Chapter 4 WFM
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Questions and Answers

What is the required permission to upload historical data?

  • Workforce Management > Historical Data > Edit
  • Workforce Management > Historical Data > Upload (correct)
  • Workforce Management > Historical Data > Download
  • Workforce Management > Historical Data > View
  • What format is used for downloading forecasts from the Forecast Editor?

  • .PDF format
  • .CSV format (correct)
  • .TXT format
  • .XLS format
  • What action must be performed to remove all uploaded historical data from the system?

  • Export Historical Data
  • Clear Historical Data
  • Delete Historical Data
  • Purge Historical Data (correct)
  • When should the Historical End Date typically be set?

    <p>To the transition date to Genesys Cloud Workforce Management (A)</p> Signup and view all the answers

    Where can you access the Historical Data Import feature?

    <p>Admin &gt; Workforce Management &gt; Historical Data Import (C)</p> Signup and view all the answers

    What happens if the Historical End Date is set incorrectly?

    <p>Only data before the set date will be considered (C)</p> Signup and view all the answers

    How long can the purging of historical data take to complete?

    <p>Up to 24 hours (C)</p> Signup and view all the answers

    What occurs after the purging of historical data is complete?

    <p>Forecasts will default to live data (B)</p> Signup and view all the answers

    What is the maximum duration supported by the Weighted Historical Index method?

    <p>6 weeks (A)</p> Signup and view all the answers

    Which forecasting creation method automatically applies fixes for missing data?

    <p>Automatic Best Method Selection (A)</p> Signup and view all the answers

    Which method allows for the inclusion of external datasets into forecasts?

    <p>Weighted Historical Index with Source Data Import (A)</p> Signup and view all the answers

    What must be true of data in a .CSV file used for importing a short-term interval forecast?

    <p>All data must fall within the forecast duration period. (C)</p> Signup and view all the answers

    What does the 'Enable for Scheduling' option allow you to do?

    <p>Check if forecasts can be scheduled. (D)</p> Signup and view all the answers

    What differentiates Automatic Best Method Selection from Weighted Historical Index?

    <p>Automatic Best Method Selection uses all available historical data. (A)</p> Signup and view all the answers

    What kind of data does the Import Short-Term Interval Forecast Data method work with?

    <p>Pre-created forecasts in a .CSV file. (C)</p> Signup and view all the answers

    What is the role of the Description box in the forecast creation process?

    <p>To add details for distinguishing this forecast from others. (D)</p> Signup and view all the answers

    What is the default state of modifications when they are added in the forecast system?

    <p>Enabled (C)</p> Signup and view all the answers

    Which metric type can be selected when adding a forecast modification?

    <p>Average Handle Time (D)</p> Signup and view all the answers

    Which of the following is NOT a parameter option when choosing a modification?

    <p>Average per interval per planning group (D)</p> Signup and view all the answers

    What is required to apply changes after setting a modification value?

    <p>Finish Changes (C)</p> Signup and view all the answers

    Which action can be taken to manage modifications in the forecast?

    <p>Edit existing modifications (A)</p> Signup and view all the answers

    Which data is dynamically gathered by the system throughout the day to adjust the forecast?

    <p>Average Handle Time (A)</p> Signup and view all the answers

    What action would you take to temporarily deactivate a modification in the forecast?

    <p>Disable the modification (C)</p> Signup and view all the answers

    Why is it often unnecessary to edit forecast source data?

    <p>The system updates it automatically (B)</p> Signup and view all the answers

    What is the primary benefit of accurate forecasting in contact centers?

    <p>It enables appropriate staffing based on predicted interaction levels. (A)</p> Signup and view all the answers

    Which of the following is NOT considered part of the Average Handle Time?

    <p>Average Queue Time (A)</p> Signup and view all the answers

    What is the primary use of the Long-Term Forecast View?

    <p>Identify seasonality and trends over a longer period. (B)</p> Signup and view all the answers

    Which feature allows users to analyze forecast and source data outside of Genesys Cloud?

    <p>Export Data (C)</p> Signup and view all the answers

    What does the Granularity option for a Short-Term Forecast offer?

    <p>15 mins, 30 mins, or 60 mins granularity (A)</p> Signup and view all the answers

    In forecasting, what is typically predicted using historical data?

    <p>Future interaction volumes. (C)</p> Signup and view all the answers

    Which option enables the view of historical data in the forecast?

    <p>Use Hover for Details (A)</p> Signup and view all the answers

    Which option accurately describes the Short-Term Forecast View?

    <p>Displays interval-level data for a single week. (A)</p> Signup and view all the answers

    What is required before adding a forecast in Genesys Cloud?

    <p>Navigate to the Forecasts Page (C)</p> Signup and view all the answers

    What type of data can be filtered in the forecasting management tool?

    <p>Interactions by skill sets. (A)</p> Signup and view all the answers

    Which of the following metrics is used to evaluate forecasting performance?

    <p>Average Handle Time. (B)</p> Signup and view all the answers

    What is the maximum number of weeks for which a Long-Term Forecast can be created using automatic best method selection?

    <p>104 weeks (B)</p> Signup and view all the answers

    Which of the following display options must be enabled to view user-defined modifications projections?

    <p>Show Modification Projection (B)</p> Signup and view all the answers

    How can users navigate to select a Forecast Start Week?

    <p>Use arrows and dropdown lists (A)</p> Signup and view all the answers

    What options are available for Metric Data Format in the Forecast Editor's Display Options?

    <p>Bar or Line (D)</p> Signup and view all the answers

    What action allows you to see detailed data points for specific dates and times in the forecast?

    <p>Hover for Details (B)</p> Signup and view all the answers

    What should you do first when you need to modify the source data due to an unexpected event?

    <p>Open the Forecast (C)</p> Signup and view all the answers

    What is required for source days to be included in the source data list?

    <p>Planning groups must be defined (D)</p> Signup and view all the answers

    What does the Weighted Average Forecast Graph display?

    <p>Weighted averages for Offered, Abandoned, and AHT (B)</p> Signup and view all the answers

    For the Automatic Best Method forecast, how much historical data is displayed?

    <p>35 days before the forecast date (B)</p> Signup and view all the answers

    What is the format used when exporting a forecast from Genesys Cloud?

    <p>.CSV (D)</p> Signup and view all the answers

    What happens if no planning groups are defined for a selected date when adding source days?

    <p>The source day will not be included in the source data list (B)</p> Signup and view all the answers

    Where can you review historical data for the Average Handle Time (AHT) metric?

    <p>By clicking the View History icon next to AHT (B)</p> Signup and view all the answers

    What time zone is forecast data exported in from Genesys Cloud?

    <p>UTC time (D)</p> Signup and view all the answers

    Which of the following granularity options is NOT available for Long-Term Forecasts?

    <p>15 minutes (B), 30 minutes (D)</p> Signup and view all the answers

    What feature allows users to see historical data in the forecast?

    <p>Hover for Details (A)</p> Signup and view all the answers

    How can users temporarily deactivate a modification in the forecast?

    <p>Remove the modification from the list (B)</p> Signup and view all the answers

    Which option in the Forecast Editor's Display Options modifies how metric data is visually represented?

    <p>Metric Data Format (B)</p> Signup and view all the answers

    Which feature must be enabled to include planning groups that currently have no forecasts?

    <p>Show Empty Planning Groups (B)</p> Signup and view all the answers

    What is the maximum support duration for the Import Short-Term Interval Forecast Data method?

    <p>6 weeks (A)</p> Signup and view all the answers

    What key aspect differentiates the Weighted Historical Index with Source Data Import from other methods?

    <p>Incorporates datasets from external sources (B)</p> Signup and view all the answers

    Which of the following describes the historical data usage in the Weighted Historical Index method?

    <p>Utilizes all captured historical data (A)</p> Signup and view all the answers

    What happens if data outside the defined range is included in a .CSV file for the Import Short-Term Interval Forecast Data method?

    <p>The system returns an error (C)</p> Signup and view all the answers

    Which statement best describes the requirements for short-term forecasting methods?

    <p>Utilize supporting durations up to 6 weeks (C)</p> Signup and view all the answers

    What is the maximum number of weeks that can be selected for a Long-Term forecast using the Automatic Best Method Selection?

    <p>104 weeks (C)</p> Signup and view all the answers

    Which option must you check to enable using the forecast for scheduling?

    <p>Enable for Scheduling (D)</p> Signup and view all the answers

    What is the purpose of the Description box when creating a forecast?

    <p>To add optional information for identification (A)</p> Signup and view all the answers

    Which of the following options is NOT a valid creation method for forecasts?

    <p>Standard Historical Data Upload (D)</p> Signup and view all the answers

    What does the Automatic Best Method Selection utilize to create forecasts?

    <p>Advanced time-series forecasting techniques and outlier detection (C)</p> Signup and view all the answers

    What is the minimum duration supported by the Weighted Historical Index for forecasting?

    <p>1 week (A)</p> Signup and view all the answers

    What option is suggested for modifying the forecast if needed after it has been created?

    <p>Edit from the Forecast list view (A)</p> Signup and view all the answers

    What is a primary feature of the Weighted Historical Index?

    <p>It creates a forecast based on previously captured historical data. (A)</p> Signup and view all the answers

    Which method is ideal for incorporating external datasets into forecasts?

    <p>Weighted Historical Index with Source Data Import (A)</p> Signup and view all the answers

    What indicates the maximum duration supported by Short-Term forecasts?

    <p>6 weeks (A)</p> Signup and view all the answers

    What happens if any data in the imported .CSV file is outside the allowed forecast duration?

    <p>The system returns an error. (B)</p> Signup and view all the answers

    What is the advantage of using all available historical data in forecasting?

    <p>It provides a more comprehensive view of historical trends. (B)</p> Signup and view all the answers

    What is the initial action to add a forecast in Genesys Cloud?

    <p>Select the desired Business Unit and Time Zone. (D)</p> Signup and view all the answers

    What is the maximum number of weeks for a short-term forecast supported in Genesys Cloud?

    <p>6 weeks (C)</p> Signup and view all the answers

    Which of the following methods is NOT available for creating a forecast in Genesys Cloud?

    <p>Basic Historical Index (A)</p> Signup and view all the answers

    What purpose does checking the 'Forecast Duration' box serve?

    <p>To apply a short-term interval forecast for scheduling. (A)</p> Signup and view all the answers

    How many creation methods can be selected when adding a forecast?

    <p>One method can be chosen only. (A)</p> Signup and view all the answers

    Which action is needed after selecting the necessary options on the Add Forecast page?

    <p>Click 'Add Forecast' to complete the process. (B)</p> Signup and view all the answers

    What is the purpose of the 'Description' box when adding a forecast?

    <p>To differentiate this forecast from others for the same week. (B)</p> Signup and view all the answers

    What is the maximum duration for long-term forecasts generated using the Automatic Best Method Selection?

    <p>104 weeks (C)</p> Signup and view all the answers

    Flashcards

    Forecasting

    A tool for predicting future call volumes, helping optimize contact center operations.

    Accurate Scheduling

    Ensures the right number of agents are scheduled based on predicted call volume.

    Business Unit

    The unit in Genesys Cloud where forecasting is created.

    Forecast Data

    Data points used in forecasting, including call trends, volume and average call duration.

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    Short-Term Forecast View

    A forecast view showing detailed data for a week, used for scheduling.

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    Long-Term Forecast View

    A forecast view showing call trends and patterns for an entire year.

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    Forecast Editor

    Genesys Cloud feature for visualizing and managing forecast data.

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    Forecast Graph View

    Graphs in the Forecast Editor displaying key metrics like call volume and average call duration.

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    Granularity Options

    The Granularity Options allow you to control the level of detail in the forecast. Short-term forecasts can be viewed in 15-minute, 30-minute, or 60-minute intervals, while long-term forecasts show daily or weekly data.

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    Hover for Details

    When you hover your mouse over a point on the graph, detailed information for that specific date and time appears.

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    Historical Data

    Horizontal lines on the graph represent past performance, providing context for the forecasted data.

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    Show Modification Projection

    When you select 'Show Modification Projection,' the impact of user-defined modifications is displayed on the forecast.

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    Show Empty Planning Groups

    The 'Show Empty Planning Groups' option allows you to include planning groups with no data in the forecast view.

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    Metric Data Format

    You can choose how 'Offered Metric' data is displayed in the forecast, either as bars or as a line graph.

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    Time Format

    Select the preferred time format for the data in the forecast, either in seconds or digital format.

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    What are forecast modifications?

    Forecasts can be adjusted for specific days or groups using modifications. They are enabled by default and can be added, edited, or managed.

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    What metrics can be adjusted by forecast modifications?

    Forecast modifications can be applied to different metrics, such as the number of calls offered or the average handle time. You can adjust the value, percentage, or set a limit for these metrics.

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    How can you change the parameters of a forecast modification?

    You can change the parameters of a modification, such as the value or percentage, to fine-tune its effect on the forecast.

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    How can you control the order of forecast modifications?

    Modifications can be reordered to control the sequence in which they are applied, ensuring the desired outcome.

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    How can you disable a forecast modification?

    You can temporarily disable a modification without deleting it, allowing you to see its effect on the forecast and re-enable it later.

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    How can you delete a forecast modification?

    Forecast modifications can be permanently removed if they are no longer needed.

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    Why is editing source data often unnecessary?

    The system automatically collects data throughout the day to update interaction volume and average handle time, making manual adjustments often unnecessary.

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    How does the system dynamically update forecast source data?

    The system automatically gathers data to adjust interaction volume and average handle time. Manual adjustments are often not needed.

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    Automatic Best Method Selection

    Uses advanced time-series forecasting techniques, best practices, and outlier detection. Automatically applies mathematical fixes for missing data to minimize errors. Unlike the Weighted Historical Index, this method uses all available historical data.

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    Weighted Historical Index

    Creates a forecast based on previously captured historical Genesys Cloud data. Enables specification of a historical index weighting for fine-tuning the forecast.

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    Weighted Historical Index with Source Data Import

    Creates a forecast using historical index weighting and external data imported from a .CSV file. Maps imported data as source days for the forecast days, providing a weighted historical data option.

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    Import Short-Term Interval Forecast Data

    Allows the import of a pre-created forecast from a .CSV file. Used for forecasts with a maximum duration of 6 weeks. All data in the file must fall within the forecast duration period.

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    Short-term interval forecast for scheduling

    Enables a short-term interval forecast for scheduling. It can be enabled either during forecast creation or later on in the Forecast list view.

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    Import forecast and Weighted Historical Index with Source Data Import

    A method to create forecasts using a combination of historical Genesys Cloud data and .CSV files for a weighted historical index.

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    Short-Term Duration

    Duration for a short-term forecast. Typically covers up to 6 weeks.

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    Long-Term Duration

    Duration for a long-term forecast. Typically covers up to 104 weeks.

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    Modifying Source Data

    Manually adjusting source data to account for unexpected events, like a power outage causing a surge in call volume.

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    Source Data

    In the Genesys Cloud Forecast Editor, this feature allows you to view and add data that forms the foundation for your forecast.

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    Adding Source Days

    Adding a day's worth of historical data to your forecast's source data. Ensure this day has relevant data for your business unit's planning groups.

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    Weighted Average Forecast Graph

    The graph that summarizes key metrics from your source data, giving you a quick overview of your forecast's inputs.

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    Automatic Best Method

    How the system automatically chooses the best forecasting method based on historical data.

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    Exporting a Forecast

    The process of downloading forecast data into a comma-separated values file (.CSV) for later use or analysis.

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    CSV Format

    The standard format for organizing and transferring spreadsheet data, commonly used to store forecast outputs.

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    Historical Data Import

    A feature that allows you to upload historical interaction data for generating forecasts using the Automatic Best Method. It helps improve forecast accuracy by incorporating past call data.

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    Historical End Date

    The latest date and time in UTC that you can include in your import file. This date determines the range of data used for forecasting.

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    Sample File

    A sample .CSV file, downloadable from the Genesys Cloud interface, that demonstrates the required format for historical data import files. Use it to ensure your data is properly structured.

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    Purging Historical Data

    The action of deleting all uploaded historical data from the system. It allows you to start fresh with new historical data updates.

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    Defaulting to Native Data

    This action resets forecasting calculations to use data directly from Genesys Cloud's historical records. It happens after purging uploaded historical data.

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    Purging Time

    It typically occurs at 3:00 AM local time and allows for a smooth transition from using historical data imports to using native Genesys Cloud data for forecasting.

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    Filter by Date

    Adjust the date range in the Forecast Editor using the beginning and end date filters to focus on specific periods for analysis.

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    What is the purpose of forecasting in Genesys Cloud?

    Genesys Cloud offers several methods to predict future call volumes, enabling you to optimize staffing and ensure efficient contact center operations.

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    How does 'Automatic Best Method Selection' work?

    It applies advanced techniques, best practices, and outlier detection to create accurate forecasts. It automatically fixes missing data for better results.

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    What is the 'Weighted Historical Index' method?

    This method utilizes historical data from Genesys Cloud to generate forecasts. You can specify a weighting for different periods to fine-tune the predictions.

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    How does 'Weighted Historical Index with Source Data Import' differ?

    This method combines the 'Weighted Historical Index' with external data imported from a .CSV file, allowing for a more comprehensive and customized forecast.

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    What is 'Import Short-Term Interval Forecast Data'?

    You can import a pre-made forecast from a .CSV file for short-term forecasting (up to 6 weeks). All data should fall within the forecast's duration.

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    What is the use of 'Short-term Interval Forecast' for scheduling?

    This option allows you to use a short-term interval forecast for scheduling purposes. It can be selected during forecast creation or later in the Forecast list view.

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    How can you modify the source data in the Forecast Editor?

    You can view and modify source data directly in the Forecast Editor, allowing you to adjust the forecast's base data and create more accurate predictions.

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    What is the purpose of exporting a forecast?

    You can export the forecast data into a .CSV file for further analysis or use in external applications.

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    Forecast Duration

    A timeframe within a Genesys Cloud forecast, used for scheduling and can be either short-term, covering up to 6 weeks, or long-term, spanning up to 104 weeks.

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    Forecast Modifications

    A feature used to make adjustments or fine-tune your forecasted data, allowing you to account for known events or trends, like holiday season or special promotions.

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    Number of Weeks

    A feature allowing you to choose the desired length of your forecast, either short-term (up to 6 weeks) or long-term (up to 104 weeks).

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    Import Forecast

    A method that uses pre-created forecast data imported from a CSV file, allowing you to directly import predictions for a specific time period, usually for short-term forecasts.

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