1. Description

It is designed to assign Supervisors to a Team.

It consists of the following elements:

1. Search field(Fig.1(1));
2. Creation tool (Fig.1(2));
3. Refresh button (Fig.1(3));
4. Registry (Fig.1(4));
5. Pagination (Fig.1(5)).

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Fig. 1. Supervisors tab

1.1. Search field

The search is performed on the Name column.

1.2. Creation tool

Click the add button to add an Supervisor. The Supervisor modal window (Fig. 2) opens after clicking the add button. It consists of the Agent field and the Add and Close buttons.

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Fig. 2. Supervisor modal window

When you click on the Agent field, a drop-down list opens from which the Supervisor is selected. If the required Supervisor is not in the drop-down list, use the Agent field as a search field.

How to create a new Supervisor can be found here

1.3. Refresh button

1.4. Registry

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

1. Checkbox;
2. Name;
3. Subordinate agents tool;
4. Editing tool;
5. Removal tool.

1.4.1. Checkbox

Fig. 3. Confirm deletion modal window

1.4.2. Name

The name of the Supervisor is displayed here. Clicking on a supervisor's name opens that supervisor's General tab.

1.4.3. Subordinate agents tool

It is used to view the list of subordinate Agents of this Supervisor who are added to the Agents tab of the Team.

The Subordinate agents modal window opens (Fig. 4) after clicking the button. It displays the subordinate Agents of the Supervisor.

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Fig. 4. Subordinate agents modal window

1.4.4. Editing tool

The

Supervisor modal window opens (Fig.2) after clicking the button. 

1.4.5. Removal tool

Fig. 5. Confirm deletion modal window

1.5. Pagination

2. Opportunities

2.1. Add a Supervisor to a Team

2.2. Remove a Supervisor from the Team

2.3. View a List of Subordinate Agents to a Supervisor in a Team