based on a schedule preference, which might influence your decision to modify this agent's schedule. This icon is displayed only if the agent was given a rotating pattern or preference (such as for time off) as a result of building a schedule. If an agent’s schedule is manually edited to give him or her a preference, or a schedule from a rotating pattern, then the icon will not be displayed.|2}}</li><li>{{AnchorDiv|RdioFrHrs}}Select the radio button for the hours you want to show, '''24''' to show 24 hours or '''36''' to show 36 hours.</li><li>Select the '''Presentation''' type: '''Schedule only''', '''Schedule on top''', or '''Marked time on top'''.
+To configure options in this dialog box:<ol><li>Clear the '''Show Schedule Legend''' check box (if you do not need the '''Legend''' to appear) to provide more space for the grid.</li><li>Select the '''Show Agent Availability''' check box if you want to see agent availability on the grid. Hours when an agent is unavailable are then shown in light gray on the grid.</li><li>Select the check box '''Show agents with granted and scheduled rotating pattern''' or any other calendar preference to see which schedule days contain such an item. The result: a red check box and '''Agent''' icon appears in the left-most column (labeled "!") for every '''Agent''' who meets these conditions.{{NoteFormat|You can use this tool to learn whether an agent was given a schedule based on a schedule preference, which might influence your decision to modify this agent's schedule. This icon is displayed only if the agent was given a rotating pattern or preference (such as for time off) as a result of building a schedule. If an agent’s schedule is manually edited to give him or her a preference, or a schedule from a rotating pattern, then the icon will not be displayed.|2}}</li><li>{{AnchorDiv|RdioFrHrs}}Select the radio button for the hours you want to show, '''24''' to show 24 hours or '''36''' to show 36 hours.</li><li>Select the '''Presentation''' type: '''Schedule only''', '''Schedule on top''', or '''Marked time on top'''.
 Your selection affects the colored bars in the schedule. If '''Schedule only''' is selected, you cannot see '''Marked time'''.
 </li></ol>
@@ Line 92: / Line 92: @@
 {{AnchorDiv|PrsntMrkTim}}
 ===Configuring Performance===
-To configure the '''Performance''' tab (not available in '''Agent-Extended''' view):<ol><li>If you select the Show Performance Information check box, you can further customize exactly what performance information WFM Web shows on the '''Intra-Day Schedule''' view.
+To configure the '''Performance''' tab (not available in '''Agent-Extended''' view):
 If you clear this check box, the rest of the options on this tab are disabled.
-</li><li>If you prefer not to see the legend that explains the colors used to distinguish performance data, clear the '''Show Performance Legend''' check box.</li><li>The '''Update Automatically''' check box determines whether schedule changes are shown when they happen.
+#If you select the Show Performance Information check box, you can further customize exactly what performance information WFM Web shows on the '''Intra-Day Schedule''' view.
-Clear this only if you have network bandwidth issues that make automatic updates a problem.
+#;If you clear this check box, the rest of the options on this tab are disabled.
-</li><li>If you selected to view performance data, you can select the check boxes to show additional information in the performance table.{{NoteFormat|You see the table ''only'' if the '''Full-Day View''' check box is not selected.|2}}In addition to scheduled coverage and calculated staffing, which always appear, you can select any or all of these '''''Show additional data''''' options to appear in the table:
+#If you prefer not to see the legend that explains the colors used to distinguish performance data, clear the '''Show Performance Legend''' check box.
 *{{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnStffgVw|anchor=Req|display text=Required Staffing}}
 *Difference between {{Link-SomewhereInThisManual|topic=MstSWzSchdSumVw|anchor=CvrgSchd|display text=Coverage}} and {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=Calc|display text=Calculated Staffing}}
@@ Line 104: / Line 112: @@
 *Scheduled ASA''' (Average Speed of Answer)'''
 *Overtime Schedule (default: cleared)
-*Overtime Requirement (default: cleared)</li></ol>{{NoteFormat|If any of the cells in the '''Difference in Calculated Staffing''' or '''Difference in Required Staffing''' columns show as understaffed, WFM alerts the user by changing the color of the cell to red. Although red is the default color,  you can change it, by using the settings in '''About &gt; Settings''' (in the upper-right corner of the GUI).}}
+*Overtime Requirement (default: cleared)
 ===Showing or hiding columns===
@@ Line 110: / Line 119: @@
 *Select the check boxes for the optional columns that you want to display. Clear the check boxes for any columns that you want to hide. For '''Intra-Day''' and '''Agent-Extended''' views, you can add the following columns: '''Site Name''', '''Shared Transport''', '''Overtime''', '''Paid Hours''', '''Total Hours''', '''Start Time''', '''Accessibility''', and '''Comments'''. In '''Intra-Day''' view, all columns are sortable, except for '''Comments'''. In '''Agent-Extended''' view, these columns are not sortable.
 |Status=No
 }}{{Section

@@ Line 90: / Line 90: @@
 </li></ol>
 ===Configuring Performance===
 To configure the '''Performance''' tab (not available in '''Agent-Extended''' view):<ol><li>If you select the Show Performance Information check box, you can further customize exactly what performance information WFM Web shows on the '''Intra-Day Schedule''' view.

@@ Line 5: / Line 5: @@
 |Context=Use this wizard to select a date range from selected scenarios to publish to or extract from the Master Schedule.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

PEC-WFM/Current/Supervisor/SIPblshSchWz - 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"