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Templates

Localization

The documentation provides a description of the interface in Russian.

Templates are sets of attributes that you need to specify when creating agents or tasks. Templates allow you to:

  • create typical agents (for example, couriers) and typical tasks (for example, delivery)
  • filter agents on the monitoring dashboard by type
  • use data when planning shifts

A template must be created before creating an agent or creating a task.

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

With the Dispatcher and Agent group manager roles, you can only view the list of templates and their information.

Working with templates

Creating an agent template​

Creating an agent template

  1. Go to the Management → Templates tab.

  2. Click Add template.

  3. Select Agent from the dropdown list.

  4. 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 template, 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.
      • Allow multiple selection: to allow selecting multiple values from the directory, select the checkbox. Available only for attributes with the Directory data type.

      For each template, the required attribute for identifying an agent is added by default: for pre-filled templates, it is Name, and for custom templates, it is Identifier. As the attribute value, you can specify any unique set of characters (for example, a personnel number or full name).

      You can rename this attribute. To add another 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.

  5. Click Save.

Creating a task template​

Creating a task template

  1. Go to the Management → Templates tab.

  2. Click Add template.

  3. Select Task from the dropdown list.

  4. Specify the template parameters:

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

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

      • Field title: attribute name.
      • Data type: type of the attribute data.
      • Required field: to make the field required when creating a task, select the checkbox.
      • Allow multiple selection: to allow selecting multiple values from the directory, select the checkbox. Available only for attributes with the Directory data type.
      • Limit task time: to limit the time for completing a task, select the checkbox. When creating a task from this template, fields for specifying the task completion time will be added.

      For each template, two required attributes are added by default:

      • Name - task identifier. As the attribute value, you can specify any unique set of characters (for example, a task number or name).
      • Status - status for displaying the current state of the task.

      You can rename these attributes. To add another 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.

  5. Click Save.

Editing a template​

warning

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

You can edit templates:

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

To edit a template:

  1. Go to the Management → 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 → 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.