Defining Action Templates

Within the Supervisor Work Area, Action Templates define the alarms (actions) that occur when thresholds are violated.

The appearance of certain table cells change when alarms (actions) occur.

The Action Template defines the following settings:

In the initial configuration, each supervisor uses a standard Action Template. However, you can modify the standard Action Template or create new Action Templates.

To manage the Action Templates:

  1. Log in to the Genesys Desktop application. For further information, see Accessing the Supervisor Work Area.

  2. From the action bar, select Supervisor > Settings > Action Templates.

  3. In the Action Templates window, define the properties for your Action Templates. For information on defining properties, see the tables below.

Note: Action Template assignments, modifications, and deletions will not take effect the user closes and re-opens the Supervisor Work Area.

For information about defining the Action Template for each user, see Assigning Action Templates to Users.

Action Templates Window

Use the Action Templates window to add, copy, and edit Action Templates.

Settings and Buttons

Action Templates Table

Action Template

Name of the Action Template.

Description

Brief description of the Action Template.

New

Click to create a new Action Template. For further information, see the Action Template Wizard section below.

Copy

Click to copy an existing Action Template. For further information, see the Action Template Wizard section below.

Edit

Click to edit an existing Action Template. For further information, see the Action Template Wizard section below.

Delete

Click to delete one or more selected Action Templates.

Window Buttons

Close

Click to close the Action Templates window.

Action Template Wizard

The Action Template has three screens: Name and Description, Colors, and Alarm Terms.

Name and Description Screen

Use the Name and Description screen to define a name and a brief description for an Action Template.

Settings and Buttons

Settings

Name

Enter a name for the Action Template.

Description

Enter a description of the Action Template.

Window Buttons

Next

Click to go to the next screen of the Action Template Wizard.

Cancel

Click to close the Action Template Wizard without saving your changes.

Colors Screen

Use the Colors screen to define color changes made to the following items:

Settings and Buttons

Colors Section

Alarm table

Displays the foreground (text) and background colors associated with statistic-level alarms and aggregate alarm levels.

  • Statistic-Level Alarms—A statistic-level alarm occurs when the value of an individual statistic violates one of the six possible thresholds. For further information about thresholds, see Defining Threshold Templates.

  • Aggregate Alarm Levels—An aggregate alarm level is assigned to all monitored objects and lists of monitored objects.

In the case of an individual object, the aggregate alarm level reflects the most severe statistic-level alarm possessed by that object. In the case of an object list, the aggregate alarm level reflects the most severe statistic-level alarm possessed by any object in that list. For further information, see Viewing Alarms Overview.

Property

Controls the property (foreground or background color) of the text or icon that will be changed.

Foreground (Text) Color

Select to change the foreground color of the text that provides the value of a statistic or the name of an object.

Background Color

Select to change the background color of the text that provides the value of a statistic or the name of an object.

Color

Color associated with the selected alarm type.

Color Palette

Click one of the 136 named colors.

Window Buttons

Back

Click to go back to the previous screen of the Action Template Wizard.

Next

Click to go to the next screen of the Action Template Wizard.

Cancel

Click to close the Action Template Wizard without saving your changes.

Alarm Terms Screen

Use the Alarm Terms screen to define the terms that describe the alarm level of an object or object collection.

Settings and Buttons

Alarm Terms Section

Normal

Enter the term that describes the condition in which no alarms are present.

Minor

Enter the term that describes the least severe alarm level.

Major

Enter the term that describes an alarm of moderate severity.

Critical

Enter the term that describes the most severe alarm level.

Over

Enter the term that describes an alarm created when a statistic is above the acceptable range of values.

Under

Enter the term that describes an alarm created when a statistic is below the acceptable range of values.

Window Buttons

Back

Click to go back to the previous screen of the Action Template Wizard.

Finish

Click to save your changes and close the Action Template Wizard.

Cancel

Click to close the Action Template Wizard without saving your changes.