Procedure

Presentation of the Quota Administration interface

Accessing the configuration interface

1. From the Main menu in the administration interface

2. in the Configuration section, click on Prices & Costs:
   

   
   

→ The Quotas interface will be displayed.

 

Description of the tools of the Quotas templates' list

The list displays all of the Quotas declared in the Watchdoc^® application. It also displays the Management Rules that apply to these quotas.

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Every line presenting a quota or a management rule comprises the following tools::

• the Editor button is used to open the quota or management rule in a specific interface in order to review and modify the configuration;

• the Duplicate button is used to apply a quota or a management rule as a model for recreating quotas or management rules instead of reconfiguring them from scratch.

Before using the duplication tool, make sure that there is a higher number of settings to be copied than modified..

• the Delete button is used to delete a quota or management rule that is no longer used. Deletion is only effective after confirmation.

• the Create another button located beneath the list opens the interface for creating a quota or a management rule.

 

Information provided in the Quotas templates list

Every line displays information forming the quota:

• the Name and description of the quota;

• the Scope : the type of user to which the quota is applied: user or group of users;

• the Number: the number of users associated with the quota. The magnifying glass icon is used to access the list of associated users.

• the Total :

• the Conso. :

Informations provided in the list of Management Rules

Every line displays information forming the management rule:

• the Name and description of the quota;

• the Mode: quota credit counting mode:

  • either Counter mode if the costs are accumulated on the quota up to the predefined limit;

  • Debit mode if the print costs are debited from the predefined quota where set.

• Init value.: the various costs defined in the price (depending on colours and formats);

• Ceiling: upper limit that the user cannot exceed;

• Tolerance: value giving the authorised tolerance margin;

• Periodicity: frequency at which the quota can be credited.