State of Wisconsin
Department of Health Services

Release 23-03
November 10, 2023

8.1.7 Quick Agent Search in Platform Administration

(Video instructions available: Quick Agent Search in Platform Administration)

Searching for an agent can be done different ways. Below is the quickest way to search for an agent. 

To search for an agent from the Configuration Manager home page:

  1. Click Search
  2. Enter the agent's Genesys username in the Name/Number field, and select Person from the Type drop-down menu. Click Search.
    If the agent’s Genesys username is unknown, click Advanced Search to expand the search options.

  3. Using the Advanced Search options, search for the agent by their First Name, Last Name, or both. “Person” must be selected from the “Type” drop-down menu. Then click the Search

    Note Spelling of the Genesys username, first name, and last name must be exact for search results to work properly. 

     

    This page last updated in Release Number: 23-03
    Release Date: 11/10/2023
    Effective Date: 11/10/2023


Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-03208