Locations

Owned by Olesya Tantsyura
Last updated: Mar 19, 2024
2 min read

1.Ā 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 fieldĀ (Fig.1(2));
  3. Refresh buttonĀ (Fig.1(3));
  4. RegistryĀ (Fig.1(4));
  5. PaginationĀ (Fig.1(5)).

Fig. 1. Locations page

1.1. Creation tool

Use theĀ AddĀ button (Fig.1(1)) to create a new object. Access to aĀ General tab opens after clicking. Ā 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 NameĀ 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 *Ā character to replace any number of characters.

1.3. Refresh button

Updating the register table is performed by clicking on the 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

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. 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.Ā Description

Here is a description of the Location.

1.4.5. Editing tool

The GeneralĀ tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.

1.4.6. 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. 3.Ā Confirm deletion modal window

1.5. Pagination

It consists of the RowsĀ 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. 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 SaveĀ button becomes active.
  3. Click the SaveĀ button

Result

Data saved. Location is created

2.2. 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

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 DeleteĀ button.

Result

The modal window closes. LocationsĀ are removed.

2.4. 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 SaveĀ button.

Result

Data saved.