Jump to: navigation, search

Adjusting and splitting volumes

In Workforce Management (WFM), you'll open a forecast scenario and use the buttons in the Volumes view toolbar to adjust and split volumes.

Adjusting volumes within a date range

Use the Adjust Volumes wizard to adjust interaction volumes, the average handling time (AHT), or both in a Scenario Volumes view.


1

To adjust the scenario's volume:

  1. In the Volumes view toolbar, click Adjust Volumes WM 900 adjust volumes.png.
  2. In the open dialog, click the radio button for the primary statistic you want to adjust, either Adjust IV by or Adjust AHT by
  3. Decide how (and by how much) to adjust the statistic in the grid:
    • Select Percentage and enter a number by which to adjust existing values or use the up and down arrows to select a number.
      Valid values range from -99% to 999%.
    • Select Value and enter a number (or select one using up/down arrows) that will be the total value by which to adjust the existing values that fall within the date and time ranges set in steps 4 and 5 of this procedure.
  4. To adjust values in the grid, specify the date range by entering a start and end date or by selecting them from the calendar
    The Start date range can be any date equal to or later than the date in the upper right of the Volumes grid; 00-23 hours. The End date range can be any date later than the Start date; 00-23 hours.
  5. Specify the time step by entering or selecting values in the Start time and End time fields.
    The start and end time must be in 15-minute increments. For example, 00, 15, 30, or 45 minutes.
  6. Click Adjust.
  7. When the confirmation dialog appears, click OK.

Note that you can click Cancel at anytime to cancel this action and close the Adjust Volumes dialog.

Adjusting volumes within time steps

You can adjust interaction volumes, the average handling time (AHT), or both in a Scenario Volumes view by changing the values directly, in time steps.


1

To adjust the scenario's volume in time steps:

  1. Open a scenario to the Volumes view.
  2. In the Objects pane, select a activity or multi-site activity that has volumes data.
  3. Select the Granularity (15, 30, 60) and the interval (Day, Month, Year) of data you want to see.
  4. In the grid, double-click the cell for the time step you want to change (IV, AHT or both).
  5. Enter the new values, as many as necessary.
  6. Click Save.
    The message Changes saved successfully appears in the bottom-right corner of the view.

If the changes were not saved, the message Failed to save changes appears. Try entering different values.

Splitting Volumes

Use the Split Volumes wizard to split a forecast scenario's volume between the activities contained within a multi-site activity. In the procedures below, click the links in a specific setting to find more information about it.

To split a scenario's volume:

  1. In the Forecast > Scenarios view, select a scenario.
  2. Click the scenario's Actions WM 900 action-icon.png menu and select Open, or select the scenario's check box and click Open WM 900 scenario open.png in the toolbar.
  3. In the Activities pane, select a site that contains multi-site activities, and click Split WM 900 split volumes.png.
    The Split Volumes wizard opens at Step 1.
1

Step 1:

  1. Enter a date range in the Start date and End date fields.
  2. Expand the activities tree and select the check box beside the multi-site activities you want to split.
    You can select several multi-site activities within the same business unit.
  3. To include the average handling time forecasts in the split, select Use AHT forecast and click Next.
    If you selected multi-site activities of type Deferred, the wizard's Step 2 opens.
    If you selected multi-site activities of any other type, the wizard skips Step 2 and opens at Step 3.

Step 2:

  1. For each deferred multi-site activity, select a Service time type in drop-down list:
    • Business days
    • Hours, non-interrupted time
    • Hours, interrupted time.
  2. Enter a value in the Service time field and click Next.
    Step 3 of the wizard opens.
1

Step 3:

  1. Expand the activities tree to select activities within the multi-site activities.
  2. Alternatively, select the Use all activities to include all activities in the specified site. See more below.
  3. Select the Consider granted calendar items check box, if you want WFM to consider existing Calendar items when splitting the interaction volume among activities.
  4. Click Next.
    Step 4 of the wizard opens.

Step 4:

  1. Optionally, enter a value for Split (%), or use the up/down arrows to select a percentage.
  2. Or, in the Template column for each multi-site activity, select Edit WM 900 edit icon.png.
    A dialog containing a list of templates opens.
  3. Choose a template and click OK.
    The wizard returns to Step 4.
  4. Click Split.
    WFM splits the forecast's volume.
  5. When the confirmation dialog opens, click OK.
  6. After reviewing the messages, click OK to close the dialog.
    Review the split volumes in the table or graph.

If you enter a split percentage and WFM cannot process the split as expected, the Splitting Results dialog opens, displaying a list of error messages in table format with the following columns: Business unit, Activity, Unsplit IV, and Message.

In any one of the steps in the Split Volumes wizard, click Cancel to quit the wizard and discard all settings.

More about the Split Volumes settings

This topic provides detailed information about the settings in the Split Volumes wizard.

Use AHT forecast

If you select Use AHT forecast and you select activities that do not have an AHT forecast, the resulting value for each of these activities will be 0 for the timestep(s) where AHT=0.

If you do not select Use AHT forecast, the multi-site activity AHT is assigned to the local activities and the local activity AHT is overwritten. If there is no multi-site activity AHT, the local activity AHT is deleted.

Service time type

A drop-down menu with the following values:

  • Business days—The number of business days, including the current day during which the interaction arrived. If the service level = 100% within one business day, then all interactions must be serviced on the same day they have arrived, according to open hours.
  • Hours, non-interrupted time—When an interaction is waiting, while the activity is closed, the time is still being counted in the service level calculations.
  • Hours, interrupted time (default selection)—When an interaction is waiting, while the activity is closed, the time is not being counted in the service level calculations.

Service time

The nature of this control depends upon the granularity of your selection in the Service time type field.

  • If you select hours, you must specify hours, minutes and seconds. The value must be greater than 0.
  • If you select business days, you must specify an integer that is greater than 0.
  • If you switch the granularity from hours to business days, WFM Web resets the time value to 0.

Select activities within multi-site activities

Select the local (target) activities into which you want to split the multi-site activities. You can select several target activities, but note the following constraints:

  • If you selected Use AHT forecast in Step 1 of the wizard, then you cannot select target activities that do not have at least one time step with at least one AHT value greater than 0.
  • If you select Use all activities in Step 3 of the wizard, when WFM splits data for interaction volumes, AHT, and availability of agents for the selected activities in the scenario, it takes into account the values for all activities in the specified business unit, whether selected or not.
    Activities that are not selected are not split; WFM Web simply considers them when determining the proportions that are split to each selected activity. This option does not affect the split result if there are no shared multi-skill agents who work on both selected and unselected activities.

Split % and templates

Splitting volumes and using templates are optional in Step 4. If you do not want to do either, simply click Split in the dialog without changing the settings.

If you choose to, enter a split percentage for each of the activities within the multi-site activities, or click in the Edit to select and use a template. If you use both a split percentage value and a template for any activity:, WFM uses:

  • The split percentage value for empty time steps
  • The template values for all non empty time steps

You can specify a percentage to allocate the volumes from a multi-site activity to each child (site) activity. An interval can be the entire forecast scenario that includes a week, day, and time step.

At the interval level, when a percentage is specified that is greater than the time step, WFM propagates the percentage to the remaining time steps. If a percentage is not specified for certain child activities, WFM splits the remaining volumes to those activities, splitting them by availability. You can specify a different percentage value for each interval.

This page was last edited on May 8, 2019, at 20:00.

Feedback

Comment on this article:

blog comments powered by Disqus