m (1 révision importée)
m (1 révision importée)
Ligne 1 : Ligne 1 :
 
= iWD Web Help=
 
= iWD Web Help=
 
__NOTOC__
 
__NOTOC__
−
==What's New in iWD Web?==
 
−
===Background===
 
−
iWD accepts work, in electronic format, from a broad range of applications like customer relationship management (CRM), workflow, document management, legacy/host systems as well as e-mail, chat, SMS and social media servers from the Genesys eServices suite. Once work items are captured, the capture adapter sends them to Genesys Interaction Server for processing.
 
  
−
Before iWD Web, capturing work items has always been handled either by out-of-the-box capture adapters like a Web service interface, XML and IBM WebSphere MQ adapters, or by Genesys eServices equivalents.
+
iWD Web enables the upload  to IWD, with minimal configuration, of spreadsheets (XLS, XLSX and CSV formats) containing work items from third-party source systems.  
  
−
===What's new?===
+
'''With automated upload''', source systems export tasks/work items to a safe location/folder that iWD Web can access. iWD Web checks for the presence of a new file in this location, checks the file format, then imports the individual tasks to iWD / Interaction Server for insertion into the Global Task List.  
−
iWD Web is a web-based, easy-to-deploy workload management solution. It enables organizations to automate and optimize the distribution and handling of tasks and increase workforce efficiency. Purpose-built to deliver rapid time to value, it provides the capability to upload task lists without the need to connect to other source systems, such as CRM, ERP, and legacy systems, leveraging export functionality commonly available to business users.
 
  
−
Instead of having to rely on manual task distribution to your team via spreadsheets (and also CSV files,) or team members having to pick their next work item manually from a CRM, ERP, or legacy system, iWD Web enables you to create new lists with task definitions based on data that business or operations managers can upload from .CSV, .XLS and .XLSX files. You can use your CRM, ERP, or legacy system's export to spreadsheet/CSV file feature to download a list of work items that your team needs to work on and import that file to iWD Web, which reads and treats every line of your spreadsheet as a task to be analyzed and properly distributed to your available team members.
+
'''With manual upload''', users can create spreadsheets using downloadable templates, populate them with work items and manually upload them to iWD / Interaction Server for insertion into the Global Task List.
  
−
[[File:IWDWebIntro.png|500px]]
+
Users can monitor upload progress and completion of both automated and manual uploads.
−
----
+
 
−
==Basic process for creating/uploading a spreadsheet==
+
You can find information about how to configure iWD Web in the iWD 9.0 Deployment Guide.
−
<ol>
+
 
−
<li>Create and download a spreadsheet template that defines the attributes (column headings in the spreadsheet) of the tasks you will later upload.
+
{{CloudStep_Stack
−
<li>Populate the spreadsheet with tasks from your non-Genesys-integrated external business systems.  
+
|title=What you can do with iWD Web
−
<li>Upload the spreadsheets containing tasks directly to Genesys Interaction Server and iWD.
+
|text=This is iWD Web Help. Here you can get help about:
−
<li>Monitor the status of the task upload jobs.
+
 
−
</ol>
+
<span class="icon-grab" aria-hidden="true"></span>
−
[[File:IWDWeb_Overview.png|700px]]
+
 
 +
* [[Documentation:IWD:IWDWebHelp:DownloadTemplate|How to download a spreadsheet template]].
 +
* [[Documentation:IWD:IWDWebHelp:UploadTasks|How to upload tasks manually]].
 +
* [[Documentation:IWD:IWDWebHelp:ListTasks|How to view and manage automated and manual upload jobs]].
 +
 
 +
|media1=IWDWebCapture.png
 +
}}
  
  
 
[[Category:V:IWD:DRAFT]]
 
[[Category:V:IWD:DRAFT]]

Version du décembre 5, 2018 à 22:12

iWD Web Help

iWD Web enables the upload to IWD, with minimal configuration, of spreadsheets (XLS, XLSX and CSV formats) containing work items from third-party source systems.

With automated upload, source systems export tasks/work items to a safe location/folder that iWD Web can access. iWD Web checks for the presence of a new file in this location, checks the file format, then imports the individual tasks to iWD / Interaction Server for insertion into the Global Task List.

With manual upload, users can create spreadsheets using downloadable templates, populate them with work items and manually upload them to iWD / Interaction Server for insertion into the Global Task List.

Users can monitor upload progress and completion of both automated and manual uploads.

You can find information about how to configure iWD Web in the iWD 9.0 Deployment Guide.

What you can do with iWD Web

1

This is iWD Web Help. Here you can get help about:

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