Facilities Template - Portal

Last modified on 2023/07/26 14:19

Contents

Best Practice
List of functionalities
Procedure: How to create an app using this template
List of files to download
Links to other General Services apps

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 Portal category in the Service Apps templates. It is dedicated to the management of general services and enables users to monitor their activity, find answers to their questions and find solutions to problems using a Self Help portal and a Service Bots virtual agent. Users can also read corporate news articles.

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.

Home page

View the Service Request Catalog

Facilities - Portal - My work orders.png

Display and manage the user's tickets

Best Practice

This template is available in two other formats in order to offer different approaches.
- Back Office app designed for Support technicians. See the Facilities - Back Office template
- Dashboard app designed for General Services managers. See the Facilities - Dashboard template

List of functionalities

Functionalities		Notes
Home page Most popular topics Trends on tasks and requests Action button for creating tickets Access the Service Request Catalog and My Requests Access the Self Help portal and the Service Bots virtual agent Latest corporate news Menu for browsing through the portal
Profile Information on the user profile, e.g. avatar, language, etc. Logout button
Service Request Catalog View services that can be ordered from the catalog using multi-criteria search View important information on each service, e.g. details, scheduled delivery date, cost, etc. Action button for creating requests		In the Mobile version, the top five most popular services requested are displayed at the top of the page.
Self Help portal Run a search to find solutions to problems using Self Help procedures
Activity Monitoring View important information on each ticket and tasks Actions for following up with the Support team, updating tickets or closing tickets Manage file attachments		In the Mobile version, the list of tickets and tasks and their details are displayed on two separate pages.
News View all corporate news articles and run a search using keywords View other news articles associated with the same type		In the Mobile version, the list of news articles and their details are displayed on two separate pages.

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 - News
APPS - Case Catalog
APPS - Document (details of SD_REQUEST)
APPS - Questions
APPS - Tickets
APPS - Help you

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 to send the shortcut to users.

List of files to download

Batch of reports

Links to other General Services apps

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