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= Overlays=
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__NOTOC__
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You can create and configure overlays in the '''Forecast''' module of WFM Web for Supervisors. Overlays perform the function of factors, and help you track events that might affect interaction volume. For example, use an overlay to include in your forecast the anticipated effect of a sales promotion or a marketing campaign.
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This help topic covers the following subjects:
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*[[Overlays#GtgStrtd|Getting Started]]
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*[[Overlays#MngLstOvrly|Managing the List of Overlays]]
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*[[Overlays#DtPnCntrls|Data Pane Controls]]
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*[[Overlays#EdtgOvrly|Editing An Overlay]]
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*[[Overlays#PrptsTb|Properties Tab Elements]]
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*[[Overlays#DstrTbElmts|Distribution Tab Elements]]
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*[[Overlays#ImpctActTb|Impacted Activities Tab]]
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*[[Overlays#EvntsTb|Events Tab Elements]]
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*[[Overlays#EvntsCntrl|Events Controls]]
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See also the separate help topic [[OvrlysPrmr|Overlays Primer]].
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{{AnchorDiv|GtgStrtd}}
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== Getting Started==
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'''Prerequisite:''' You must have the security permission '''Overlays''' before you can create or configure overlays or access the action '''Find Events''' in the '''Historical Data Volumes View'''. It is assignable in '''Configuration &gt; Roles &gt; Role Privileges &gt; Forecast Role Privileges'''.
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To use overlays, open the '''Forecast''' module in the '''Modules''' pane and select '''Overlays'''. You can then see a hierarchy of business units (BUs), sites and overlays on the '''Object''' pane below.
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To [[Overlays#MngLstOvrly|manage the list of '''Overlays''']], select a BU or a site in the '''Objects''' pane.
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To [[Overlays#EdtgOvrly|edit an overlay]], select it in the '''Objects''' pane and make changes in the '''Data''' pane.
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{{AnchorDiv|MngLstOvrly}}
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== Managing the List of Overlays==
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You can use toolbar icons or Actions menu commands to manage the overlays:
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#Select a '''BU''' or '''Site''' on the '''Object''' pane.<br>  A table in the '''Data''' pane lists all current overlays.
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#Click on a overlay to select its entire row.
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#Select a command from the '''Actions''' menu, or an icon from the [[Overlays#TlbrCntrls|toolbar]]:
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{{AnchorDiv|TlbrCntrls}}
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=== Toolbar controls===
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{|
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|-
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| [[File: WM_851_icon-new.png|link=]]
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| '''New'''
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| Start the [[NwOvrlyWiz|New Overlay wizard]].
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|-
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| [[File: WM_851_icon-edit.png|link=]]
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| '''Edit'''
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| [[Overlays#EdtgOvrly|Edit the selected overlay]].
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|-
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| [[File: WM_851_icon-delete.png|link=]]
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| '''Delete'''
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| Delete the selected overlay.
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|}
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{{AnchorDiv|DtPnCntrls}}
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=== Data Pane Controls===
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The grid displays all overlays that belong to the selected BU or Site. The grid contains these columns:
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{|
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|-
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| '''Overlay'''
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| Name of the selected overlay.
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|-
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| {{AnchorDiv|Spread}} '''Spread'''
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| The time period over which the overlay is spread; in days or hours.
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|-
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| '''Type'''
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| Possible values (Impacting or Redistributing) indicate how the selected overlay will affect forecast values. You can change this in the [[Overlays#PrptsTb|Properties tab]] by [[Overlays#WhlBldgFrcst|selecting a type]]:
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*'''Calculate Using Specified Initial''' and '''Ending Impact''' (select to specify Impacting)
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*'''Always Use Entered Distribution''' or '''Always Calculate Disregarding Impacts and Distribution''' (to specify Redistributing)
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|-
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| '''Usage'''
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| For each overlay, this column lists the '''Properties''' tab choice for type (see above).
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|}
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{{AnchorDiv|EdtgOvrly}}
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=== Editing an Overlay===
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To edit an overlay:
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<ol>
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<li>Select '''Overlay''' in the module pane.</li>
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<li>Select a '''BU''' or '''Site''' in the object area.</li>
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<li>Select an overlay by one of these methods:
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<ul>
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<li>Select an overlay in the object area in the object area (beneath the selected '''BU''' or '''Site''').</li>
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<li>Select an overlay in the data area and click '''Edit''' [[File: WM_851_icon-edit.png|link=]] .</li>
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<li>Double-click an overlay in the data area.</li>
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</ul>
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<li>Select a command from the '''Actions''' menu, or an icon from the toolbar:
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<ul>
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<li>Edit '''Overlay''' controls:
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{|
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|-
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| [[File: WM_851_icon-save.png|link=]]
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| '''Save'''
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| Save all changes made to overlay.
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|-
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| [[File: WM_851_icon-calculate-distribution-wizard-button.png|link=]]
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| '''Calculate distribution'''
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| Start the [[ClcltDstrbWiz|Calculate Distribution Wizard]], which calculates the distribution of the selected overlay.<br>  This action is enabled only if the option [[Overlays#UsEntrdDst|Always Use Entered Distribution]] is selected.
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|}
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&mdash; '''OR''' &mdash;<br>
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<li> Select a tab:
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{|
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|-
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| [[Overlays#PrptsTb|'''Properties''']] ''tab''
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| View and change the main properties of the selected overlay.
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|-
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| [[Overlays#DstrTbElmts|'''Distribution''']] ''tab''
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| View and change the distribution method of the selected overlay. Enabled in the [[Overlays#PrptsTb|Properties]] tab by selecting the type [[Overlays#UsEntrdDst|Always Use Entered Distribution]].
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|-
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| nowrap | [[Overlays#ImpctActTb|'''Impacted Activities''']] ''tab''
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| View and change activities which are impacted by the selected overlay.
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|-
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| [[Overlays#EvntsTb|'''Events''']] ''tab''
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| View and change events which are related to the selected overlay.
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|}
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</ul>
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</li>
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</ol>
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{{AnchorDiv|PrptsTb}}
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=== Properties Tab Elements===
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{|
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|-
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| '''Name''' ''field''
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| You can edit the selected '''Overlay's''' name in this field.
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|-
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| '''This overlay is''' ''label''
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|
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*'''Impacting Forecast Values and Totals'''&mdash;Specify that this overlay can impact the forecast by changing forecast’s values and totals. This option is the default.
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*'''Redistributing Forecast Without Changing Total'''&mdash;Specify that this overlay must preserve a forecast’s total for specific period even while changing the distribution of values inside that period.
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|-
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| '''Spread Over''' ''field''
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| Displays the length of time that the selected '''Overlay''' will occupy.<br><br>  Edit this field and select one of the two radio buttons '''Days''' or '''Hours''' to choose the units. The value must be greater than <tt>0</tt> (zero) and the default is set during creation.
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|-
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| {{AnchorDiv|WhlBldgFrcst}} '''While building forecast use this overlay in the following way'''<br> ''radio button group''
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|
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*'''Calculate Using Specified Initial and Ending Impact'''&mdash;Use the specified initial and ending impact when building a forecast. This option enables the Distribution tab and the fields Initial Impact and Ending Impact beneath that tab.
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*{{AnchorDiv|UsEntrdDst}} '''Always Use Entered Distribution'''&mdash;Use the specified (entered) distribution when building a forecast. This option enables the Distribution tab.
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*'''Always Calculate Disregarding Impacts and Distribution'''&mdash;Use this overlay, but always disregard impacts and distribution when building a forecast. This option disables the Distribution tab.
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|-
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| '''This overlay is applicable to'''<br> ''radio button group''
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|
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*'''IV'''&mdash;Specify that this overlay applies only to Interaction Volume (IV).
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*'''AHT'''&mdash;Specify that this overlay applies only to Average Handling Time (AHT).
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|}
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{{AnchorDiv|DstrTbElmts}}
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=== Distribution Tab Elements===
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What you see depends upon choices that you made on the '''Properties''' page.
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*This page is completely disabled if '''Always Calculate Disregarding Impacts and Distribution''' was selected under the '''Properties''' tab.
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*If '''Always Use Entered Distribution''' was selected on the '''Properties''' tab:
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**'''Graph'''&mdash;Displays the same information as the grid below it displays, but in graphical form.
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**'''Grid'''&mdash;Displays and allows you to edit the overlay's distribution. Columns:
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***'''Daily''' or '''Hourly Impact'''&mdash;Each row displays an increment during which the overlay will be in effect. The actual increment (day or hour) is configured in [[Overlays#Spread|'''Spread''']].
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***'''Distribution Value'''&mdash;Displays the distribution value of each increment. The default value in each cell is <tt>0</tt>.
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***If the selected overlay is of the type '''impacting''', then you can enter values from <tt>-100</tt> to <tt>9999</tt> into the grid.
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***If the selected overlay is of the type '''redistributing''', then you can enter values from <tt>0</tt> to <tt>100</tt> into the grid.<br><br> 
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{{NoteFormat|If the total of all values in the grid does not equal '''100''', you will see a warning and will not be able to save your changes to the overlay.}}
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*If '''Calculate Using The Specified Initial and Ending Impact''' was selected on the '''Properties''' page:
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**'''Initial Impact''' ''field''&mdash;Use this field to specify the initial impact of the overlay. Range: <tt>0</tt> (the default) and positive numbers.
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**'''Ending Impact''' ''field''&mdash;Use this field to specify the ending impact of the overlay. Range: <tt>0</tt> (the default) and positive numbers.
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{{AnchorDiv|ImpctActTb}}
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=== Impacted Activities Tab===
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''(Also a page in the [[NwOvrlyWiz|New Overlay wizard]].)''
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This tab lists all activities that correspond to the '''Factor''' that is selected in the '''Object''' tree.
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*Select the check box to the left of each activity in the list, to specify which activities will be impacted by the selected factor.
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*Clear the check box to specify no impact.
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{{AnchorDiv|EvntsTb}}
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=== Events Tab Elements===
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The grid on this tab lists all '''Events''' in the selected '''Overlay''', one per row. The value in every cell of this grid is editable.  The columns are:
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{|
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|-
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| '''Name'''
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| Edit the '''Event''' name in this cell.
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|-
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| '''Start Date'''
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| Edit the start date.
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|-
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| '''Start Time'''
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| Edit the start time.
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|-
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| {{AnchorDiv|Strngth}} '''Strength'''
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| Edit the strength of the event. The range is any positive value (greater than zero), up to nine digits and two decimals.
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|-
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| '''Disregard Historical Data'''
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| Select this check box if the event should disregard historical data. Clear the check box to consider historical data.
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|}
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{{AnchorDiv|EvntsCntrl}}
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=== Events Controls===
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{|
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|-
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| '''Add Event'''
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| Click to add a new row to the grid, with default values in the cells.
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|-
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| '''Delete Event'''
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| Click to delete the selected event from the grid.
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|-
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| '''Cancel''' or '''Save'''
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| Click to perform those functions.
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|}
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[[Category:V:PSAAS:Julie]]

Revision as of 18:03, June 10, 2019

Overlays

You can create and configure overlays in the Forecast module of WFM Web for Supervisors. Overlays perform the function of factors, and help you track events that might affect interaction volume. For example, use an overlay to include in your forecast the anticipated effect of a sales promotion or a marketing campaign.

This help topic covers the following subjects:

See also the separate help topic Overlays Primer.

Getting Started

Prerequisite: You must have the security permission Overlays before you can create or configure overlays or access the action Find Events in the Historical Data Volumes View. It is assignable in Configuration > Roles > Role Privileges > Forecast Role Privileges.

To use overlays, open the Forecast module in the Modules pane and select Overlays. You can then see a hierarchy of business units (BUs), sites and overlays on the Object pane below.

To manage the list of Overlays, select a BU or a site in the Objects pane.

To edit an overlay, select it in the Objects pane and make changes in the Data pane.

Managing the List of Overlays

You can use toolbar icons or Actions menu commands to manage the overlays:

  1. Select a BU or Site on the Object pane.
    A table in the Data pane lists all current overlays.
  2. Click on a overlay to select its entire row.
  3. Select a command from the Actions menu, or an icon from the toolbar:

Toolbar controls

WM 851 icon-new.png New Start the New Overlay wizard.
WM 851 icon-edit.png Edit Edit the selected overlay.
WM 851 icon-delete.png Delete Delete the selected overlay.

Data Pane Controls

The grid displays all overlays that belong to the selected BU or Site. The grid contains these columns:

Overlay Name of the selected overlay.
Spread 		The time period over which the overlay is spread; in days or hours.
Type Possible values (Impacting or Redistributing) indicate how the selected overlay will affect forecast values. You can change this in the Properties tab by selecting a type:
  • Calculate Using Specified Initial and Ending Impact (select to specify Impacting)
  • Always Use Entered Distribution or Always Calculate Disregarding Impacts and Distribution (to specify Redistributing)
Usage For each overlay, this column lists the Properties tab choice for type (see above).

Editing an Overlay

To edit an overlay:

  1. Select Overlay in the module pane.
  2. Select a BU or Site in the object area.
  3. Select an overlay by one of these methods:
    • Select an overlay in the object area in the object area (beneath the selected BU or Site).
    • Select an overlay in the data area and click Edit WM 851 icon-edit.png .
    • Double-click an overlay in the data area.
  4. Select a command from the Actions menu, or an icon from the toolbar:

Properties Tab Elements

Name field You can edit the selected Overlay's name in this field.
This overlay is label
  • Impacting Forecast Values and Totals—Specify that this overlay can impact the forecast by changing forecast’s values and totals. This option is the default.
  • Redistributing Forecast Without Changing Total—Specify that this overlay must preserve a forecast’s total for specific period even while changing the distribution of values inside that period.
Spread Over field Displays the length of time that the selected Overlay will occupy.

Edit this field and select one of the two radio buttons Days or Hours to choose the units. The value must be greater than 0 (zero) and the default is set during creation.
While building forecast use this overlay in the following way
radio button group
  • Calculate Using Specified Initial and Ending Impact—Use the specified initial and ending impact when building a forecast. This option enables the Distribution tab and the fields Initial Impact and Ending Impact beneath that tab.
  • Always Use Entered Distribution—Use the specified (entered) distribution when building a forecast. This option enables the Distribution tab.
  • Always Calculate Disregarding Impacts and Distribution—Use this overlay, but always disregard impacts and distribution when building a forecast. This option disables the Distribution tab.
This overlay is applicable to
radio button group
  • IV—Specify that this overlay applies only to Interaction Volume (IV).
  • AHT—Specify that this overlay applies only to Average Handling Time (AHT).

Distribution Tab Elements

What you see depends upon choices that you made on the Properties page.

  • This page is completely disabled if Always Calculate Disregarding Impacts and Distribution was selected under the Properties tab.
  • If Always Use Entered Distribution was selected on the Properties tab:
    • Graph—Displays the same information as the grid below it displays, but in graphical form.
    • Grid—Displays and allows you to edit the overlay's distribution. Columns:
      • Daily or Hourly Impact—Each row displays an increment during which the overlay will be in effect. The actual increment (day or hour) is configured in Spread.
      • Distribution Value—Displays the distribution value of each increment. The default value in each cell is 0.
      • If the selected overlay is of the type impacting, then you can enter values from -100 to 9999 into the grid.
      • If the selected overlay is of the type redistributing, then you can enter values from 0 to 100 into the grid.

Important
If the total of all values in the grid does not equal 100, you will see a warning and will not be able to save your changes to the overlay.
  • If Calculate Using The Specified Initial and Ending Impact was selected on the Properties page:
    • Initial Impact field—Use this field to specify the initial impact of the overlay. Range: 0 (the default) and positive numbers.
    • Ending Impact field—Use this field to specify the ending impact of the overlay. Range: 0 (the default) and positive numbers.

Impacted Activities Tab

(Also a page in the New Overlay wizard.)

This tab lists all activities that correspond to the Factor that is selected in the Object tree.

  • Select the check box to the left of each activity in the list, to specify which activities will be impacted by the selected factor.
  • Clear the check box to specify no impact.

Events Tab Elements

The grid on this tab lists all Events in the selected Overlay, one per row. The value in every cell of this grid is editable.  The columns are:

Name Edit the Event name in this cell.
Start Date Edit the start date.
Start Time Edit the start time.
Strength 		Edit the strength of the event. The range is any positive value (greater than zero), up to nine digits and two decimals.
Disregard Historical Data Select this check box if the event should disregard historical data. Clear the check box to consider historical data.

Events Controls

Add Event Click to add a new row to the grid, with default values in the cells.
Delete Event Click to delete the selected event from the grid.
Cancel or Save Click to perform those functions.
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