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

Mary.hachey@genesys.com: Published

2021-06-21T17:16:46Z

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Mhachey: Published

2020-10-06T13:59:59Z

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Mhachey: Published

2020-10-05T14:26:01Z

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Mhachey: Published

2020-10-02T23:38:06Z

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

2020-07-25T02:36:29Z

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

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2020-06-08T15:29:50Z

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New page

{{Article
|Standalone=No
|DisplayName=Scenario Weekly View
|TocName=Scenario Weekly View
|Context=Open the view to display a summary table of total paid hours, working start/end times, or shift names.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=The table in the '''Scenario Weekly''' view shows information for a selected scenario, and for selected agents and/or profiles.

You can select agents under different sites at the same time, but all sites must be within a single business unit.

The toolbar at the top of this view is shown here. See the {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=MdfyThSchd|display text=button descriptions}} below.

[[File: WM_851_toolbar-master-schedule-scenario-weekly.png|link=https://all.docs-content.genesys.com/File:WM_851_toolbar-master-schedule-scenario-weekly.png]]

The '''Scenario Weekly''' view also enables you to see summary tables of total paid hours, working start/end times, or shift names for your schedule planning period. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnWklyVw|anchor=Mode|display text=Mode}} for details.
|Status=No
}}{{Section
|sectionHeading=Displaying the view
|anchor=DsplScnWklyVw
|alignment=Vertical
|structuredtext=To display the Scenarios view:

#From the '''Home''' menu on the toolbar, select '''Schedule'''.
#From the '''Schedule''' menu on the toolbar, select '''Scenarios'''.
#:The {{Link-SomewhereInThisManual|topic=SchdScnVw|anchor=RdgScnrTbl|display text=Schedule Scenarios}} table appears.
#Open a scenario by double-clicking its name in the table list or by selecting its name and clicking '''Open''' [[File: WM_851_icon-open.png]] .
#;The scenario's name appears on the toolbar, as a menu.

To display the open '''Scenarios''' '''Weekly''' view:

#From the '''scenario_name''' menu on the toolbar, select '''Weekly'''.
#On the '''Objects''' pane, select the appropriate item(s) from either the '''Agents''' tree (above) or the '''Activities''' tree (below).<br> WFM then selects matching item(s) from the other tree.
#;You can expand business units to display their sites and expand sites to display their teams and agents. You can select multiple sites, teams, and agents, but only one business unit.
#;If profile agents were created for this site during schedule building, these profiles appear within a '''Profiles''' team.
#Click '''Get data''' to populate the '''Weekly''' view {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=UsgThTbl|display text=table}} for the selected agents.
|Status=No
}}{{Section
|sectionHeading=Using the table
|anchor=UsgThTbl
|alignment=Vertical
|structuredtext=The '''Weekly''' view table contains rows for each agent or profile that you selected in the '''Objects''' tree. (If a scroll bar is displayed to the right, you can use it to reveal more agents.)

This table includes the following columns:
{{{!}}
{{!}}-
{{!}}'''[Expand/Collapse]'''
{{!}}If in {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=Mode|display text=Planning Period}} mode, the first column provides {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=ExpColps|display text=expand/collapse controls}} that you use to display or hide each agent's or profile's weekly schedule details.
{{!}}-
{{!}}'''Team'''
{{!}}This column lists each agent's or profile's team.
{{!}}-
{{!}}'''Agent'''
{{!}}Two columns show an icon representing this agent's or profile's contract, and then the agent's or profile's name.
{{!}}-
{{!}}'''[Week Start Dates]'''
{{!}}In {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=Mode|display text=Planning Period}} mode, when you display agent details, the rows below each agent's or profile's name indicate the start date for each week in the scenario. {{AnchorDiv|WkStrtDts}}
{{!}}-
{{!}}'''[Weekdays]'''
{{!}}These cells show agent schedule information for each weekday, for each week in the scenario. The cells' contents correspond to your selection from the {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=ShwDtFr|display text=Show Data for}} drop-down list.

If the agent is not scheduled for a shift, the cell contains '''Day Off''', the name of a full-day time-off type, '''<''shift''>''' (for scheduled working hours without a shift), or an exception name (for scheduled full-day exceptions).

An icon in the cell for a weekday indicates whether the schedule has been changed for that agent.

*If the agent's schedule for that day was assigned during scheduling or rescheduling, no icon appears.
*If the agent's day was edited after scheduling or rescheduling, a light-gray pencil icon appears.
*If the agent's day was assigned by trading or swapping, the swap icon appears.
*A '''Yield''' icon (upside-down red triangle) appears if there are pending changes that have not yet been committed to the scenario.

If there have been multiple changes, the icon represents the most recent status.
{{!}}-
{{!}}'''Weekly Totals'''
{{!}}Shows each agent's or profile's total paid hours for the displayed week.
{{!}}-
{{!}} nowrap=""{{!}}'''Long (Planning) Period Totals'''
{{!}}Shows each agent's or profile's total paid hours for the schedule planning period. This period's duration and start date are set in the '''Policies > Contracts > Site Settings''' tab.
{{!}}}

The '''Weekly Totals''' and '''Period Totals''' boxes below the table show a grand total of the paid hours for all selected agents for the weekly or planning period, respectively.

If you specified the '''Week Start Day''' setting in the {{Link-SomewhereInThisManual|topic=BUPrpts|anchor=WkStrtDy|display text=Business Units Properties}}, the first weekday becomes the week start day. Otherwise, the first weekday is the one specified in your operating system's regional settings.
|Status=No
}}{{Section
|sectionHeading=Customizing the view
|anchor=CstmzScnWklyVw
|alignment=Vertical
|structuredtext=To customize the {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=UsgThTbl|display text=table}} '''Scenario Weekly''' view, use these controls at the top of the working pane:

{{AnchorDiv|ShwDtFr}}
===Show data for===
From this drop-down list, select what you want to be displayed inside each day's table cell:
{{{!}}
{{!}}-
{{!}}'''Total Paid Hours'''
{{!}}Total paid time for the day.
{{!}}-
{{!}}'''Start/End Times'''
{{!}}Start and end times of agents' work.
{{!}}-
{{!}}'''Shift''' or '''Schedule State Names'''
{{!}}Names of agents' assigned shifts and other full-day states.
{{!}}}

{{AnchorDiv|Mode}}
===Mode===
Select one '''Week''' or '''Planning Period''' from the '''Mode''' drop-down list. The table displays data for the selected period. If no schedule planning period was configured or if more than one site is selected on the '''Object''' pane, then the '''Planning Period''' option is disabled.

===Planning Period mode===
The '''Scenario Planning Period''' mode displays schedules for the entire planning period, even if the scenario range is shorter than the number of weeks in your planning period or if the scenario's date range falls on the boundary between two different planning periods.

In these cases, different shades of white and gray indicate the type of date range that you are viewing.

====Planning period color legend:====

*'''White'''—Indicates dates that fall within both the scenario period and the planning period.
*'''Light Gray'''—Indicates dates that fall within the scenario period but are outside the planning period.
*'''Gray'''—Indicates dates that fall outside the scenario period but are within the planning period.
*'''Dark Gray'''—Indicates dates that are outside both the scenario and the planning period.

===Filter and sort the schedule data===
You can use the following buttons on the '''Actions''' toolbar (these commands also appear in the '''Actions''' menu) to further customize the displayed {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=UsgThTbl|display text=table}}:
{{{!}}
{{!}}-
{{!}}{{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=Optns|display text=Options}}
{{!}}Opens the {{Link-SomewhereInThisManual|topic=MstSWzWVOptsDlgBx|anchor=top|display text=Options dialog}}. Enables you to customize the view by including the '''Agent Rank''' and '''Site Name''' columns.
{{!}}-
{{!}}{{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=Fltr|display text=Filter}}
{{!}}Enables you to filter the displayed information by activities and contract types. (If you set a new filter, this immediately refreshes the view.)
{{!}}-
{{!}}{{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=Srt|display text=Sort}}
{{!}}Opens the {{Link-SomewhereInThisManual|topic=SrtgDlgBx|anchor=top|display text=Sorting dialog}}, which allows sorting by name, owner, sharing, time of creation, time of last modification, scenario start date, or scenario end date. You can sort in ascending or descending order.
{{!}}}
|Status=No
}}{{Section
|sectionHeading=Finding agents
|anchor=FndgAgnts
|alignment=Vertical
|structuredtext=To find a specific agent in the '''Scenario Weekly''' view:

#To search the table for particular agents, select '''Find''' from the '''Edit''' menu or press Ctrl + F.
#;The {{Link-SomewhereInThisManual|topic=FndAgtTbl|anchor=top|display text=Find Agents}} dialog opens. You can search by first or last name.
#Enter part or all of the agent's name, and then click '''OK'''.
#;The '''Weekly''' view display shifts to display the table row for the selected agent.
|Status=No
}}{{Section
|sectionHeading=Toolbar: Modifying the schedule
|anchor=MdfyThSchd
|alignment=Vertical
|structuredtext=You can use the following buttons on the '''Actions''' toolbar (or on the '''Actions''' menu) to modify the displayed schedule scenario:
{{{!}}
!Icon
!Name
!Description
{{!}}-
{{!}}[[File: WM_851_icon-publish.png]]
{{!}}'''Publish'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SIPblshSchWz|display text=Publish Schedule Wizard}}, where you can publish a portion of the selected scenario to the Master Schedule, or extract a portion of the Master Schedule to the selected scenario.
{{!}}-
{{!}}[[File: WM_851_icon-add-remove.png]]
{{!}} nowrap=""{{!}}'''Add/Remove schedule elements'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ARSchdElmtsWz}}, where you can add activities, and add or remove agents, for the current schedule scenario.
{{!}}-
{{!}}[[File: WM_851_icon-build-schedule.png]]
{{!}}'''Build schedule'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdBldWzd}}, which builds a complete schedule for the selected site.
{{!}}-
{{!}}[[File: WM_851_icon-rebuild-schedule.png]]
{{!}}'''Rebuild schedule'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchedRBWiz}}, where you can modify and rebuild schedules, while optionally leaving intact any agent schedules that you have edited since the last build/rebuild.
{{!}}-
{{!}}[[File: WM_851_icon-rebuild-intra-day-sche.png]]
{{!}}'''Re-build intra-day schedule'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdRBWzdInrDy}} to rebuild an Intra-Day schedule for a specific day or time period for a site, team, or agent.
{{!}}-
{{!}}[[File: WM_851_icon-validate-schedule.png]]
{{!}}'''Validate schedule'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdlVldn|anchor=RvwVldnMsgWnd|display text=Review Messages}} window which lists scheduling warnings for a selected site. Warnings will only be visible if you have built a schedule for this scenario already, and you chose to save any warnings that were generated.
{{!}}-
{{!}}[[File: WM_851_icon-close.png]]
{{!}}'''Close'''
{{!}}Closes the open scenario (and prompts you to save unsaved data).
{{!}}-
{{!}}[[File: WM_851_icon-options.png]]
{{!}}'''Options'''
{{!}}Opens the {{Link-SomewhereInThisManual|topic=MstSWzWVOptsDlgBx|anchor=top|display text=Options}} dialog box. Enables you to select/de-select the Agent Rank and Site Name columns. {{AnchorDiv|Optns}}
{{!}}-
{{!}}[[File: WM_851_icon-filter.png]]
{{!}}'''Filter'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdFltrDlgBx|display text=Filter}} dialog. Enables you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.) {{AnchorDiv|Fltr}}
{{!}}-
{{!}}[[File: WM_851_icon-sort.png]]
{{!}}'''Sort'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SrtgDlgBx|display text=Sorting}} dialog. Here you can sort schedules by Site name, Team Name, Contract, Agent Name (first or last), or Agent Rank. You can then sort agents by First name or Last name, and you can sort the entire list by ascending or descending order.
{{NoteFormat|'''Agent Rank''' sorts in apparent reverse order due to limitations imposed by multi-sorting by both agent name and rank.|2}}
{{AnchorDiv|Srt}}
{{!}}-
{{!}}[[File: WM_851_icon-swap.png]]
{{!}}'''Swap'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SwpAgntSchdWz}} window, which enables you to swap two agents' schedules.
{{!}}-
{{!}}[[File: WM_851_icon-insert-multiple.png]]
{{!}}'''Insert Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=InsrtMltpWzd}}, which enables you to add multiple items to the scenario at one time.
{{!}}-
{{!}}[[File: WM_851_icon-delete-multiple.png]]
{{!}}'''Delete Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=DltMltpWzd}}, which enables you to remove multiple items from the scenario at one time.
{{!}}-
{{!}}[[File: WM_851_icon-commit-multiple-rollba.png]]
{{!}}'''Commit/Rollback Multiple'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CmmtRBMltpWiz}}, which enables you to insert pending changes into the schedule scenario or to remove them and return the scenario to its former settings.
{{!}}-
{{!}}[[File: WM_851_icon-meeting-scheduler.png]]
{{!}}'''Meeting Scheduler'''
{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MtgSchdrWiz}}, which enables you to schedule meetings to already built scenarios for selected agents.
{{!}}}
|Status=No
}}
}}

@@ Line 263: / Line 263: @@
 The view is now filtered according to your selection. If you have filtered a scenario view, this filter remains in effect until you close the scenario. However, if you select another site and then click the '''Filter''' button, the '''Filter''' dialog box reopens with its default settings.
 |Status=No
 }}
 }}

@@ Line 237: / Line 237: @@
 *Select '''Agent Rank''' to add a column to the '''Weekly View''' grid that displays an agent's '''Rank value'''.
 *Select '''Site Name''' to display the '''Site''' column.
 |Status=No
 }}
 }}

@@ Line 186: / Line 186: @@
 {{!}}[[File: WM_851_icon-options.png]]
 {{!}}'''Options'''
-{{!}}Opens the {{Link-SomewhereInThisManual|topic=MstSWzWVOptsDlgBx|anchor=top|display text=Options}} dialog box. Enables you to select/de-select the Agent Rank and Site Name columns. {{AnchorDiv|Optns}}
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnWklyVw|anchor=OptDBxWklyVw|display text=Options}} dialog box. Enables you to select/de-select the Agent Rank and Site Name columns. {{AnchorDiv|Optns}}
 {{!}}-
 {{!}}[[File: WM_851_icon-filter.png]]
 {{!}}'''Filter'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdFltrDlgBx|display text=Filter}} dialog. Enables you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.) {{AnchorDiv|Fltr}}
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnWklyVw|anchor=SchdFltrDlgBx|display text=Filter}} dialog. Enables you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.) {{AnchorDiv|Fltr}}
 {{!}}-
 {{!}}[[File: WM_851_icon-sort.png]]
 {{!}}'''Sort'''
-{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SrtgDlgBx|display text=Sorting}} dialog. Here you can sort schedules by Site name, Team Name, Contract, Agent Name (first or last), or Agent Rank. You can then sort agents by First name or Last name, and you can sort the entire list by ascending or descending order.
+{{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ScnWklyVw|anchor=SrtgDlgBx|display text=Sorting}} dialog. Here you can sort schedules by Site name, Team Name, Contract, Agent Name (first or last), or Agent Rank. You can then sort agents by First name or Last name, and you can sort the entire list by ascending or descending order.
 {{NoteFormat|'''Agent Rank''' sorts in apparent reverse order due to limitations imposed by multi-sorting by both agent name and rank.|2}}
 {{AnchorDiv|Srt}}

@@ Line 26: / Line 26: @@
 #From the '''Home''' menu on the toolbar, select '''Schedule'''.
 #From the '''Schedule''' menu on the toolbar, select '''Scenarios'''.
-#:The {{Link-SomewhereInThisManual|topic=SchdScnVw|anchor=RdgScnrTbl|display text=Schedule Scenarios}} table appears.
+#:The {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdlScns|anchor=RdgScnrTb|display text=Schedule Scenarios}} table appears.
 #Open a scenario by double-clicking its name in the table list or by selecting its name and clicking '''Open''' [[File: WM_851_icon-open.png]] .
 #;The scenario's name appears on the toolbar, as a menu.
@@ Line 82: / Line 82: @@
 The '''Weekly Totals''' and '''Period Totals''' boxes below the table show a grand total of the paid hours for all selected agents for the weekly or planning period, respectively.
-If you specified the '''Week Start Day''' setting in the {{Link-SomewhereInThisManual|topic=BUPrpts|anchor=WkStrtDy|display text=Business Units Properties}}, the first weekday becomes the week start day. Otherwise, the first weekday is the one specified in your operating system's regional settings.
+If you specified the '''Week Start Day''' setting in the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=OrgBUs|anchor=BUPrpts|display text=Business units properties}}, the first weekday becomes the week start day. Otherwise, the first weekday is the one specified in your operating system's regional settings.
 |Status=No
 }}{{Section
@@ Line 218: / Line 218: @@
 {{!}}Opens the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MtgSchdrWiz}}, which enables you to schedule meetings to already built scenarios for selected agents.
 {{!}}}
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Open the view to display a summary table of total paid hours, working start/end times, or shift names.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

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

Mary.hachey@genesys.com: Published

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"