<h2>What is a Summary panel?</h2>
<p>Summary panels are normally used to display a summary of information e.g. the longest call, The most expensive call, the total number of inbound calls etc.</p>
<img id="border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/display_board_3.png" alt="Display board with Summary panels" />
<h2>How do I add a Summary panel?</h2>
<p>To add a Summary panel, click on the <img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/panel_type_button.png" /> button and then select the <img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel.png" /> button, as shown below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_summary_panel_1.png" alt="Add Summary panel" />
<p>The list of panels types available immediately disappears and a blank screen will appear with the white cross-like pointer sign indicating where the panel will begin on the screen.</p>
<p>Simply drag your mouse across the screen and you can size the panel as you can see in below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_summary_panel_2.png" alt="Add Summary panel" />
<h2>How do I customise my Summary panel?</h2>
<p>To customize your Summary panel, click on the <img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/pointer_button.png" /> button on the top left hand side of the screen.
Then click on the <img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/nut_button.png" /> icon of the panel that you want to customise, as shown below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_summary_panel_3.png" alt="Add Summary panel" />
<p>The following screen will appear:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_1.png" alt="Summary panel properties" />
<h4>Title</h4>
<p>To provide a title for the summary panel, simply overtypefill in the default 'summary panel x' with your required text as shown below:</p>
<a onclick="return false;" <span class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77730&w=300"><img onclick="screenshotOpen(this);" title="Longest call" alt="Longest call" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77730&w=300"></a>
<p>Choose reference">Label,/span> field. Choose the font size you would like to use by simply selecting from the drop-down list as shown here:</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77237&w=300"><img onclick="screenshotOpen(this);" title="Font size" alt="Font size" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77237&w=300"></a>
<p>Then
Then choose the style of font you would like to use for your header.</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77238&w=300"><img onclick="screenshotOpen(this);" title="Font" alt="Font" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77238&w=300"></a>
<p>To select the text colour, click on the drop-down arrow <a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77853&w=100"><img onclick="screenshotOpen(this);" title="colour arrow" alt="colour arrow" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77853&w=100"></a>. as shown below. This will show the colour palate available.</p> To <p>To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and addtype in the RGB colourscolour codes to add to your custom palette. You need to click on the
<b>Apply</b><span class="button">Apply</span> button to apply the colour.</p>
<a
onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77234&w=500"><img onclick="screenshotOpen(this);" title="font size" alt="font size" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77234&w=500"></a><img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_2.png" alt="Summary panel properties" />
<p>If you would like the text to appear as bold, italic or underlined, simply click on the required box to highlight as shown below:</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77246&w=300"><img onclick="screenshotOpen(this);" title="font style" alt="font style" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77246&w=300"></a>
<p><b>Note</b> that you can select more than one option if required e.g. bold and italic and underlined.</p>
<p>If<img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_1.png" />.</p>
<p>To determine the placement of your title, simply click on below:</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77248&w=300"><img onclick="screenshotOpen(this);" title="placement" alt="placement" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77248&w=300"></a>
<p><b>Adding content to Summary panel</b></p>
<img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_2.png" />.</p>
<h4>Content</h4>
<p>To add content to the Summary panel, just click on the content tab and the following pop-up will appear:</p>
<a onclick="return false;" <span class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84160&w=400"><img onclick="screenshotOpen(this);" title="Sum pan cont" alt="Sum pan cont" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84160&w=400"></a>
button">Content</span> tab.</p>
<p>The first thing you need to do is to select the Stats point you wish to use. To do this, simply click on <athe onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84150&w=50"><img onclick="screenshotOpen(this);" title="Select SP" alt="Select SP" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84150&w=50"></a>.</p>
<img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Select" /> button, as shown below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_3.png" alt="Summary panel properties" />
<p>Then just drill-down until you find the stats point you want to use:</p>
<p><a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84151&w=300"><img onclick="screenshotOpen(this);" title="Select SP1" alt="Select SP1" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84151&w=300"></a></p>
<p><a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84152&w=300"><img onclick="screenshotOpen(this);" title="Select SP2" alt="Select SP2" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84152&w=300"></a></p>
<p>This will now appear as your chosen Stats point . Once you find it, click on the
<img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Tick" /> button alongside it to select it, as shown below:</p>
<a
onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84153&w=300"><img onclick="screenshotOpen(this);" title="Select SP3" alt="Select SP3" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84153&w=300"></a>
<p>Next<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_4.png" alt="Summary panel properties" />
<p>This will now appear as your chosen Stats point. Next, you will need to select the call type and column <span class="reference">Call type</span> and <span class="reference">Column</span> that you want to display as the summary value. e.g. to show the maximum call duration for all calls, select callCall type as 'All', and ColumnsColumn as 'Maximum Duration', or to show the total number of inbound calls, select Call type as 'Answered' and Column as 'Count', as shown herebelow:</p>
<a
onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84162&w=400"><img onclick="screenshotOpen(this);" title="Sum Pan prop2" alt="Sum Pan prop2" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84162&w=400"></a>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_5.png" alt="Summary panel properties" />
<p>You may then choose to show only the summary values for this Summary panel. Ifand youconfigure wantits toproperties. showChoose the userstyle responsibleof tickfont theyou boxwould like to indicateuse. that Then select the font size you would like thisto informationuse, tofrom appearthe and then select size, type and properties for the font you would like to use to display. The completed Summary panel properties screen will look similar to the one shown below;</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84161&w=400"><img onclick="screenshotOpen(this);" title="Sum pan prop" alt="Sum pan prop" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84161&w=400"></a>
<p>This would be displayed as:</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77856&w=200"><img onclick="screenshotOpen(this);" title="Show user responsible" alt="Show user responsible" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77856&w=200"></a>
<p><b>Changing Background properties:</b></p>
<p>To change the background properties for any panel, click on the 'Background' tab. We would normally recommend that the background panel is kept fairly clean and simple by using a plain background colour. </p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=84163&w=400"><img onclick="screenshotOpen(this);" title="Sum pan back" alt="Sum pan back" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=84163&w=400"></a>
<p>However you can add an image source as the background and either choose to have that image centered in the panel or repeated by typing in details as shown below:</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77858&w=400"><img onclick="screenshotOpen(this);" title="Summ background 2" alt="Summ background 2" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77858&w=400"></a>
<p><b>Selecting background colour</b></p>
<p>To select the background colour, click on the drop-down arrow <a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77853&w=50"><img onclick="screenshotOpen(this);" title="Colour" alt="Colour" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77853&w=50"></a> This will show the colour palette available: </p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77234&w=500"><img onclick="screenshotOpen(this);" title="colour pallette" alt="colour pallette" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77234&w=500"></a>
<p>To select a colour, you simply need to click on it and press <b>Apply</b>, then press <b>Save</b></p>
<p><b>Applying lighting effects</b></p>
<p>The lighting effects allow you to add a slight sheen to the panel to give a 3-d effect. Simply click on the 'Apply lighting effects to this panel' box to add it or click again to remove it.</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77859&w=200"><img onclick="screenshotOpen(this);" title="Light Eff panel" alt="Light Eff panel" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77859&w=200"></a>
<p>With lighting effect</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77856&w=200"><img onclick="screenshotOpen(this);" title="Show user Responsible" alt="Show user Responsible" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77856&w=200"></a>
<p>Without lighting effect</p>
<a onclick="return false;" class="screenshot_img" href="/web.ntl?cmd=docs.getsimg&i=77860&w=200"><img onclick="screenshotOpen(this);" title="Light Eff Pan 2" alt="Light Eff Pan 2" onerror="imageSubtract(this);" onload="imageSubtract(this);" src="/web.ntl?cmd=docs.getsimg&i=77860&w=200"></a>drop-down list.</p>
<p>To select the text colour, click on the drop-down arrow as shown below. This will show the colour palate available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and type in the RGB colour codes to add to your custom palette. You need to click on the <span class="button">Apply</span> button to apply the colour.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_6.png" alt="Summary panel properties" />
<p>If you would like the text to appear as bold, italic or underlined, simply click on the required box to highlight <img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_1.png" />.</p>
<p>To determine the placement of your title, simply click on <img id="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_2.png" />.</p>
<p>If you want to show the user responsible tick the box to indicate that you would like this information to appear and then select size, type and properties for the font you would like to use to display.</p>
<p>In the example below, we have selected to show the longest outbound call, so Call type is 'Outbound', and Column is 'Maximum Duration'. So by selecting the user responsible tickbox, you will get the name of the person that did this call as well, along with the duration of the call in seconds, in the same summary panel.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_7.png" alt="Summary panel properties" />
<h4>Background</h4>
<p>Click on the <span class="button">Background</span> tab to configure the properties for the background of your label panel.</p>
<p>If you would like to add an image source, simply type the details in the box as shown below. Otherwise leave blank. You can decide to repeat the image or centre it on the panel, by selecting from the drop-down list of the <span class="reference">Image style</span> field.</p>
<p>To select the background colour, click on the drop-down arrow as shown below. This will show the colour palette available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and type in the RGB colour codes to add to your custom palette. You can even pick a transparent background, if you like. You need to click on the <span class="button">Apply</span> button to apply the colour.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_1.png" alt="Summary panel properties" />
<p>If you would like to apply lighting effects to the summary panel, just tick the box as shown here:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_1.png" alt="Summary panel properties" />
<p>The two examples below show the difference between panels with and without lighting effects. The panel with the slight shine has a lighting effect applied, while the solid black panel has no lighting effects.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_1.png" alt="Summary panel properties" />
<h4>Metrics</h4>
<p>To define the panel's metrics to suit your particular screen, simply type the required pixel sizes in the boxes as shown below. Then click on the <span class="button">Save</span> button to save any changes made.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/summary_panel_properties_1.png" alt="Summary panel properties" /> |