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Verint® Mobile Workforce

Optimization™
Mobile Apps Administration Guide
Version 15.1 and 15.2
Document Revision 1.07
© 1992–2021 Verint Systems Inc. All Rights Reserved Worldwide.
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Property.
Document Revision 1.07
Published January 12, 2021
Customer Engagement SolutionsTM
C o n t e n t s

About this guide 4


Getting started 6
Mobile privileges 7
Push notifications 7
Terms and conditions 9
Send message 10
Mobile app download 10
Mobile app sign in 11
Mobile app availability announcement 11
Mobile-related information in system logs and Audit Viewer 12
Mobile usage report generation 13
Deploy the mobile usage report 13
Generate the mobile usage report 14
Troubleshooting 15
Unable to sign in (invalid URL) 16
Unable to sign in (unauthorized) 16
Mobile app fails 16
Unable to view auctions 17
Unable to view schedule 17
Unable to submit a time off request 17
Unable to view swap board 18
Unable to pick up post 18
Unable to view list of employees for shift swap 18
Unable to view swap requests 19
Unable to create swap requests 19
Unable to submit a swap request 20
Not getting push notifications 20
Unable to view performance 21
Unable to view net staffing ribbon 21
Segments on net staffing ribbon not identical 22
Unable to view shift & change request items 22
Unable to request new shifts/edit shifts/request extensions 22
Frequently asked questions 23
Frequently asked questions 24
P r e f a c e

About this guide

This guide provides administrators and managers in the organization with the information
needed to administrate and troubleshoot the Verint Mobile Work View and Verint Mobile Team
View applications.

Intended audience
This guide is intended for use by administrators and managers responsible for:

  Distributing mobile apps to employees in their organization.


      

  Troubleshooting mobile app issues that arise.


      

  Helping employees get started with the mobile apps.


      

Documentation feedback
We strive to produce the highest-quality documentation products and welcome your
feedback. If you have comments or suggestions about our guides or help, you can email us.
With your feedback, include the following information:

  Document name and revision number or title of help topic and product version
      

  Your suggestion for correcting or improving the documentation


      

Send your messages to userguides@verint.com.


The email address is only for documentation feedback. If you have a technical question,
contact Technical Support.

Technical support
Our goal at Verint Systems is to provide you with the best products backed by a high-quality
support network with various resource options. Verint Systems Technical Support services
include email and telephone support.
To learn more about the support options that best suit your needs, visit us at Customer
Engagement Support.
About this guide

Verint University
In addition to documentation, help, and support services, Verint Systems also offers both classroom-
based and online learning alternatives to suit your specific needs.
To learn more about available training options from Verint Systems, visit us at verint.com/training.

Document revision history

Revision Description of changes

1.07 Updated the following troubling shooting topic: Unable to create swap
requests.

1.06 Minor updates

1.05 Added new section: Mobile usage report generation

1.04 Updates for HFR7:


  Avaya renaming.
      

  You can now view mobile-related information in the sign in and sign out
      

entries in the system logs and in the Audit Viewer.

1.03   Updated Mobile app download: If MDM is used, AppConfig can be used to
      

configure the URL and user name fields in the mobile app's sign in page so
that these fields are auto-populated when users sign in.
  Updated Mobile app sign in: In the mobile app sign in page, users first
      

enter the URL defined for mobile access and their user name. Depending
on the organization's authentication method, users are either presented
with the WFO sign in page or the IdP's sign in page.

1.02   The guide is now relevant for both Verint Mobile Work View and Verint
      

Mobile Team View.


  Updates to Getting Started chapter. Added sections for Terms and
      

Conditions and Send Message.


  Removed Quick Reference chapter as this information will be covered
      

separately.

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C h a p t e r 1  

Getting started

Verint Mobile Work View and Verint Mobile Team View are two separate mobile apps intended
for different users.

  Verint Mobile Work View: Enables employees to view and manage their schedule, view
      

their performance scorecards, and stay up to date with notifications and updates.
  Verint Mobile Team View: Enables supervisors and managers to view their employees'
      

schedules, manage their employees' requests, and stay up to date with notifications.

Before distributing the apps to users, set up privileges for the relevant user roles, define
organization alert rules for mobile push notifications, and configure a terms and conditions
message to be displayed when signing in to the app.

Topics 

Mobile privileges 7
Push notifications 7
Terms and conditions 9
Send message 10
Mobile app download 10
Mobile app sign in 11
Mobile app availability announcement 11
Mobile-related information in system logs and Audit Viewer 12
Mobile usage report generation 13
Getting started Mobile privileges

Mobile privileges
In the User Management application, assign mobile privileges to the relevant user roles to enable access to
capabilities in the mobile apps.
For each capability in the mobile app, a 'for Mobile' privilege exists. The 'for Mobile' privilege appears
under the matching privilege for the web application. For example, to view personal time off requests in
Team View, assign the View Personal Time Off Requests for Mobile privilege to the Manager user
role.
The following mobile privileges are mandatory in order to use the apps:

  Work View: View Personal Schedules for Mobile or View my Scorecard for Mobile must be
      

assigned to the relevant user roles.


  Team View: View Employees Schedule for Mobile must be assigned to the relevant user roles.
      

Since new capabilities are added frequently to the mobile apps, we recommend that you occasionally
verify that the correct privileges are assigned to the relevant user roles. Privileges for new capabilities are
enabled by default.

 To decide which capabilities to enable in the mobile apps, review the mobile privileges in the
Workforce Optimization Roles and Privileges Reference Tool. To easily find the mobile privileges,
perform a search using for mobile.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Push notifications
In the Tracking application, define organization alert rules to send push notifications to user devices.
You can configure push notifications for the following organization alerts:

  Requests status changes: A notification is received when a request status changes (time off, shift
      

bidding, shift swaps, shift, and change).


  Schedule changes: A notification is received when a schedule is changed (request approved or
      

schedule is published).
  Request status changes (batch): Notifications are received in batches at configured intervals when
      

request statuses change.


  Serialized auction: A notification is received when an employee is added to an auction and can submit
      

bid requests for it.

Once an organization alert rule for mobile push notifications is defined and Work View and/or Team View
users are defined as recipients, push notifications are generated and pushed through the Mobile Gateway
to user devices. If a user chooses to disable notifications for the mobile app in their device's settings, they
will no longer receive push notifications.

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Getting started Push notifications

If a significant number of users use both Work View and Team View, to prevent users from receiving large
numbers of notifications or duplicate notifications that relate to the same alert, we recommend creating
separate organization alert rules for Work View (directed to employees) and Team View (directed to
supervisors and managers).

  Organization alert rule for push notifications sent to employees who use Work View:
      

  Organization alert rule sent to supervisors who use Team View:


      

Related information 
Managing Alert Rules (Framework Administration Guide)

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Getting started Terms and conditions

Terms and conditions


In the System Management application, you can enable a Terms and Conditions message that is displayed
to users when they sign in to the WFO web interface and/or to Work View.
In Feature Settings under the General Settings, define the contents of the message and the frequency at
which it is displayed when the user signs in. If you enable the message for Work View, users must accept
the terms and conditions to access the app. If they do not accept the terms and conditions, they are
signed out.

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Getting started Send message

Send message
In the WFO system toolbar, use the Send Message button to send short personal messages to selected
users.
You can configure the messages to be displayed on the user's desktops and/or on their mobile devices.
For example, to send a message to selected employees, but you are not sure whether the selected
employees are currently on a shift, configure the message to be sent to the desktop and to Work
View/Team View. If the user enabled push notifications for the mobile app, the message is displayed in a
notification on the device. Users can also view all non-expired messages in the mobile app itself.

Mobile app download


Provide users with instructions from where to download the mobile apps and on which devices and OS
versions the application can be installed.
Depending on your organization's policy, users can download the apps to company-provided devices or
to personal devices. Both Android and iOS devices are supported, with the following OS versions:
• Android: All Android devices running version 6 (Marshmallow)or higher.
• iOS: All iOS devices running iOS version 10.x or higher.

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Getting started Mobile app sign in

The mobile apps can also be distributed to users using the organization's MDM, as long as the MDM
solution supports distribution of public applications (for example, AirWatch).
To simplify the sign in process, you can use the MDM's AppConfig to configure the URL and user name
fields in the mobile app's sign in screen so that these fields are auto-populated when users sign in.

Mobile app sign in


Instruct users how to sign in to the mobile apps using the correct credentials according to your
organization's authentication method.
In the mobile app sign in screen, users must first enter the following:

  URL: Enter the URL defined for mobile access (not the URL of the web interface).
      

         In systems where the Mobile Gateway server is set up behind a VIP/Load Balancer, the URL used for
the VIP must be entered.
         If your organization uses an MDM solution and VPN tunneling is enabled, the URL defined in the
MDM solution must be entered.
  User name: Enter the same user name as used to sign in to WFO through the web interface.
      

After WFO has established your organization's authentication method, the following is presented to the
user:

  If your organization uses OpenID: After entering the URL and user name, the identity provider's
      

sign in screen appears. Users sign in using their OpenID credentials.


  If your organization uses form-based authentication: After entering the URL and user name, a
      

second screen appears. Users sign in using the same password used to access WFO through the web
interface.

Mobile app availability announcement


When you are ready for users to download and start using the apps, we recommend that you send an
announcement to employees notifying them that the mobile apps are available. The announcement
should include instructions on how to download and sign in to the app, and how to set up push
notifications on the mobile device.

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Getting started Mobile-related information in system logs and Audit Viewer

Mobile-related information in system logs and Audit


Viewer
The system logs display mobile-related information in the sign in and sign out entries.
The following mobile-related information is included:

  Whether the sign in or sign out occurred from a mobile device or from the web interface.
      

  The name of the mobile app that was signed in or signed out from.
      

  The operating system of the mobile device.


      

In the Audit Viewer, you can filter the sign in and sign out log entries according to platform, mobile app, or
operating system.

Related information 
System Monitoring, Logs, and Alarms Reference Guide

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Getting started Mobile usage report generation

Mobile usage report generation


To view mobile usage information, generate a report that gathers information from the sign-in entries in
the audit logs.
Create your own Ad Hoc report using the SQL Server Report Builder in WFO, or download a sample
mobile usage report from Verint Connect. The sample mobile usage report displays the number of sign-in
entries per user for a specified time range. After downloading the report, deploy the report into the
system so you can generate it from the Reports application.

Related information 
Workforce Optimization Ad Hoc Reports Guide

Deploy the mobile usage report


Download the sample mobile usage report from Verint Connect and deploy the report into the system.
Once the report is deployed, assign user access rights to the report to allow specific user roles to view and
generate the report.

Before you begin 

  Verify that you have privileges to access and view Ad Hoc queries.
      

  Download the sample Mobile Reports zip file from the Tools page on Verint Connect. The zip file
      

contains the following files:


         MobileUsageDefinition.rdl: Contains the report definition.
         MobileUsageParameters.xml: Contains the report run parameters.
         MobileUsagePrompt.xml: Contains the report name.

Procedure 
 1. Sign in to WFO as an administrator.
 2. From Reports, go to Setup, and select Deployment.
 3. Under Report Topic, select the topic under which to display the report in the list of reports.
 4. For the following fields, upload the relevant files:
 a. Report Filename: MobileUsageDefinition.rdl
 b. Report Prompt Filename: MobileUsagePrompt.xml
 c. Report Properties Filename: MobileUsageParameters.xml
 5. Select Deploy.
The report now appears under the relevant topic in the list of reports on the left.
 6. Assign user access rights to the report:
 a. From Reports, go to Setup, and select Access Rights.
 b. Under Report Selection, select the report.

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Getting started Mobile usage report generation

 c. Under View Privilege, select the roles to which you want to assign report access rights.
 d. Select Save.

Generate the mobile usage report


Generate the mobile usage report to view the number of sign-ins per user to the mobile apps for a
specified date range.

Before you begin 


Deploy the mobile usage report, page 13

Procedure 
 1. From Reports, go to Requests & Results, and select Parameters.
 2. Under Report Selection, select the mobile usage report.
 3. Enter the date range for which to generate the report.
 4. Select Run Now.
 5. When prompted, enter your WFO sign in credentials.
The report opens in a separate window.

 6. Optional: Export the report as an Excel, PDF, MHTML, or HTML4 file.
 7. Optional: To keep an instance of the report for future viewing, select Keep instance for future
viewing.
To view saved instances of the report, go to Requests & Results, and click Parameters.

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C h a p t e r 2  

Troubleshooting

Troubleshoot common issues with the mobile apps. For issues that cannot be resolved, try to
recreate the scenario that leads to the issue and contact support.

Topics 

Unable to sign in (invalid URL) 16


Unable to sign in (unauthorized) 16
Mobile app fails 16
Unable to view auctions 17
Unable to view schedule 17
Unable to submit a time off request 17
Unable to view swap board 18
Unable to pick up post 18
Unable to view list of employees for shift swap 18
Unable to view swap requests 19
Unable to create swap requests 19
Unable to submit a swap request 20
Not getting push notifications 20
Unable to view performance 21
Unable to view net staffing ribbon 21
Segments on net staffing ribbon not identical 22
Unable to view shift & change request items 22
Unable to request new shifts/edit shifts/request extensions 22
Troubleshooting Unable to sign in (invalid URL)

Unable to sign in (invalid URL)


Issue
Employee is unable to sign in to the application and gets an "Invalid URL" or "Server Unavailable" error
message.

Possible resolution
Verify that the path following the base URL is correct. The base URL should be in the following format:
http[s]://hostname[:port]/path
If the path is correct, verify that routing is working properly between the VIP/Load Balancer and the
Mobile Gateway.

Unable to sign in (unauthorized)


Issue
Employee is unable to sign in to the application and gets an "unauthorized" error message.

Possible resolution

  Work View: Verify that the employee has the View Personal Schedules for Mobile privilege or View
      

My Scorecard for Mobile privilege.


  TeamView: Verify that the employee has the View Employees Schedule for Mobile privilege.
      

If the employee has at least one of these privileges but still gets the error message, contact support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Mobile app fails


Issue
Work View/Team View fails.

Possible resolution
Verify that the employee has the latest version of the app and the latest version of the Mobile Gateway
installed. Occasionally, an older version of the app or the Mobile Gateway can cause the app to fail.
If the app is distributed through an MDM solution, verify that the latest version of the app is available.
If the latest versions of the app and the Mobile Gateway are installed, try to recreate the scenario that
lead to the failure and contact support with this information.

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Troubleshooting Unable to view auctions

Unable to view auctions


Issue
Employee is unable to view auctions in Work View.

Possible resolution
Verify that the user is assigned the View Personal Shift Bids for Mobile privilege.
If the user is assigned the relevant privileges:
 1. Sign in to the web interface with the employee's user name and password.
 2. Go to My requests > My bids.
 3. Verify that there are auctions available to the user and that their deadline has not passed.
Auctions for which the deadline has passed do not appear in Work View but may still appear in the
web interface.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to view schedule


Issue
Employee is unable to view their schedule through the application.

Possible resolution
Verify that the employee is assigned the View Personal Schedules for Mobile privilege.
If the employee has this privilege, sign in to the web interface and view the employee's personal schedule
page. If the schedule is displayed on the web interface but not in the mobile application, contact support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to submit a time off request


Issue
Employee attempts to submit a time off request and gets an error.

Possible resolution
Sign in to the web interface with the user's credentials, enter the same request parameters, and submit
the request.

  If the request fails through the web interface, the request parameters are likely incorrect. For example,
      

a time off request fails if you submit a the request for a day on which the employee is not scheduled to
work but a schedule has been published.

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Troubleshooting Unable to view swap board

  If the request through the web interface is submitted successfully, contact support and note the exact
      

scenario you were trying to achieve.

Unable to view swap board


Issue
Employee is unable to view the swap board.

Possible resolution
Verify that the user is assigned the Read/Write to Swap Board for Mobile privilege in order to view and
create posts in the application.
If the user is assigned the relevant privilege:
 1. Sign in to the web interface with the employee's user name and password.
 2. Go to My requests > Swap board.
 3. Verify that there are posts on the board.
If there are posts in the web interface but not in the mobile application, contact support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to pick up post


Issue
Employee is unable to pick up a post.

Possible resolution
Verify that the user is assigned the Create/Edit/Withdraw Personal Swap Requests for Mobile
privilege.
If the user is assigned the relevant privilege:
 1. Sign in to the web interface with the employee's user name and password.
 2. Go to My requests > Swap board.
 3. Verify that there are posts on the board which the employee can pick up (with the Pick Up action).
If the action is available in the web interface but not in the mobile application, contact support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to view list of employees for shift swap


Issue
In shift swap, employee is unable to view the list of employees when trying to select an employee to swap
with.

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Troubleshooting Unable to view swap requests

Possible resolution

  Verify that in the web interface the employee can view a list of employees when trying to perform a
      

shift swap.
  Verify that the employee is assigned the View Organization Schedules for Mobile privilege.
      

  By default, the app filters out employees if their shift overlaps the signed in employee's shift. Select
      

Show Overlaps to cancel the filter and view all employees.

Unable to view swap requests


Issue
Employee is unable to view swap requests.

Possible resolution
Verify that the employee is assigned the View Personal Swap Requests for Mobile privilege.
If the user is assigned the relevant privilege:
 1. Sign in to the web interface with the employee's user name and password.
 2. Go to My requests.
 3. Verify that there are swap requests which the user or their peer created.
 4. Verify that the requests are for future shifts or day-offs and that the requests did not reach the
deadline.
If there are swap requests available in the web interface but not in the mobile application, contact
support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to create swap requests


Issue
Employee is unable to create swap requests.

Possible resolution
First, verify the employee has the required privileges.

  If you are using 15.2 HFR7 or later, the employee must have the following privileges to create swap
      

requests in mobile:
         View Personal Swap Requests for Mobile
         Create / Edit / Withdraw Personal Swap Request for Mobile
         View Organization Schedules for Mobile

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Troubleshooting Unable to submit a swap request

  If you are using 15.2 HFR6 or earlier, the employee must have the following privileges to create swap
      

requests in mobile:
         View Personal Swap Requests for Mobile
         Create /Edit / Withdraw Personal Swap Request for Mobile
         View Organization Schedules

If the user is assigned the relevant privileges and cannot create swap requests, then do the following:
 1. Sign in to the web interface with the employee's user name and password.
 2. Go to My Requests.
 3. Verify that the action to create a swap request is available.
If the action is available in the web interface but not in the mobile application, contact support.

Unable to submit a swap request


Issue
Employee attempts to submit a swap request and gets an error.

Possible resolution
Recreate the scenario through the web interface:
 1. Sign in to the web interface with the employee's user name and password.
 2. Try to submit the swap request using the same exact parameters.
 3. If the request fails to submit through the web interface, the parameters are likely incorrect. For
example, if you try to submit a shift swap request for an employee that does not have relevant shifts
to give in return or that has a different skills set.
If the request is submitted successfully, contact support and note the exact scenario you are trying
to achieve.

Not getting push notifications


Issue
Employee does not get push notifications.

Possible resolution
For notifications to occur, the relevant alert rules need to be defined in the system and set to be sent to
mobile devices. In addition, the employee needs to confirm getting notifications from the mobile
application (a confirmation message appears after first launching the application). If the employee
declined getting notifications for the mobile application, the setting can be changed in the device's
notification center.
Notifications are displayed when certain events occur and the mobile application is in the background:

  When the user's schedule changes.


      

  When the user is assigned to a new auction.


      

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Troubleshooting Unable to view performance

  When the user has a request and its status changed (for example, approved, denied).
      

If none of these events occurred, the employee does not get any notifications.

Related topics 
Push notifications, page 7

Unable to view performance


Issue
Employee is unable to view their performance in Work View, but can view their performance on the web
interface.

Possible resolution

  Verify that the user is assigned the View My Scorecard for Mobile privilege.
      

  Sign in to the web interface, and navigate to Performance Management>Administration > KPIs. In the
      

Role Scope list in the KPI Details screen, verify that the role assigned to the employee is set to active.
  Verify on the web interface that scorecards data exists for the same date range as the employee is
      

trying to view in the mobile application. There may not be any data for the date range the employee is
trying to view.
  If roles are properly assigned, and data for the same date range appears on the web interface, contact
      

support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to view net staffing ribbon


Issue
User is unable to view the net staffing ribbon in Work View.

Possible resolution

  Verify that the user is assigned the View Net Staffing Ribbon for Mobile privilege.
      

  Verify that the user can view the net staffing ribbon in the web interface.
      

If the user has the relevant privilege and can view the net staffing ribbon in the web interface, contact
support.

Related information 
Workforce Optimization Roles and Privileges Reference Tool

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Troubleshooting Segments on net staffing ribbon not identical

Segments on net staffing ribbon not identical


Issue
Segments on the net staffing ribbon in the mobile application are not identical to the segments in the
web interface.

Possible resolution

  Verify that the device's time zone is the same as the user's time zone in the web interface.
      

If the device's time zone and the user's time zone in the web interface are the same, the segments on
the net staffing ribbon are identical. If the time zone is not the same, a consistent difference is
displayed in the mobile application and in the web interface.
  If you defined intraday time off pools and you assigned users the privilege to view this information in
      

the mobile application, the time off opportunities from net staffing and from intraday time off pools
are merged in the mobile application. In the application's ribbon, verify that you can view time off
segments from both sources.

Unable to view shift & change request items


Issue
User is unable to view shift & change request related items.

Possible resolution
Verify that the user is assigned the relevant privileges:

  View Personal Shift Requests & Changes for Mobile


      

  Create/Edit/Withdraw Personal Shift Requests & Changes for Mobile


      

  Escalate Denied Request for Mobile


      

Related information 
Workforce Optimization Roles and Privileges Reference Tool

Unable to request new shifts/edit shifts/request


extensions
Issue
User is unable to request a new shift, edit an existing shift, or request extensions.

Possible resolution
Go to Organization Management. Under Requests Management, select Settings and verify that the
organization to which the employee belongs allows employees to perform these actions

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C h a p t e r 3  

Frequently asked questions

Read through the frequently asked questions to find answers to common questions.

Topics 

Frequently asked questions 24


Frequently asked questions Frequently asked questions

Frequently asked questions


Can I publish the application through my organization's private store?
To publish the application through your private app store, contact support.

How quickly do schedule changes appear in the application?


Changes appear as soon as a user submits a request or performs an action on requests (for example,
withdraw, escalate, edit, approve, deny). In Work View, the app data is additionally refreshed every 5
minutes.

Are the schedule and request durations in the mobile application in the user's time zone or in
the device’s current time zone?
Schedule and request durations in the mobile application are according to the user's time zone
preferences set in the web application.

How quickly are changes updated between the mobile application and the web interface?
Changes are updated as soon as a user submits a request or performs an action on a request.

Can users receive native push notifications from the system


Users can receive native push notifications to their device if an organization alert rule is configured for the
type of notification (for example, schedule changes) and the Send Mobile Alert action is selected.
Organization alert rules are configured in the Tracking application, under Organization Rules.

Which privilege corresponds to which action in the mobile application menu?

  The Time Off action is enabled if you have the Create/Edit Withdraw Personal Time Off Requests
      

for Mobile privilege.


  The Shift Swap Request action is enabled if you have the Create/Edit/Withdraw Personal Swap
      

Requests for Mobile privilege.


  The Shift Swap Post action is enabled if you have the Read/Write to Swap Board for Mobile
      

privilege.
  The Shift & Change Request action is enabled if you have the Create/Edit/Withdraw Personal
      

Shift Request & Changes for Mobile privilege.

Some activities have a duration shorter than 1 hour. The schedule view in Work View only
displays a line every 1 hour. How can the user know the exact time an activity start and ends
if its less than 1 hour?
Tap the activity to view the start and end time in text format.

Verint® Mobile Workforce Optimization™ Mobile Apps Administration Guide 24

Confidential and Proprietary Information of Verint Systems Inc.


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