This topic is organized in the following manner:
Use the procedures outlined in Defining View Templates to create the appropriate View Templates for each type of contact center object that users will manage.
Use any of the following approaches:
Use example View Templates.
Modify example View Templates.
Copy example View Templates and modify the copies.
Copy custom View Templates and modify the copies.
Create new View Templates.
Use the procedures outlined in Defining View Profile Templates to create the appropriate View Profile Templates for each type of contact center object that users will manage.
Use any of the following approaches:
Use example View Profile Templates.
Modify example View Profile Templates.
Copy example View Profile Templates and modify the copies.
Copy custom View Profile Templates and modify the copies.
Create new View Profile Templates.
Use the procedures outlined in Defining Object Sets to create the appropriate Object Sets for each type of contact center object that users will manage.
Use either of the following approaches:
Create a new Object Set.
Copy an existing Object Set and modify the copy.
Note: In most cases, you should define the appropriate View Templates before creating the Object Sets, because the final screens in the Object Set Wizard require you to select appropriate View Templates.
A Threshold Template contains one or more thresholds for a given type of object. Once a Threshold Template has been defined, you can assign it to one or more objects.
Use Threshold Templates to define the conditions that generate alarms (alerts).
Using the procedures outlined in Defining Threshold Templates, create appropriate Threshold Templates for the objects that users will monitor.
Using the procedures outlined in Assigning Thresholds to Objects, define the appropriate Threshold Template setting for each object that users will monitor.
Verify that alarms are generated when the thresholds are violated. For further information about alarms, see Viewing Alarms Overview.
Use Action Templates to define the actions that occur when thresholds are violated.
An Action Template defines the following settings:
Color changes to table cells containing statistics and object names
Terms that describe each type of alarm
In the default configuration, each supervisor uses a standard Action Template. However, you can modify the standard Action Template or create new Action Templates. For further information, see Defining Action Templates and Assigning Action Templates to Users.