Managing a Site > Operator Management > Operators

Overview

Importation is another way to add operators to a site. You can import two types of operators: speech operators and non-speech operators. Each type is organized into compatible operator groups (ex: speech operators can only be included in speech operator groups/non-speech operators can only be included in non-speech operator groups). To avoid import issues, do not import speech and non-speech operators at the same time.

Step-by-step

1. Click Operators Button (in the Control Panel section) and, in the resulting row below, select Operators Sub Module Button to open the "Operators" page.

Operators Page

2. Click to open the "Import New Operators step 1 (Properties tab)" wizard page.

Import New Operators Step 1

3. Define the properties to be applied to the imported operators by filling in the available options:

Operator Group *

Select the compatible operator group that will include the imported operators from the drop-down list (ex: speech operators must be included in speech operator groups).

The selected operator group's values will be included in some of the options of the new operator's profile. You can, however, replace them with other parameters more suitable to this operator.

Role *

Select the role in the application for all imported operators from the drop-down list.

Language *

Select the language to be used by the imported operators from the drop-down list.

4. Click to proceed to the step 2 (Import tab) wizard page.

Import New Operators Step 2A

To return to the step 1 (Properties tab)wizard page, click .

5. Click and open an OS File Explorer window.

If, for some reason, you close the OS File Explorer window, you can reopen it with the use of the "Upload Operator CSV file" window (it opens at the same time as the OS File Explorer window, in the background):

Upload Operator CSV File Window

a. Click to open the OS File Explorer again.

b. Proceed to step 6.

LoadOperatorsVoice

6. Select the appropriate file and click .

Consider the information that was provided in the step 2 (Import tab) wizard page regarding the structure of the file to be selected:

Depending on the type of operator you intend to import, the file's records must contain the following fields:

For a speech operator file - The <loginID> (mandatory value), the <Firstname>, the <Lastname>, the <Gender:m/f>, the <Shortname>, the <ExternalReference>, and <Spokenname> fields.

For a non-speech operator file - The <loginID> (mandatory value), the <Firstname>, the <Lastname>, the <Gender:m/f>, the <Shortname> and the <ExternalReference> fields.

Upload Operator CSV File Result Window

Files have to be added one by one. If you want to add more files, click and repeat step 6.

The added file(s) can be deleted at any time. To do so, click the corresponding OR If you want to delete all files at once, click .

The operators contained in the selected file/files per import operation cannot exceed the 10 000 limit.

7. Once you have all the required files displayed in the "Upload Operator CSV file" window, click to upload the selected file(s).

If there are no errors in the operator import operation, the step 3 (Resume tab) wizard page will display a confirmation message.

Import New Operators Step 3 Result

If some or all the operators are not successfully imported into the site, the "Resume" tab will display a list with the operators that were NOT imported, as well as the reason for the failed import.

Import New Operators Step 2 Result

8. If you had failed operator imports, consider the information provided in the "Reason" column and execute the necessary changes before trying a new import.

9. Click to conclude the import operation and return to the "Operators" page.

The newly imported operators are displayed and available in the "Operators" page.

Operator Import Rules

•There is a limit of 10 000 operators per import operation.

•The <loginID> mandatory field of the .csv file for import MUST contain a numeric value with less than 6 numeric characters.

•The .csv file CANNOT include "loginID" duplicates, for instance, include a "login ID" that has already been attributed to an operator contained in the current site - the duplicate operators will NOT be imported.

•If, for some reason, the <Spokenname> field (mandatory for the import of speech operators) is empty, the values of the <Firstname> and <Lastname> fields are used to fill in the empty <Spokenname> field.

•If, for some reason, the <Gender:m/f> field is empty, the value "f" will be attributed to that empty field.