Knowlege base

Product Administration

Article ID: 60
Last updated: 26 Feb, 2019

Service Management

You can check the status of the main Budget Control service from the Manage Service web page. Restarting the service is only required when you enter a new license string.

Manage Budgets

From this web page you can add, edit or delete budget assignments. To locate existing budgets you can filter the grid results or click the columns headers to sort the list.

Cumulative budgets can be detailed by clicking the department or cost center name. This way you'll be able to check if the ip phone associated to the user can be monitored by StoneLock, and its lock status.

To assign a new budget, you must compress the list again and press the link on the top of the list.

You can exclude users from the group pressing the Exceptions button.

To be able to assign a budget to a user included in a department or cost center, you must first exclude him/her from the budget assigned to the group.

Notifications associated to the budget

On the Budgets Notifications tab you can override the default behaviour associated to a specific budget. You can also add an additional email recipient for the email alerts.

Phone locking associated to a specific budget

On the third tab you can decided whether to lock all the ip phones associated to a budget when it is overcome, and whether to unlock them at the end of the budget period.

This page is also locked to troubleshoot the phone locking issues, because it shows a list of the phones linked to the budget which cannot be locked by StoneLock, if any. If everything is ok, the list is empty. To see the list, press the Refresh link.

Note: please check the phone locking options requirements in the Preliminary check list and in the Product Configuration chapter.

Note: to unlock a locked phone after the budget has been overcome, use this mask. Edit the budget the user is assigned to and uncheck the "lock phone" checkbox.

Reports

Example of available reports:

  • Trend Analysis by Week: Shows the trend of total budget, cost and saving week by week
  • Trend Analysis by Month: Shows the trend of total budget, cost and saving month by month
  • Organization Analysis: Shows budget, cost and saving for the entire organization
  • User with personal budget Analysis: Shows budget, cost and saving for each user with a personal budget

Various options allow you to filter data by period, group or single user depending on the selected report.

You can press the Save button to add the report to a personal report list for later use, or you can export it in PDF or Excel format.

My Budgets

This web page can only accessed by users. Here they can see the budget assigned to them and check the remaining budget.

They can also see the list of the events related to their budget.

Questions and Answers (Q&A)

Q: What happens if I change an existing  budget amount?
A: The new value applies immediately, possibly locking phones with an expense over the new budget threshold.

Q: What happens if a user subjected to a group (department/cost center) cumulative budget is moved to another group (department/cost center)? 
A: Calls previously done will be counted in the previous budget (there are no impacts on the previous budget). New calls will be subjected to the new budget, if any.

Q: What happens if a user subjected to an individual budget per group (department/cost center) is moved to another group (department/cost center)? 
A: The budget related to the old department will exist and apply until the end of the budget period (normally until the end of the month). If the phone was already locked for budget reasons, the phone remains locked until the budget renewal date (regardless the fact the user is subjected to a new budget). In order to unlock his/her phone, you need to edit the previous budget and exclude the user from the budget (using the "Exceptions" panel).
If a budget is defined for the new department/cost center, the new budget applies immediately to the new calls.  

Article ID: 60
Last updated: 26 Feb, 2019
Revision: 6
Views: 177
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