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

Mary.hachey@genesys.com: Published

2020-11-20T15:09:17Z

Published

Mhachey: Published

2020-09-16T12:43:59Z

Published

Mhachey: Published

2020-08-24T19:59:05Z

Published

Show changes

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

2020-07-25T02:36:54Z

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

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

2020-07-15T11:49:35Z

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

Bgrenon: Published

2020-06-08T15:29:18Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Trading
|TocName=Trading
|Context=Understand the criteria for the schedule trade proposals included in the list of Trades.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=The Trading topics explain how to review, and approve or decline, agents' proposed schedule trades.

Use the Trading features to:

*View a {{Link-SomewhereInThisManual|topic=LOTrdsVw|anchor=top|display text=list of trade proposals}}.
*{{Link-SomewhereInThisManual|topic=TrdgCmtsDlgBx|anchor=top|display text=Add comments}} to proposals.
*View the {{Link-SomewhereInThisManual|topic=SchDtlsDlgBx|anchor=top|display text=schedule details}} for the agents involved in trades.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Criteria for the list of trades
|anchor=CriteriaListofTrades
|alignment=Vertical
|Media=
|image=
|structuredtext=The {{Link-SomewhereInThisManual|topic=LOTrdsVw|anchor=top|display text=List of Trades}} displays a week's schedule trading information for a single site at a time. Controls enable you to view {{Link-SomewhereInThisManual|topic=SchDtlsDlgBx|anchor=top|display text=details}} about each trade, to accept or decline the trade, and to enter {{Link-SomewhereInThisManual|topic=TrdgCmtsDlgBx|anchor=top|display text=comments}} about your decision.

Trade proposals appear in the list of trades if they meet the following criteria:

*The trade has not been automatically approved. Automatic approval is based on WFM's built-in trade rules or on exception types' own configured trade rules.
*The trade has not been automatically cancelled. WFM automatically cancels a proposed trade if either agent's schedule has been modified in some way in the Master Schedule since the trade request was made. For example, a supervisor has explicitly modified the agent schedule; or another trade, with overlapping schedule data, has been approved and executed.
*The trade has not been automatically declined. WFM automatically declines a proposed trade if either agent's schedule overlaps with overnight schedule from the previous day for a recipient agent.
*The trade has not yet been explicitly {{Link-SomewhereInThisManual|topic=LOTrdsVw|anchor=Accepting_or_Declining_Trades|display text=approved or declined}} by any supervisor. Once acted upon, trades no longer appear in the list.

If a trade proposal has not been approved or declined by its effective date, the proposal expires and the trade does not occur.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 16: / Line 16: @@
 *View the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=TradingMdl|anchor=SchDtlsDlgBx|display text=schedule details}} for the agents involved in trades.
-{{NoteFormat|If you do not see Trading information in Web for Supervisors, you might not have the appropriate role privileges. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=TrdgRlP|display text=Trading Role Privileges}} in this Help. Also, you must configure WFM Web to initiate trading for agents. To implement this feature, contact your Genesys Professional Services representative. |2}}
+{{NoteFormat|If you do not see Trading information, or cannot configure objects or change settings in Web for Supervisors, you might not have the appropriate role privileges. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=RolPrvlgsOvrw|anchor=TrdgRlP|display text=Trading Role Privileges}} in this Help. Also, you must configure WFM Web to initiate trading for agents. To implement this feature, contact your Genesys Professional Services representative.|}}
 |Status=No
 }}{{Section

@@ Line 15: / Line 15: @@
 *{{Link-SomewhereInThisVersion|manual=Supervisor|topic=TradingMdl|anchor=TrdgCmtsDlgBx|display text=Add comments}} to proposals.
 *View the {{Link-SomewhereInThisVersion|manual=Supervisor|topic=TradingMdl|anchor=SchDtlsDlgBx|display text=schedule details}} for the agents involved in trades.
 |Status=No
 }}{{Section

@@ Line 5: / Line 5: @@
 |Context=Understand the criteria for the schedule trade proposals included in the list of Trades.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

PEC-WFM/Current/Supervisor/TradingMdl - 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"