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 |
|---|---|
| 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 |
, multiple selections available,