Quick Dashboard - Versions 2016 and earlier


Specific to: Service Manager 2016 and earlier.

Open url.png See Versions later than 2016.

Definition

The Quick Dashboard is the area containing counters found in the notification bar. It indicates the number of actions / approvals that the user, or a member of one of his groups, has to perform. Click each counter to display the list of objects concerned.

EndDefinition

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.
  • The Quick Dashboard window displays the five most recent incidents/requests/actions/approvals.
  • Parameters available:
    • Columns displayed in the Quick Dashboard window
    • Automatic refreshment interval of counters defined in Other Parameters {SM}: Refresh frequency of notification bar counters (in seconds)

Back Office Quick Dashboard

         Quick Dashboard BO window.png

To open the window: Click one of the counters

  • Click the title bar 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

  • Click the title bar 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

In the Back Office

Step 1: Displaying the action/approval list.

1. Click the counter you want.
The Quick Dashboard window will be displayed.

2. (Optional) Click the title bar to display the complete list of the components.

3. Click Display popup icon.png to view the form of an action/approval.
 

Step 2: Assigning an action to a user.

    Assign an action to yourself

  • Click Assign icon.png to assign the action/approval you want to yourself.
    or
  • Run the Process this Action wizard in the form.
     

    Assign an action to a specific user

  • Run the Assign wizard in the form.
  • Enter the following fields:
    • Specify the user and the user group.
    • If it is one of your groups, you can click Auto Assignment to assign the action to yourself.
    • You can click Mail to send the relevant users a notification email.
  • Click Finish.

The counters will automatically be updated. The action will automatically appear in the To Do or Late notification zones depending on its creation date.

In the Front Office

1. Click the counter you want.
The Quick Dashboard window will be displayed.

2. (Optional) Click the title bar to display the complete list of the components.

3. Click Display popup icon.png to view the form of an incident/request.

4. Approve an incident/request.

  • * Click the QuickDashboard FO - My validations counter.png counter.
    The window of the approvals you have to perform will open.
  • Click Display popup icon.png next to the object you want.
    The form will open.
  • Click  Click to Accept or to Reject.


QuickDashboardDisplay_Procedure

How to display the Quick Dashboard

Step 1: Authorizing the access to the Quick Dashboard by profile.

1. Select Administration > Access Management > User Profiles in the menu.

2. Open the profile to be configured via Display popup icon.png.

3. Select the Display "Quick Dashboard" box.

4. Click Save.
 

Step 2: Checking the correct display of the Quick Dashboard.

1. Log in using the configured profile.

2. Check that you can access the Quick Dashboard correctly.

         Display rights - Quick dashboard.png

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Last modified by Christine Daussac on 2021/03/25 14:44
Created by Administrator XWiki on 2019/05/27 21:24

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