Configuring Vacation Statuses for Accounts and Packages
- Mahnoor Khan (Deactivated)
- Greg Walsh
Summary
Vacation Status represents a scheduled period during which Account or User-Package activity is suspended. Vacation status can be used for Users who are relocating or for Seasonal Businesses.
Configuration Steps
Creating the Vacation Account Status Type
Before an Account can be set to Vacation Status, the Vacation Status must be created. Follow the steps below to create the 'Vacation' Account Status Type.
Click Setup
Under the Accounts and Roles section select Account Status Types
Click the Add button
Enter a descriptive name for the User Status Type in the Name field, in this case Vacation
From the Status pick list select the appropriate option:
Active – the default setting – Accounts will be provisioned and billed when in this state
Canceled – will cancel the account and all packages associated with it. Accounts are not provisioned or billed when in this state
Suspended – will place the account in a suspended state. Packages and configuration options associated with the account will not be affected but rather suspended until manually changed. This is ideal in a VoIP implementation where an account is past due and you want to suspend service until the balance is updated. This will prevent the system from removing the account configuration from your Softswitch. Furthermore, accounts will still be provisioned but not billed when in this state
Image URL (optional): define the path to an image that will appear on Overview page of the User's account when this status set
Show in Account Status: check this option if you want to list accounts that are in vacation status under the Account Statistics section of the left sidebar
Click Save to save the account status type
Creating the Vacation UserPackage Status Type
To permit a UserPackage to be set to Vacation Status, the Vacation Status must first be created. Follow the steps below to create the 'Vacation' UserPackage Status Type.
Click Setup
Click UserPackage Status Types
Click the Add button
Enter a descriptive name for the UserPackage Status Type in the Name field, in this case Vacation
From the Status pick list select the appropriate option
Click Save to save the UserPackage Status Type
Usage Steps
Putting an Account on Vacation
Navigate to the User's Account
Select Tools
Under the Account Settings section select Status
From the Status drop down menu, select Vacation
Click Save
Select Immediately With No Transaction and then click Save
Note: By selecting "Immediately With No Transaction" it is ensured that no further transactions will be applied to the account UNTIL the account is reactivated
Switching An Account Back to Enabled/Out of Vacation
Navigate to the User's Account
Select Tools
Under Account Settings heading select Status
From the Status drop down menu select Enabled
Click Save
Specify when to reactivate the Account and click Save
Note:Â Because the initial selection to place the Account on VACATION was "Immediately With No Transaction" the options presented here will change nothing, except if the SPECIFIC DATE is selected which selects the date the account status change is to occur on
Putting a UserPackage on Vacation
In the event the customer wants certain packages to continue to function you may select which packages to switch to vacation status instead of their entire account. Â To do so follow the steps below:
Navigate to the User's Account
On the Overview page under the Packages section click to select the Package(s) you wish to place on vacation
Once the package is selected press the Status button
On the page that loads select 'Vacation' in the User Package Status Type drop down list
Click Save
Select Immediately With No Transaction and then click Save
Note: By selecting "Immediately With No Transaction" it is ensured that no further transactions will be applied to the account UNTIL the account is reactivated
Switching UserPackages Back to Enabled/Out of Vacation
Navigate to the User's Account
On the Overview page under the Packages section click to select the Package(s) you wish to re-activate
Note: if the Package(s) on Vacation are not shown click on the "Status" heading and ensure the filter box is empty and then click enter
Once the package is selected press the Status button
On the page that loads select 'Enable' in the User Package Status Type drop down list
Specify when to reactivate the package and click Save
Note:Â Because the initial selection to place the Account on VACATION was "Immediately With No Transaction" the options presented here will change nothing, except if the SPECIFIC DATE is selected which selects the date the account status change is to occur on
Scheduling Automatic Vacation Status Changes
For the sake of convenience, EngageIP gives users the ability to configure automatic status updates from an Account's Overview Page.
Navigate to the User's Account
Select Add under the Components section on the Overview page
Select either "Change User Package Status" (to put a specific packages on vacation) and/or "Change User Status" (to put all packages/services on an account on vacation)
In the User Status Type drop down field select "Vacation"
Select the Date that the User's Status is scheduled to change to Vacation
Select Save
The pending status change will be noted in the Components section of the user account
To schedule the account to be reactivated click Add under Components
Select either "Change User Package Status" and/or "Change User Status" (depending on what you first selected above)
In the User Status Type drop down field select "Enabled"
Select the Date that the User's Status is scheduled to change to "Enabled"
Select Save
Another "Change User Status" Component will be listed showing when the Account is set to be reactivated
Â
Using the above method enables the scheduled automatic status change for the User's Account or User-Package with NO transactions for the Vacation Period.