Search: close-tab-1

the workflow so that we can make the best use of Agents. a. Create an Agent Pool Step 1: Create a Workflow that the Agents in the "pool" will have to execute: Open Automation tab -> Click Workflow tab -> Create new

Resources tab -> Click Agent Pool tab -> Click Create New (As the picture below): Then a form will show

the workflow so that we can make the best use of Agents. == **a. Create an Agent Pool** == Step 1: Create a Workflow that the Agents in the "pool" will have to execute: Open **Automation **tab -> Click** Workflow** tab -> **Create new** workflow -> Fill the form with **exact Agent Group** you've created

, or quickly search by the Search tab on the top of the page S3: Option 1: Choose Edit button

manually S1: In Automation menu > the Task tab will show up automatically Option 1: S2: Click Create

Use case 1: Quick navigation In the top of center, enter the workflow, agent group, agent … what

**tab will show up automatically [[image:image-20230425134819-5.png]] **//Option 1~://** S2: Click

**//Option 1~://** S1: In **Automation **menu, you click the **Schedule** tab to show all the schedule S2

**(%%) == (% style="font-size:18px" %)1. View the result and running time bot **S1: From the Task tab:** choose

, ensuring task completion. How to create an Assignee pool? Step 1: Open Process Designer tab -> Click Assignee Pool tab -> Click Create New (As the picture below): Step 2: Then a form will show up for you to fill: No Column /Label Description Type Maximum Is Mandatory? 1 Name Enter the name of Agent pool

[1] Process Design

to create an Assignee pool?** **Step 1**: Open **Process Designer **tab -> Click **Assignee Pool** tab

/Label|=Description|=Type|=Maximum|=Is Mandatory? |1|Name|Enter the name of Agent pool|String|55|Yes |2

Token page allows you simply create a new token to access the API without sending account and password to the third party. From the dash board, you click Administration tab, then choose Token tab. Once clicking, the list of created tokens will be shown. No Column /Label Description 1 Action

Token page allows you simply create a new token to access the API without sending account and password to the third party. From the dash board, you click Administration tab, then choose Token tab

]] |=No|=Column /Label|=(% style="width: 803px;" %)Description |1|Action|(% style="width:803px" %)Available

will be shown up. 1. All Task When users choose All Task tab, the screen is displayed as the below picture:  In All Task page, user can view the following information: Order. Field Description 1 Action Actions

Monitoring menu S2: Choose Task in Process tab In here, user can view 3 subtabs as below: Tab Description

up. === (% style="color:#000000" %)**1. All Task**(%%) === When users choose **All Task **tab

in Process **tab In here, user can view 3 subtabs as below: |**Tab**|**Description** |All Task|List

**page, user can view the following information: |**Order.**|**Field**|**Description** |1|Action

the Report page, click on the Report tab in the left menu. a. Report for Agent Users can view Agent Report by going to Report tab > Select Agent tab. No Column Description 1 Agent Name The name of the Agent

at the top of the page. No Column /Label Description Type Maximum Input Requirement 1 Start Date From

**. To access the **Report** page, click on the **Report** tab in the left menu. == **a. Report for Agent** == Users can view Agent Report by going to **Report** tab > Select **Agent** tab. [[image:image-20221101161308-7.png]] |=No|=Column|=Description |1|Agent Name|The name of the Agent which activities

. To access the Task page, you click the Task tab in the left menu. After clicking, the system shows the Task page listing all existed tasks as below: No Column Description 1 Actions/View Depending

the Workflow tab > Select the Workflow > Select the Task tab and select the task item. From the Agent

[1] Task

[1] Task

with troubleshooting faulted tasks. To access the Task page, you click the Task tab in the left menu. After clicking

]] |=No|=Column|=Description |1|Actions/View|Depending on the status of the task, the system will allow you

the **Workflow** tab > Select the **Workflow** > Select the **Task** tab and select the task item. [[image:image

an Asset S1: Optionn 1: In Asset tab, choose Create New to create a new asset Option 2: you can access

Use case 1: View/ Create/ Edit an OU S1: To access the Organization Unit page, click on the Administration tab in the left menu, then click Organization Unit tab S2: In order to view all the details

on the **Administration tab** in the left menu, then click **Organization Unit tab** [[image:image-20230308181201-1.png

1:** **S1: **Choose Resource in the left menu > click **Agent Group tab **then screen will show

10: Create / Edit an Asset**(%%) == S1: **Optionn 1: **In **Asset **tab, choose **Create New

No Agent Settings Tab No Column /Label Description Type Maximum Is Mandatory? Input Requirement 1 Console

), you cannot edit the Username, Machine, or Type. To access the Agent page, click “Agent” tab

. No Column/Label Description 1 Action Available actions to manage the Agent. Includes: Edit: allows you

[1] Agent

[1] Agent

” tab in the left menu. After clicking, the system shows the Agent page listing all existed Agents as below. [[image:image-20221031154319-2.png]] |=No|=Column/Label|=Description |1|**Action

by clicking the** eye** button. [[image:image-20221031154549-3.png]] |=No|=Column/Label|=Description |1

, Clone) Option 1: S1: Click Automation in the left menu > Click Task tab S2: Choose workflow

Use case 1: Create / Edit an OU S1: To access the Organization Unit page, click on the Administration tab in the left menu, then click Organization Unit tab S2: In order to view all the details

" %)**Use case 1: Create / Edit an OU**(%%) == S1: To access the **Organization Unit page, **click on the Administration tab in the left menu, then click Organization Unit tab [[image:image-20230425154231-1.png]] S2

1:** S1:** **Click Automation in the left** **menu > Click **Task **tab [[image:image