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

Mary.hachey@genesys.com: Published

2021-03-30T14:08:42Z

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Mary.hachey@genesys.com: Published

2021-03-30T14:06:27Z

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Mary.hachey@genesys.com: Published

2021-03-04T21:23:31Z

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Mhachey: Published

2020-09-17T16:04:08Z

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Mhachey: Published

2020-09-04T21:13:02Z

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

2020-07-25T02:36:25Z

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

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

2020-07-15T11:49:57Z

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

Bgrenon: Published

2020-06-08T15:29:43Z

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New page

{{Article
|Standalone=No
|DisplayName=Shared Transport
|TocName=Shared Transport
|Context=Create and manage shared transport.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=Use the '''Shared Transport''' view to {{Link-SomewhereInThisManual|topic=MngSTGrps|anchor=NwST|display text=create}}, update, {{Link-SomewhereInThisManual|topic=MngSTGrps|anchor=CpyST|display text=copy}}, {{Link-SomewhereInThisManual|topic=MngSTGrps|anchor=DltST|display text=delete}}, and {{Link-SomewhereInThisManual|topic=MngSTGrps|anchor=top|display text=manage}} shared transport.

{{NoteFormat|Shared Transport is known by many different names worldwide—bus, carpool, ride share, lift share, and paratransit, for example. See [http://en.wikipedia.org/wiki/Shared_transport Wikipedia] for details.|2}}
|Status=No
}}{{Section
|sectionHeading=Accessing the view
|anchor=AccessingtheSharedTransportView
|alignment=Vertical
|structuredtext=Open the '''Shared Transport''' view in one of two ways:

*At the opening display of all WFM Web views, beneath '''Configuration''', select '''Shared Transport'''
*Select the '''Configuration''' tab, click '''Configuration''', and then select '''Shared Transport''' from the drop-down menu.
|Status=No
}}{{Section
|sectionHeading=Using the toolbar
|anchor=UsingtheToolbar
|alignment=Vertical
|structuredtext=The toolbar above the '''Shared Transport''' pane contains the following controls:
{{{!}}
{{!}}-
{{!}}[[File: WM_851_icon-new.png|link=]] '''New'''
{{!}}Creates a new shared transport, which begins by opening the {{Link-SomewhereInThisManual|topic=ShrdTrspTbs|anchor=PrpTb|display text=Properties}} tab.
{{!}}-
{{!}}[[File: WM_851_icon-delete.png|link=]] '''Delete'''
{{!}}Removes the selected shared transport. This command cannot be undone. A confirmation dialog box allows you to cancel or continue. This command is not enabled if the shared transport contains one or more agents who are not visible to the current user (because of a lack of permissions).
{{!}}-
{{!}}[[File: WM_851_icon_copy.png|link=]] '''Copy'''
{{!}}Opens the '''Copy Shared Transport''' pane.
{{!}}-
{{!}}[[File: WM_851_icon-filter.png|link=]] '''Filter'''
{{!}}{{Link-SomewhereInThisManual|topic=FltrgSTG|anchor=top|display text=Filters}} the shared transport list by agent or team.
{{!}}-
{{!}}[[File: WM_852_sort-icon.png|link=]] '''Sort'''
{{!}}Sorts the shared transport list in ascending or descending order. (You can also click the '''Shared Transport''' column header to sort the list.)
{{!}}}

This pane also includes {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=SrchFld|display text=Search}} and {{Link-SomewhereInThisManual|topic=SpvrWndw|anchor=CtxHlpIcn|display text=contextual Help}} features.
|Status=No
}}{{Section
|sectionHeading=Using the view
|anchor=UsingtheSharedTransportView
|alignment=Vertical
|structuredtext=Use the Shared Transport view in one of two ways:
<ol>
<li>In the '''Object''' pane, select a site.<br><br> The '''Shared Transport''' pane lists all shared transport groups that are associated with your selection. The list displays one shared transport group per row, with these columns:
{{{!}}
{{!}}-
{{!}} nowrap=""{{!}}'''Shared Transport'''
{{!}}Name of the shared transport group.
{{!}}-
{{!}}'''Status'''
{{!}}'''Open''' or '''Closed'''.
{{!}}-
{{!}}'''Comments'''
{{!}}Descriptive comments (if any) for the shared transport group.
{{!}}-
{{!}}'''Size'''
{{!}}Number of agents who are participating in the shared transport group. This number could be higher than the number of visible participants if you do not have security permissions to view all participants.
{{!}}-
{{!}}'''Bus'''
{{!}}A selected check box indicates that this shared transport group is the company bus. (To designate a shared transport group as the bus, select the '''Shared Transport Properties''' tab and then select the '''This is the Bus''' check box.)
{{!}}}
</li>

<li>Select a single existing '''Shared Transport''' in the list, to highlight its row and open it's {{Link-SomewhereInThisManual|topic=ShrdTrspTbs|anchor=PrpTb|display text=Properties}} tab.</li>
</ol>

{{NoteFormat|
*If you change the shift start time or shift end time for an agent who belongs to a shared transport group, a warning message appears, in the {{Link-SomewhereInThisManual|topic=MstSWzIntrDyVw|anchor=top|display text=Master Schedule Intra-Day}} and {{Link-SomewhereInThisManual|topic=ScnIntrDyVw|anchor=top|display text=Scenario Intra-Day}} views, and when you are {{Link-SomewhereInThisManual|topic=MdfyIndAgntSchd|anchor=top|display text=modifying individual agents' schedules}}.
*You can use the '''Options''' dialog box to add the '''Shared Transport Groups''' column to the grid columns table in the '''Master Schedule Intra-Day''' view. This column displays the shared transport group participation for each agent on the selected day.
*For the '''Scenario Intra-Day''' view and '''Agent Extended''' view, you can use the '''Options''' dialog box to add the following columns: '''Site Name''', '''Shared Transport''', '''Overtime''', '''Paid Hours''', '''Total Hours''', '''Start Time''', and '''Comments'''.|}}
|Status=No
}}
}}

@@ Line 144: / Line 144: @@
 #Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]].
 |structuredtextwide={{AnchorDiv|CpyST}}
-===Copy shared transport===
+===Copying shared transport===
 |Status=No
 }}{{Section

@@ Line 127: / Line 127: @@
 #Click '''Delete''' [[File: WM_851_icon-delete.png|link=]].
 #;When the '''Confirmation''' dialog opens click '''Yes''' to proceed or '''No''' to cancel the action.
-#;{{NoteFormat|Be cautious when deleting items, as this action cannot be undone.}}
+{{NoteFormat|Be cautious when deleting items, as this action cannot be undone.}}
 |Status=No
 }}{{Section
 |alignment=Horizontal
 |Media=Video
 |image=519616733
-|structuredtext====Adding participants===
+|structuredtext=To add participants to shared transport:
 #In the '''Shared Transport''' pane, select a shared transport and click the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=PrtcpTb|display text=Participants}} tab.
@@ Line 144: / Line 145: @@
 |structuredtextwide={{AnchorDiv|CpyST}}
 ===Copy shared transport===
-To copy shared transport:
+|Status=No
 #In the '''Shared Transport''' pane, select the shared transport you want to copy.
@@ Line 151: / Line 157: @@
 #If desired, check the '''Copy to the same Site''' check box.
 #;Otherwise, associate a different site by expanding the '''Enterprise''' list to select a different Site.
-#Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]].
+#Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]], and then '''Save''' [[File: WM_851_icon-save.png|link=]] .
-#;You can also choose to '''Close''' [[File: WM_851_icon_close.png|link=]] the '''Copy Shared Transport''' pane without applying your selections.
+|structuredtextwide=You can also '''Close''' [[File: WM_851_icon_close.png|link=]] the '''Copy Shared Transport''' pane without applying your selections.
 {{AnchorDiv|JnRqst}}
 ===Managing Join requests===
-To approve or decline shared transport Join requests:
+|Status=No
 #Click a shared transport that you know has pending Join requests.

@@ Line 107: / Line 107: @@
 {{AnchorDiv|NwST}}
 ===Creating shared transport===
-To create shared transport:
+|Status=No
 #In the '''Objects''' pane, select the site for the shared transport.
@@ Line 114: / Line 119: @@
 #If the mode of transport is a bus, check '''This is the bus'''.
 #Click '''Save''' [[File: WM_851_icon-save.png]].
-#You can now {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=PrtcST|display text=add participants}} to the shared transport.
+#;You can now {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=PrtcST|display text=add participants}} to the shared transport.
-{{AnchorDiv|PrtcST}}
+#In the '''Shared Transport''' pane, select the shared transport you want to delete.
-===Adding participants===
+#Click '''Delete''' [[File: WM_851_icon-delete.png|link=]].
 To add participants to shared transport:
@@ Line 125: / Line 142: @@
 #;You cannot exceed the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=MxSz|display text=maximum size}} that you set in the '''Properties''' pane.
 #Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]].
+|structuredtextwide={{AnchorDiv|CpyST}}
 ===Copy shared transport===
 To copy shared transport:

@@ Line 5: / Line 5: @@
 |Context=Create and manage shared transport.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

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

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

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"