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

WikiSysop at 13:53, May 16, 2022

2022-05-16T13:53:22Z

Brian.Marshall.IX: Published

2022-05-13T14:13:08Z

Published

WikiSysop at 14:00, May 13, 2022

2022-05-13T14:00:38Z

Mhachey: Published

2020-10-13T23:16:58Z

Published

Mhachey: Published

2020-10-13T23:14:54Z

Published

Mhachey: Published

2020-10-13T22:57:31Z

Published

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

2020-07-25T02:36:36Z

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

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

2020-07-15T11:50:32Z

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

Bgrenon: Published

2020-06-08T15:29:35Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Scenario Staffing View
|TocName=Scenario Staffing View
|Context=Edit calculated and required staffing in selected Forecast scenarios.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=The toolbar at the top of the '''Staffing''' view is shown here. See the {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=MdfyMngScn|display text=button descriptions}} below.

[[File: WM_851_toolbar-forecast-staffing.png]]

This view provides standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} and a grid that shows staffing levels for days or timesteps.
|Status=No
}}{{Section
|sectionHeading=Displaying the view
|anchor=DsplStfVw
|alignment=Vertical
|structuredtext=To display the '''Staffing''' view:
<ol>
<li>Select '''Forecast''' from the '''Home''' menu on the toolbar.</li>
<li>Select '''Scenarios''' from the '''Forecast''' menu on the toolbar.</li>
<li>Select a scenario from the list in the data pane, and open it.</li>
<li>Select the open scenario's name from the '''Forecast''' menu on the toolbar.
{{NoteFormat|All open scenarios appear on the menu.|2}}</li>
<li>Select '''Staffing''' from the '''<''selected scenario name''>''' menu on the toolbar.</li>
<li>In the '''Objects''' tree, select an '''activity''', '''multi-site activity''', '''site''', '''business unit''', or '''enterprise'''.</li>
</ol>

The view displays a graph above a table, each containing the same statistics, and controls that set the data display properties for the graph and table.

If you do not see any data, you may need to adjust the '''Period''', '''Granularity''', or '''Date''' controls at the top of the window to reflect those used for the forecast.
|Status=No
}}{{Section
|sectionHeading=Setting the data display properties and date range
|anchor=PrpDR
|alignment=Vertical
|structuredtext=Use these controls to customize the data display in the graph and table:
<ul>
<li>'''Period''' ''drop-down list''—Change the time range for the graph and the grid by selecting '''Year''', '''Month''', or '''Week'''<nowiki>.
{{NoteFormat| </nowiki>'''Planning Period''' also appears as a value in the '''Period'''<nowiki> list if the selected site has a configured planning period.}}</nowiki> If you select '''Week''', you can further adjust each row's time range by selecting <tt>15</tt>, <tt>30</tt>, or <tt>60</tt> (minutes) from the '''Granularity''' drop-down list.</li>
<li>'''Show Statistics''' ''drop-down list''—Specify what data is displayed in the graph and table by selecting from these choices: '''Calculated Staffing''', '''Required Staffing''', '''Calculated and Required Staffing'''.</li>
<li>'''Show Columns''' ''check boxes''—Show (or hide) data columns in the table by selecting or clearing the '''Calculated''' and '''Required''' check boxes.</li>
<li>Use standard {{Link-SomewhereInThisManual|topic=DtSlctrs|anchor=top|display text=date-selection controls}} (in the upper right portion of the window) to jump to a different week within the Scenario Forecast's date range.</li>
</ul>
|Status=No
}}{{Section
|sectionHeading=Reading the data
|anchor=RdgDta
|alignment=Vertical
|structuredtext=The table provides columns that display the following statistics:
{{{!}}
{{!}}-
{{!}} nowrap=""{{!}}'''Week/Time Step'''
{{!}}Identifies the range of dates or timesteps on this row. (The column's label and contents depend on the date range and granularity that you selected above.)
{{!}}-
{{!}}'''[Days or Dates]'''
{{!}}If you select the '''Month''' date range, each group of columns shows statistics for one full day. If you select the '''Week''' date range, each group of columns indicates one day. The top row shows daily totals measured in '''Full-Time Equivalents''' (defined below). Each lower row shows statistics for one timestep on that date. {{AnchorDiv|FllTmEqvl}}(Timestep durations depend on the granularity that you selected above.) '''Full Time Equivalent''' (FTE) is a standard measurement used within contact centers that allows the analyst to do an "apples-to-apples" comparison of the number of agents required to handle the expected interaction volume, across activities that may have different open hours, different planned overheads, and so on. In WFM, the number of FTEs is provided for informational purposes only. It does not affect the Intra-Day staffing requirements that WFM produces, which is the basis for building schedules.
{{!}}-
{{!}}'''Calc'''
{{!}}Shows the calculated number of agents for each day (measured in {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=FllTmEqvl|display text=Full Time Equivalents}}) or for each timestep (measured in '''Single Skill Equivalents'''). You can edit these cells' contents. See '''Req''' column for more information on''' Calculated''' and '''Required Staffing'''. {{AnchorDiv|Calc}}
{{!}}-
{{!}}'''Req'''
{{!}}Shows the required number of agents for each day (measured in {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=FllTmEqvl|display text=Full Time Equivalents}}) or for each timestep (measured in '''Single Skill Equivalents'''). You can edit these cells' contents. WFM populates '''Calculated Staffing''' when you build staffing through the {{Link-SomewhereInThisManual|topic=StffgBldWzd|anchor=top|display text=Staffing Build Wizard}}. '''Required Staffing''' is a user-defined data series. It can be populated based on data from the '''Calculated Staffing''' data series, or you can copy and paste data from an external spreadsheet into these columns. When building schedules, the {{Link-SomewhereInThisManual|topic=SBWSltStsBldOpts|anchor=UsRqd|display text=Use Required}} option lets you base a schedule on '''Calculated''' or '''Required Staffing'''. This allows you to take the staffing forecast that WFM provides and adjust it in a user-defined way. {{AnchorDiv|Req}}
{{!}}-
{{!}}'''[Weekly Totals]'''
{{!}}If you select the '''Week''' date range, the columns at right show weekly totals for the displayed statistics.
{{!}}}

{{NoteFormat|You can copy and paste data between the grid and a spreadsheet.|2}}
|Status=No
}}{{Section
|sectionHeading=Modifying and managing scenario data
|anchor=MdfyMngScn
|alignment=Vertical
|structuredtext=You can use the following buttons on the '''Actions''' toolbar (these commands also appear on the '''Actions''' menu):
{{{!}}
!Icon
!Name
!Description
{{!}}-
{{!}}[[File: WM_851_icon-publish.png]]
{{!}}'''Publish'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=PblshExtrFrcsts|display text=Publish Forecast Wizard}}, where you can publish a forecast directly to the master schedule.
{{!}}-
{{!}}[[File: WM_851_icon-add-activity.png]]
{{!}}'''Add activity'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=AddActvWndw|display text=Add Activity window}}, where you can add activities to this forecast scenario.
{{!}}-
{{!}}[[File: WM_851_icon-remove-activity.png]]
{{!}}'''Remove activity'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RmvActvWdw|display text=Remove Activity window}}, where you can remove activities from this forecast scenario.
{{!}}-
{{!}}[[File: WM_851_icon-save.png]]
{{!}}'''Save'''
{{!}}Saves your changes to this forecast scenario.
{{!}}-
{{!}}[[File: WM_851_icon-save-as-template.png]]
{{!}}'''Save as template'''
{{!}}Opens the {{Link-SomewhereInThisManual|topic=SvAsTmplDlgBx|anchor=top|display text=Save as Template dialog box}}, where you can save data from this scenario as a forecast template.
{{!}}-
{{!}}[[File: WM_851_icon-build-schedule.png]]
{{!}}'''Build'''
{{!}}Opens the {{Link-SomewhereInThisManual|topic=StffgBldWzd|anchor=top|display text=Staffing Build Wizard}}, which builds staffing data for the selected activity.
{{!}}-
{{!}}[[File: WM_851_icon-comments.png]]
{{!}}'''Comments'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=AddCmmtFrcst|display text=Comments window}}, where you can enter comments for each day of the forecast.
{{!}}-
{{!}}[[File: WM_851_icon-close.png]]
{{!}}'''Close'''
{{!}}Closes this scenario, prompting you to save any unsaved changes.
{{!}}-
{{!}}[[File: WM_851_icon-use-multi-site-activities.png]]
{{!}}'''Use multi-site activities'''
{{!}}Controls whether WFM Web's calculation of aggregated information includes multi-site activities. You can select this button only if you first select a '''multi-site activity''', '''business unit''', or '''enterprise''' in the '''Objects''' tree. If you set this button to '''On''', WFM retains your last selection—in the current view and for all other views that contain multi-site activities—preventing you from having to click it every time you want to display data for the selected multi-site activity.
{{!}}-
{{!}}[[File: WM_851_icon-required-staffing.png]]
{{!}}'''Required staffing'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RqdStffgWiz|display text=Required Staffing Wizard}}, where you can set the forecast's required number of agents.
{{!}}-
{{!}}[[File: WM_851_icon-split-forecast.png]]
{{!}}'''Split'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=StffgSpltWiz|display text=Staffing Split Wizard}}, which splits staffing from a multi-site activity Staffing forecast scenario. {{AnchorDiv|SpltBtn}}
{{!}}-
{{!}}[[File: WM_851_icon-budgeting.png]]
{{!}}'''Budgeting'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=StffgBdgtInfo|display text=Budgeting Information dialog box}}, where you can specify the start and end dates of the target range, paid hours and wage that are to be used for FTE calculations.
{{!}}}
|Status=No
}}
}}

@@ Line 105: / Line 105: @@
 {{!}}[[File: WM_851_icon-build-schedule.png]]
 {{!}}'''Build'''
-{{!}}Opens the {{Link-SomewhereInThisManual|topic=StffgBldWzd|anchor=top|display text=Staffing Build Wizard}}, which builds staffing data for the selected activity. If you select a BU or Site, this button opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=StffgBldWzdMulti|display text=Staffing Build Wizard for Multiple Activities}}.
+{{!}}Opens the {{Link-SomewhereInThisManual|topic=StffgBldWzd|anchor=top|display text=Staffing Build Wizard}}, which builds staffing data for the selected activity.<!-- If you select a BU or Site, this button opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=StffgBldWzdMulti}}. -->
 {{!}}-
 {{!}}[[File: WM_851_icon-comments.png]]

@@ Line 129: / Line 129: @@
 {{!}}[[File: WM_851_icon-budgeting.png]]
 {{!}}'''Budgeting'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=StffgBdgtInfo|display text=Budgeting Information dialog box}}, where you can specify the start and end dates of the target range, paid hours and wage that are to be used for FTE calculations.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnStffgVw|anchor=StffgBdgtInfo|display text=Budgeting Information dialog}}, where you can specify the start and end dates of the target range, paid hours and wage that are to be used for FTE calculations.
 {{!}}}
 |Status=No

@@ Line 65: / Line 65: @@
 {{!}}-
 {{!}}'''Req'''
-{{!}}Shows the required number of agents for each day (measured in {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=FllTmEqvl|display text=Full Time Equivalents}}) or for each timestep (measured in '''Single Skill Equivalents'''). You can edit these cells' contents.<br><br>  WFM populates '''Calculated Staffing''' when you build staffing through the {{Link-SomewhereInThisManual|topic=StffgBldWzd|anchor=top|display text=Staffing Build Wizard}}. '''Required Staffing''' is a user-defined data series. It can be populated based on data from the '''Calculated Staffing''' data series, or you can copy and paste data from an external spreadsheet into these columns. When building schedules, the {{Link-SomewhereInThisManual|topic=SBWSltStsBldOpts|anchor=UsRqd|display text=Use Required}} option lets you base a schedule on '''Calculated''' or '''Required Staffing'''. This allows you to take the staffing forecast that WFM provides and adjust it in a user-defined way. {{AnchorDiv|Req}}
+{{!}}Shows the required number of agents for each day (measured in {{Link-SomewhereInThisManual|topic=ScnStffgVw|anchor=FllTmEqvl|display text=Full Time Equivalents}}) or for each timestep (measured in '''Single Skill Equivalents'''). You can edit these cells' contents.<br><br>  WFM populates '''Calculated Staffing''' when you build staffing through the {{Link-SomewhereInThisManual|topic=StffgBldWzd|anchor=top|display text=Staffing Build Wizard}}. '''Required Staffing''' is a user-defined data series. It can be populated based on data from the '''Calculated Staffing''' data series, or you can copy and paste data from an external spreadsheet into these columns. When building schedules, the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdBldWzd|anchor=UsRqd|display text=Use Required}} option lets you base a schedule on '''Calculated''' or '''Required Staffing'''. This allows you to take the staffing forecast that WFM provides and adjust it in a user-defined way. {{AnchorDiv|Req}}
 {{!}}-
 {{!}}'''[Weekly Totals]'''
@@ Line 89: / Line 89: @@
 {{!}}[[File: WM_851_icon-add-activity.png]]
 {{!}}'''Add activity'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=AddActvWndw|display text=Add Activity window}}, where you can add activities to this forecast scenario.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=FSFrcstScnVw|anchor=AddActvWndw|display text=Add Activity window}}, where you can add activities to this forecast scenario.
 {{!}}-
 {{!}}[[File: WM_851_icon-remove-activity.png]]
 {{!}}'''Remove activity'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RmvActvWdw|display text=Remove Activity window}}, where you can remove activities from this forecast scenario.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=FSFrcstScnVw|anchor=RmvActvWdw|display text=Remove Activity window}}, where you can remove activities from this forecast scenario.
 {{!}}-
 {{!}}[[File: WM_851_icon-save.png]]
@@ Line 101: / Line 101: @@
 {{!}}[[File: WM_851_icon-save-as-template.png]]
 {{!}}'''Save as template'''
-{{!}}Opens the {{Link-SomewhereInThisManual|topic=SvAsTmplDlgBx|anchor=top|display text=Save as Template dialog box}}, where you can save data from this scenario as a forecast template.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=FrcstTmpl|anchor=SvAsTmplDlgBx|display text=Save as Template dialog box}}, where you can save data from this scenario as a forecast template.
 {{!}}-
 {{!}}[[File: WM_851_icon-build-schedule.png]]
@@ Line 109: / Line 109: @@
 {{!}}[[File: WM_851_icon-comments.png]]
 {{!}}'''Comments'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=AddCmmtFrcst|display text=Comments window}}, where you can enter comments for each day of the forecast.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=FSFrcstScnVw|anchor=AddCmmtFrcst|display text=Comments window}}, where you can enter comments for each day of the forecast.
 {{!}}-
 {{!}}[[File: WM_851_icon-close.png]]

@@ Line 5: / Line 5: @@
 |Context=Edit calculated and required staffing in selected Forecast scenarios.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

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

WikiSysop at 13:53, May 16, 2022

Brian.Marshall.IX: Published

WikiSysop at 14:00, May 13, 2022

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"