Approval Template - Oxygen


Phosphorus

Note: Minimum Product name - ev sas.png version required: Phosphorus

This template allows:

  • The manager to consult incidents / service requests requiring his/her approval, and then accepted/rejected them.
  • The user to confirm that his/her incident has been resolved or his/her request has been processed.
     

It is shipped in both the Desktop and Mobile versions.

  • Information on each page of the application may be presented differently depending on the version. Refer each time to the section Screen Display.
  • Certain items of the Oxygen theme can be configured. Open url.png See the list.
Approval - All devices.png

Home page

It is made up of the following sections:

  • (1) Top banner
    Desktop icon.png   version Desktop Mobile icon.png   version Mobile
    Page Title, Information on logged in user, logout buttonApps - Logout icon.png, , total number of validations that the user must perform

    Note: Click on the photo to view user information details

    Page title, logout button Apps - Logout icon.png, total number of validations user must perform
  • (2) Search area for performing validations. Note The search is carried out only among the incidents/requests assigned to the logged in user.

    1. Enter the name of the requestor.
    2. Click Display popup icon.png to run search.
    3. (Optional) Filter the list of validations.
    4. Click on one of the validations to view its detailed information - Open url.png see Description

    Desktop icon.png   version Desktop Mobile icon.png   version Mobile
    Check icon.png Check icon.png
  • (3) List of incidents/requests that the logged in user must validate, meeting search criteria and filter. Each object includes: subject's image (registered in the catalog), title and incident/request number, creation date, responsible person’s photo, buttons for accept/reject/
    /information request
    Desktop icon.png   version Desktop Mobile icon.png   version Mobile
    Check icon.png Check icon.png

Version Desktop

    Desktop - Home page.png

Version Mobile

    Mobile - Home page.png

Page Validation Detail

  • General Information on validation:
    • Number, subject, recipient and requestor, comments
    • Chronology chart (Timeline) showing creation and expected end dates, as well as gap relative to SLA 
    • Status
    • Total cost
    • Accept/reject/information request buttons. Note: In the Desktop version, the buttons are placed on the validations list of the home page.
  • List of related documents
  • Requestor information: e-mail, geographical location, send e-mail button (the subject and the requestor are pre-populated with the validation information)
  • Additional information on the validation: history, questionnaire summary (questions and answers)
  • Discussion zone which allows validation knowledge sharing and obtaining of additional information

 Screen Display

Desktop Version

Desktop - Detail 1.png

Desktop - Detail 2.png


Mobile Version

Mobile - Detail 1.png Mobile - Detail 2.png Mobile - Detail 3.png

Procedures

How to install and use the template

Step 1: Import the template theme to Product name - ev sas.png

1. Download the required version of the files below to your workstation.
         Download icon.png Theme version Desktop
         Download icon.png Theme version Mobile

2. Import the downloaded files to Product name - ev sas.png by clicking Apps - Gallery - Import icon.png Import in the  Gallery toolbar.

3. Check that the theme shows as public in the theme editor Product name - ev sas.png:

  • Click Apps - Gallery - Theme design icon.png Theme Design in the App Gallery toolbar.
  • Click Apps - Manage themes icon.png to select the theme.
  • Click Apps - Application properties icon.png to display the general properties.
  • In the Published property, select Published Padlock open icon.png.
  • Click [ OK ].

4. If required, you can modify the theme in line with the style guide of your company.

5. Click EVApps - GUI - Save icon.png to save the theme.
 

Step 2: Import the template to Product name - ev sas.png

1. Download the required version of the files below to your workstation.
         Download icon.png  Template Desktop version
         Download icon.png  Template Mobile version

2. Import the downloaded files toProduct name - ev sas.png by clicking Apps - Gallery - Import icon.png Import in the Gallery toolbar.

3. Check that the theme is correctly displayed by the template:

  • Click Apps - Gallery - Edit properties icon.png next to the app name in the Gallery to display the general properties.
  • Select the theme you just imported from the Theme list.
  • Click [ OK ].
     

Step 3: Import reports to Product name - ev itsm.png

1. Download the files below to your computer.

Note: Parent queries are not exported with the reports. This means that the items you update will not be overwritten when reports are imported.

        Download icon.png Batch of reports

  • APPS - Supplier
  • APPS - Contract Management
  • APPS - Document

2. Import the downloaded files to Product name - ev itsm.png by selecting Administration > Import/Export > Import in the menu.
 

Step 4: Create your Product name - ev sas.png apps

Best Practice icon.png You should always work on a duplicate of the template. This enables you to import new improved versions provided by Logo - EasyVista.png without having to replace your apps.

1. Duplicate the template you just imported.

2. Rename the duplicated template.

3. Associate an image with it.

4. Create the shortcut pointing to your app.

5. Repeat this procedure for each new app created using the same template.
 

Step 5 (optional): Configure items using the Oxygen theme

   Open url.png See:

How to configure items using the Oxygen theme

        Open url.png See the list of configurable items.

CommonProcedure

Step 1: Open the app

1. Click Apps - Application properties icon.png in the App Gallery to open your app in the graphic editor.
 

Step 2: Define the Oxygen customization

1. Click the widget you want to customize.

2. Add the CSS and HTML instructions indicated in the procedure for the relevant Oxygen theme item. Adapt them to your environment by selecting Content > HTML Code.

Step 3: Test the app

1. Click EVApps - GUI - Save icon.png to save your modifications.

2. Click EVApps - GUI - Execute icon.png to run the app and check that your customization is correctly displayed.


List of items that can be customized using the Oxygen theme

Page Configurable items Procedure (HTLML and CSS codes to add)
Desktop Version
All All clickable items Border
Validation Detail Page Standard Tile
Timeline
Popup
Mobile Version
All All clickable elements Border
Validation Detail Page Standard Tile
Timeline
Popup
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Last modified by Unknown User on 2018/10/18 16:03
Created by Administrator XWiki on 2018/10/18 13:44

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