Resources

1. Description

It is designed to create and configure resources. The resource is used for call centers that use outgoing calls (dialers). Specifies which phone lines can be used by dialers.

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. Resources page

Resources are gateways that are configured in routing and used for dialers.

1.1. Creation tool

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

Tabs:

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 section, each of which consists of a set of fields:

  1. Checkbox;
  2. Name;
  3. Gateway;
  4. State;
  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 Resource is displayed here. Clicking on the resource's name opens that resource's General tab.

1.4.3. Gateway

Here displays the Gateway that is used for this Resource. More information about Gateways is here.

One Gateway cannot be used in multiple Resources.

1.4.4. State

A switch that is responsible for enabling and disabling the Resource by the position:

- the Resource is enabled;

- the Resource is disabled.

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 Resource

Goal

Create a new Resource

Preconditions
  1. Access to the Admin application;
  2. Access to the Resources section in the Admin application;
  3. Permission to create in the Resources section.

Steps


  1. Click the Add button. The General tab opens.
  2. Enter data. The Save button becomes active.
  3. Click the Save button. Access to the Permissions tab is opened.
  4. Fill in the required data in other tabs.

  5. Click the Save button

Result

Data saved. The Resource is created.

2.2. Delete a Resource

Goal

Delete a Resource

Preconditions
  1. Access to the Admin application;
  2. Access to the Resources section in the Admin application;
  3. Permission to select and delete in the Resources section;
  4. The presence of at least one Resource.

Steps


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

Result

The modal window closes. The Resource is removed.

2.3. Delete several Resources

Goal

Delete several Resources

Preconditions
  1. Access to the Admin application;
  2. Access to the Resources section in the Admin application;
  3. Permission to select and delete in the Resources section;
  4. The presence of at least one Resource.

Steps


  1. Find the Resources 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 Yes button.

Result

The modal window closes. Resources are removed.

2.4. Edit a Resource

Goal

Edit a Resource

Preconditions
  1. Access to the Admin application;
  2. Access to the Resources section in the Admin application;
  3. Permission to edit in the Resources section;
  4. The presence of at least one Resource.

Steps


  1. Find the Resource you want to edit in the registry.
  2. Click on the edit button in the entry of this Resource. The General tab opens.
  3. Open the tab you need.
  4. Make changes.
  5. Click the Save button.

Result

Data saved.