Quick Dashboard


GraphicalInterface_2016AndPriorVersions

Note: This graphical user interface is specific to Product name - ev itsm.png version 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 employee, 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 list of the 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

Counter Description
Notification icon - My late actions.png Number of Late actions and/or approvals assigned specifically to the logged-in user

(actions whose OLA target date is exceeded)

Notification icon - My to do actions.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

Notification icon - My groups actions.png Number of To Do actions and/or approvals 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 object.

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.

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 list of objects will appear.

2. (Optional) Click the sequence number of the corresponding object in the first column # of the grid 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.
  • Cliquez sur 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.

QuickDashboardDisplay_Procedure

How to configure access to 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. Configure the menus in which users can access the Quick Dashboard: Operation / Transition / Self Service.

  • Click Edit icon.png in the Modules section.
  • Select the Display "Quick Dashboard" box.
  • Click OK.

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.

EndQuickDashboardDisplay_Procedure

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Last modified by Unknown User on 2019/06/11 12:16
Created by Administrator XWiki on 2016/07/31 23:20
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