Menu operations

List of the menu and panel operations.

Management Portal includes the following operations, available either as menu commands or as panel icons. Select items to view specific operations.

Menu	Description
... > Add to favorites...	Adds the current page to the folder Favorites.
... > Back	Displays the previous panel.
... > Properties	Navigate to the same entity in the configuration tab.
... > Forward	Displays the next panel.
... > Home	Navigate to the home pages.
... > Logout	Logs out the user from Management Portal.
... > Monitor	Navigate to the same entity in the monitoring tab.
... > New	Adds a new entity to Management Portal.
... > Refresh	Updates the information displayed by Management Portal.
... > Reports	Navigate to the reports tab.
... > Revert	Reverts the changes and goes back to the initial panel.
... > Save	Saves the changes.
... > Export	Saves the current entity information as an XML file.
... > Export configuration data	Saves the current entity configuration as an XML file.
... > Export operational data	Saves the current entity data as an XML file.
... > Import	Retrieves the entity information from an XML file.
... > Import configuration data	Retrieves the entity configuration from an XML file.
... > Import operational data	Retrieves the entity data from an XML file.
... > Favorites	Displays the panels stored in the folder Favorites.
Activity > Properties	Displays monitoring of the selected contact.
Activity > Resubmit all contacts in current filter	Retries all the failed contacts selected by the filter.
Activity > Resubmit selected contact	Retries the selected contact.
Agent > Assign/Deassign campaigns	Selects the campaign where the agent will work.
Agent > Assign/Deassign teams	Selects the teams to group the agent.
Agent > Campaigns	Displays the list of campaigns where the agent is assigned to work.
Agent > Change password	Changes the password of the agent. Change the password often for security reasons.
Agent > Cleanup agent	Logs out the agent from Agent Portal or Agent Lite, or the supervisor from Management Portal. Clean up workstations after a problem occurs at the workstations.
Agent > Cleanup supervisor	After an issue with the Management Portal, reset the connection so that the supervisor can log in again.
Agent > Duplicate...	Copies the information of the agent to add a new agent with the same configuration.
Agent > Hangup Voice Call	Hangs up the call of the agent. Hangs up calls of agents handling non-campaign calls.
Agent > Monitor	Displays the monitoring information of the agent.
Agent > Play recordings	Browse the recordings associated with the agent.
Agent > Properties	Displays the configuration information of the agent.
Agent > Send message	Sends a message to the agent to communicate with the agent.
Agent > Set agent not ready	Forces the agent to Not ready to stop receiving activities.
Agent > Set agent ready	Forces the agent to Ready to start receiving activities.
Agent > Start voice recording	Starts recording the current call of the agent.
Agent > Stop voice recording	Stops recording the current call of the agent.
Agent > Teams	Browse the teams associated with the agent.
Campaign > Agents	Displays the list of agents assigned to the campaign.
Campaign > Alarms	Displays the active operational alarms for the campaign.
Campaign > Assign/Deassign agents	Selects the agents that will work in the campaign.
Campaign > Assign/Deassign categories	Change the categories of knowledge base articles associated with the campaign.
Campaign > Assign/Deassign teams	Selects the teams that will work in the campaign.
Campaign > Contacts	Displays the contact list of the campaign.
Campaign > Delete Logging	Delete activity logging associated with the campaign.
Campaign > Duplicate...	Create another campaign with the same configuration.
Campaign > Import Contacts	Adds a new campaign using the information previously exported to an XML file.
Campaign > Monitor	Navigate to the campaign monitoring.
Campaign > Open all IM Gateways	Open all instant messaging gateways associated with the campaign.
Campaign > Open all Telephony Gateways	Open all telephony gateways associated with the campaign.
Campaign > Play recordings	Browse recordings associated with the campaign.
Campaign > Properties	Displays the configuration information of the campaign.
Campaign > Send message	Sends a message to all agents of the campaign.
Campaign > Start	Starts the campaign. Start a campaign for the Altitude uCI Server to deliver activities to the campaign.
Campaign > Stop	Stops the campaign. Stop a campaign for the Altitude uCI Server to stop delivering activities to the campaign.
Campaign > Suspend	Suspends the campaign. Suspended campaigns do not make or receive activities.
Campaign > Teams	Displays the list of teams assigned to the campaign.
Contact > Cancel all contacts/inbound emails in current filter	Cancels all the contacts covered by the current filter, even the contacts not in the current page.
Contact > Cancel selected contact	Cancels the selected contact.
Contact > Play recordings	Browse recordings associated with the contact.
Contact > Properties	Displays the configuration information of the contact.
Contact > Recalculate Automatic Priority	Automatically recalculates the priority of all contacts.
Contact > Recalculate Automatic Priority selected contact	Automatically recalculates the priority of the selected contact.
Contact > Resubmit all contacts in current filter	Resubmits all the contacts covered by the current filter, even the contacts not in the current page.
Contact > Resubmit selected contact	Resubmits the selected contact.
Contact Center > Add a Campaign	Adds new campaign to the Altitude uCI Server.
Contact Center > Add a Service	Adds a new service to group the campaigns of the Altitude uCI Server.
Contact Center > Add a Template	Adds a new template for a report.
Contact Center > Add an Agent	Adds a new agent to the Altitude uCI Server.
Contact Center > Alarms	Displays the active operational alarms of the Altitude uCI Server.
Contact Center > Change password	Changes the current password. Change the password often for security reasons.
Contact Center > Configure	Displays the configuration information of the Altitude uCI Server.
Contact Center > Configure Agents	Displays configuration information for the list of agents working at the Altitude uCI Server.
Contact Center > Configure Campaigns	Displays configuration information for the list of campaigns of the Altitude uCI Server.
Contact Center > Configure Teams	Displays configuration information for the list of teams of the Altitude uCI Server.
Contact Center > Create New Report	Adds a new report.
Contact Center > Export	Exports the Altitude uCI Server configuration data to an XML file. Export the Altitude uCI Server configuration data to transfer the data between different servers.
Contact Center > Flush Logs	Writes updated information of logs and traces to disk.
Contact Center > Help Index	Displays the online help of Management Portal.
Contact Center > Import	Adds a new Altitude uCI Server using the information previously exported to an XML file.
Contact Center > Monitor	Displays the monitoring information of the Altitude uCI Server.
Contact Center > New	Adds a new item to the Altitude uCI Server.
Contact Center > Import operational data...	Retrieve from an XML file the operational data for the Altitude uCI Server.
Contact Center > Play recordings	Browse all recordings.
Contact Center > Properties	Displays the configuration information of the Altitude uCI Server.
Contact Center > Set KPIs	Adds a new custom KPI.
Contact Center > Start	Starts the Altitude uCI Server.
Contact Center > Stop	Shuts down the Altitude uCI Server. Shutdown the Altitude uCI Server to perform maintenance operations.
Contact Center > View Reports	Displays the list of reports generated at the Altitude uCI Server.
Directory > Directory	Title. Cannot have text.
Directory > Duplicate...	Copies the information of the directory to add a new directory with the same configuration.
Directory > Properties	Displays the configuration information of the directory.
Knowledge Base Category > Assign/Deassign campaigns	Selects the campaigns that will use articles of the category.
Knowledge Base Category > Duplicate...	Copies the information of the category to add a new category with the same configuration.
Knowledge Base Category > Properties	Displays the configuration information of the category.
Media > Alarms	Displays past and current active operational alarms for the media.
Media > Monitor	Displays the monitoring information of the media.
Media > Play recordings	Browse the recordings associated with the media.
Media > Properties	Displays the configuration information of the media.
Role > Assign/Deassign home pages	Change the home pages available to supervisors with the role.
Role > Properties	Displays the configuration information of the role.
Service > Alarms	Displays the active operational alarms for the service.
Service > Campaigns	Displays configuration information for the campaigns of the service.
Service > Duplicate...	Copies the information of the service to add a new service with the same configuration.
Service > Monitor	Displays the monitoring information of the service.
Service > Play recordings	Browse recordings associated with the service.
Service > Properties	Displays the configuration information of the service.
Service > Start	Starts the selected service. Start a service for the Altitude uCI Server to deliver activities to the campaigns of the service.
Service > Stop	Stops the selected service. Stop the service for the Altitude uCI Server to stop delivering activities for the campaigns of the service.
Service > Suspend	Suspends the selected service. Suspended services do not make or receive activities.
Service > Workflow Processes	Displays the list of workflow processes running at the service.
Site > Alarms	Displays past and current active operational alarms for the site.
Site > Duplicate...	Copies the information of the site to add a new site with the same configuration.
Site > Monitor	Displays the monitoring information for the site.
Site > Play recordings	Browse recordings associated with the site.
Site > Properties	Displays the configuration information for the site.
Skill Profile > Alarms	Displays past and current active operational alarms for the skill profile.
Skill Profile > Play recordings	Browse recordings associated with the skill profile.
Team > Agents	Displays the list of agents assigned to the team.
Team > Alarms	Displays the active operational alarms for the team.
Team > Assign/Deassign agents	Selects the agents that will be part of the team.
Team > Assign/Deassign campaigns	Selects the campaigns where the team will work.
Team > Campaigns	Displays the list of campaigns to where the team is assigned to work.
Team > Duplicate...	Copies the information of the team to add a new team with the same configuration.
Team > Monitor	Displays the monitoring information for the team.
Team > Play recordings	Browse recordings associated with the team.
Team > Properties	Displays the configuration information for the team.
Team > Send message	Sends a message to the agents of the team.
Telephony Gateway > Duplicate...	Copies the information of the switch to add a new switch with the same configuration.
Telephony Gateway > Generate call	Simulates a new call on the Switch Simulator.
Telephony Gateway > Properties	Displays the configuration information for the switch.
Telephony Gateway > Reset extension	Resets unsynchronized extensions.
Telephony Gateway > Start	Starts the switch.
Telephony Gateway > Open administration page	Opens in a new browser window, the administration page of the switch.
Workflow Definition > Play recordings	Browse recordings associated with the workflow definition.