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

Fig. 1. Locations page

1.1. Creation tool

Use the Add button (Fig.1(1)) to create a new object. Access the General tab opens after clicking.  You can open tabs for an existing Locations through the entries editing tool (see paragraph 1.4.5).

1.2. 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.

1.3. 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 partition, each of which consists of a set of fields:

  1. Checkbox;
  2. Name;
  3. Timezone;
  4. Description;
  5. Editing tool;
  6. 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. 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. Description

Here is a description of the Location.

1.4.5. Editing tool

The General 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. 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. Create a new Location

Goal

Create a new Location

Preconditions
  1. Access to the Admin application;
  2. Access to the Locations partition in the Admin application;
  3. Permission to create in the Locations partition.

Steps


  1. Click the Add button. The General tab opens.
  2. Enter data. The Save button becomes active.
  3. Click the Save 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 partition in the Admin application;
  3. Permission to select and delete in the Locations partition;
  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 partition in the Admin application;
  3. Permission to select and delete in the Locations partition;
  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 Delete button.

Result

The modal window closes. Locations are removed.

2.4. Edit a Location

Goal

Edit a Location

Preconditions
  1. Access to the Admin application;
  2. Access to the Locations partition in the Admin application;
  3. Permission to edit in the Locations partition;
  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 Save button.

Result

Data saved.

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