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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)).

Fig. 1. Supervisors tab

1.1. Search field

The search is performed on the Name column.

It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.

1.2. Creation tool

Click the add button to add 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

Updating the register table is performed by clicking on the refresh button -

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. Subordinate agents tool;
  4. Editing tool;
  5. Removal tool.

1.4.1. Checkbox

Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted.

All records on the page will be selected if you select the checkbox in the header.

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 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

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

Fig. 5. Confirm deletion modal window

1.5. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Add a Supervisor to a Team

Goal

Add a Supervisor to a Team

Preconditions
  1. Access to the Admin application;
  2. Access to the Teams section in the Admin application;
  3. Permission to create in the Teams section.
  4. The presence of a Team or the creation of a new one;
  5. The presence of a Supervisor.

Steps



  1. Click the button. The Supervisor modal window opens.
  2. Click on the Agent field. A drop-down list of Agents opens.
  3. Select the required Supervisor. The drop-down list is closed.
  4. Click the Add button.


Result

Supervisor added

2.2. Remove a Supervisor from the Team

Goal

Remove the Supervisor from the Team

Preconditions
  1. Access to the Admin application;
  2. Access to the Teams section in the Admin application;
  3. Permission to select and delete in the Teams section;
  4. The presence of a Team or the creation of a new one;
  5. The presence of a Supervisor in the registry.

Steps


  1. Find the Supervisor you want to delete in the registry;
  2. Click the delete button - . A modal window opens to confirm the deletion;
  3. Click the Delete button.

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

Preconditions
  1. Access to the Admin application;
  2. Access to the Teams section in the Admin application;
  3. Permission to select in the Teams section;
  4. The presence of a Team or the creation of a new one;
  5. The presence of a Supervisor in the registry.

Steps


  1. Find an entry about the Supervisor whose list of subordinates you want to view.
  2. Click the  button.

Result

The Subordinate agents modal window opens.

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