Scenario Intra-Day View
Use the Intra-Day view to manage schedule details for agents and profiles, for a selected scenario on a specific day. See the toolbar image here and the button descriptions below.
If you selected the Show Performance Information check box on the Performance tab of the Options dialog box, this window also shows performance data in a graph. If you have cleared the Full-Day View check box, data is also shown in a table.
You can modify schedule items for individual agents or profiles here, and you can insert schedule items for multiple agents and/or profiles. The following sections and links cover:
- Displaying the Intra-Day view
- Adjusting the time zone
- Using the Intra-Day Schedule grid
- Customizing the Intra-Day Schedule grid
- Modifying multiple agents' schedules
- Modifying individual agents' schedules
- Finding a specific agent
- Viewing performance data
Displaying the Intra-Day View
To display the Scenarios view:
- From the Home menu on the toolbar, select Schedule.
- From the Schedule menu on the toolbar, select Scenarios.
The Schedule Scenarios table displays.
- Open a scenario by double-clicking its name in the table list or by selecting its name and clicking Open .
The scenario's name appears on the toolbar, as a menu.
To display the open scenario's Intra-Day view:
- From the scenario_name menu on the toolbar, select Intra-Day.
- On the Objects pane, select the appropriate item(s) from either the Agents tree (above) or the Activities tree (below); WFM then selects matching item(s) from the other tree.
TipA default performance target is selected for the Intra-Day schedule view. To change that selection, see Performance Data Target.
- Click Get data to display the Intra-Day Performance graph (if you have opted to view it) and the schedule grid.
Adjusting the Time Zone
From this drop-down menu at the top right of the view, select the Time Zone that WFM should use to display the data in graphs and tables for this view.
Using the Grid
The Intra-Day view includes a grid with one row per agent, and the following fields and controls. You can sort by columns such as site, team, contract, agent, shared transport, overtime, paid hours, total hours, and start time by clicking on the header for that column.
|Scheduled agents display||This indicator shows the number of agents displayed (based on your selection in the Objects tree).|
|Edited schedules display||This indicator shows the number of agents whose schedules you have edited in this view, but not yet saved.|
|Full-Day View check box||Select the Full-Day View check box to have the Intra-Day grid display the entire day. If you clear this check box, the grid shows a more detailed view.|
|Date: selectors||These controls are standard date selectors.|
messages & warnings column
| This column contains icons that provide information about the agents' schedules.
Double-click a yellow or red icon to review message details and resolve the unsaved items.
|Site column||This column indicates each agent's assigned site.|
|Team column||This column indicates each agent's assigned team.|
|Contract column||This column indicates each agent's assigned contract. The contract icon is displayed in the column.|
|Agent column||This column indicates each agent's name.|
|Shared Transport column||If displayed (using the Options dialog box), this column shows the membership for each agent in Shared Transport Group on the selected day.|
|Overtime column||If displayed (using the Options dialog box),Options dialog box), this column shows the duration of overtime for each agent on the selected day.|
|Paid Hours column||If displayed (using the Options dialog box), this column shows each agent's paid hours for the selected day.|
|Total Hours column||If displayed (using the Options dialog box), this column shows each agent's total hours for the selected day.|
|Start Time column||If displayed (using the Options dialog box), this column shows each agent's start time for the selected day's work.|
|(Accessible Schedule Details) icon||If displayed (using the Options dialog box), you can click this icon to display the Accessible Schedule Details dialog box, which simplifies and organizes commands for vision-impaired users and the screen readers that they use.|
|* (Comment) column|| If this column is displayed (using the Options dialog box), an asterisk (*) indicates that a comment was saved for the indicated agent and schedule day.
Double-click a column cell to view or edit comments.
|[Timesteps] column|| These columns indicate the agent's schedule items in each timestep. To see greater detail, clear the Full-Day View check box and/or resize the columns.
To make changes to one agent's schedule at a time, right-click the timestep that you want to modify and then select the command from the shortcut menu. See Modify Individual Agent's Schedules for instructions and explanations.
|[Horizontal scroll bar]||Appears below the table when clearing the Full-Day View check box causes some timesteps to be hidden offscreen. Scroll it to the right to display later timesteps.|
|Legend||Indicates the particular type of schedule item that each bar color represents.|
|Details field||When you click an agent's row, this field lists the agent's scheduled activities on the selected day. It displays only what fits in one line: additional information does not appear.|
Customizing the Grid
You can display more timesteps by resizing some columns to the left of the table. For details, see Getting Started.
Search for an Agent
To find a specific agent in the Scenario Intra-Day view:
- Use the Find Agent dialog box to search the table for particular agents. To open it, select Find from the Edit menu or press [Ctrl] + F.
The Find Agent dialog box opens.
- Search by first or last name. Enter part or all of the agent's name and then click OK.
The Intra-Day view display shifts to display the table row for the selected agent.
Toolbar: Modifying Multiple Agents' Schedules
You can use the following buttons on the toolbar (these commands also appear in the Actions menu) to modify multiple agents' schedules at once, to further customize the displayed table, or to modify the selected scenario:
|Publish||Opens the Publish Schedule Wizard, where you can publish a portion of the selected scenario to the Master Schedule, or extract a portion of the Master Schedule to the selected scenario.|
| Add/Remove scenario
|Opens the Add/Remove Scenario Elements Wizard, where you can add or remove activities and agents for the current schedule scenario.|
|Build schedule||Opens the Schedule Build Wizard, where you can build a complete schedule for the selected site.|
|Rebuild schedule||Opens the Schedule Rebuild Wizard, where you can rebuild agent schedules, while optionally leaving intact any agent schedules that you have modified since the last build/rebuild.|
|Rebuild intra-day schedule||Opens the Intra-day Schedule Rebuild Wizard to rebuild an Intra-Day schedule for a specific day or time period for a site, team, or agent.|
|Validate schedule||Opens the Review Messages window, which lists schedule warnings that the server returns for a selected site.|
|Close||Closes the open scenario (and prompts you to save unsaved data).|
|Options||Opens the Options dialog box. Enables you to customize the view, including whether to show agent availability, whether to use a 24-hour or 36-hour display, whether to display performance data, and whether to display or hide the Site Name, Shared Transport, Overtime, Paid Hours, Total Hours, Start Time, and Comment columns.|
|Filter||Enables you to filter the displayed schedule information.|
|Sort||Enables you to sort the table.|
|Auto-Commit||The Auto-Commit toolbar button toggles on and off the auto-commit feature. The feature is also turned on and off by selecting Auto-Commit on the Actions menu. If it is on, changes are immediately applied to the scenario. If it is off, the changes have pending status and can be committed/approved before they are incorporated in the publicly-available version of the schedule scenario.|
|Swap||Enables you to swap two agents' schedules.|
|Insert Multiple||Opens the Insert Multiple Wizard, which enables you to insert breaks, meals, exceptions, days off, time off, shifts, marked time, and work sets for multiple agents or teams.|
|Delete Multiple||Opens the Delete Multiple Wizard, which enables you to remove multiple items from the scenario at one time.|
|Commit/Rollback Multiple||Opens the Commit/Rollback Multiple Wizard, which enables you to insert pending changes (changes entered when auto-commit was off) into the schedule scenario or to remove them and return the scenario to its former settings.|
|Save||Saves any changes that you have made to the current scenario. If the server cannot save all changes, red or yellow icons in the grid's first column indicate the agents for whom you must correct errors or acknowledge warnings.|
|Meeting Scheduler||Opens the Meeting Scheduler, which enables you to schedule meetings to already build scenario for selected agents.|
|Move to Current Day||Also known as the Today button. Click this button to display data for today.|
- To make detailed scheduled changes for one agent at a time (such as inserting, editing, or deleting the agent's schedule items), see Modifying Individual Agents' Schedules.
- If you make schedule changes in the Intra-Day view and do not click Save, you are prompted to save your changes when you select a different module or view, or when you launch certain wizards or child windows.
- If you change the shift start time or shift end time for an agent who belongs to a shared transport group, you will see a warning message when you save the change.
The Performance Data Display
Selecting the Show Performance Data check box on the Performance tab of the Options dialog box adds a chart and a table to the top of the Scenario Intra-Day display.
To configure the performance data views:
- Select a target for the performance data by clicking the button next to the Target: label.
The Select Target list that appears contains the activities associated with the site selected on the Objects pane, activity groups, and the multi-site activities associated with the current scenario.
- Select the granularity in which performance data should be presented: 15, 30, or 60 minutes.
- Select the type of data to be displayed in the graph and table.
Schedule coverage appears as a red line on the graph.
- To configure the graph, select a value from the Chart Type drop-down list:
- Calculated (default)
- Advanced (both Calculated and Required)
If you are not using automatic updates, click Refresh Performance Data to update the performance data view.
You can select Update Automatically on the Performance tab of the Options dialog box.