Documentation:PSAAS:WMCloud:AddCmmtFrcst:Julie

Add Comments to a Forecast

Important

This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Workforce Management in Genesys Engage cloud.

Use the Comments window to add comments to a forecast scenario. For example, you might want to add a comment after making manual changes to a scenario, so that you can keep a record of the changes.

You can add comments only for an activity, not for a site. A Forecast scenario activity can have numerous comments, including a new comment for each day.

See the following sections:

• Adding comments to a forecast scenario.
• Editing existing comments.
• Deleting existing comments.

Adding Comments to a Forecast Scenario

1. Click the Comments button on the Forecast Scenario View toolbar.
2. In the Comments window that appears, click New at the upper right.
   The lower panel's label changes to New comment.
3. Adjust the Comment date, using the date-selection controls.
   By default, the start date of the forecast appears.
   Tip

   You cannot select a date outside the forecast scenario's date range. If you try to make more than one comment per date, an error message alerts you to either select a different date or edit (or delete) that date's existing comment.
4. Type your comments into the large text box at the bottom left.
5. Click Apply to add your comment to the upper list, or Cancel to discard it.
6. Make any other changes that you want to make in this window and then do one of the following:
   • Click Save to save all of your changes and close the Comments window.
   • Click Close to discard all of your changes and close the Comments window.

   The previous forecast scenario view reappears. Your new comments are now attached to the scenario.

Editing Existing Comments

1. Click the Comments button on the Forecast Scenario View toolbar.
   The Comments window appears. The upper section of the window lists previously entered comments.
2. Click an existing comment to select it.
   The comment's text appears in the large text box at the bottom left.
3. Click Edit.
4. Edit the comment text in the large text box.
5. Click Apply to save your edits, or Cancel to discard them.
6. Make any other changes that you want to make in this window, then do one of the following:
   • Click Save to save all of your changes and close the Comments window.
   • Click Close to discard all of your changes and close the Comments window.

   The previous forecast scenario view reappears.

Deleting Existing Comments

1. Click the Comments button on the Forecast Scenario View toolbar.
   The Comments window appears. The upper section of the window lists previously entered comments.
2. Click an existing comment to select it.
   The comment's text appears in the large text box at the bottom left.
3. Click Delete.
   Important

   The comment is deleted immediately. There is no confirmation prompt.
4. Make any other changes that you want to make in this window; then do one of the following:
   • Click Save to save all of your changes and close the Comments window.
   • Click Close to discard all of your changes and close the Comments window.

   The previous forecast scenario view reappears.