Standard Service Workplace Template


Phosphorus

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

NewFeatures_MajorVersion_Oxygen21_Variant1

Update wiki button.png Latest major version: Oxygen 2.1 - Find out more

  • Web accessibility:
    • Use of sharp color contrasts on pages, buttons, popups.
    • Hierarchy of information using tags h1 to h6 are applied to titles.
    • Text alternatives provided for menu items and images.
    • Replacement of all Menu widgets by Secured Html widgets.
  • CSS custom properties: Variability of fonts and colors via the dedicated __ROOT widget.

This template is a space intended to allow users to find answers to their needs, find a solution to a problem via a Product name - ev Self Help.png portal, monitor their activity, exchange with their colleagues, etc. 

It comes in both Workstation and Mobile versions.

Standard service workplace - All devices.png

Caution

  • Installation of the Product name - ev Self Help.png portal requires access to the Product name - ev Self Help.png product. To find out more, please contact your Logo - EasyVista.png contact.

Home page

         Home page.png

The home page comprises the following sections:

  • A top banner, displayed on all pages, containing:
    • the client's logo
    • quick access to the application pages:
      • GET: access to the service requests catalog
      • FIX: access to the portal, including procedures for Product name - ev Self Help.png 
      • STATUS: access to the status of the user's incidents/requests/validations/discussions – also via the notification bar
    • a photo of the logged-in user: access to personal data
    • a language toggle button (English/French)
    • a logout button
  • A newsfeed banner.
  • A central area used to:
    • consult the service requests catalog;
    • search for a solution to a problem via a portal;
    • monitor incidents/requests;
    • report an incident.
  • A banner displayed at the bottom of every page containing different links, including to the corporate directory.

Top banner

Service requests catalog

Access: GET option in the top banner on the home page.

         Service request catalog.png

Via this page, user can display the list of assets that can be requested.

  • A list of filters can be used to narrow the search down to the relevant branch of the service requests catalogue.
  • Two buttons are displayed below each service.
    • More info: details of the item and service offer: description, scheduled delivery time, cost
    • New request: entry of the request

         Service request catalog - Detail.png

  • A button positioned below the search result serves to create a request for a service not found in the catalog.
             Service request catalog - Other request.png

Self HelpProduct name - ev Self Help - big.png portal

Access: FIX option in the top banner on the home page.

         Self Help portal.png

Via this page, users can obtain help via Product name - ev Self Help.png procedures for issues concerning: 

  • equipment;
  • software;
  • general services;
  • human resources;
  • user services;
  • miscellaneous information.
     

When no solution is found, users can also run a search via this page.

Example documentation icon EN.png  By clicking the Software icon.png Software icon, then the Word icon.png Word icon, a number of help procedures can be viewed. Click Create a blank document to:

  • display the procedure's details;
  • access various functions: obtain a link to share the procedure; send a message to the procedure's author; create a call-back request for the current procedure.

See the screens

FIX Self Help - Example Office 1.png

FIX Self Help - Example Office 2.png

My status follow-up

Access: STATUS option in the top banner on the home page.

         My requests.png

On this page, users can access, via a tab bar, their service requests, their incidents, their validations and their discussions.

  • A notification bar quickly indicates the number of objects in progress or to be processed.
             My requests - Notification.png
  • A filter can be applied to display all incidents/requests or only those currently being processed.
  • The More info button below each incident/request can be used to:
    • display the object's details;
    • update/cancel the object, or issue a reminder to technical support;
    • display the history of actions;
    • manage attachments.

         My requests - Details.png

My Profile

Access: Click the user photo in the banner at the top of the home page.


Users can display various data concerning them.

  • General information: name, civil status, e-mail, phone, etc.; the Modify button is used to update information;
  • List of their equipment and services; the Report an incident button is used to create an incident linked to one of the equipment items or services.

             User profile - My profile.png 

Global Search

Access: HOW DO I? search field displayed on the home page.

         Global search.png

Via this page, users can search for a service or knowledge.

  • Click the More info button to display details of each entry.
  • A field at the bottom of the screen is used for discussions.

         Global search - Details.png

Corporate directory

Access: Corporate directory option in the banner at the bottom of the home page.

         Corporate directory.png

Via this page, users can access the list of company employees.

  • A search field can be used to quickly find an employee.
  • Certain items are contextual and can be used to directly contact employees via their e-mail address, phone number, etc.

Procedure: How to install and use the template

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

1. Download the file below to your workstation.
         Download icon.png  Desktop and Mobile versions theme

2. Import the downloaded file 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. (Optional) 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: Importing the template to Product name - ev sas.png.

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

2. Import the downloaded files to Product name - ev sas.png by clicking Apps - Gallery - Import icon.png Import in the App 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 App Gallery to display the general properties.
  • Select the theme you just imported from the Theme list.
  • Click OK.
     

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

1. Download the file below to your workstation.

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 Download reports

  • APPS - New request
  • APPS - Employee requests
  • APPS - Employee incidents
  • APPS - Employee approvals
  • APPS - My details
  • APPS – Download document (detail of SD_REQUEST)
  • APPS – Apps Questionnaire

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

3. Verify that the parent query of the APPS - New Request report contains the Image field Image SD_CATALOG.BIG_PICTURE_PATH. Otherwise the images in the Service Request Catalog will not be displayed.

4. Configure the filters of the APPS - New Request report to adapt them to the requirements of your portal.
 

Step 4: Creating 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. Repeat this procedure for each new app created using the same template.
  

Step 5 (Optional): Configuring the Need Something page in the Mobile version.

In the Mobile version, the Filter List widget are only be displayed as a drop-down list. The 01.0 I Need Something page is therefore divided into different pages/data sources, in order to display all of the options with icons.

If there are several filters to display and you want to avoid multiplying pages and data sources by following the below procedure.

1. Select the catalog pages that are the most appropriate for your portal.

2. Create a Custom Widget.

3. Using the Data Viewer widget displayed on the page, associate it with the 01.0 I Need Something page.

4. Configure the data source.

Caution: If you do not add a search field, you should not select the Force Search To Get Data box in the data source.

5. Replace the List widget with the Filter List widget linked to the same data source.
 

Step 6 (Optional): Configuring the Something is Broken page in the Desktop version.

In the Desktop version, the 02.0 Something is Broken page contains a section for displaying links to pages for troubleshooting problems.

1. Duplicate the 02.1 404 template page designed for this purpose for each of the knowledge articles to be accessed via a link.
 

Step 7: Creating the shortcuts pointing to your  Product name - ev sas.png apps.

1. Create the shortcut pointing to your apps previously created.

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Last modified by Christine Daussac on 2020/01/18 13:22
Created by Administrator XWiki on 2017/06/23 20:13

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