Difference between revisions of "PEC-WFM/Current/Supervisor/SchdlScns"

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|DisplayName=Schedule Scenarios
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|TocName=Schedule Scenarios  
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|DisplayName=Schedule Scenarios
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|Platform=PureEngage
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|TocName=Schedule Scenarios
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Use the {{Link-SomewhereInThisManual|topic=SchdScnVw|anchor=top|display text=Scenarios view}} in the Schedule module to create new scenarios or edit an existing schedule scenario. When you open a scenario, that scenario's name becomes a menu on the toolbar (and a selection in the '''Schedule''' menu).
  
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Use the {{Link-SomewhereInThisManual|topic=SchdScnVw|anchor=top|display text=Scenarios view}} in the Schedule module to create new scenarios or edit an existing schedule scenario. When you open a scenario, that scenario's name becomes a menu on the toolbar (and a selection in the '''Schedule''' menu). You can then select the following views from the '''<''scenario_name''>''' menu:
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{{NoteFormat|Some restrictions apply when viewing and deleting '''Schedule''' scenarios:
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*Users must have access to at least one '''Site''' in the '''Schedule''' scenario to see it.
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*Users must have access to all '''Sites''' in the '''Schedule''' scenario to delete the scenario.
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Other restrictions can be applied through configuration options that control the level of access to multi-site activities in Schedule scenarios. Ask your Genesys Professional Services representative for more information about security.}}
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To open a scenario's views, select it from the sub menu. To close it, click '''Close''' [[File: WM_851_icon-close.png]] .
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You can then select the following views from the '''<''scenario_name''>''' menu:
 
{|
 
{|
 
|-
 
|-
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| {{Link-SomewhereInThisManual|topic=ScnCvrgVw|anchor=top|display text=Coverage}}
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|{{Link-SomewhereInThisManual|topic=ScnCvrgVw|anchor=top|display text=Coverage}}
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| Compares staffing coverage to forecasted (calculated and required) staffing data, and highlights overstaffed or understaffed timesteps.
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|Compares staffing coverage to forecasted (calculated and required) staffing data, and highlights overstaffed or understaffed timesteps.
 
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|-
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| {{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=top|display text=Weekly}}
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|{{Link-SomewhereInThisManual|topic=ScnWklyVw|anchor=top|display text=Weekly}}
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| Displays a weekly summary table of total paid hours, working start/end times, or shift names for a site's agents and/or profiles.
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|Displays a weekly summary table of total paid hours, working start/end times, or shift names for a site's agents and/or profiles.
 
|-
 
|-
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| {{Link-SomewhereInThisManual|topic=ScnIntrDyVw|anchor=top|display text=Intra-Day}}
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|{{Link-SomewhereInThisManual|topic=ScnIntrDyVw|anchor=top|display text=Intra-Day}}
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| Displays schedule details for a 24- or 36-hour period, enabling you to modify schedules for individual or multiple agents.
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|Displays schedule details for a 24- or 36-hour period, enabling you to modify schedules for individual or multiple agents.
  
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{{NoteFormat|You do not need the '''Approve Changes''' security permission (as required by the '''Master Schedule''') to commit your changes (which are only visible to you). You can roll back or remove your own pending changes.}}
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{{NoteFormat|You do not need the '''Approve Changes''' security permission (as required by the '''Master Schedule''') to commit your changes (which are only visible to you). You can roll back or remove your own pending changes.|2}}
  
 
You can view your pending changes in the '''Weekly''', '''Intra-Day''', and '''Agent-Extended''' views.
 
You can view your pending changes in the '''Weekly''', '''Intra-Day''', and '''Agent-Extended''' views.
 
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|-
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| {{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Agent-Extended}}
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|{{Link-SomewhereInThisManual|topic=ScnAgntExtdVw|anchor=top|display text=Agent-Extended}}
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| Displays schedules for one week or the schedule planning period for a single agent.
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|Displays schedules for one week or the schedule planning period for a single agent.
 
|-
 
|-
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| {{Link-SomewhereInThisManual|topic=ScnPrflsBdgVw|anchor=top|display text=Profiles/Bidding}}
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|{{Link-SomewhereInThisManual|topic=ScnPrflsBdgVw|anchor=top|display text=Profiles/Bidding}}
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| Enables you to assign real agents to profile schedule slots.
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|Enables you to assign real agents to profile schedule slots.
 
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|-
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| {{Link-SomewhereInThisManual|topic=ScnSummVw|anchor=top|display text=Summary}}
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|{{Link-SomewhereInThisManual|topic=ScnSummVw|anchor=top|display text=Summary}}
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| Displays service-level and related statistics for the scenario.
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|Displays service-level and related statistics for the scenario.
 
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|-
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| nowrap | {{Link-SomewhereInThisManual|topic=ScnStGrpTls|anchor=top|display text=State Group Totals}}
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| nowrap="" |{{Link-SomewhereInThisManual|topic=ScnStGrpTls|anchor=top|display text=State Group Totals}}
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| Presents '''Schedule State Group Totals''' for the configured '''Schedule State Groups'''.
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|Presents '''Schedule State Group Totals''' for the configured '''Schedule State Groups'''.
 
|}
 
|}
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To open a scenario's views, select it from the submenu. Click '''Close''' [[File: WM_851_icon-close.png]] to close it.
 
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{{NoteFormat|Some restrictions apply when viewing and deleting '''Schedule''' scenarios:
 
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*Users must have access to at least one '''Site''' in the '''Schedule''' scenario to see it.
 
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*Users must have access to all '''Sites''' in the '''Schedule''' scenario to delete the scenario.}}
 
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For more information about other restrictions, see the '''[ConfigService]''' {{Optionslink|link=Options:WFM_Server:ConfigService:MSARestrictAccess}} configuration option description in the ''[[Documentation:Options:WM:Welcome|Workforce Management Options Reference]]''. The settings in this option determine the level of access to multi-site activities in Schedule scenarios.
 

Revision as of 18:51, June 25, 2020

This topic is part of the manual Workforce Management Web for Supervisors (Classic) Help for version Current of Workforce Management.



TBD

Related documentation:

Use the Scenarios view in the Schedule module to create new scenarios or edit an existing schedule scenario. When you open a scenario, that scenario's name becomes a menu on the toolbar (and a selection in the Schedule menu).

Important
Some restrictions apply when viewing and deleting Schedule scenarios:
  • Users must have access to at least one Site in the Schedule scenario to see it.
  • Users must have access to all Sites in the Schedule scenario to delete the scenario.
Other restrictions can be applied through configuration options that control the level of access to multi-site activities in Schedule scenarios. Ask your Genesys Professional Services representative for more information about security.

To open a scenario's views, select it from the sub menu. To close it, click Close WM 851 icon-close.png .

You can then select the following views from the <scenario_name> menu:

Coverage Compares staffing coverage to forecasted (calculated and required) staffing data, and highlights overstaffed or understaffed timesteps.
Weekly Displays a weekly summary table of total paid hours, working start/end times, or shift names for a site's agents and/or profiles.
Intra-Day Displays schedule details for a 24- or 36-hour period, enabling you to modify schedules for individual or multiple agents.
Tip
You do not need the Approve Changes security permission (as required by the Master Schedule) to commit your changes (which are only visible to you). You can roll back or remove your own pending changes.

You can view your pending changes in the Weekly, Intra-Day, and Agent-Extended views.

Agent-Extended Displays schedules for one week or the schedule planning period for a single agent.
Profiles/Bidding Enables you to assign real agents to profile schedule slots.
Summary Displays service-level and related statistics for the scenario.
State Group Totals Presents Schedule State Group Totals for the configured Schedule State Groups.
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