Facilities Template - Back Office

Last modified on 2023/07/26 14:18
Contents

From : Service Apps versions 2022 and later

NoteForSelfHelpConnectorsRequired

   To enjoy all of the functionalities of the portal, access to Self Help and Service Bots is required via connectors. To find out more, please contact your EasyVista contact.

This template belongs to the Micro Apps category in the Service Apps templates. It is dedicated to the management of general services and enables technicians to manage their actions and find solutions to problems using a Self Help portal and a Service Bots virtual agent.

It is shipped in a single version that is:

  • Responsive: Automatic scaling of the app based on the device used, e.g. workstation, smartphone, tablet, etc.
  • Multilingual: The six main languages managed by Service Manager are available in the standard version.
     

Best Practice

List of functionalities

Functionalities Notes
Home page
  • Access My Actions, Actions for My Groups, the details of actions, the history and file attachments
  • Users can contact the requestor, add comments and close actions
  • Access the Self Help portal and the Service Bots virtual agent
  • Menu for browsing through the app
  • Access the profile of the logged-in user
  • Access other General Services apps using the menu pane
  • To access other apps, they must first be installed on the platform. Menu items must be modified in order to link them with the installed apps.
  • In the Mobile version, the details of actions are displayed on a separate page.
  • In the Mobile version, the details of the user profile are displayed on a separate page.
Knowledge
  • Run a search to find solutions to problems using the Self Help Knowledge Base
Self Help portal

Procedure: How to create an app using this template

ProcedureStep1_CreatingApp

Step 1: Creating the app in Service Apps

1. Click Apps - Gallery - Create Shortcut icon.png Create App in the App Gallery toolbar.
The template library will appear.

2. Select the template you want.

  • A new app will automatically be created using the template.
  • It will appear in the Design pane.

Step 2: Import reports to Service Manager

1. Download the file below to your workstation.

NoteParentQueriesNotIncludedInReports

   Only new parent queries are exported with the reports. Parent queries which already exist in your environment are not exported with the reports. This means that the items you update will not be overwritten when reports are imported.

   Batch of reports

  • APPS – Actions
  • APPS - Document
  • APPS – Tickets

2. Import the downloaded file to Service Manager by selecting Administration > Import / Export > Import in the menu.

ProcedureStep3_FinalizingApp

Step 3: Finalizing the creation of the new app

1. Click Apps - Application properties icon.png to display the general properties of the app.

  • You can rename the app.
  • You can select the image associated with the app from the App Gallery in the Apps Icon tab.
  • You can select the icon to be displayed in the tab bar of the Web browser or as a shortcut on the Desktop in the Favicon tab.
  • You can modify the default theme.

2. Click Apps - Translation icon.png to make the required translations in the Objects pane. Open url.png See the multilingual management of the apps.

3. Distribute the new app to users.

  • Assign access rights to the relevant users or teams.
  • Create the shortcut pointing to your app.
  • Click EVApps - GUI - Share icon.png to send the shortcut to users.

List of files to download

Links to other General Services apps

Tags:
Powered by XWiki © EasyVista 2022