Tariscope 4.x. Administrator's guide

Chapter 3. Tariscope configuration

3.13. Subscribers

3.13.4. Manual input and editing of subscriber data

We recommend to begin a manual input of subscriber data from a creation of structure of the subscriber database, which reflects the enterprise structure for most users of the Tariscope Enterprise edition.

A customer database structure for telecommunications providers (users of the Tariscope Provider edition) can be divided on areas, streets or other groups of customers, which are easy-to-use for administration and generation of reports on groups.

To display the hierarchical structure of the subscriber database, on the toolbar of the Subscribers tab, click on the Display tree icon.

When a telecommunications node is created the root group with the Company name is created. We recommend to change this name, for example, on the your company name. To do this, select the row with this name and right-click. In the appeared menu, select the Edit item. The Group edit window appears as shown in Figure 3.13.4.1.

Figure 3.13.4.1

In the Group name box, change the Company name on the desired one. If necessary you can type comments in the Description box and address in the Address box. Click OK.

To refresh data in the subscriber table, on the toolbar, click on the Refresh icon.

To create a new group of subscribers (customers), on the toolbar, click on the Add group icon. The window shown in Figure 3.13.4.1 appears. Type the required data in the window. An input of a group manager in the Group head box ought to perform after input of subscribers data. The Restrictions section is applied only for Tariscope license with the restriction feature.

Type the other groups. If the newly created group must be part of a group previously entered, select the line with the group and follow the steps to add a new group the same way as described above.

The subscriber structure will be created, an example of which is shown in Figure 3.13.4.2.

Figure 3.13.4.2

To manually add subscribers, select a row of a desired group and click the Add icon on the toolbar. As a result, the window appears as shown in Figure 3.13.4.3.

Figure 3.13.4.3

A toolbar is located in the upper part of the window. It allows you to toggle the window to enter various types of parameters using the corresponding buttons:

• General,
• Details,
• Services,
• Documents,
• Account,
• Damages.

As well as you can create the linked copy using the New linked copy button and save the entered data using the Save and close button. 

General parameters of subscriber

The Subscriber type list allows to set one from following subscriber types:

• Individuals. Select this item for customers who are individuals.
• Legal entity. Select this item, if the customer is a legal entity.
• Service. Recommends to select the item for employees of your company.
• Budget. Select the item, if the customer is a budget institution.
• Privileges. Select the item, if the customer has privileges.

A choice of the subscriber type (customer type) is relevant only for telecommunications providers. Corporate users of Tariscope can skip this choice.

By default, in the Subscriber name box the New subscriber value is displayed. To enter the real name of the subscriber, click on the "..." button to the right of this box. The Subscriber name window opens, an example of which is shown in Figure 3.13.4.4. This window displays in case the Individuals type of subscriber was selected.

Figure 3.13.4.4

The window allows to enter: Last name, First name, Second name and Full name.

If you selected the Legal entity type of subscriber, the Subscriber name window allows to enter the following parameters: Firm name (a short company name) and Full name. After input these data they will be displayed in the Subscriber name box (Figure 3.13.4.3).

The Group box allows to set membership of the subscriber to one of the preset subscriber groups. In the box the name of the group is displayed that was chosen before the creation of the subscriber. If you need to change the group, click the "..." button to the right of this box. The Select group window appears where you can select the desired group and click OK.

To set a list of extensions (telephone numbers) that belong to the subscriber, click on the "…" button that is located on the right from the Extensions box (Figure 3.13.4.3). The Extensions edit window appears as shown in Figure 3.13.4.5.

Figure 3.13.4.5

On the toolbar of the window, click Add. The Extension/IP address window appears as shown in Figure 3.13.4.6.

Figure 3.13.4.6

In the Equipment list, select a telephone system to which the extension belongs.

If the numbering plan was created for the telephone systeme earlier, you can select a range of extensions which contains the required extension. To select, use the Range list.

In the Extension/IP box, type the required extension.

If you wish to make a description for this extension, type it in the Description box.

In the Active from calendar list, select the date from which costs will be charged to the subscriber for this extension.

Note. If the extension will be applied from the same date when the subscriber is valid, the input of this parameter is not necessary. For this case, the date should be specify in the Active from list of the Subscriber window (Figure 3.13.4.3).

In the Tariff plan list, select the rate plan that will apply to the extension.

Note. If the rate plan for the extension is applied the same as the plan for the subscriber, the input of this parameter is not necessary. In the case, you should specify the rate plan in the Subscriber window.

Click OK. The entered number is displayed in the table of the Extensions edit window (Figure 3.13.4.5).

To input the next extension, repeat the mentioned above actions.

To edit parameters of an earlier entered extension, in the Extensions edit window (Figure 3.13.4.5), select the required extension and click on the Edit icon. The Extension/IP address window (Figure 3.13.4.6) appears, where you can edit the required parameters.

To delete a extension, in the table of the Extensions edit window (Figure 3.13.4.5), select the required row and click on the Remove icon.

If subscriber has more than one extension, select the primary extension that will be displayed in the table of subscribers and be presented in a report where only one extension is shown. To do this, select the required row in the table of extensions and, click on the Set primary icon.

All mentioned above actions are accessible not only from the toolbar of the Extensions edit window (Figure 3.13.4.5), but when you select any row of table and right-click. As a result, the menu appears as shown in Figure 3.13.4.7.

Figure 3.13.4.7

In addition to discussed modes, this menu also allows you to export the extensions to an external file. There are the following export options:

• Export to Excel,
• Export to HTML,
• Export to CSV,
• Export to PDF.

If a subscriber has a few extensions, and you need to sort the data in the table or data filtering, point to the table header, and right-click . As a result, the menu appears as shown in Figure 3.13.4.8.

Figure 3.13.4.8

In addition, this menu allows to select the columns to display.

The Filtering item of the menu allows to filter data on the values of a column where the cursor is located. An example of the menu when the cursor was located on the header of the Extension/IP column is shown in Figure 3.13.4.9. 

Figure 3.13.4.9

As you see on the Figure 3.13.4.9, the Filtering list contains the permanent items:

• Clear all filters. It allows to clear previously installed filter conditions.
• Apply. It allows to apply filtering conditions.

In addition to these items, there is a list of the values the selected column. Select the required values and click Apply.

The sorting items of the menu (Figure 3.13.4.8) allows to sort the information in the table either ascending values or descending.

To remove a previously installed sorting sorting, select the Unsort menu item.

The Group by menu item also apply to selected column. It provides the data grouping. An example of such groups when extension belonging to a particular telecommunications equipment is shown in Figure 3.13.4.10.

Figure 3.13.4.10

If you have applied the grouping, the menu shown in Figure 3.13.4.8 contains the Turn off groups item. Select it, if you wish to remove the grouping.

The menu (Figure 3.13.4.8) allows to select the required columns to display. To do this, select or clear the required name of columns.

When you finish the input of extension parameters, click on the Save and close item on the toolbar.

The list of the entered extensions will be displayed in the Extensions box of the Subscriber window (Figure 3.13.4.3).

The IP addresses/logins box allows to type IP addresses that belong to the subscriber. To add, edit or delete IP addresses, perform actions that the same actions for extension described above.

In addition to the mentioned above parameters the General window allows also to enter:

• Auxiliary identifiers. The auxiliary identifiers allows to uniquely identify a subscriber in the case, his extension is used by multiple parties. This situation is valid to a number of PBXs, in particular, CS1000 and Meridian 1 (Avaya - Nortel). For these PBXs the terminal numbers (TN) are used as such identifiers.
• Auth code. A code that is used to authorize a subscriber during call is made.
• Active from. A date in the Active from box defines when the charging for the subscriber is begun. If you has specified the such dates for every extensions (or IP addresses) and services, the selection of the date in the box is not necessary. If charging for all subscriber's extensions, IP addresses, and services begins from the same date, we recommend to set the date only in the box. If this date was not set for the subscriber and it was not set for extensions, IP addresses, and servises, the calls and services for any date will be charged to this subscriber.
• To. A date in the To box defines a final date to which charging for the subscriber is performed. Also as for date from Active from box, an alternative to this date are the dates of close of an extension (IP address or service) belonging to the subscriber.
• Rate plan. This box defines the rate plan which is applied to the subscriber. The rate plan can be specified on every extension, IP address, and service. The individual setting is recommended only when different communication services are charged using different rate plans. If a rate plan was not specified in the box and it was not specified for a particular service, call rating and charging services are not performed. To select a rate plan, click on the "..." button to the right of the Rate plan box. A window appears containing a list of all rate plans in Tariscope. Select the required plan. If the required plan is absent, create it.
• Address. This box allows to enter a aubscriber's address. To enter an address, click on the "…" button located on the right from the Address box. The Address window appears as shown in Figure 3.13.4.11.

Figure 3.13.4.11

In the window, type the required parameters and click OK.

• Email. The box allows to specify an email address of the subscriber that can be used to sending of reports, invoices and other documents.

• Web password link. It allows to set a password for the subscriber which is used for access to the Personal area.

• Contact phones. Shows and allows to enter phone numbers, ICQ, Skype address using for contact with the subscriber. As a rule, this information is usful for administrators (managers) of the Tariscope Provider edition. To enter the contact phone numbers, click on the "…" button located on the right from the Contact phones box. The Contacts edit window appears. To add a new contact phone number, click on the Add icon. The Contact window appears. In the Contact box of the window, type a phone number or Skype address or another information. In the Type box, select the required type of contact. In the Description box you can enter any additional information.
  To edit or delete contacts, use the Edit or Remove icons respectively in the Contacts edit window.
• Personal code. The code is a national identification number that is used by the governments of many countries as a means of tracking their citizens, permanent residents, and temporary residents.
• Firm code. The code is an identification number of company. In various countries, these codes may have a different name.
• Tax code. Specifies a tax code of the customer (subscriber).
• Bank account. Specifies a bank account of the customer (subscriber).
• Bank code. Code of the bank where the account of the subscriber.
• Contract. A number and date of the agreement according to which the provision of telecommunications services is carried out.
• Description. The additional information field that you can use for their own purposes.
• Information. The additional information field that you can use for their own purposes.

If you do not suppose to enter any additional parameters in the Details, Services, Documents, Account, and Damages modes for the subscriber, click Save and close to save the data entered or edited. Otherwise, go to the desired mode. 

Details on subscriber

To enter additional settings for a subscriber, such as the restriction parameters, the second address, the type of mail delivery, or preferential subscriber options, click the Details button on the Subscriber window (Figure 3.13.4.3). This window will be as shown in Figure 3.13.4.12.

Figure 3.13.4.12

If you use the Tariscope Enterprise edition with the restriction feature, this window can be used to enter the restriction parameters. The other parameters of the window are actual only for the Tariscope Provider edition.

In the Delivery type list, select the required type. There are the following options:

• Not defined;
• By mail;
• Courier;
• Self pickup;
• Email.

If customer (subscriber) uses two addresses, you can enter a second address in the Address secondary box. To do this, click on the "…" button located on the right of the Address secondary box. The Address box appears (Figure 3.13.4.11). Type the second address.

If the subscriber has privileges for telecommunications services, then:

• in the Privileges code list, type or select a suitable code that is assigned to this category of privilege. This field is informational and can be used in reports;
• in the Discount code list, type or select a factor to be applied to a rate plan of subscriber. This is an informational field and is not used in calculations of cost of telecommunications services. It can be used in reports.

One of the addition features in Tariscope is a virtual subscriber. This feature is recommended to use if necessary to charge costs of calls to the transit routes, gateways or channels. If editable subscriber is a virtual one, check the Virtual subscriber check box.

In case Tariscope comprises the restriction feature you can set restrictions for the current subscriber. Before to set restrictions for the subscriber you must set the restriction feature for Tariscope.

To add the restriction for the subscriber, click on the Add button in window shown in Figure 3.13.4.12. The Category credit window appears as shown in Figure 3.13.4.13.

 Figure 3.13.4.13

In the Category list, select a category to which the restriction will be applied. This list contains all categories that was created in Tariscope regardless of the purpose of their use.

In the Restriction type list, select a desired type. There are two types:

• Money. The restrictions on the calls are assigned in money.
• Seconds. The restrictions on the calls are assigned in seconds.

The Restriction class box does not used in most cases. Skip it.

In the Credit box, type a credit value.

The Charge box displays the value of the charged cost of calls. Tariscope automatically clears this value. If you wish to clear it, click on the Clear charge link.

The From total box displays a credit value that was set for the subscriber group to which the subscriber belongs.

The Available box display a value that is equil the value of the From total box minus the value of the Credit box. The value of this box means how many money or seconds is available to distribute.

The Distributed at sublevels box is not applied to a subscriber. It is used for a subscriber group.

After entering, click OK.

Services of subscriber

Configuring services is relevant only for the Tariscope Provider edition. To set the parameters of services installed for the subscriber, click on the Services button of the Subscriber window (Figure 3.13.4.3). The window will be as shown in Figure 3.13.4.14.

Figure 3.13.4.14

This configuration mode assumes that the list of services was previously created. To add a new service, click on the Add icon. As a result, the Subscriber service window opens as shown in Figure 3.13.4.15.

Figure 3.13.4.15

In the Service list, select the desired service.

In the Amount box, set the number of the such type of services that will be charged to the subscriber.

If the service is tied to a particular phone number (extension) or IP address, in the Extension/IP list, select the required extension or IP address.

If any comments are necessary to this service, you can enter them in the Description box.

In the From calendar list, select the date from which the service will be charged to the subscriber.

To stop charging services, in the To box, select the desired date.

If a charge of the service starts from the date that was specified in the Active from calendar list (Figure 3.13.4.3), it is possible not to set the date in the From box of this window.

After entering the service, click OK.

To set other services, repeat these steps.

In the Subscriber window (Figure 3.13.4.14) a list of the entered services will be displayed.

Note. Services may include in a rate plan. In this case, individual assignation of these services to each subscriber is not required. Enough to assign a rate plan for a subscriber.

Subscriber documents

To enter, view or edit documents that are associated with a particular subscriber, click on the Documents button of the Subscriber window (Figure 3.13.4.3). The Subscriber window will be as shown in Figure 3.13.4.16.

Figure 3.13.4.16

This window allows you to enter, view, edit all documents that relate to a particular subscriber, which greatly simplifies the process of subscriber management.

Before adding documents we recommend to create an initial list of possible types of documents that can be used in Tariscope. For example: agreements, contracts, invoices, receipts, reports, etc. To do this, on the toolbar of the window (Figure 3.13.4.16), click on the Document types icon. A window with the same name opens. The window has three modes: Add, Edit, Remove, which are accessible through icons on the toolbar.

Click the Add icon to enter a new document type. In the table a new record will be created. Double-click on this line, and replace the "new type" name with the required name. Repeat this step to add other types of documents.

To edit a document type, select the desired line and either double-click in the Name column, or click the Edit icon. Then, make the corrections.

To add a new document to the subscriber, click on the Add icon on the Documents window (Figure 3.13.4.16). The Document window appears as shown in Figure 3.13.4.17.

Figure 3.13.4.17

In the Type list, select the document type.

Click the Upload file button, the Open window appears. Select the desired file.

In the Number box, type the number of the document.

In the Date box, select the date of the document.

In the Attributes box you may set additional parameters of the document.

In the Description box, if necessary, you can enter a short description of the document.  It can be used to quickly find the document.

If subscriber can have an access to this document in the Personal Area, select the Document visible to subscriber check box.

Click OK.

To quickly add a file without entering its parameters, you can use the Upload icon in the Documents window (Figure 3.13.4.16). Click this icon to open the Open window and select the required file. After uploading the file, a new row is added in the document table (Figure 3.13.4.16). In the future, you can change the document data.

To open a document of a subscriber, select the appropriate line in the table of documents and click Open. If Windows contains application which opens the file, it will be opened.

To search the required document you can use the Search box (Figure 3.13.4.16).

Account

In the Tariscope Provider edition the Tariscope program has a specific mode for working with the subscribers' accounts (the program menu: Tools → Subscriber accounting). However, the Subscriber window also has an easy mode, allowing only to view the status of the subscriber's account.

To view the subscriber's account in the Subscriber window, click on the Account button. The Subscriber window will be as shown in Figure 3.13.4.18.

Figure 3.13.4.18

The Balance box displays a balance of the subscriber account.

The Last payment date box displays the last date when the subscriber paid for the telecommunications services.

The table of the window displays data of the charged services and the received payments.

Damages

Tariscope enables you to record damages of telephone equipment or data transmission equipment. Information about damages can be used to account for them in the charges of the services. The setting of this is performed on the Services configuration page.

To enter data on damages click Damage button on the toolbar of the Subscriber window. As a result, the Subscriber window will be as shown in Figure 3.13.4.19.

Figure 3.13.4.19

This window allows the administrator to enter information about a damage (the Add icon), change this information (the Edit icon) and remove unnecessary information (the Remove icon).

To add a new information, click on the Add icon. The Extension/IP damage window appears as shown in Figure 3.13.4.20.

Figure 3.13.4.20

In the Extension/IP box, select an extension (telephone number) or IP address for which the information about damage belongs.

In the From and To calendar boxes, specify a period when the extension or IP address was not operational. With the proper settings on the Services configuration page the certain services during this period can not be charged.

In the Description box, type a description of the damage, as well as any other information associated with it, such as who troubleshoots and etc.

Click OK.

A list of damages of the subscriber is displayed in the table of the window, shown in Figure 3.13.4.19.

Creation of a linked copy

If necessary to change separate parameters of a subscriber, retaining the other previous settings, you should use a linked copy of the subscriber. The current subscriber will be closed and a new subscriber with data of the current subscriber will be created. You may change extensions (phone numbers), IP addresses, rate plan, a list of services, etc. for the new subscriber.

To create a linked copy, in the Subscriber window, click on the New linked copy button. The Add linked subscriber window appeaers as shown in Figure 3.13.4.21.

Figure 3.13.4.21

In the Subscriber add date list, select a date from which the current subscriber will be closed and a new subscriber will be created.

If necessary, transfer the subscriber's balance to the account of the new subscriber, select the Transfer account balance check box. This action is applied only for the Tariscope Provider edition.

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