How to guides
Guides, and tutorials for accomplishing tasks in CommunityWFM.
- Forecasting analysis webinar presented 20-Jul-2023
- All About Auto-approve
- What if I... Using What If Scenarios for Planning - Webinar presented 18-May-2023
- Adherence Comparison Report
- Agent Self-Service Kiosk (ASSK)
- Translations - Language support
- Data Subject Rights - New in 5.1 (5:21)
- CommunityWFM 5.x Upgrade - Quick Start Guide
- Forecasting & Scheduling in Enterprise 5.x
- Creating a forecast profile (3:59)
- Creating a working forecast (8:29)
- Editing a working forecast (4:36)
- Analyzing history for forecasting (3:37)
- Configuring break sets (3:21)
- Schedule Template Types
- Creating schedule templates (6:17)
- Assigning Schedule Templates
- Creating and publishing a working schedule (7:49)
- Editing schedules (8:49)
- Creating Adherence Thresholds
- Configuring a new data source
- Adding new colors to your palette
- Adding Events Manually
- Memos — how to use them
- Activating and Deactivating Users
- Automated Schedule Attendance Monitor (ASAM)
- Schedule Adherence Monitor
- Automated Schedule Adjustment Plans (ASAPs)
- Report Guide: Sample Reports for Version 5.0 - webinar presented 16-Feb-2023
- Report Guide: Adherence Alerts