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1. Description
It is designed to assign Supervisors to a Team.
It consists of the following elements:
- Search field(Fig.1(1));
- Creation tool (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
Fig. 1. Supervisors tab
1.1. Search field
The search is performed on the Name column.
Include Page Search field Search field
1.2. Creation tool
Click the add button to add an a 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.
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
Include Page Refresh button Refresh button
1.4. Registry
The registry is a list of entries of existing objects in this partitionsection, each of which consists of a set of fields:
- Checkbox;
- Name;
- Subordinate agents tool;
- Editing tool;
- Removal tool.
1.4.1. Checkbox
Include Page Checkbox 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.
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
Include Page Removal tool Removal tool
Fig. 5. Confirm deletion modal window
1.5. Pagination
Include Page Pagination Pagination
2. Opportunities
2.1. Add a Supervisor to a Team
Goal | Add a Supervisor to a Team |
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Preconditions |
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Steps |
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Result | Supervisor added |
2.2. Remove a Supervisor from the Team
Goal | Remove the Supervisor from the Team |
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Preconditions |
|
| |
Steps |
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Result | The modal window closes. The Supervisor removed from the |
registry |
2.3. View a List of Subordinate Agents to a Supervisor in a Team
Goal | View a List of Subordinate Agents to a Supervisor |
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Preconditions |
|
| |
Steps |
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Result | The Subordinate |
agents modal window opens. |
Table of Contents |
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