Managing Provisioning Templates

Creating Provisioning Templates

To create a new provisioning template from the Provisioning Resource Template Manager Gadget:

  1. Expand the folder hierarchy on the left of the gadget and select the folder in which you want to create a template. The list of Provisioning Templates already present in the folder are listed on the right of the gadget.

  2. Click the New button in the gadget footer. This opens the new template properties.

    Provisioning Template Manager

  3. Enter the following details:

    • Name: Type a name for the template.

    • Description: Provide a description.

    • Folder: You can change the folder in which the template should be located.

  4. To determine the skill groups that should be assigned to agents, click the pop-out button next to the Skill Group Set field. This opens a dialog in which you can:

    • Select the folder in which the Skill Group Set is located.

    • Select a Skill Group Set you created in the Resource Set Manager Gadget. For more details, see Creating an Agent or Skill Group Set.

    • Click OK.

  5. Use the Skill Group Set Apply Mode toggle button to choose between Append and Replace.

    • Append: The Skill Group Set is applied to each agent alongside their existing Skill Groups.

    • Replace: Each agent is removed from their existing Skill Groups when the Skill Group Set is applied.

  6. Click the Save button in the gadget footer to save the template or click the Cancel button to discard the template and return to the templates list.

Editing a Provisioning Template

To make changes to a provisioning template:

  1. Expand the folder hierarchy on the left of the gadget and select the folder in which the template is located, or select a parent folder and check the Search includes sub-folders checkbox. The list of Provisioning Templates matching the selected folder and any text filter is listed on the right of the gadget.

  2. Select a Provisioning Template in the list.

  3. Edit details as desired.

  4. Click the Save button in the gadget footer to save the changes or click the Cancel button to discard any changes.

Deleting a Provisioning Template

To delete a provisioning template:

  1. Expand the folder hierarchy on the left of the gadget and select the folder in which the template is located, or select a parent folder and check the Search includes sub-folders checkbox. The list of Provisioning Templates matching the selected folder (and any text filter) are listed on the right of the gadget.

  2. Select a Provisioning Template in the list.

  3. Click the Delete button in the gadget footer. You are prompted to confirm the deletion.

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