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Locations

Locations

1. Description

It is designed to create a location assigned to the Agent, to understand in which region and in what time zone the Agent works.

It consists of the following elements:

  1. Creation tool (Fig.1(1));

  2. Search field (Fig.1(2));

  3. Refresh button (Fig.1(3));

  4. Registry (Fig.1(4));

  5. Pagination (Fig.1(5)).

Fig. 1. Locations page

1.1. Creation tool

Use the Add button (Fig.1(1)) to create a new object. Access to a General tab opens after clicking.  You can open the General tab for existing Locations through the entries editing tool (see paragraph 1.4.5).

1.2. Search field

The search is performed on the Name column.

1.3. Refresh button

(Fig.1 (3)).

1.4. Registry

The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:

  1. Checkbox;

  2. Name;

  3. Timezone;

  4. Description;

  5. Editing tool;

  6. Removal tool.

If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1.

1.4.1. Checkbox

Fig. 2. Confirm deletion modal window

1.4.2. Name

The name of the Location is displayed here.

1.4.3. Timezone

The location's time zone is displayed here.

1.4.4. Description

Here is a description of the Location.

1.4.5. Editing tool

1.4.6. Removal tool

Fig. 3. Confirm deletion modal window

1.5. Pagination

2. Opportunities

2.1. Create a new Location

Goal

Create a new Location

Goal

Create a new Location

Preconditions

  1. Access to the Admin application;

  2. Access to the Locations section in the Admin application;

  3. Permission to create in the Locations section.

Steps

 

  1. Click the Add button. The General tab opens.

  2. Enter data. The Save button becomes active.

  3. Click the Save button.

Result

Data saved. Location is created

2.2. Delete a Location

Goal

Delete a Location

Goal

Delete a Location

Preconditions

  1. Access to the Admin application;

  2. Access to the Locations section in the Admin application;

  3. Permission to select and delete in the Locations section;

  4. The presence of at least one Location.

Steps

 

  1. Find the Location you want to delete in the registry;

  2. Click on the delete button - . A modal window opens to confirm the deletion;

  3. Click the Delete button.

Result

The modal window closes. The Location is removed.

2.3. Delete several Locations

Goal

Delete several Locations

Goal

Delete several Locations

Preconditions

  1. Access to the Admin application;

  2. Access to the Locations section in the Admin application;

  3. Permission to select and delete in the Locations section;

  4. The presence of at least one Location.

Steps

 

  1. Find the Locations you want to delete in the registry. Select them using the checkbox;

  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.

  3. Click the Delete button.

Result

The modal window closes. Locations are removed.

2.4. Edit a Location

Goal

Edit a Location

Goal

Edit a Location

Preconditions

  1. Access to the Admin application;

  2. Access to the Locations section in the Admin application;

  3. Permission to edit in the Locations section;

  4. The presence of at least one Location.

Steps

 

  1. Find the Location you want to edit in the registry.

  2. Click on the edit button in the entry of this Location. The General tab opens.

  3. Make changes.

  4. Click the Save button.

Result

Data saved.