This table describes the buttons available in the CCP Dashboard screen.

Button	Function
	Hides the CCP Dashboard screen and opens the CCP Dashboard Locked screen. The user must enter their user name and password before the CCP Dashboard screen will be reopened. Note: This must be the same user and password combination as the one entered when the user initially logged in.
	Use to change your password.
	Opens the CCP help files.
	Use to search for subscriber or voucher records.
	Opens the Edit Subscriber screen for a selected subscriber.
	Refreshes the details in the screen.
	Changes the voucher state.
	Redeems a voucher for a selected subscriber.
	Toggles the Vouchers panel on or off.
	Toggles the Common Tasks panel on or off.
	Toggles the History panel on or off.
	Toggles the EDR panel on or off.

In the bottom left corner of the CCP Dashboard there is a status bar. The status bar displays messages about the tasks being performed using the CCP Dashboard.

Follow these steps to open the Edit Subscriber screen for a selected subscriber.

Note: Only primary wallet information is available for editing when you open the Edit Subscriber screen from the CCP Dashboard.

1. In the CCP Dashboard screen, search for the subscriber to view or edit using the subscriber search fields. For details see Finding a subscriber.

2. Highlight the row in the search results for the subscriber to edit.

3. Click Open.

   Result: You see the details of the subscriber selected from the search results in the Edit Subscriber screen.

   Tip: To quickly open the Edit Subscriber screen, double click the required entry in the search results.

Follow these steps to search for a subscriber in the CCP Dashboard screen.

1. From the drop down list, select the Service Provider.

2. In the search panel, enter the search strings you are using to find the required subscriber in one or more of the available search fields.

   If your search is based on any of these fields, you can enter just the first few characters to search for in the search field:

   • Subscriber ID

   • Card Number

   • Customer

   • Wallet Reference

   If you are searching on any other field, then you must enter the full value to search for in the search field.

3. Click Search.

   Result: Subscribers that match all the search criteria will be displayed in the search results.

   Note: You may only access wallet information for a subscriber's primary wallet in the CCP, therefore only primary wallet information will be returned.

The results of a subscriber search are displayed in the search results table immediately below the subscriber search fields. Only the first 100 records matching your search criteria will be listed. If the subscriber you require does not appear in the list and more than 100 records were returned, then you will need to refine your search criteria. For example, enter longer search strings and/or specify more search fields.

Tip: To reorder subscribers by a particular column name, select the column in the search results table.

Follow these steps to find any additional subscribers that share their primary wallet with a selected subscriber.

1. In the search results panel select the subscriber for whom you want to find any linked subscribers.

2. In the search panel select the Show Linked Subscribers check box.

   Result: Any additional subscribers that share the primary wallet of the selected subscriber will appear in the search results list.

Follow these steps to see a quick view of a selected subscriber.

1. In the search results panel on the CCP Dashboard, select the subscriber record to view.

   Result: The Subscriber's details appear in the Quick View panel.

   Tip: To display the details of a previously selected subscriber in the Quick View, select the subscriber ID from the History panel.

Follow these steps to see the EDRs of a selected subscriber.

1. In the search results panel on the CCP Dashboard, select the subscriber record to view.

   Result: The subscriber's details appear in the Quick View panel, and the EDR details are listed in the View EDRs panel.

   Tip: To display the details of a previously selected subscriber in the Quick View, select the Subscriber ID from the History panel.

2. Click View EDRs if panel is not displayed.

   Note: The information which is available will depend on the configuration defined for the selected service provider. The default EDRs shown will depend on configuration in the sms.html or ccp.jnlp file.

Follow these steps to view the details of an EDR record.

1. Select the EDR record to view in the table in the View EDRs panel.

2. Double click the EDR record.

   Result: You see the EDR Details for Subscriber screen.

   Note: The screen layout and available fields depend on the category and template definition configured for the EDR in CCS. For more information, refer to CCS User's Guide.

3. To change the currency used to display costs and balances, select the Display Currency drop down list.

4. When you have finished viewing that EDR record, click Close.

   Result: You return to the Dashboard.

   Notes:

   • From the Dashboard the EDR details can only be viewed, they cannot be reversed.

   • To reverse a charge the EDR must be accessed through the Edit Subscriber process. See the Reversing a charge procedure.

Follow these steps to execute a common task for a subscriber.

Note: The common task will be executed for the subscriber currently displayed in the Quick View.

1. In the CCP Dashboard screen search for the subscriber. For details, see Finding a subscriber.

2. Select the subscriber record in the search results so that their details appear in the Quick View.

   Tip: Select a subscriber from the History panel to redisplay their details in the Quick View.

3. If the Common Tasks panel is not currently visible in the CCP Dashboard screen, then click Common Tasks to display it.

   Note: If no common tasks have been defined for the service provider then the Common Tasks panel is not displayed. You see the following message in the Status bar at the bottom of the screen: "No Common Tasks defined."

4. In the Common Tasks panel, click the button for the task you want to execute.

   Result: You see the Confirm Execute Common Task prompt.

5. If any parameters have been defined for the tasks, enter the values for these as prompted.

   Warning: You must enter a value for all mandatory parameters.

6. Click Execute.

   Result: You see the Executing Common Task progress box.

   Then you see the Execute Common Task Result prompt.

   Note: If the task fails then a message giving the failure reason is displayed in the Execute Common Task Result screen.

7. Click OK.

Follow these steps to view a historical list of subscribers or vouchers.

1. If the History panel is not currently visible in the CCP Dashboard screen, click History to display it.

2. In the History panel select the tab for the type of history you want to view. Select one of:

   • Subscriber

   • Voucher

3. Select an item from the history to review its details. Select one of:

   • Subscriber ID to view its details in the Quick View panel

   • Voucher ID to view its details in the Vouchers panel

   Tip: Double-click a subscriber ID to access its details in the Edit Subscriber screen.

Follow these steps to change your password.

1. In the CCP Dashboard screen, click Password.

   Result: You see the Change Password screen.

2. Enter your current password in the Old Password field.

3. Enter your new password in the New Password field.

   Note: For security reasons, a password must be at least 8 characters long.

4. Re-enter your new password in the Confirmation field.

5. Click OK to save the changed password.

Follow these steps to lock the CCP Dashboard.

1. In the CCP Dashboard screen, click Lock Dashboard.

   Result: The CCP Dashboard screen is hidden from view and you see the CCP Dashboard Locked prompt.

Follow these steps to unlock the CCP Dashboard screen.

1. Enter your user name in the User Name field in the CCP Dashboard Locked screen.

   Note: This must be the same user name as the one you originally used to log in with for this session.

2. Enter your password in the Password field.

3. Click Ok.

   Result: The CCP Dashboard screen reappears.