Standard Service Workplace Template

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

Specific to: Service Apps Autumn 2020

Open url.png See versions Oxygen and earlier.

Note: 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.

Update wiki button.png Latest major version: Autumn 2020.

NewFeatures_MajorVersion_Autumn2020_Add1
  • Multiple languages supported.
NewFeatures_MajorVersion_Autumn2020_Add2
  • Integrated Page Display pack containing the Embedded Page and Sidebar widgets, as well as the Header Page, Footer Page and Background Page functionalities.
NewFeatures_MajorVersion_Autumn2020_FixFebruary2021_Title

Fix Autumn 2020 - Build 2020.2.124.2

NewFeatures_MajorVersion_Autumn2020_FixFebruary2021_Add4
  • Replaced Secured Html widgets with Menu widgets.
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  • Improvment of accessibility (ADA Compliance rules).

This template belongs to the Portal category in Service Apps templates. This enables users to find answers to their questions or solutions to their problems using the Self Help portal. Users can also monitor their activity and update their personal data (GDPR).

It is shipped in a unique 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 supported in the standard version.
     

List of functionalities

Functionalities Notes
Home page
  • Indicators related to the logged-in user's activity, e.g. number of current incidents, service requests, tasks and discussions, with access to monitoring.
  • Consult the Service Request Catalog.
  • Access the Self Help portal and chatbot.
  • View news articles.
  • Profile icon.png Logged-in users can access their personal data (GDPR) and use action buttons to create a ticket for one of their items of equipment or services.
  • News articles and the chatbot are available only in the Desktop version.
Service Request Catalog
  • Consult services that can be ordered from the catalog, with multi-criteria search.
  • View the details of services.
  • Action buttons for creating service requests.
Self Help portal
  • Search for solutions to problems using Self Help procedures.
  • You can configure an alternative page if you do not want to install the portal. This page will enable users to contact the Support team directly.
My Requests
  • List of service requests, incidents, tasks and discussions, with multi-criteria search.
  • View object details.
  • Action buttons for updating objects and following up with the Support team.
  • Manage file attachments.

Procedure: How to create an app using this template

Note: This procedure applies from the version Autumn 2020.

Open url.png See the procedure for versions Oxygen and earlier.

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.a: Importing the template theme to Service Apps.

1. Download the file below to your workstation.

          Download icon.png  Template theme

ProcedureStep2_ImportingAppTheme

2. Import the file to Service Apps by clicking Apps - Gallery - Import icon.png Import in the App Gallery toolbar.

3. Check that the theme is a public theme in the Service Apps theme editor:

  • Click Apps - Gallery - Theme design icon.png Theme Design in the App Gallery toolbar.
  • Click Apps - Manage themes icon.png to select the theme.
  • Click Apps - Application properties icon.png to display the general properties.
  • In the Published property, select Published Padlock open icon.png.
  • Click OK.

4. (Optional) Modify the theme in line with the style guide of your company.

5. Click EVApps - GUI - Save icon.png to save the theme.

Step 2.b: Importing reports to Service Manager

1. Download the files below to your computer.

Note: Parent queries are not exported with the reports. This means that the items you update will not be overwritten when reports are imported.

        Download icon.png  Batch of reports

  • APPS - New request
  • APPS - Employee requests
  • APPS - Employee incidents
  • APPS - Employee approvals
  • APPS - My details
  • APPS – Download document (detail of SD_REQUEST)
  • APPS – Apps Questionnaire

2. Import the downloaded files 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: Refer to the procedure to install the files.

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