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

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{{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}}
 
{{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}}
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}}{{Section
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===Accessing the view===
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|sectionHeading=Accessing the view
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Open the '''Shared Transport''' view in one of two ways:
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|anchor=AccessingtheSharedTransportView
 
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|alignment=Vertical
 
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|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'''
 
*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.
 
*Select the '''Configuration''' tab, click '''Configuration''', and then select '''Shared Transport''' from the drop-down menu.
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}}{{Section
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===Using the toolbar===
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|sectionHeading=Using the toolbar
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The toolbar above the '''Shared Transport''' pane contains the following controls:
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|anchor=UsingtheToolbar
 
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|alignment=Vertical
 
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|structuredtext=The toolbar above the '''Shared Transport''' pane contains the following controls:
 
 
{{{!}}  
 
{{{!}}  
 
{{!}}-  
 
{{!}}-  
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{{!}}[[File: WM_851_icon-new.png|link=]]  '''New'''
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{{!}}[[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.
 
{{!}}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'''
+
{{!}}[[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).
 
{{!}}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'''
+
{{!}}[[File: WM_851_icon_copy.png{{!}}link=]]  '''Copy'''
 
{{!}}Opens the '''Copy Shared Transport''' pane.
 
{{!}}Opens the '''Copy Shared Transport''' pane.
 
{{!}}-  
 
{{!}}-  
−
{{!}}[[File: WM_851_icon-filter.png|link=]]  '''Filter'''
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{{!}}[[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.
 
{{!}}{{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'''
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{{!}}[[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.)
 
{{!}}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.
 
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.
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|Status=No
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}}{{Section
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===Using the view===
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|sectionHeading=Using the view
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Use the Shared Transport view in one of two ways:
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|anchor=UsingtheSharedTransportView
 
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|alignment=Vertical
 
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|structuredtext=Use the Shared Transport view in one of two ways:
 
 
<ol>
 
<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:
 
<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:
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*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.
 
*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'''.|}}
 
*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'''.|}}
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}}{{Section
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|sectionHeading=Shared transport settings
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|anchor=ShrdTrspTbs
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|alignment=Vertical
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|structuredtext=You configure settings on three tabs in the Shared Transport view (after clicking '''New'''  [[File: WM_851_icon-new.png|link=]] or selecting an existing shared transport):
 +
 +
*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=PrpTb|display text=Properties tab}}
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*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=PrtcpTb|Participants tab}}
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*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=JnRqstTb|Join Requests tab}}
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 +
At the top of all three tabs you will find the [[File: WM_851_icon-save.png|link=]]  '''Save''' icon, which enables you to save the shared transport settings in a particular tab, and the [[File: WM_851_icon-help.png|link=]]  {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SpvrWndw|anchor=CtxHlpIcn|display text=Help}} icon.
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{{AnchorDiv|PrpTb}}
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===Properties tab===
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Use these controls when you are {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MngSTGrps|anchor=NwST|display text=creating}} or updating shared transport:
 +
{{{!}}
 +
{{!}}-
 +
{{!}}'''Shared Transport Name''' ''field''
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{{!}}Edit the name of the shared transport.
 +
{{!}}-
 +
{{!}}'''Shared Transport Status''' ''radio buttons''
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{{!}}Select '''Open''' or '''Closed'''.
 +
{{!}}-
 +
{{!}}'''This is the bus''' ''check box''
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{{!}}Designate this shared transport as the company bus or clear to remove that designation.
 +
{{!}}-
 +
{{!}}{{AnchorDiv|MxSz}}'''Maximum Size''' ''field''
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{{!}}Enter or select the maximum number of bus riders for this shared transport. Enabled only if the '''This is the bus''' check box is selected (use only if this shared transport is a bus).
 +
{{!}}-
 +
{{!}}'''Comments''' ''field''
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{{!}}Enter or edit the comment text.
 +
{{!}}}
 +
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{{AnchorDiv|PrtcpTb}}
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===Participants tab===
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Use these controls when you are {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MngSTGrps|anchor=PrtcST|display text=adding participants}} to the shared transport:
 +
{{{!}}
 +
{{!}}-
 +
{{!}}[[File: WM_851_agent_activities_plus.png{{!}}link=]]  '''Add Agents'''
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{{!}}Enables you to add agents to the '''Participants''' list, by opening a list of {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ShrdTrsp|anchor=AvlAgnts|display text=Available Agents}}.
 +
{{!}}-
 +
{{!}}[[File: WM_851_agent_activities_minus.png{{!}}link=]]  '''Remove Agents'''
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{{!}}Removes selected agents from the '''Participants''' list. This action cannot be undone.
 +
{{!}}-
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{{!}}[[File: WM_852_sort-icon.png{{!}}link=]]  '''Sort'''
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{{!}}Sorts the participants list by '''First Name''', '''Last Name''', or '''Team'''.
 +
{{!}}}
 +
 +
The '''Participants''' tab also displays three columns: '''First Name''', '''Last Name''', and '''Team''' name of the participants in the selected shared transport.
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{{AnchorDiv|AvlAgnts}}
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====List of Available Agents====
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The '''Available Agents''' pane contains the following fields and controls:
 +
{{{!}}
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon_search.png{{!}}link=]]  '''Search''' ''field''
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{{!}}Enables you to enter criteria, used to search for available agents.
 +
{{!}}-
 +
{{!}}'''Search by:'''<br> ''radio buttons''
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{{!}}Enables you to search for available agents by '''First Name''' or '''Last Name'''.
 +
{{!}}-
 +
{{!}}[[File: WM_851_agent_activities_assign.png{{!}}link=]]  '''Apply'''
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{{!}}Applies the agents you select from the '''Available Agents''' list to the '''Participants''' list.
 +
{{!}}-
 +
{{!}}[[File: WM_851_icon_close.png{{!}}link=]]  '''Close'''
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{{!}}Closes the '''Available Agents''' pane without applying any selections.
 +
{{!}}-
 +
{{!}}[[File: WM_852_sort-icon.png{{!}}link=]]  '''Sort'''
 +
{{!}}Sort the available agents by '''First Name''', '''Last Name''', or '''Team'''.
 +
{{!}}}
 +
 +
{{AnchorDiv|JnRqstTb}}
 +
===Join Requests tab===
 +
Use these controls and columns when you are {{Link-SomewhereInThisVersion|manual=Supervisor|topic=MngSTGrps|anchor=JnRqst|display text=managing join requests}}:
 +
{{{!}}
 +
{{!}}-
 +
{{!}}[[File: WM_852_icon-approve.png{{!}}link=]]  '''Approve'''
 +
{{!}}When clicked, approves the selected requests.
 +
{{!}}-
 +
{{!}}[[File: WM_852_icon-decline.png{{!}}link=]]  '''Decline'''
 +
{{!}}When clicked, declines the selected requests.
 +
{{!}}-
 +
{{!}} colspan="2"{{!}}''Description of columns:''
 +
{{!}}-
 +
{{!}}[[File: WM_852_icon-status.png{{!}}link=]]  (''pending'')
 +
{{!}}Shows the question mark icon (pending) until the request is approved or declined (see above) and then the icon changes accordingly.
 +
{{!}}-
 +
{{!}}'''Agent'''
 +
{{!}}Name of the agent who made this request to join the shared transport.
 +
{{!}}-
 +
{{!}}'''Site'''
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{{!}}Site of the agent who made this request to join the shared transport.
 +
{{!}}-
 +
{{!}}'''Team'''
 +
{{!}}Team of the agent who made this request to join the shared transport.
 +
{{!}}-
 +
{{!}}'''Comments'''
 +
{{!}}Shows any comments that relate to the '''Join Request'''.
 +
{{!}}}
 
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|Status=No
 
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Revision as of 21:13, September 4, 2020

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

Create and manage shared transport.

Related documentation:

Use the Shared Transport view to create, update, copy, delete, and manage shared transport.

Tip
Shared Transport is known by many different names worldwide—bus, carpool, ride share, lift share, and paratransit, for example. See Wikipedia for details.

Accessing the view

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.

Using the toolbar

The toolbar above the Shared Transport pane contains the following controls:

WM 851 icon-new.png New Creates a new shared transport, which begins by opening the Properties tab.
WM 851 icon-delete.png 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).
WM 851 icon copy.png Copy Opens the Copy Shared Transport pane.
WM 851 icon-filter.png Filter Filters the shared transport list by agent or team.
WM 852 sort-icon.png 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 Search and contextual Help features.

Using the view

Use the Shared Transport view in one of two ways:

  1. In the Object pane, select a site.

    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:
    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.)
  2. Select a single existing Shared Transport in the list, to highlight its row and open it's Properties tab.
Important
  • 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 Master Schedule Intra-Day and Scenario Intra-Day views, and when you are 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.

Shared transport settings

You configure settings on three tabs in the Shared Transport view (after clicking New WM 851 icon-new.png or selecting an existing shared transport):

At the top of all three tabs you will find the WM 851 icon-save.png Save icon, which enables you to save the shared transport settings in a particular tab, and the WM 851 icon-help.png Help icon.

Properties tab

Use these controls when you are creating or updating shared transport:

Shared Transport Name field Edit the name of the shared transport.
Shared Transport Status radio buttons Select Open or Closed.
This is the bus check box Designate this shared transport as the company bus or clear to remove that designation.

Maximum Size field

Enter or select the maximum number of bus riders for this shared transport. Enabled only if the This is the bus check box is selected (use only if this shared transport is a bus).
Comments field Enter or edit the comment text.

Participants tab

Use these controls when you are adding participants to the shared transport:

WM 851 agent activities plus.png Add Agents Enables you to add agents to the Participants list, by opening a list of Available Agents.
WM 851 agent activities minus.png Remove Agents Removes selected agents from the Participants list. This action cannot be undone.
WM 852 sort-icon.png Sort Sorts the participants list by First Name, Last Name, or Team.

The Participants tab also displays three columns: First Name, Last Name, and Team name of the participants in the selected shared transport.

List of Available Agents

The Available Agents pane contains the following fields and controls:

WM 851 icon search.png Search field Enables you to enter criteria, used to search for available agents.
Search by:
radio buttons 		Enables you to search for available agents by First Name or Last Name.
WM 851 agent activities assign.png Apply Applies the agents you select from the Available Agents list to the Participants list.
WM 851 icon close.png Close Closes the Available Agents pane without applying any selections.
WM 852 sort-icon.png Sort Sort the available agents by First Name, Last Name, or Team.

Join Requests tab

Use these controls and columns when you are managing join requests:

WM 852 icon-approve.png Approve When clicked, approves the selected requests.
WM 852 icon-decline.png Decline When clicked, declines the selected requests.
Description of columns:
WM 852 icon-status.png (pending) Shows the question mark icon (pending) until the request is approved or declined (see above) and then the icon changes accordingly.
Agent Name of the agent who made this request to join the shared transport.
Site Site of the agent who made this request to join the shared transport.
Team Team of the agent who made this request to join the shared transport.
Comments Shows any comments that relate to the Join Request.
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