Agents (Agents)

1. Description

Only available to a Supervisor. Supervisor rights are enabled on the General tab.

It is designed to add, delete, and view agents subordinate to the Supervisor.

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. Agents 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 an Agent. The Add subordinate agent modal window (Fig. 2) opens after clicking the add button. It consists of the Subordinate agent field and the Add and Close buttons.

Fig. 2. Add subordinate agent modal window

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. Supervisor;
  4. Skills;
  5. Editing tool;
  6. Removal tool.

1.4.1. Checkbox

Use to select one or more entries. An additional delete tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool.

Fig. 3.  An additional delete tool 

1.4.2. Name

The name of the Agent is displayed here. Clicking on an agent's name opens that agent's General tab.

1.4.3. Supervisor 

Here displays the Supervisor assigned to the Agent. If there are multiple Supervisors, the name of one Supervisor and the number of other Supervisors are displayed. The field is empty if no Supervisor is assigned. Clicking on the name of a Supervisor opens the Supervisors modal window (Fig. 4), which displays a list of Supervisors assigned to this Agent.

Fig. 4. Supervisors modal window

1.4.4. Skills

Here Agent Skills are displayed. The name of one Skill and the number of other Skills are displayed if there are multiple Skills.  The field is empty if no Skills are assigned. Clicking on a Skill opens the Skills modal window (Fig.5), which displays a list of skills assigned to this Agent.

Fig. 5. Skills modal window

1.4.5. Editing tool

The Add subordinate agent modal window opens (Fig.2) after clicking the button. 

1.4.6. Removal tool

It is used to remove a subordinate Agent from the registry. Hovering over the delete button () displays information with the tool's name. The entry about the Agent is deleted after clicking the delete button.

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 an Agent to the list of subordinates to the Supervisor

Goal

Add an Agent to the list of subordinates to the Supervisor

Preconditions
  1. Access to the Admin application;
  2. Access to the Agents section in the Admin application;
  3. Permission to edit in the Agents section;
  4. The presence of a Supervisor or the creation of a new one;
  5. The presence of an Agent.

Steps


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

Result

Agent added

2.2. Delete an Agent from the list of subordinates to the Supervisor

Goal

Delete an Agent from the list of subordinates to the Supervisor

Preconditions
  1. Access to the Admin application;
  2. Access to the Agents section in the Admin application;
  3. Permission to select and delete in the Agents section;
  4. The presence of an Agent on the list of subordinates to the Supervisor.

Steps


  1. Find the Agent you want to delete in the registry;
  2. Click on the delete button - .

Result

The Agent is removed from the list of subordinates to the Supervisor.