PortaBilling: User Manual
Contents
1. Devel_ Netscape 6 a File Edit View Search Go Bookmarks Tasks Help OQ O O O Omrume team So N 7 43 Home OY Search Bookmarks amp Net2Phone PortaBilling100 ec CC Staff Limit 50 00 CAD GP Logout Account Info Change Password oc 9 Trace a Call 2001 2002 Porta Software Ltd All rigths reserved gt gt Credits and links The front end design and functionality of PortaBilling are simple and intuitive The pure web interface of the PortaBilling Customer Care home page is the main door to all the objects and tools of this part of the system Divided into two functional blocks the links load pages containing tools for managing the system and helping customers Each second level page contains a link back to the home page The two functional areas are Changing password Management oo Tasks available to members of the Customer Care to help troubleshoot problems which clients may inquire Customer about Care Common Features All of the functions available from the home page are also available from the drop down menus Account Info Trace A Call Right top side of the interface provides user with following information c 2001 2006 PortaOne Inc All rights Reserved www portaone com G PORTA Billing 100 Introduction Limit 50 00 CAD 4 5 Time Zone where the current user operates Login name of the currently logged in user 3 Context help for the current screen2. The Account Info page is provided for Customer Care staffs which are responsible for answering requests from Account holders and carrying out refunds The interface requires that the Account holder provide the operator the Account ID or the Batch and Control Number ec Account Info gt Close Limit 50 00 CAD gt Logout Account ID Batch Ctrl cc test Show Info Once specified clicking on Show Info will take the user to the Account Information for that Account ee Account Info gt Browse cons ial Save el Savesciose close _timit 50 00ca0 Th Logout Account ID cc test Product Test Product Blocked C Balance 615 00000 fo CAD Life Cycle Self care Info Notepad Account Type Dehit Opening Balance 0 00000 CAD H323 Password cc test Auto Refunds 115 00000 CAD Batch ce test Non call related charges 0 00000 CAD Control number 1 From the Account Information page the majority of the Account details are read only The Customer Care staff has the ability to modify only the Web Password the H 323 Password the Account balance Time Zone Redirect Number Blocked status and Preferred Language When making such changes the Help Desk staff should also provide a comment in the Notepad detailing the reason for the changes for example user unable to call due to network outage credited 5 Changes can be confirmed by selecting lal Save or inl Save amp Close _
3. Clicking this link will pop up help window 4 Refund limit for the current day 5 Logout button Used to finish current session or when necessary to re login as another user NM e Also on the toolbar is often a list of available actions to take relative to the current page This toolbar acts as the equivalent of the File menu of the application as it is the usual location for Save Close and Add New operations Sorting Tables Connect Disconnect Duration ari j i 3 Ac Time Time minisec atch 24 Aug 2002 24 ug 2002 o oo oikoa rece atch 23 4ug 2002 273 Aug 2002 20 51 50 21 30 12 This feature is available for the CDR browser and Call Trace screens where it necessary to sort viewed information by different criteria Table header cell with orange triangle shows the sorted row Triangle down represents descending order and triangle directed up suggests the sorting is ascending The sorting is available for all columns with bi directional white arrow in the top left corner of the header cell To sort columns simply click on the header click the same column again for the opposite sorting order Another cool feature of sorting tables is that table header is always visible c 2001 2006 PortaOne I nc All rights Reserved www portaone com 7 PORTA Billing100 Web Interface u Web Interface c 2001 2006 PortaOne Inc All rights Reserved www portaone com g PORTA Billing100
4. Field Description AccountID The primary identification of this Account Blocked Specifies whether the Account is blocked or unblocked The Account will be unusable if this is checked and 1s usually unblocked automatically once the Account is used for the first time The Product providing the pricing plans for this Account Balance for the Account Account Info Tab c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 1 PORTA Billing100 Web Interface Account The Account type may be one of Debit Credit or Type Voucher Debit is usually associated with pre paid cards Credit is a type of Account that will be invoiced for incurred costs Voucher accounts are refill coupons for debit accounts Credit Limit Only available when Account Type is set to Credit Defines the credit allowance in the currency specified in the Product H 323 Password to be used to authenticate any calls made using Password this Account Accounts are grouped into batches If a new batch name is provide in the text field a new batch will be created when you add the Account Otherwise an existing batch should be selected from the drop down list Control Number of account in the current batch Batch name N umber and Control Number uniquely define the Account ID which is often used in prepaid calling cards Web Password to be used on the self care web site Password Opening Opening balance for th
5. 002 12 00 00 AM Non call related charges 0 00000 CAD Error Report Disconnect Reason From To Country Description i Date Time Duration min sec Charged time min sec Amount CAD E Normal unspecified Balance adjustment Aug 30 2002 07 57 26 AM 0 00 0 00 10 00000 E Normal unspecified Balance adjustment Aug 30 2002 07 55 32 AM 0 00 0 00 5 00000 On the call history screen the operator can choose to download CDRs by clicking the Download csv button Report Error functionality is described in the previous section of this document c 2001 2006 PortaOne Inc All rights Reserved www portaone com 13
6. PORTA ONE PORTA K Billiing100 Customer Gare Staff Interface www portaone com PORTA Billing100 Customer Care Staff Interface Copyright notice amp disclaimers Copyright c 2001 2006 PortaOne Inc All rights reserved PortaBilling100 November 2002 Please address your comments and suggestions to Sales Department PortaO ne Inc Suite 400 2963 Glen Drive Coquitlam BC V3B 2P7 Canada Changes may be made periodically to the information in this publication Such changes will be incorporated in new editions of this guide The software described in this document is furnished under a license agreement and may be used or copied only in accordance with the terms of the license agreement It is against the law to copy the software on any other medium except as specifically allowed in the license agreement The licensee may make one copy of the software for backup purposes No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopy recording or otherwise without the prior written permission of PortaO ne Inc The software license and limited warranty for the accompanying product are set forth in the information packet that supplied with the product and are incorporated herein by this reference If you can t locate the software license contact your PortaOne Representative for a copy All product names mention
7. Web Interface Change Password The Change Password screen allows the users to change the password required to access this interface To change the password knowledge of the old one is required ec Change password i Save i Save amp Close Limit 50 00 CAD gt Logout Old password New Password Retype New Password Trace Call The call tracing facility provides you with the ability to determine the characteristics of a specific call when you are aware of the h323 conf id or the destination which may be specified exactly or with a wild card For example all calls to England may be specified as 44 in the destination field The date range within which to search must be specified but it is highly recommended that this be set to the smallest range necessary to reduce wait time and load on the server Ideally the search window should be only one day To initiate the query click the T race a Call button If no results appear then try broadening the query When the results appear the desired call must be located within the result set If there are too many results they will be split across pages though it may be advisable to narrow the query in this case ec Call Trace Close Limit 50 00 CAD gt Logout Destination FS From Date 20 08 2002 DD MM YYYY E To Date 31 08 2002 DD MM YYYY Trace a call Charged Error Disconnect Account Duration Report Ren
8. an ID From To Country Description Date Time aaa time min sec y Balance Aug 30 2002 E Eann cc test adjustment 07 67 26 AM 0 00 0 00 cc test S adjustment 07 55 32 AM The result listing shows the status of the call while disconnecting which is color coded according to the table below Account ID number linked to the Account info Screen see the next section origination number the c 2001 2006 PortaOne Inc All rights Reserved www portaone com 9 PORTA Billing100 Web Interface number dialed the location of the destination connect and disconnect time duration charge time and the amount charged The operator can view the call charge details by clicking the amount link Error Report Customer Care Staff is provided with ability to submit error reports which will be send to correspondent mailing list set up by system administrator Click E icon to enter the Error Report screen ee Error Report Pf sume cose esaa can O Logout Account cc test To Fram Date Time 2002 08 30 07 57 26 comments In order to submit the report Customer Care operator must fill in the Comments field describing the error details List of possible Disconnect reasons Noml compiea cot IN Nom uocompleed ca Call progres code Calling side error Called side error a Newoi coor iE c 2001 2006 PortaOne Inc All rights Reserved www portaone com 10 PORTA Billing100 Web Interface Account Info
9. ed in this manual are for identification only and are either trademarks or registered trademarks of their respective owners c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 PORTA Billing100 Customer Care Staff Interface Table of contents Hardware and software requirements cece cscscecseeeeeeeeeeeeen 4 i PTAC EO GUICEIONN asnan SEENE 5 COMMON FEaAtUIeS wu cc cccccsccsscessccsscesscesscesscssssessscssessessscesscesseceeessecseceaseesseeaseeuees 6 2 Wep Intela CE ia A 8 Change PaSSWO Ocarane eer n rp TE 9 Tace Cal aen ee 9 Account INFO cio ccccceccccccscescescesccscesccscececcscesccssesscsscsecsecsucsecsccssccacaccsscsscsessssaucaaseucasees 11 c 2001 2006 PortaOne Inc All rights Reserved www portaone com 9 PORTA Billing100 Customer Care Staff Interface Preface This document provides a general overview of the PortaBilling100 Customer Care Staff web interface Where to get the latest Version of this guide The hard copy of this guide is updated at major releases only and does not always contain the latest material for enhancements occurring between minor releases The online copy of this guide is always up to date and integrates the latest changes to the product You can access the latest copy of this guide at www portaone com solutions billing docs Conventions This publication uses the following conventions Commands and keywords are in boldface Terminal sessions console
10. is account Balance Refunds Amount refunded to the owner of account N ot Call Maintenance fee or post call surcharge for example Related Charges Additional Info Tab The language the user would prefer to use when Language interacting with an IVR application or web site The local time zone of the Account Redirect Specifies a number to be sent to the Node as a redirect N umber For example in an IVR application this might be a redirect to a technical support number Another example might be a quick dial number for prepaid Accounts In this case the redirect number may be maintained through web self provisioning Life Cycle Tab Activation Date from which the Account is usable Date E xpiration The date from which the Account will be unusable If D ate you don t want the account to expire the field may be left blank Life Time Relative to activation date account will expire on first usage date life time days If you do not want to use this feature leave the field blank c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 5 PORTA Billing 100 Web Interface The Customer Care operator can also browse CDRs for this account by selecting El Browse CDRs ec Call history Account cc test Balance 515 00000 CAD blocked Total Duration min sec 0 00 Charged by Test Product product Total Charged 0 CAD Type Debit Total Tranactions 2 From Aug 28 2002 12 00 00 AM Refunds 15 00000 CAD To Sep 1 2
11. screens system file names are displayed in fixed width font Caution means reader be careful You are capable of doing something that might result in program malfunction or loss of data NOTE Means reader take note Notes contain helpful suggestions or references to materials not contained in this manual Timesaver means the described action saves time You can save time by performing the action described in the paragraph Tips Means the following information might help you solve a problem c 2001 2006 PortaOne Inc All rights Reserved www portaone com 3 PORTA Billing100 Customer Care Staff Interface Hardware and software requirements Client System Recommendations OS Windows 95 XP UNIX or Mac OS Browser Internet Explorer 5 or higher Netscape 6 2 or higher supporting DOM and with enabled JavaScript Spreadsheet processor MS Excel Display Settings o Min Screen Resolution 1024 x 768 o Color Palette 16 bit color minimum NOTE To view downloaded CDR files in Windows please do the following My Computer gt Control Panel gt Regional Settings gt Number gt List Separator type to match PortaBilling default list separator c 2001 2006 PortaOne Inc All rights Reserved www portaone com 4 PORTA Billing 100 Introduction s Introduction c 2001 2006 PortaOne Inc All rights Reserved www portaone com 5 PORTA Billing 100 Introduction IN PortaBilling100
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