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The Supervisor's Window

The panes in WFM Web for Supervisors display some combination of the controls described below, depending upon selections that you make in the Object pane. For more information, see the description of the Get Data button in the table below.

Generic buttons The following buttons appear at the top right of every WFM Web window:
Home button Home displays the Home view, which is a list of all View menu options that is organized by tab.
Refresh button Refresh applies to the current view.
About button About displays information about copyright and the current version information.
Logout button Logout closes WFM Web, without confirming your choice if there are no changes to save.
New page button New Page displays a new web page of WFM Web. Default view is Home.
Help button General Help displays WFM Web help at the Overview topic.
Contextual Help button
Contextual Help displays WFM help at the current topic.
Search icon
Search enables you to enter search criteria to quickly find the object you are looking for. The criteria you enter will depend on which pane you have open.
Sort button
Sort enables you to sort lists to easily find the items you are looking for. The sorting criteria will vary, depending on which pane you have open.
Paging controls
Paging controls enable you to browse the previous and next pages or navigate to the first and last items in the data set (start and end of the list), by clicking the appropriate arrow button in the view. To navigate between pages, you can use the Up, Down, Page Up, and Page Down keys on the keyboard.
Modules Click to open each WFM module: Configuration, Policies, Calendar, Forecast, Schedule, Trading, Performance, Adherence, and Reports.
Breadcrumb navigation WFM for Supervisors uses the same type of "breadcrumb navigation" as you see in Windows 7 directories and across the top of some web browser windows. Click any link in this display to choose from a drop-down menu and make a selection within that branch of the currently selected module. For example, the following breadcrumb navigation path will display a specific schedule scenario for the currently selected date:

Home breadcrumb icon Home > Module breadcrumb icon Schedule > Scenarios > Q4-2010 > Q4-2010 Intra-day 

Edit Menu (Copy, Cut, Paste, Find) Each of these commands becomes enabled when it can be performed on the currently selected object.
Actions Menu
Select from a list of view-specific commands. This menu's contents change as you move among modules and views, and they match the command icons that appear on the toolbar.)
Actions Toolbar These buttons correspond to the commands on the Actions menu. Hover your mouse pointer over a toolbar button to see a tool tip that displays the button's name.
Objects Pane
This pane offers several different display schemes, depending on the current selection of tab and menu item:

Tabs: module-specific item trees under separate tabs
One tree: Business Units (BUs) > Sites
One tree: BUs > Sites> Activities
Upper tree: BUs > Sites> Teams > Agents
Lower tree: BUs > Multi-site Activities > Activity Groups > Sites > Activities

When there are two selecting items in either of these two trees, it triggers an automatic selection of corresponding items in the other tree.

At the site level, you may see a team in the tree labeled <None>. This node lists any agents that are assigned to the site, but not assigned to a team. If all agents in that site are assigned to a team, then the <None> team is empty. The only exceptions to this hierarchy are when Scenarios is selected or when you use the Configuration or Reports modules.

Clicking an object in a tree (or clicking its expand/collapse control) displays the object's contents below it, indented slightly. When you have displayed the desired object, double-click it (or click it once, and then click Get data) to open the selected view for that object.

Where the Objects tree displays check boxes, you can usually select / deselect multiple objects by selecting (Check box checked) / clearing (Check box cleared) their check boxes, respectively. Certain views do not display check boxes; in this case, you can select multiple objects by clicking the group of objects while pressing the SHIFT or CTRL key. Some views and windows allow you to select only a single object.

Expand/Collapse Controls
Wherever you see the Collapse button icon in a tree or other control, you can click it to see an expanded view of the adjacent item's contents or details. The Expand button icon indicates an expanded item. Click it once to collapse the item's contents and see more parallel items.
Working Pane (or Data Pane)
The right pane of the window displays data and controls that correspond to your selected module and view. Some views display graphs with an explanatory legend below them.
Action Buttons View-level action buttons within the working pane provide controls that are specific to particular views (for example, apply or cancel).

The Get data button Get data button, when present at the lower left below the Objects tree, refreshes the display with current data from the database.
Not all modules use the Get data button. If there is no Get data button, the view is  automatically updated with the new data every time that you change your date or object selection.
Status Bar The status bar, at the very bottom of the window, displays messages about WFM Web's current state. (In some views, it displays the most recently generated warning or error message.)

Retrieving Lists of Items in Segments

The list of items or objects (such as Agents, Shifts, Profiles, Activities, Schedule States, Contracts, and Rotating Patterns) in a pane is displayed in segments or sequential pages. When large amounts of data are being retrieved, the list of items in the pane is displayed in smaller segments sequentially, with 50 items per page. This limits the number of items that are retrieved from WFM at any given time, maintaining optimal performance during retrieval. See Paging controls.

Changing the Font Size in the Browser

There are two ways to change the font size in the browser:

  1. On the keyboard, hold the down the Ctrl button and scroll up to make the font larger or down to make it smaller.
    Use this method to change the font size of the breadcrumbs and modules in WFM Web for Supervisors, such as Rotating Patterns, Contracts, Organization, Schedule State Groups, Shifts, and Activities.
  2. Select About > Settings and use the Text Size slide bar to adjust the text.
    Use this method to change the font size of the all modules, except the new modules (see the list above).

Customizing Table Views

Many WFM Web views include on-screen tables. You can typically customize the display of these tables in one or both of the following ways:

Resize Columns
In the table's header row, place your mouse pointer over the separator between two column headers. When you see a two-headed arrow, click and drag the column separator to adjust the column widths.
Sort by Column In some tables, you can sort the data according to one of the displayed columns. Specify the column by clicking its header.

You can change the sort order by clicking the header again. An upward-pointing arrowhead in the header indicates ascending order. A downward-pointing arrowhead indicates descending order.

If the Agent column is specified as the sort key, in ascending order, it will read: Agent ^

This page was last edited on April 28, 2021, at 17:29.
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