Working with Dashboards: Batch Details

The Batch Details Dashboard shows a breakdown of all the Groups currently created for that batch as well as planning progress data on those groups.


To enter the dashboard, select a Project > Source PBX > Batches Overview > select and click on a batch name link in the Batches Overview results table > Batch Details dashboard opens



The Batch Details dashboard is broken into 3 work areas:


1.  Batch Details Charting

       Provides a graphical snap shot of work progress for the batch you are currently viewing. The charts include the following data:

           Approval Statistics

      • Approved - number of users and devices from the batch that have been approved by the customer for migration
      • Not Approved - number of users and devices from the batch that have NOT yet been approved by the customer for migration


Planning Statistics

      • Not Started - number of users and devices in the default state that all users start in
      • Ignored - number of users and devices that will not be migrated in this batch and are to be ignored
      • Pending - number of users and devices that are on hold awaiting additional information or decisions to be made before action can be taken 
      • Ready - number of users and devices that are ready for approved by the customer


Migration Readiness

      • Need Attention - number of users and devices that have configuration issues stopping them from being migrated to the new system
      • Partial Feature Parity - number of users and devices that can be migrated to the new system but with some lose of functionality 
      • Full Feature Parity - number of users and devices that can be migrated successful with full feature parity from legacy to target 


2. Batch Details Table Results: in the table you will see a list of all the Groups that are part of the Batch. Additional details and functionality in the table include:


Columns

      • Group Name - the name of each group in the batch
      • Number of Users - the number of users and devices in each group
      • Number of Lines - the number phone lines in each group
      • Options - additional tools for working on the group


 Generate Excel - clicking the icon will generate an excel file with all the details of the group down to the user and device level

Actions


      • Global View button - will open the List of Users & Devices window showing results for the users of the group you are currently viewing


      • Modify Group Filters button - will open the Groups and Batches window where you can manage and update the groups and batches


3. Batch Details Menu: the following menu options are available at the Batch Details level



Hunt Groups

will open the Hunt Groups window where you manage all the Hunt Groups for that batch. For a detailed description of the functionality of this window click HERE

Pickup Groups

will open the Pickup Groups window where you manage all the Pickup Groups for that batch. For a detailed description of the functionality of this window click HERE

Settings


will open the Batch Details window. The window has 4 sections, these include:


1. Batch Details - where you manage and update basic information about the batch



This includes:

      • Title - the name of the batch
      • Start Date - start date of work on the batch 
      • Due Date - the date the batch is due to be provisioned
      • Owner - the owner of the batch, by default the creator of the batch is the owner
      • Status - the current work status of the batch, informational only, has no effect on system workflow


Once you have updated the batch details click Save



2. Groups - where you can manage and update the Batch groups



This includes:

      • Group Name link - click on the name of a group to open the Group Details dashboard


      •  Delete icon - will remove this group from the Batch, this action will NOT delete the group from the project


      • +Add Group To Batch button - will open the add group to batch dropdown enabling you to add additional groups to the batch



      1. Click the +Add Group To Batch button
      2. Click open the dropdown and select a group from the list
      3. Click the +Add button
      4. Click Save, the group will be added to the batch


3. Hunt Groups - use this tool to add Hunt Groups to the batch


    1. In the Hunt Groups pain click on the Add Hunt Group to Batch button.


    1. Click on the drop-down field and select the Hunt Group you want to add to the batch.
    2. Click the +Add button. Repeat the process until you have added the hunt groups you need.



    1. To remove a hunt group from the list, click the  delete icon at the end of the line that you want to remove


    1. Click the Save button at the bottom right of the Settings window.



4. Pickup Groups


    1. In the Pickup Groups pain, click on the +Add Pickup Group to Batch button


    1. Click on the drop-down field and select the Call Pickup Group you want to add to the planner
    2. Click the +Add button. Repeat the process until you have added the Call Pickup groups you need



    1. To remove a Call Pickup group from the list, click the  delete icon at the end of the row that you want to remove


    1. Click the Save button at the bottom right of the Settings window

Validations

will open the Validations window where you run planner and migration data validations for the Batch. For a detailed description of the functionality of this window click HERE

Publish

will open the Publish window where you provision the batch configuration file and publish to the target. For a detailed description of the functionality of this window click HERE