Shared Transport

• 

• Supervisor

Create and manage shared transport.

Related documentation:

• How Workforce Management works

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:

New	Creates a new shared transport, which begins by opening the Properties tab.
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).
Copy	Opens the Copy Shared Transport pane.
Filter	Filters the shared transport list by agent or team.
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 or selecting an existing shared transport):

• Properties tab
• Shared Transport
• Shared Transport

At the top of all three tabs you will find the Save icon, which enables you to save the shared transport settings in a particular tab, and the 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:

Add Agents	Enables you to add agents to the Participants list, by opening a list of Available Agents.
Remove Agents	Removes selected agents from the Participants list. This action cannot be undone.
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:

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.
Apply	Applies the agents you select from the Available Agents list to the Participants list.
Close	Closes the Available Agents pane without applying any selections.
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:

Approve	When clicked, approves the selected requests.
Decline	When clicked, declines the selected requests.
Description of columns:
(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.