Versions Compared

Old Version 7

changes.mady.by.user XCALLY Knowledge (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user XCALLY Knowledge (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

ON THIS PAGE

Table of Contents

Locations

Here can be found the registry of locations.

It is possible to insert different locations and adressesaddresses.

  1.  Data Frame, which covers the number of

conversations

  1. locations viewed by the administrator

  2. View/Edit: toview, edit or delete the location information

  3. Import the information by uploading an excel file. Keep in mind that there is a template that you can dowload as an example (see below).

  4. Export locations' details and information in an excel file.

  5. Create Button (see below)

  6. Download Excel file (with all the information in the bracket)

See the Download Excel file section at the End of this page for further information)

For a more in depth analysis of what the admin can do in this section: 

Data Frame 

By clicking on the Bar the following "curtain" will be opened  

from which you can select the number of visible managed numbers to review, ranging from 10 to 100.

View and Edit 

allow the admin to view, edit or delete the address information

Click on view or Edit to see or modify a location.

Details

you will see the name of the place

while in Locations (see below)

Locations

There are going to be the address, with the possibility of having multiple locations.

  1. Data Frame,  which covers the amount of conversations viewed by the administrator (see above)

  2. Edit the location

  3. Delete the location (see below)

  4. Create new location

  5. Download Excel file (with all the information in the bracket)

 

 See the Download Excel file section at the End of this page for further information

  • Edit the location (2.)

  1. Name

  2. Map

  3. Adress

  4. Latitude

  5. Longitude

  6. Put in the ID of an external system to match it with WitiOp

The admin can either insert all the required data such as adress, latitude and longitude or through the Map feature enter a location and : the information are automatically filled in by the system.

Please remeber to press on Ok and give a name to the location.

Then click on Confirm.

At the end of the process to Save the settings remember to press on .

  • Delete (3.)

To eliminate an agent from the admin control, a location it is possible to press on:

You will see this bracket:

Click on

to go back to the previous feature or  

to eliminate the user from the skilllocation.

  • Add a New Location (4.)

Refer to the previous section to complete and insert all the required data to add a new adress.

Remember to fill the blanks highlighted by (*)

To Save the settings remember to press on .

Delete

If you Press on Delete you will see the following bracket

Click on Cancel to go back to the previous feature or Delete to eliminate the customer’s information.

Import the information by uploading an excel file

The excel file needs to respect the mandatory fields.

For an example see the template you can easily download. (1.)

Please remember to check the required categories of the file so that the system can read it.

Follow the steps in order

2. Select the Category (among the possibilities)

3. Import through an Excel file in two different ways:

  • Insert / Update / Delete: new and updated personal data are imported which replace the previous ones;

  • Insert / Update:The new master data are added and the modified master data updated. Then, select the Excel file to import.

4. Click on Select and you will see the following bracket.

Choose the file you need.

Export locations' details and information in an excel file

Click on Export

You will see the following bracket on the top right end of your screen

Open the file and you will have all the information you need in an Excel, easy to share to subjects/departments that do not use the WitiOp platform. 

Create Button

Refer to the previous section to complete and insert all the required data to create a new location.

Remember to fill the blanks highlighted by (*) in Details and Locations.

They are the same as the ones in the section View and Edit (see above)

To Save the settings remember to press on.

The Excel file Download 

This feature  allows to translate all the information related to the Location in an Excel file.

Click on the icon and you will see the following bracket on the top right end of your screen:

Open the file and you will have all the information you need in an Excel, easy to share to subjects/departments that do not use the WitiOp platform.