Quick Dashboard


The Quick Dashboard is the area containing counters found to the left of the notification bar.

Click each counter to display the list of objects concerned.

Notes

  • The counters displayed depend on the user's access rights to the Operation, Transition and Self Service menus.
  • In the Back Office, when users are authorized to access both the Operation and Transition menus, the sum of all actions and approvals will be totaled in the counters.
  • Only users whose profile can access the Operation or Transition menus are authorized to configure the Quick Dashboard.  Open url.png  See the procedure.
  • Different parameters are available:
    • Number of actions/approvals/incidents/requests displayed - by default the five most recent ones.
    • Automatic refreshment interval of counters defined in Other Parameters {SM}: Refresh frequency of notification bar counters (in seconds)

Description of the Quick Dashboard

Back Office Quick Dashboard

         Quick Dashboard window.png

To open the window: Click one of the counters (1)

  • Click the title bar (2) to display the complete list of the components.
  • Move the mouse away from the window to close the window.
     
Counter Description
QuickDashboard - My actions counter.png Number of To Do actions and/or approvals assigned specifically to the logged-in user

(actions whose actual start and end dates are not specified

QuickDashboard - Late actions counter.png Number of Late actions assigned to the user or to one of the user's groups

(actions whose OLA target date is exceeded)

QuickDashboard - Groups actions counter.png Number of To Do actions assigned to one of the user's groups

(actions whose actual start and end dates are not specified)

Display popup icon.png : Open the form of the action/approval.

Assign icon.png : Enables you to assign the action/approval to yourself in order to process it.

  • It will automatically appear in the To Do or Late notification zones depending on its creation date.
  • The associated counters will automatically be refreshed.

Front Office Quick Dashboard

         Quick Dashboard FO window.png

To open the window: Click one of the counters (1)

  • Click the title bar (2) to display the complete list of the components.
  • Move the mouse away from the window to close the window.
     
Counter Description
QuickDashboard FO - My validations counter.png Number of To Do approvals assigned to the logged-in user
QuickDashboard FO - My incidents counter.png Number of incidents created by the logged-in user
QuickDashboard FO - My Requests for change counter.png Number of change requests created by the logged-in user
QuickDashboard FO - My Service requests counter.png Number of service requests created by the logged-in user

Display popup icon.png : Open the form of the incident/request.

Procedures

How to use the Quick Dashboard

1. Click one of the counters to open the Quick Dashboard window.

2. In the Back Office:

  • Click Display popup icon.png to view the form of an action/approval.
  • Click Assign icon.png next to an action/approval to process it. Note: In the form, you can also use the Process this Action wizard.

3. In the Front Office:

  • Click Display popup icon.png to view the form of an incident/request.
  • If you want to approve an incident/request:
    • Click the QuickDashboard FO - My validations counter.png counter.
    • In the To Do window, click Display popup icon.png next to the incident/request you want. The form will open.
    • Click [ CLICK TO ACCEPT OR TO REJECT ].

How to configure access to the Quick Dashboard

1. Select Administration > Access Management > User Profiles in the menu and click Display popup icon.png next to the profile to be configured.

2. In the Modules section:

  • Click Edit icon.png next to the menus in which users can access the Quick Dashboard: Operation / Transition / Self Service.
  • Select the Display "Quick Dashboard" box.
  • Click [ OK ] and then click Save icon.png.

3. Log in using one of the configured profiles and check that you can access the Quick Dashboard correctly.

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Last modified by Unknown User on 2017/01/16 11:53
Created by Administrator XWiki on 2016/07/31 23:20

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