Configuring Colors

Use the Colors view to modify the default colors that appear in any Supervisors view which displays these schedule items: Activity Sets, Breaks, Days Off, Exceptions, Marked Times, Meals, Time Offs, and Work.

You can also use the Colors view to define specific colors for: Activity Sets, Exception Types, Marked Times, or Time-Off Types.

Defining Default Colors

To define the default colors:

1. In the Configuration module's drop-down menu, select Colors.
2. In the Colors pane drop-down menu, select Default.
3. In the Item column, click any one of the items to redefine the default background and text color for that item.
   Tip

   Use the Search or Sort controls to easily find items in long lists. Sort the Item column in ascending or descending order, by using the icon shown here or by clicking the column header.
4. The palette displays in the Properties pane. Use the top half of this pane to select a text color, and the bottom half to select a background color. View your current choices in the Sample text strip at the top of the Properties pane.
5. Choose text and background colors, by using the gradient color panel, the swatches vertical scale, or the HEX number field to define a specific color.
Tip
The text color is only applicable in the Intra-Day Schedule and Agent-Extended Schedule views, when you uncheck the Full view check box and can see the schedule items' short codes.
6. Save your choices, by clicking Save at the top of the window.
   Tip

   If you select a different item in the Colors pane without saving, the Confirmation dialog box appears, indicating that there are unsaved changes. Click Yes to save changes, No to discard them, or Cancel to cancel action.

Defining Specific Colors

To define specific colors:

1. In the Configuration module drop-down menu, select Colors.
2. In the Objects pane, select a site.
3. In the Colors pane drop-down menu, select Activity Sets, Exception Types, Marked Times, or Time-Off Types.
4. Make your text and background color selections in the same way that is described in steps 4-6 in the procedure above.

   Your choices will apply only to the selected items.

Resetting the Color Scheme

Click the Reset button in the Properties pane at any time to reset the color scheme.

Web for Supervisors Views in Previous Versions

If the WFM 8.5.2 back end deployed in your environment is a version earlier than 8.5.204, the Colors Tool views displayed in the interface more closely matches the controls described in the procedures below.

Defining Default Colors

To define the default colors:

1. Select the Configuration tab.
2. Select Colors from the Views menu.
3. Select the Default tab in the Objects tree.
4. Under the Default tab, select an item: Activity Sets, Breaks, Days Off, Exceptions, Marked Time, Meals, Time Off, and Work'.
   Your choices will redefine the background and text colors of the selected item.
5. The Colors Tool appears in the Working pane. Use the top half of the tool to select a background color, and the bottom half to select a text color. View your current choices in the sample text SAMPLE TEXT strip across the bottom of the Work pane.
6. Select one of the tabs in the top half of the Colors Tool to specify the method you will use to choose a background color.
   Each of these color picking methods should be familiar to anyone who has chosen colors on a personal computer:
   • Swatches offers a series of squares with specific colors. Click a square to select its color.
   • HSB (Hue Saturation Brightness) offers a vertical sliding scale were you define the RGB components and a color square where you select the HSB components. You can also enter numbers in fields on the right side of the tool to define the HSB components.
   • RGB (Red Green Blue) offers horizontal sliding scales or number box where you define the RGB components.
     Experiment with any or all of the color picking methods until you find a satisfactory background color.
7. Select one of the tabs in the bottom half of the Colors Tool to specify the method you will use to choose a text color.
   Experiment with any or all of the color picking methods until you find a satisfactory text color.
   Tip

   The text color is only applicable in the Intra-Day Schedule and Agent-Extended Schedule views, when you uncheck the Full view check box and can see the schedule items' short codes.
8. Save your choices, by clicking Save at the top of the window.
   Important

   If you select a different item in the Objects pane without saving, the Confirmation dialog box appears: There are unsaved changes. Please press Yes to save changes, No to discard changes or Cancel to cancel action. Click Yes, No, or Cancel.

Defining Specific Colors, by Site

To define specific colors by site:

1. Select the Configuration tab.
2. Select Colors from the Views menu.
3. Select the Specific tab in the Objects pane.
4. Under the Specific tab, expand () one of the Types nodes.
5. In the Object tree beneath the Type node, select one or more objects. An object can be a business unit, a site, or a specific color.
   All your Colors Tool choices will apply only to the selected object(s).
6. Make your background color and text color selections in the same way that is described in steps 4-8 for default colors, in the default colors procedure above.