About branches
Branches are the physical locations where services are carried out to customers. Depending on the type of business, it can be an office, a store, a healthcare facility or a city hall, or something else. A system can consist of a single branch, or thousands of branches.
If you have many branches in the same system, it's likely that many of them share the same needs. Therefore, branches are assigned to a operation profile which defines the queuing rules as well as the equipment and application settings. This makes the branch configuration more efficient since you don't need do all configuration for each branch.
If you change the configuration of an operation profile or a branch, you need to publish the branch to deploy the new configuration.
To see and manage the branches in your system, go to Business Configuration > Branches.
Information in branch list
For every branch in the list of branches, you can see the following information:
Column | Description |
|---|---|
Branch | Branch name |
Branch Prefix | Three-character branch prefix |
Id | Branch ID |
Branch group | Branch group and any branch sub-groups. If the branch belongs to several groups, you can see (+X) after the branch group tree which you can hover over to see the additional branch groups. |
S | Connection status of the agent: C = Connected. D = Disconnected. |
Agent | The queue agent assigned to the branch. |
Operation Profile | The operation profile assigned to the branch when the branch was last published. |
Equipment Profile | The equipment profile assigned to the branch when the branch was last published. |
Config Status | The status of the current branch configuration and publishing process. For more information, |
Published | The date and time that the branch configuration was last published. |
Deployed | The date and time that the configuration was last retrieved by the Queue Agent. |
Last edit | The last time the branch was edited. |
Sort and filter branches
If you have many branches, there are different options to help you find the branches you need.
Search: Search for branch name, queue agent and branch prefix in the search field. Press Enter to initiate the search.
Filter: Filter on Branch Group, Operation Profile, Equipment profile and/or Config Status.
Sort: Sort the list of branches by clicking on any column heading.