Presentation of the Quotas and management rules administration interface.
Accessing the configuration interface
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From the Main menu in the administration interface,
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in the Management secgtion, click on Quotas:
→ The Quotas.interface will be displayed.
Description of tools in the list
The list displays all of the quotas and management rules declared in the Watchdoc® application:
Every line presenting a quota or a management rule comprises the following tools: the Edit
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the Edit
buttonis used to open the quota or management rule in a specific interface to review and modify its configuration;
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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;
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the Delete
button is used to delete a quota or management rule that is no longer used. Deletion is only effective after confirmation.
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the Create
button located beneath each list opens the interface for creating a quota or management rule.
Information provided in the Quotas list
Every line displays information forming the quota:
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the Name and the description of the quota;
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the Scope : specifies whether this is a quota specific to a user (Individual) or shared by a group of users (Group);
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Number : displays the number of user accounts to which the quota is associated;
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Total : displays the total number of units of credit on this quota;
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Conso : displays the total number of units of credit consumed;
Information provided in the list of Management Rules
Every line displays information forming the management rule:
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the Name: and description of the management rule;
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the Mode: specifies the mode according to which the rule is managed;
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Init value :if the rule is in Debit mode, this gives the initial value credited on the user accounts with which the management rule is associated;
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Ceiling: specifies whether the rule includes a ceiling to limit the payment amount (in debit mode) or a maximum debit amount (in counter mode);
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Tolerance: specifies whether the rule authorises users to exceed the limit;
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Periodicity: specifies when the credits are renewed;
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Renewal: specifies when the last renewal took place.