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Agent templates

Localization

The documentation provides a description of the interface in Russian.

Agent templates are templates with attributes that you need to specify when creating agents. Templates allow you to create standard agents (for example, couriers), filter agents on the monitoring dashboard by type, and use this data when planning shifts. A template must be created before creating an agent.

With the Main administrator and Company administrator roles, you can work with agent templates on the Management → Agent templates tab:

Users with the Dispatcher and Agent group manager roles can only view the list of templates and their information.

Working with agent templates

Creating an agent template​

Creating an agent template

  1. Go to the Management → Agent templates tab.

  2. Click Add template.

  3. Specify the template parameters:

    • Pre-fill from set: select the agent type. The parameters below will be filled in automatically for the selected type, and you can edit them if necessary. Available agent types:

      • Operator: an employee who performs tasks.
      • Courier: an employee who delivers documents or packages.
      • Special vehicle: vehicles or machines that perform work. For example, a courier vehicle, fuel truck, excavator, etc.

      To create a custom set, leave this field empty.

    • Name (mandatory parameter): general name for the agent type.

    • Map appearance: display of the agent icon on the map.

      • Icon: agent icon.
      • Color: icon color.

    • Attributes (mandatory parameter): list of fields for creating agents of this type.

      • Field title: attribute name.
      • Data type: type of the attribute data.
      • Required field: to make the field required when creating an agent, select the checkbox.

      For each template, you need to add one required attribute (the object identifier). It can be any unique set of characters to identify the agent (for example, a personnel number or full name).

      To add an attribute, click Add attribute. To delete an attribute, click Delete icon next to it. To change the order of attributes, hold Drag icon next to the attribute and drag it.

  4. Click Save.

Editing a template​

warning

Editing a template (for example, its attributes) changes the settings of all agents created from this template.

You can edit templates:

  • select a ready-made agent type
  • rename the template
  • change the agent icon appearance on the map
  • change the list of attributes, their names, type, and whether they are required

To edit a template:

  1. Go to the Management → Agent templates tab.
  2. In the template list, click Template menu icon next to the template and select Edit.
  3. Apply changes to the template.
  4. Click Save.

Duplicating a template​

  1. Go to the Management → Agent templates tab.
  2. In the template list, click Template menu icon next to the template and select Duplicate.
  3. (Optional) Specify new template parameters.
  4. Click Save.