Lists

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Simple Numbered List

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Simple Bulleted List

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Lists With Paragraphs Between Items

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Multi-level Numbered List

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Multi-level Bulleted List

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Multi-level List (Mixed)

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1. Select Forecast in the left-navigation menu.
2. Select the View Forecast option.
3. Here is some general text for a set of steps. Replace this with your own content.

NOTES:

• Once you select View Forecast, the system displays options to select Skill Code and Team.
• Individual cells in the table above can be edited when a single Skill Code is selected.

Applying Filters

1. Select Forecast > View Forecast.
2. Select a Skill Code.
3. Select a Team.
4. Select a Date.

If you switch to a different part of Monet WFO Live™, your selections for Skill Code and Team will be remembered.

The filter selections for Skill Code and Team are remembered per user across multiple sessions and browsers. The Skill Code and Team filters will remain from the last setting when:

• Using a different browser

NOTE: If a user is using two different browsers at the same time, when applying a filter in one browser, it's okay if the user must log out and back in before Monet will remember the filter settings in the other browser.

• Closing the browser, opening a new version, and logging back in
• Logging out and logging back in
• Leaving a section within Monet and coming back

Change Calls

1. Select a date to bring the call data for the Forecast date requiring a change.

NOTE: The forecasted call data displays Time Ending, Calls, AHT (Average Handle Time), Required (Req) Agents, Unscheduled Activities (Unsch. Act), Adjusted (Adj) Agents, Occupancy (Occ), Handled, Abandoned (Abn), and Average Speed of answer (ASA). Required agents are derived from the workload, skill teams, and service level goals. Adding the shrinkage which is factored in as Unsch. Act, give the Adj Agents count, which is the true staffing count needed to meet the forecast goals.

NOTES:

• The Calls, AHT, Threshold Delay, Probability Delay are only editable when filtering by Skill Code.
• The Req Agents, Unsch. Act, and Adj Agents are only editable when filtering by Skill Team.
• Leaving a section within Monet and coming back

Change the Forecast Based on the Number of Tasks

1. Select Total Day Change > Total Tasks. The system displays the total number of tasks for the forecasted date.
2. Select a skill code(s) in the Skill Code drop-down menu as required.
3. Select one of the following:
   1. Percentage
   2. Total
4. Enter the numeric value (based on the selections made) in the field.
5. Select Apply. The system generates the new forecast based on the changed percentage/total number of calls.

NOTE: The effect of percentage (increase or decrease) must be an integer.

Change Average Handle Time

1. Select Average Handle Time. The system displays the current AHT (in seconds/per call).
2. Select a skill code in the Skill Code drop-down menu.
3. Select one of the following:
   1. Percentage
   2. Total
4. Either select Percentage (increase or decrease) or New Average Handle Time using the corresponding radio button(s).
5. Enter the numeric value (based on the selections made) in the field.
6. Select Apply. The system generates the new forecast based on the changed AHT time.

Change Service Objectives

1. Select Service Objective. The system displays Skill Code, Average Speed of Answers, Threshold delay default for the day and the Probability of Delay.
2. Select a skill code in the Skill Code drop-down menu.
3. Select either Average Speed of Answer or the Threshold/ probability delay default for day (in seconds/%) by selecting the radio button on the right.  For example, skill code selected as ENG and Threshold/Probability delay. The Threshold delay default for day is 20 and the Probability delay is 80%.
4. Select Apply.

NOTE: The system generates a new forecast based on the changed Service Objectives

Change Patience and Abandon %

1. Select Change Patience Abandon %. The system displays the current Tolerance and Abandon % with the option to select the skill code from the Skill Code drop-down menu.
2. Select a skill code in the Skill Code drop-down menu.
3. Select Apply.

Setting Adjusted Agents

After you have made changes to the forecast, the required agent column might increase or decrease. If you would like these changes to be reflected in the Scheduling, Staffing and Managing options of the system, you need to set the adjusted agents to the new required employee’s number because the scheduling and staffing features in WFO Live™ take into account the adjusted agents column to determine the required number of agents for each time period.

To have WFO Live™ automatically update the Adjusted Agents column based on agent requirements and unscheduled activities, do the following.

Set Adjusted Agents

1. Select Adjusted Agents.
2. Select the team from the Team drop-down menu.
3. Enter a numeric value (percentage increase or decrease) in the field.
4. Select Apply. The system updates the Adj Agents column.
5. Select Save.

Change Non-Call Activity Volume

1. Click the Non Call Activity Forecast tab. This tab displays the existing non-call activities. For instance, the e-mail and chat are displayed.
2. Double-click the cell to edit.
3. Enter the values.
4. Select Enter.

NOTE: The system automatically calculates the Reqd. Base Staff Hrs column based on the values you enter