- Welcome to the EasyVista Wiki
- Self Help and Service Bots Documentation
- Self Help Online Studio - The User Interface
- Self Help Online Studio - The Home Page
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
Access: Online Studio > Home menu
The Online Studio Home page is made up of three zones:
- (1) Filter zone
- (2) Recently changed pane
- (3) Activity pane
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.
- 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.
- 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
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
- Click the name of a component to open it directly in edit mode in the Desktop Studio.
- Click
next to a procedure to run and test it in a Web browser.
Note: The procedure must be defined as executable by users.See edit mode in the Desktop Studio (
icon displayed to the right of the procedure name).
and
: 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.
- (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.