Updated menu structure in Verba 9

Updated menu structure in Verba 9

We have restructured the menu structure in Verba 9.

The reasons for this change were:

  • too many main items - our menu structure grew a lot throughout the years, we had too many main menu items

  • new functionality - new functionality in our pipeline did not properly fit into the existing structure

  • unclear logic - the old structure included elements that did not properly fit in the menu where they were

The table below helps smooth navigation in the new structure:

Previous Menu Structure

Location in New Menu Structure in v9.0

Previous Menu Structure

Location in New Menu Structure in v9.0

 

 

System

 

Logout

User Account -> Logout

Change Password

User Account -> Change Password

License

System -> License

Certificates

System -> [Security] / Encryption/Signing Certificates

Database Monitoring

 

Database Summary

System -> [Monitoring] / Database Summary

Database Purging

System -> [Monitoring] / Database Purging

Server

 

Session Monitor

System -> [Monitoring] / Session Monitor

Background Tasks

System -> [Monitoring] / Background Tasks

Media Troubleshooting

System -> [Monitoring] / Media Troubleshooting

Collect Configuration and Logs

System -> [Monitoring] / Collect Configuration and Logs

Request Server Certificate

System -> [Security] / Request Server Certificate

Alert Management

System -> [Monitoring] / Alert Management

Audit Log

System -> [Security] / Audit Log

 

 

Conversations

 

Ongoing Conversations

Conversations -> [Views] / Ongoing

Cisco Phone Monitoring

Conversations -> [Views] Cisco Phone Monitoring

Agent View

Conversations -> [Views] / Agent View

My Conversations

Removed, go to search and filter for you user account or your assigned extensions/addresses

Important Conversations

Removed, go to search and filter for Important under Metadata and Markers

Private Conversations

Removed, go to search and filter for Private under Metadata and Markers

Conversation Buffer

Conversations -> [Views] / On-demand

Manage Shared Items

Conversations -> [Sharing] / Manage Shared Items

View Shared Items

Conversations -> [Sharing] / View Shared Items

Saved Queries

Conversations -> [Views] / Saved Queries

Saved query 1

Conversations -> [Views] / Saved Queries -> Saved query 1

Participant Sets

Conversations -> Participant Sets

My Exports

Data -> Export

Automatic Labeling

Data -> [Labels] / Automatic Labeling

 

 

Search

Conversations

 

 

Compliance

 

Cases

Data -> [Cases] / Manage Cases

Cases in Legal Hold

Data -> [Cases] / Cases in Legal Hold

Cases Waiting for Approval

Data -> [Cases] / Manage Cases

Labels

Data -> [Labels] / Manage Labels

Labels in Legal Hold

Data -> [Labels] / Labels in Legal Hold

Labels Waitinf for Approval

Data -> [Labels] / Manage Labels

Request Access to Users/Groups

Workflows -> [Authorization Requests] / Request Access

Request Access to Case

Workflows -> [Authorization Requests] / Request Access

Request Access to Label

Workflows -> [Authorization Requests] / Request Access

My Requests

Workflows -> [Authorization Requests] / Requests

All Requests

Workflows -> [Authorization Requests] / Requests

Requests to Approve

Workflows -> [Authorization Requests] / Requests

Workflows

Workflows -> [Authorization Workflows] / Workflows

Workflow Message Templates

Workflows -> [Authorization Workflows] / Message Templates

 

 

Policies

 

Communication Policies

Communication Policies -> [Policies] / Communication Policies

Content Policies

Communication Policies -> [Policies] / Content Policies

Notification Templates

Communication Policies -> [Tenplates] / Notifications

Disclaimer Templates

Communication Policies -> [Tenplates] / Disclaimers

Validator

Communication Policies -> Validator

Audit Log

Communication Policies -> Audit Log

Data Management Policies

Data -> [Data Management] / Data Management Policies

Storage Targets

Data -> [Data Management] / Storage Targets

Import Sources

Data -> [Data Management] / Import Sources

Data Processors

Data -> [Data Management] / Data Processors

Conversation Import

Data -> [Data Management] / Data Management Policies

Conversation Export

Data -> Export

List Phrases

Conversations -> Speech Search Phrases

Manage Phrases

Conversations -> Speech Search Phrases

Speech Indexing (Data Retention)

Data -> [Data Management] / Data Management Policies

Automatic Labeling

Data -> [Labels] / Automatic Labeling

 

 

Administration

 

Users

Users -> [Administration] / Users

Groups

Users -> [Administration] / Groups

Extensions

Users -> [Administration] / Extensions

Roles

Users -> [Administration] / Roles

Active Directory Synchronization

Users -> [Management Tools] / Active Directory Synchronization

Bulk User and Extension Update

Users -> [Management Tools] / Bulk User and Extension Update

Bulk User Import

Users -> [Management Tools] / Bulk User Import

Metadata Templates

System -> [Configuration] / Metadata Templates

API Keys

System -> [Security] / API Keys

Default Conversation List Layout

System -> [Configuration] / Default Conversation List Layout

Verba Servers

System -> [Configuration] / Servers

Configuration Profiles

System -> [Configuration] / Configuration Profiles

 

 

Quality Management

 

Show Evaluations

Quality Management -> [Evaluations] / All Evaluations

My Evaluations

Quality Management -> [Evaluations] / My Evaluations

Projects

Quality Management -> [Configuration] / Projects

Forms

Quality Management -> [Configuration] / Forms

Skills

Quality Management -> [Configuration] / Skills

 

 

Dashboard

Reports -> Dashboard

 

 

Reporting

 

Create New Report

Reports -> [Reports] / Create New Report

Report Templates

Reports -> [Reports] / Report Templates

Reports

Reports -> [Reports] / Reports

 

 

Help

 

Downloads

User Account -> Downloads

On-line Help

User Account -> On-line Help

On-line Support

User Account -> On-line Support

About

User Account -> About