Working with Dashboards: Group Details

The Group Details Dashboard shows a breakdown for the Group, including planning progress data on the users in that group.


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 > Click on a Group Name link to open the Group Details dashboard




The Group Details dashboard is broken into 3 work areas:


1.  Group Details Charting

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

           Approval Statistics

      • Approved - number of users and devices from the group that have been approved by the customer for migration
      • Not Approved - number of users and devices from the group 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. Feature Parity Table Results: in the table you will see a list of the telephony features causing issues with the users in that group:


Columns

      • Feature Name - the name of the feature causing the issue
      • Number of Lines - the number phone lines affected by the feature parity issue


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



Line Conflicts

will open the Line Conflicts Details window where you access and manage the line conflicts that are causing isues with the migration planning. For a detailed description of the functionality of this window click HERE

Users & Groups

will open the  List of Users & Devices window for that group where you can view user and device details and work on open issues. For a detailed description of the functionality of this window click HERE

Settings

will open the Side By Side window where you manage the parameters for how users on the legacy system, not yet migrated, will communicate with those users already migrated to the new PBX. For a detailed description of the functionality of this window click HERE