Initiation Policy Overview

After you have created your Initiation Policies, clicking Overview displays the Initiation Policy Overview dialog.

Overview Progress

The Overview Progress box is at the top of the dialog and displays each step in the policy analysis along with any warnings. Warnings are displayed if any entities are not licensed or not recorded. Warnings are also displayed if your Initiation policies contain Abandon Recording or Stop Processing actions. A warning also appears if Policy Editor is run against an older server, stating that the licensing information is unavailable. When no warnings occur, the Overview Progress box is collapsed.

Licensing Overview

The Licensing Overview tab lists every user and station by type on the server, in the Entities Licensed for Interaction Recorder Access box or Entities Not Licensed for Interaction Recorder Access box.

If any entities are not licensed, the Entities Not Licensed for Interaction Recorder Access box is open and the Entities Licensed for interaction Recorder Access box is collapsed. Otherwise, the Entities Licensed for interaction Recorder Access box is open and the Entities Not Licensed for Interaction Recorder Access box is collapsed.

Recorded Overview

The Recorded Overview tab lists all Users, Stations, Roles, Workgroups, and Lines, by type on the server, in the Entities Recorded/Evaluated by Initiation Policies box or Entities Not Recorded/Evaluated by Initiation Policies box.

If any entities are not licensed, the Entities Not Recorded/Evaluated by Initiation Policies box is open and the Entities Recorded/Evaluated by Initiation Policies box is collapsed. Otherwise, the Entities Recorded/Evaluated by Initiation Policies box is open and the Entities Not Recorded/Evaluated by Initiation Policies box is collapsed.

Note  No criteria is analyzed when determining which entities will be recorded. All entities that are specified in an Initiation Policy containing a record action are added to the Entities Recorded/Evaluated by Initiation Policies box. Recording actions that are supported include: record interaction, record agent side only, and record chat transcript.