PEC-WFM/Current/SupervisorHelp/MngShrkg - Revision history

Mary.hachey@genesys.com: Published

2021-02-01T21:14:39Z

Published

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

2020-07-25T02:36:56Z

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

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

2020-07-15T11:49:30Z

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

Bgrenon: Published

2020-06-08T15:23:08Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Managing shrinkage data
|TocName=Managing shrinkage data
|Context=Manage the shrinkage data for activities in forecast scenarios, in some cases by applying templates.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=In Workforce Management (WFM) you'll manage the shrinkage data (previously named ''overheads'') in Forecast Scenarios, by adding, editing and deleting shrinkage associated with the Schedule State Group (SSG) for a specific activity. You can also {{Link-SomewhereInThisManual|topic=MngShrkg|anchor=AplyTmpl|display text=apply templates}} to make adjustments to the shrinkage data.

Multi-site activities (MSA) use shrinkage information that is associated with Schedule State Groups from child activities.

Statistics appear in the '''Shrinkage type''' drop-down menu for the item that is selected in the '''Objects''' pane. If the item is:

*An activity, the menu lists all Schedule State Group shrinkage that is associated with the activity.
*A multi-site activity, the menu lists shrinkage for all Schedule State Groups that are associated with the child activities.

You must edit the shrinkage values for child activities of the MSA individually.

If you select an activity or MSA for which there are no available Schedule State Groups, after clicking '''Add Shrinkage''', you'll see the message ''There are no available schedule state groups'' in the dialog.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Adding and deleting shrinkage
|anchor=AddDltShrnk
|alignment=Vertical
|Media=
|image=
|structuredtext=Adding shrinkage in forecast scenarios means adding shrinkage values that are associated with a Schedule State Group (SSG) and a target, such as an activity. Deleting shrinkage means deleting these values in the '''Shrinkage type''' menu. Once you confirm the deletion of these values, the SSG is removed from the '''Shrinkage type''' menu. Use the procedures below to add and delete shrinkage.

===Adding shrinkage to activities===
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=
|anchor=
|alignment=Horizontal
|Media=Image
|image=WM_900_add_shrnkg.png
|structuredtext=====Adding shrinkage to an activity in a scenario====

#Open the Shrinkage view
#In the '''Objects''' pane, expand business units and sites to select an activity.
#In the toolbar, click '''Add shrinkage''' [[File: WM_900_add-shrnkg-typ-icon.png|link=]].
#;The '''Add Shrinkage for <''Activity_name''>''' dialog opens.
#Select a Schedule State Group from the list.
#Choose one of these options:
#*In the '''Initial value''' field, enter a percentage.
#*Click the '''Select templates''' radio button and click '''Edit''' [[File: WM_900_edit_icon.png|link=]].
#*;The '''Select Templates''' dialog opens.
|structuredtextwide=====Selecting a template====

#Select a template from the drop-down list.
#Enter (or use the date selectors to adjust) the '''Start date''' and '''End date''', if necessary.
#Uncheck any days of the week that are not applicable to this template.
#To add more templates, click '''Add template''', repeating substeps 2 and 3 for each one.
#Click '''OK'''.
#;The wizard returns to the '''Add Shrinkage for <''Activity_name''>''' dialog.
#Click '''Add'''.
#;WFM confirms that the shrinkage was successfully added, and the shrinkage appears in the graph and grid.

Click '''Cancel''' or '''X''' in the upper-right corner of the dialog to cancel the action and close the dialog.

{{AnchorDiv|DltShrnkg}}
===Deleting shrinkage from activities===
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=
|anchor=
|alignment=Horizontal
|Media=Image
|image=WM_900_delete_shrnkg.png
|structuredtext=====Deleting shrinkage from an activity in a scenario====

#Open the '''Shrinkage''' view
#In the '''Objects''' pane, expand business units and sites to select an activity.
#Click the '''Shrinkage type''' drop-down menu and select the Schedule State Group you want to delete.
#In the selected SSG's submenu, click '''Delete'''.
#A confirmation dialog opens.
#;Click '''Delete'''.
#;The shrinkage is deleted from the graph and grid for the selected activity.
#Alternatively, click '''Cancel''' to cancel the action and close the dialog.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Adding shrinkage by applying templates
|anchor=AplyTmpl
|alignment=Horizontal
|Media=Image
|image=WM_900_apply-tmplt-dialog.png
|structuredtext=====Adding shrinkage to Schedule State Groups using a template====

#Open the '''Scenario''' > '''Shrinkage''' view
#Click the '''Shrinkage type''' drop-down list to select a Schedule State Group.
#Click '''Apply templates''' [[File: WM_900_apply-tmplt-icon.png|link=]].
#;The '''Apply Templates''' dialog opens.
#In the '''Select template''' field, select the template you want to apply.
#Change the start and end date, if necessary.
#;Ensure the dates are not outside of the scenario start/end dates.
#Uncheck any days of the week that you do not want impacted by this template.
#To add more templates, click '''Add template''', repeating steps 4 to 6 for each one.
#Click '''Apply'''.
#When the process is complete, click '''OK'''.

Click '''Cancel''' or '''X''' in the upper-right corner of the dialog to cancel the action and close the dialog.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 6: / Line 6: @@
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical
 |structuredtext=In Workforce Management (WFM) you'll manage the shrinkage data (previously named ''overheads'') in Forecast Scenarios, by adding, editing and deleting shrinkage associated with the Schedule State Group (SSG) for a specific activity. You can also {{Link-SomewhereInThisManual|topic=MngShrkg|anchor=AplyTmpl|display text=apply templates}} to make adjustments to the shrinkage data.
@@ Line 25: / Line 20: @@
 If you select an activity or MSA for which there are no available Schedule State Groups, after clicking '''Add Shrinkage''', you'll see the message ''There are no available schedule state groups'' in the dialog.
 |Status=No
 }}{{Section
@@ Line 32: / Line 25: @@
 |anchor=AddDltShrnk
 |alignment=Vertical
 |structuredtext=Adding shrinkage in forecast scenarios means adding shrinkage values that are associated with a Schedule State Group (SSG) and a target, such as an activity. Deleting shrinkage means deleting these values in the '''Shrinkage type''' menu. Once you confirm the deletion of these values, the SSG is removed from the '''Shrinkage type''' menu.  Use the procedures below to add and delete shrinkage.
 ===Adding shrinkage to activities===
 |Status=No
 }}{{Section
-|sectionHeading=
+|anchor=AddShrnkg
 |alignment=Horizontal
 |Media=Image
@@ Line 72: / Line 60: @@
 {{AnchorDiv|DltShrnkg}}
 ===Deleting shrinkage from activities===
 |Status=No
 }}{{Section
 |alignment=Horizontal
 |Media=Image
@@ Line 90: / Line 75: @@
 #;The shrinkage is deleted from the graph and grid for the selected activity.
 #Alternatively, click '''Cancel''' to cancel the action and close the dialog.
 |Status=No
 }}{{Section
@@ Line 114: / Line 97: @@
 Click '''Cancel''' or '''X''' in the upper-right corner of the dialog to cancel the action and close the dialog.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Manage the shrinkage data for activities in forecast scenarios, in some cases by applying templates.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

PEC-WFM/Current/SupervisorHelp/MngShrkg - Revision history

Mary.hachey@genesys.com: 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"