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= Utilisation du tableau de bord =
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= Using the Dashboard=
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{{#anc: Using the Dashboard }}
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The information on this page describes Advisors application and dashboard usage and characteristics in general terms, and includes the following sections:
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* [[Using#nav_bar|Navigating Advisors Applications]]
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* [[Using#stored_prefs|Stored User Preferences]]
  
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Cette page décrit comment consulter les informations du tableau de bord et comment sélectionner les informations à afficher.
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{{AnchorDiv|nav_bar}}
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==Navigating Advisors Applications==
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Depending on your role in the Contact Center, you might have access to only one Advisors application, or you might have access to multiple applications. Use the Advisors navigation bar to open any Advisors dashboard to which you have access.
  
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{{NoteFormat|Vous pouvez ouvrir les tableaux de bord Advisors dans Microsoft Internet Explorer, Google Chrome ou Mozilla Firefox. Genesys recommande de n’utiliser qu’un seul type de navigateur Web lorsque vous travaillez avec des modules Advisors.}}
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Role-based access and permissions control what you can see and do in each Advisors application. For more information about this topic, see  [[Access|Role-Based Access and Permissions]].
  
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Les autorisations et accès en fonction du rôle contrôlent les éléments que vous pouvez afficher et les tâches que vous pouvez effectuer dans chacune des vues Contact Center Advisor (CCAdv) et Workforce Advisor (WA).  Pour plus d'informations à ce sujet, consultez la rubrique [[Access|Autorisations et accès en fonction du rôle]].
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[[file:pma_ccadv-wa-fa_navigation-bar_852.png|center]]
  
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Beaucoup de paramètres du tableau de bord sont enregistrés et stockés au fur et à mesure que vous les modifiez. Par exemple, supposons que vous ayez augmenté la largeur du volet '''Alertes''' et que vous ayez accidentellement fermé le navigateur (sans déconnexion). Lorsque vous rouvrez le navigateur et le tableau de bord de Contact Center Advisor ou Workforce Advisor, le volet '''Alertes''' aura gardé la largeur que vous avez choisie avant de fermer accidentellement le navigateur. Les paramètres du tableau de bord suivants sont stockés :
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{|class="no-border"
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* paramètres de filtre, tels que les paramètres de groupe de profils de temps et de filtres Canal ;
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|-
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* séquence de métriques ;
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|style="width: 30%;" | '''1.''' Available Applications
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* tri des colonnes ;
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|<p>On the navigation bar, you see links to the Advisors applications that you use. If you typically use Genesys Pulse, as well as Advisors applications, then your system administrator might also include a quick link to the Pulse application in the Advisors navigation bar.</p><p>A blue line over an application name indicates the active dashboard. Click an application name on the navigation bar to open the associated dashboard.</p>
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* largeurs de colonne ;
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<p>You can open Advisors dashboards in Microsoft Internet Explorer, Google Chrome, or Mozilla Firefox. It is okay to open two or more Advisors dashboard sessions simultaneously, however Genesys recommends that you always use one type of web browser when working with Advisors applications.</p>
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* sélection de lignes et agrandissements ;
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|-
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* emplacement des séparateurs ;
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|'''2.''' Help Topics (quick access to this document)
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* groupement ;
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|To open this document from the Advisors dashboards, click the question mark that displays in the top-right corner of the navigation bar. If you are not logged in to the Advisors dashboards, you can also access this document on the [https://docs.genesys.com/Documentation/PMA Genesys documentation site].
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* dernier module sélectionné.
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|}
  
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{{AnchorDiv|stored_prefs}}
  
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Cette section contient les rubriques suivantes :
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==Stored User Preferences==
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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 switched to another Advisors application from the dashboard's navigation bar, or maybe you accidentally closed the browser (without logging out). When you return to the Contact Center Advisor or Workforce Advisor dashboard, the '''Alerts''' pane will have retained the width that you set before you opened a different dashboard or closed the browser.
  
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* Affichage des données du centre de contacts
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The following dashboard settings are stored:
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** [[CCACCPane|Utilisation de Contact Center Advisor]]
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* filter settings, such as the time profile group and channel filter settings
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** [[WACCPane|Utilisation de Workforce Advisor]]
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* metric sequence
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* Alertes
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* column sorting
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** [[ViewAlerts|Utilisation du volet Alertes]]
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* column widths
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** [[ScrollResize|Affichage des alertes]]
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* row selection and expansions
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** [[SearchFilter|Recherche et filtrage d'alertes]]
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* the location of the splitter
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** [[AlertsAtts|Attributs du volet Alertes]]
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* the grouping
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* the last-selected module
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==Related Information==
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This section of the Help document also contains the following, related topics:
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* Viewing contact center data
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** [[CCACCPane|Working with Contact Center Advisor]]
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** [[WACCPane|Working with Workforce Advisor]]
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* Alerts
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** [[ViewAlerts|Working with the Alerts Pane]]
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** [[ScrollResize|Viewing Alerts]]  
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** [[SearchFilter|Searching and Filtering Alerts]]
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** [[AlertsAtts|Alerts Pane Attributes]]
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* Customizing the dashboard
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** [[MetsColumns|Column Chooser]]
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** [[MetsLibrary|Metrics Library]]
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* [[Accessibility|Accessibility]]
  
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* Personnalisation du tableau de bord
 
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** [[MetsColumns|Sélecteur de colonne]]
 
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** [[MetsLibrary|Bibliothèque de métriques]]
 
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* [[Accessibility|Accessibilité]]
 
  
 
[[Category:V:PMA:DRAFT]]
 
[[Category:V:PMA:DRAFT]]

Version du février 12, 2018 à 21:35

Using the Dashboard

The information on this page describes Advisors application and dashboard usage and characteristics in general terms, and includes the following sections:

Navigating Advisors Applications

Depending on your role in the Contact Center, you might have access to only one Advisors application, or you might have access to multiple applications. Use the Advisors navigation bar to open any Advisors dashboard to which you have access.

Role-based access and permissions control what you can see and do in each Advisors application. For more information about this topic, see  Role-Based Access and Permissions.

Pma ccadv-wa-fa navigation-bar 852.png
1. Available Applications

On the navigation bar, you see links to the Advisors applications that you use. If you typically use Genesys Pulse, as well as Advisors applications, then your system administrator might also include a quick link to the Pulse application in the Advisors navigation bar.

A blue line over an application name indicates the active dashboard. Click an application name on the navigation bar to open the associated dashboard.

You can open Advisors dashboards in Microsoft Internet Explorer, Google Chrome, or Mozilla Firefox. It is okay to open two or more Advisors dashboard sessions simultaneously, however Genesys recommends that you always use one type of web browser when working with Advisors applications.

2. Help Topics (quick access to this document) To open this document from the Advisors dashboards, click the question mark that displays in the top-right corner of the navigation bar. If you are not logged in to the Advisors dashboards, you can also access this document on the Genesys documentation site.

Stored User Preferences

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 switched to another Advisors application from the dashboard's navigation bar, or maybe you accidentally closed the browser (without logging out). When you return to the Contact Center Advisor or Workforce Advisor dashboard, the Alerts pane will have retained the width that you set before you opened a different dashboard or closed 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

Related Information

This section of the Help document also contains the following, related topics:

Comments or questions about this documentation? Contact us for support!