Facilities Template - Portal

Last modified on 2022/05/28 10:52
Contents

From: Service Apps 2022

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

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.
     

Best Practice

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
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.

Note: Parent queries are not exported with reports. As such, any modifications made will not be overwritten when you import reports.

       Download icon.png  Batch of reports

  • APPS - Employee Approvals
  • APPS - My tickets
  • APPS - Actions History
  • APPS - Document (details of SD_REQUEST)
  • APPS – Questions
  • APPS – News
  • APPS - Request

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

Note: See the procedure for installing them.

Links to other General Services apps

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