Difference between revisions of "PEC-WFM/Current/Agent/VwPrfDtls"
From Genesys Documentation
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|Standalone=No | |Standalone=No | ||
|DisplayName=Viewing preference details | |DisplayName=Viewing preference details | ||
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|TocName=Viewing preference details | |TocName=Viewing preference details | ||
+ | |Context=Edit settings and filters to customize the display of your preference details. | ||
+ | |ComingSoon=No | ||
|Platform=PureEngage | |Platform=PureEngage | ||
− | | | + | |Role=Agent |
− | | | + | |Application=Workforce Management |
+ | |Prereq= | ||
|Section={{Section | |Section={{Section | ||
− | | | + | |sectionHeading= |
− | | | + | |anchor= |
|alignment=Vertical | |alignment=Vertical | ||
+ | |Media= | ||
+ | |image= | ||
|structuredtext=Select the '''Details''' view to see your preference details in a table with the following columns: | |structuredtext=Select the '''Details''' view to see your preference details in a table with the following columns: | ||
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*'''Status/reason'''—The preference status, whether it is Preferred, Granted, Declined, Scheduled, or Not Scheduled, and the reason why WFM assigned a status such as, Declined or Not Scheduled to a time-off item. See {{Link-SomewhereInThisManual|topic=PrefO|anchor=PrefStsHrch|display text=Preference statuses and hierarchy}} for an explanation of these statuses. | *'''Status/reason'''—The preference status, whether it is Preferred, Granted, Declined, Scheduled, or Not Scheduled, and the reason why WFM assigned a status such as, Declined or Not Scheduled to a time-off item. See {{Link-SomewhereInThisManual|topic=PrefO|anchor=PrefStsHrch|display text=Preference statuses and hierarchy}} for an explanation of these statuses. | ||
*'''Comments/memo'''—Comments or memo containing information related to the preference. | *'''Comments/memo'''—Comments or memo containing information related to the preference. | ||
+ | |structuredtextwide= | ||
+ | |FAQHeading= | ||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Changing the view settings | |sectionHeading=Changing the view settings | ||
− | | | + | |anchor=ChgStgsPrfDtls |
− | | | + | |alignment=Vertical |
+ | |Media= | ||
+ | |image= | ||
+ | |structuredtext=You can change the settings in the '''Details''' view to display only the current month (default) or multiple consecutive months. | ||
+ | |structuredtextwide= | ||
+ | |FAQHeading= | ||
+ | |Status=No | ||
+ | }}{{Section | ||
+ | |sectionHeading= | ||
+ | |anchor= | ||
|alignment=Horizontal | |alignment=Horizontal | ||
+ | |Media=Image | ||
|image=WM_852_nw_prf_sttgs.png | |image=WM_852_nw_prf_sttgs.png | ||
− | + | |structuredtext=To change the settings in this view: | |
− | |structuredtext= | ||
#In the upper-right corner, click '''Settings'''. | #In the upper-right corner, click '''Settings'''. | ||
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#Enter a number in the '''Number of months to show''' field, or use the up or down arrows to change the number of months that display in this view. | #Enter a number in the '''Number of months to show''' field, or use the up or down arrows to change the number of months that display in this view. | ||
#'''Save''' the settings (or discard them by clicking '''Cancel'''). | #'''Save''' the settings (or discard them by clicking '''Cancel'''). | ||
− | | | + | |structuredtextwide= |
+ | |FAQHeading= | ||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Filtering the displayed data | |sectionHeading=Filtering the displayed data | ||
− | | | + | |anchor=FltrgData |
− | | | + | |alignment=Vertical |
+ | |Media= | ||
+ | |image= | ||
+ | |structuredtext=You can filter the data displayed in the '''Details''' view to show only those calendar items that you want to see. | ||
+ | |structuredtextwide= | ||
+ | |FAQHeading= | ||
+ | |Status=No | ||
+ | }}{{Section | ||
+ | |sectionHeading= | ||
+ | |anchor= | ||
|alignment=Horizontal | |alignment=Horizontal | ||
+ | |Media=Image | ||
|image=WM_852_nw_prf_fltr.png | |image=WM_852_nw_prf_fltr.png | ||
− | + | |structuredtext=To filter the displayed data in these views: | |
− | |structuredtext= | ||
− | |||
− | To filter the displayed data in these views: | ||
#In the upper-right corner, click '''Filter'''. | #In the upper-right corner, click '''Filter'''. | ||
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#Enter a check mark in the '''All''' check box or check only those boxes for the items you want to see. | #Enter a check mark in the '''All''' check box or check only those boxes for the items you want to see. | ||
#'''Save''' the settings (or discard them by clicking '''Cancel'''). | #'''Save''' the settings (or discard them by clicking '''Cancel'''). | ||
− | | | + | |structuredtextwide= |
+ | |FAQHeading= | ||
|Status=No | |Status=No | ||
}} | }} | ||
}} | }} |
Revision as of 20:15, June 11, 2020
This topic is part of the manual Workforce Management Agent Help for version Current of Workforce Management.
Edit settings and filters to customize the display of your preference details.
Related documentation:
Select the Details view to see your preference details in a table with the following columns:
- Date—The date of the preference.
- Preference—The name of the preference.
- Start time—The time when the preference is requested to begin. For a Day Off, this column is empty.
- End time—The time when the preference is requested to end. For a Day Off, this column displays "Full Day".
- Paid hours—The number of paid hours in the preference.
- Status/reason—The preference status, whether it is Preferred, Granted, Declined, Scheduled, or Not Scheduled, and the reason why WFM assigned a status such as, Declined or Not Scheduled to a time-off item. See Preference statuses and hierarchy for an explanation of these statuses.
- Comments/memo—Comments or memo containing information related to the preference.
Changing the view settings
You can change the settings in the Details view to display only the current month (default) or multiple consecutive months.
To change the settings in this view:
- In the upper-right corner, click Settings.
- The Settings dialog box opens.
- Enter a number in the Number of months to show field, or use the up or down arrows to change the number of months that display in this view.
- Save the settings (or discard them by clicking Cancel).
Filtering the displayed data
You can filter the data displayed in the Details view to show only those calendar items that you want to see.
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