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1. Description
It is designed to create Teams. The Team is used to customize the work of Agents by task types.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Search field (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
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Image Added
Fig. 1. Teams page
1.1. Creation tool
Use the Add button (Fig.1(1)) to create a new object. Access
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to a General tab opens after clicking.
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You can open tabs for an existing Team through the entries editing tool (see paragraph 1.4.4).
Tabs:
1.2. Search field
The search is performed on the Name column.
Include Page Search field Search field
1.3. Refresh button
(Fig.1 (3)). Include Page Refresh button Refresh button
1.4. Registry
The registry is a list of entries of existing objects in this
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section, each of which consists of a set of fields:
- Checkbox;
- Name;
- Strategy;
- Editing tool;
- Removal tool.
Info |
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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
Include Page Checkbox Checkbox
Fig. 2. Confirm deletion modal window
1.4.2. Name
The name of the Team is displayed here. Clicking on the team's name opens that team's General tab.
1.4.3. Strategy
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Displays the call distribution strategy for the Agent for this team—more information about strategies is here.
1.4.4. Editing tool
Include Page Editing tool Editing tool
1.4.5. Removal tool
Include Page Removal tool Removal tool
Fig. 3. Confirm deletion modal window
1.5. Pagination
Include Page Pagination Pagination
2. Opportunities
2.1. Create a new Team
Goal | Create a new Team |
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Preconditions | |
Steps |
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Result | Data saved. The Team is created. |
2.2. Delete a Team
Goal | Delete a Team |
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Preconditions |
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Steps |
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Result | The modal window closes. The Team is removed. |
2.3. Delete several Teams
Goal | Delete several Teams |
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Preconditions |
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Steps |
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Result | The modal window closes. Teams are removed. |
2.4. Edit a Team
Goal | Edit a Team |
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Preconditions |
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Steps |
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Result | Data saved. |
Table of Contents |
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