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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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Les informations sur cette page décrivent l’application Advisors, l’utilisation du tableau de bord et les caractéristiques d’une manière générale. Elles incluent les sections suivantes :
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* [[Using#nav_bar|Navigating Advisors Applications]]
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* [[Using#nav_bar|Navigation dans les applications Advisors]]
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* [[Using#stored_prefs|Stored User Preferences]]
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* [[Using#stored_prefs|Préférences utilisateur stockées]]
 
  
 
{{AnchorDiv|nav_bar}}
 
{{AnchorDiv|nav_bar}}
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{{#anc:Navigating Advisors Applications}}
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==Navigating Advisors Applications==
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==Navigation dans les applications Advisors==
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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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En fonction de votre rôle dans le centre de contact, vous pouvez accéder à une application ou à plusieurs. Utilisez la barre de navigation Advisors pour ouvrir un tableau de bord Advisors auquel vous avez accès.
 
  
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Les autorisations et accès en fonction du rôle contrôlent ce que vous pouvez voir et faire dans chacune des applications Advisors. Pour plus d'informations à ce sujet, consultez la rubrique [[Access|Autorisations et accès en fonction du rôle]].
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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]].
  
 
[[file:pma_ccadv-wa-fa_navigation-bar_852.png|center]]
 
[[file:pma_ccadv-wa-fa_navigation-bar_852.png|center]]
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{|class="no-border"
 
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|style="width: 30%;" | '''1.''' Applications disponibles
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|style="width: 30%;" | '''1.''' Available Applications
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|<p>Dans la barre de navigation, vous pouvez voir des liens vers les applications Advisors que vous utilisez. Si vous avez l’habitude d’utiliser Genesys Pulse, ainsi que les applications Advisors, alors votre administrateur système peut également ajouter un lien rapide vers l’application Pulse dans la barre de navigation Advisors. </p><p>Une ligne bleue sur le nom d’une application indique le tableau de bord actif. Cliquez sur le nom d’une application dans la barre de navigation pour ouvrir le tableau de bord associé.</p>
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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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<p>Vous pouvez ouvrir les tableaux de bord Advisors dans Microsoft Internet Explorer, Google Chrome ou Mozilla Firefox. Il est possible d’ouvrir simultanément deux sessions de tableau de bord Advisors ou plus. Toutefois, Genesys vous conseille de toujours utiliser un seul type de navigateur Web lorsque vous travaillez avec des applications Advisors.</p>
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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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|'''2.''' Rubriques d’aide (accès rapide à ce document)
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|'''2.''' Help Topics (quick access to this document)
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|Pour ouvrir ce document dans les tableaux de bord Advisors, cliquez sur le point d’interrogation qui s’affiche dans le coin supérieur droit de la barre de navigation. Si vous n’êtes pas connecté aux tableaux de bord Advisors, vous pouvez également accéder à ce document sur le [https://docs.genesys.com/Documentation/PMA Genesys site de documentation].
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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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{{AnchorDiv|stored_prefs}}
  
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{{#anc:Stored User Preferences}}
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==Stored User Preferences==
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==Préférences utilisateur stockées==
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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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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 avez augmenté la largeur du volet '''Alertes''' et que vous avez basculé sur une autre application Advisors à partir de la barre de navigation du tableau de bord, ou que vous avez fermé le navigateur de façon accidentelle (sans déconnexion). Lorsque vous revenez dans le tableau de bord de Contact Center Advisor ou Workforce Advisor, le volet '''Alertes''' aura conservé la largeur que vous avez choisie avant d’ouvrir un autre tableau de bord ou de fermer le navigateur.
 
  
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Les paramètres du tableau de bord suivants sont stockés :
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The following dashboard settings are stored:  
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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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* filter settings, such as the time profile group and channel filter settings
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* séquence de métriques ;
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* metric sequence
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* tri des colonnes ;
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* column sorting
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* largeurs de colonne ;
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* column widths
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* sélection de lignes et agrandissements ;
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* row selection and expansions
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* emplacement des séparateurs ;
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* the location of the splitter
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* groupement ;
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* the grouping
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* dernier module sélectionné.
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* the last-selected module
  
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{{#anc:Related Information}}
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==Related Information==
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==Informations connexes==
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This section of the Help document also contains the following, related topics:
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Cette section du document d’aide contient également les rubriques connexes suivantes :
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* Viewing contact center data
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* Affichage des données du centre de contacts
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** [[CCACCPane|Working with Contact Center Advisor]]
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** [[CCACCPane|Utilisation de Contact Center Advisor]]
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** [[WACCPane|Working with Workforce Advisor]]
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** [[WACCPane|Utilisation de Workforce Advisor]]
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* Alerts
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* Alertes
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** [[ViewAlerts|Working with the Alerts Pane]]
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** [[ViewAlerts|Utilisation du volet Alertes]]
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** [[ScrollResize|Viewing Alerts]]  
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** [[ScrollResize|Affichage des alertes]]
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** [[SearchFilter|Searching and Filtering Alerts]]
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** [[SearchFilter|Recherche et filtrage d'alertes]]
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** [[AlertsAtts|Alerts Pane Attributes]]
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** [[AlertsAtts|Attributs du volet Alertes]]
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* Customizing the dashboard
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* Personnalisation du tableau de bord
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** [[MetsColumns|Column Chooser]]
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** [[MetsColumns|Sélecteur de colonne]]
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** [[MetsLibrary|Metrics Library]]
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** [[MetsLibrary|Bibliothèque de métriques]]
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* [[Accessibility|Accessibility]]
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* [[Accessibility|Accessibilité]]
 
  
  
 
[[Category:V:PMA:DRAFT]]
 
[[Category:V:PMA:DRAFT]]

Version du juin 27, 2018 à 22:14

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!