Self Help Online Studio - The Home Page


The Online Studio Home page provides logged-in users with a quick overview of all procedures and resources that are currently being edited. These are associated with the domains that logged-in users are authorized to access.

It also displays a dashboard used to:

  • Monitor activity in Self Help projects based on different indicators.
  • View procedures based on status.
  • Open a procedure or resource directly in the Desktop Studio.

Notes

  • The contents displayed on the Home page depend on the profile of the logged-in user.
    • The Recently changed pane cannot be seen by server administrators.
    • Writers and administrators can only display data from their authorized domains.
  • Procedures and resources from published Self Help projects will not be displayed.
  • The dashboard in the Activity pane is managed by EasyVista. You cannot modify the KPIs displayed.

Best Practice

  • Apply the filters available to limit the number of procedures and resources displayed in the Recently changed pane.
  • Writers can use the Online Studio Home page as an entry point to access the Desktop Studio. This enables them to open a procedure or resource directly in edit mode.

Screen description

         Studio Online - Home page.png

Access: Online Studio > Home menu

The Online Studio Home page is made up of three zones:

Filter zone

Filters are applicable to the Recently changed and Activity panes.
Note: Each filter will only propose values that logged-in users are authorized to access.
         Filter zone.png

  • Selected filter values will appear below the filter zone.
  • You can select several values for a given filter, except for the Periods filter.
  • Click x next to a filter value to remove the filter.
  • Select All in the list of filter values to remove selected filter values.
     

Domains: Used to filter components based on the domains defined on the Self Help server.

Projects: Used to filter components based on the Self Help projects associated with the server.

Authors: Used to filter components based on the authors of Self Help projects.

  • The Undefined value at the bottom of the list is used to display procedures and resources whose author has been deleted.

Periods: Used to filter components based on a period of time.

  • You can only select one period.

Status buttons: Used to filter components based on their status within the approval workflow.

  • This filter is applicable only to the Recently changed pane.
  • The button color will automatically change when the filter is active. If no value is available for a status, the button will be grayed out.

Recently changed pane

This displays procedures and resources associated with the domains that logged-in users are authorized to access. Components are displayed from most recently to least recently changed.
         Recently changed section.png

  • The list indicates the number of components displayed as well as the total number of components.
    • The total number of components corresponds to the number of procedures and resources filtered by Self Help project, domain, author and/or period.
    • The number of components displayed corresponds to the total number filtered further based on their workflow status and/or their type, i.e. procedure or resource.
  • The following information appears for each component:
    • The first row displays the component name as defined in the Desktop Studio, i.e. procedure title or resource name.
    • The second row displays the domain where the component belongs, the associated Self Help project, its status within the approval workflow, and the writer who last modified it.
  • Components in the list are sorted from most recent to least recent modification date in the Desktop Studio.
     

Functionalities available

  • By default, all components are displayed.
    • Click Recently changed section - Select element type.png to select the type of component to be displayed, i.e. procedure or resource. Click the option again to remove the filter.
    • You can also apply other filters available in the filter zone at the top of the screen.
  • Click the name of a component to open it directly in edit mode in the Desktop Studio.
  • Click Execute icon.png next to a procedure to run and test it in a Web browser.
    Note: The procedure must be defined as executable by users.  Open url.png See edit mode in the Desktop Studio (User procedure access icon.png icon displayed to the right of the procedure name).
  • Parameters off icon.png and Comment off icon.png: Unavailable.

Activity pane

This displays a dashboard for monitoring activity in Self Help projects that logged-in users are authorized to access. Four KPIs are used.
         Activity section.png

  • (1) Total number of procedures run over a period of time
  • (2) Number of procedures published over a period of time
  • (3) Top five most popular procedures run over a period of time
    • The last horizontal bar called Others groups all other procedures.
    • Each horizontal bar displays the number of executions for a given procedure.
  • (4) Number of unique users who ran one or more procedures over a period of time
     

Functionalities available

  • You can apply the filters available in the filter zone at the top of the screen to limit the number of components displayed.
  • Move the cursor over each chart to see details on the data displayed.
             Activity section - Mouse over chart.png
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Last modified by Unknown User on 2020/12/07 11:14
Created by Administrator XWiki on 2020/12/07 11:14

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