Templates

Localization

The documentation provides a description of the interface in Russian.

Templates are prepared sets of attributes for creating agents and creating 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

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

• create agent templates
• create task templates
• edit templates
• duplicate templates

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

Creating an agent template

1. Go to the Management → Templates tab.

2. Click Add template.

3. Select Agent from the dropdown list.

4. To create a custom agent template, leave the Pre-fill from set field empty. To use a pre-filled template, select one of the ready-made agent types in this field:

   • 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.

   The parameters from the steps below will be filled in automatically for the selected type. You can edit them if necessary.

5. In the Name field, enter a general name for the agent type.

6. (Optional) In the Map appearance block, specify the display of the agent icon on the map. Click on the map preview and specify the parameters:

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

   Click Save.

7. In the Attributes block, specify the list of fields for creating agents of this type.

   For each template, the required attribute with the Text field data type for identifying an agent is added by default: for pre-filled templates, it is Identifier, and for custom templates, it is Name. 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.

   Each attribute has parameters:

   • 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 attributes with the Directory data type, the additional Allow multiple selection parameter is available. To allow selecting multiple values from the directory, select the checkbox.

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

8. Click Save.

Creating a task template

1. Go to the Management → Templates tab.

2. Click Add template.

3. Select Task from the dropdown list.

4. In the Name field, enter a general name for the task type.

5. In the Attributes block, specify the list of fields for creating tasks of this type.

   For each template, the required Name attribute for identifying a task is added by default. As the attribute value, you can specify any unique set of characters (for example, a task number or name). You can rename this attribute.

   Each attribute has parameters:

   • Title: attribute name.
   • Data type: type of the attribute data.
   • Required field: to make the field required when creating a task, select the checkbox.

   For attributes with some data types, the additional parameters are available:

   Data type	Additional parameters
   Directory	Allow multiple selection: to allow selecting multiple values from the directory, select the checkbox.
   Date and time	Time to complete the task in minutes: to limit the time for completing a task, select the checkbox.

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

6. 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: change the agent icon appearance on the map

To edit a template:

1. Go to the Management → Templates tab.
2. In the template row, click icon 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 row, click icon and select Duplicate.
3. (Optional) Specify new template parameters.
4. Click Save.