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= Using the Dashboard =
 
= Using the Dashboard =
  
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This section describes how to view dashboard information, how to select what information to display, and how the Map works.
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This page describes how to view dashboard information, and how to select what information to display.
  
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{{NoteFormat|Starting in Advisors release 8.5.1, you can open Advisors dashboards in Microsoft Internet Explorer, Google Chrome, or Mozilla Firefox. If you open multiple Advisors sessions simultaneously, ensure you use one type of browser. For example, if you are running Contact Center Advisor in Google Chrome, and you want to open another Contact Center Advisor session or a Workforce Advisor session in another browser window, then that browser must also be Chrome.}}
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{{NoteFormat|You can open Advisors dashboards in Microsoft Internet Explorer, Google Chrome, or Mozilla Firefox. Genesys recommends that you use one type of web browser when working with Advisors modules.}}
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Role-based access and permissions control what you can see and do in each Contact Center Advisor (CCAdv) and Workforce Advisor (WA) view.  For more information about this topic, see  [[Access|Role-Based Access and Permissions]].
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Many of your dashboard settings are saved and stored immediately, as you make changes. For example, let's say that you increased the width of the '''Alerts''' pane, and then accidentally closed the browser (without logging out). When you open the browser and the Contact Center Advisor or Workforce Advisor dashboard again, the '''Alerts''' pane will have retained the width that you set before accidentally closing the browser. The following dashboard settings are stored:
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* filter settings, such as the time profile group and channel filter settings
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* metric sequence
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* column sorting
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* column widths
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* row selection and expansions
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* the location of the splitter
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* the grouping
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* the last-selected module
  
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Role-based access and permissions control what you can see and do in each Contact Center Advisor (CCAdv) and Workforce Advisor (WA) view.  For more information about this topic, see  [[Access|Role-Based Access and Permissions]].
 
  
 
This section contains the following topics:
 
This section contains the following topics:
  
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* Viewing contact data
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* Viewing contact center data
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** [[CCACCPane|Contact Center Advisor: Contact Centers Pane]]
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** [[CCACCPane|Working with Contact Center Advisor]]
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** [[CCAAppsAGs|Contact Center Advisor: Applications and Agent Groups Panes]]
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** [[WACCPane|Working with Workforce Advisor]]
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** [[WACCPane|Workforce Advisor: Contact Centers Pane]]
 
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** [[WAContGpsAgtGps|Workforce Advisor: Contact Groups and Agent Groups Panes]]
 
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* Metric graphing
 
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** [[MetricGraph|Metric Graphing Overview]]
 
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** [[MetricGphWindow|Metric Graphing Window]]
 
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** [[ReadGraph|Reading the Graph]]
 
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** [[GphMetsProfs|Graphing Metrics and Time Profiles]]
 
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** [[MetsSaveDiscard|Saved and Discarded Graphing Data]]
 
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** [[MetsSelectPart|Selecting a Portion of Data in the Metric Graphing Window]]
 
 
* Alerts
 
* Alerts
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** [[ViewAlerts|Viewing the Alerts]]
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** [[ViewAlerts|Working with the Alerts Pane]]
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** Alerts in the Map
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** [[ScrollResize|Viewing Alerts]]  
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*** [[AlertsMap|Common Map Views and Functionality]]
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** [[SearchFilter|Searching and Filtering Alerts]]
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*** [[CCAdvMap|Contact Center Advisor Map]]
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** [[AlertsAtts|Alerts Pane Attributes]]
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*** [[WAMap|Workforce Advisor Map]]
 
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** [[ScrollResize|Scrolling and Resizing the Views]]  
 
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** [[AlertsAtts|Alerts Window Attributes]]
 
  
 
* Customizing the dashboard
 
* Customizing the dashboard
 
** [[MetsColumns|Column Chooser]]
 
** [[MetsColumns|Column Chooser]]
 
** [[MetsLibrary|Metrics Library]]
 
** [[MetsLibrary|Metrics Library]]
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* General usage guidelines
 
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** [[UsageGuide|Usage Guidelines]]
 
 
* [[Accessibility|Accessibility]]
 
* [[Accessibility|Accessibility]]
  
 
[[Category:V:PMA:DRAFT]]
 
[[Category:V:PMA:DRAFT]]

Version du octobre 3, 2017 à 17:59

Using the Dashboard

This page describes how to view dashboard information, and how to select what information to display.

Important
You can open Advisors dashboards in Microsoft Internet Explorer, Google Chrome, or Mozilla Firefox. Genesys recommends that you use one type of web browser when working with Advisors modules.

Role-based access and permissions control what you can see and do in each Contact Center Advisor (CCAdv) and Workforce Advisor (WA) view.  For more information about this topic, see  Role-Based Access and Permissions.

Many of your dashboard settings are saved and stored immediately, as you make changes. For example, let's say that you increased the width of the Alerts pane, and then accidentally closed the browser (without logging out). When you open the browser and the Contact Center Advisor or Workforce Advisor dashboard again, the Alerts pane will have retained the width that you set before accidentally closing the browser. The following dashboard settings are stored:

  • filter settings, such as the time profile group and channel filter settings
  • metric sequence
  • column sorting
  • column widths
  • row selection and expansions
  • the location of the splitter
  • the grouping
  • the last-selected module


This section contains the following topics:

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