Definition

EndDefinition

• Each menu item is the combination of a filter and a view. It provides access to Service Manager data in lists or forms.
• The menu pane is defined by the administrator based on the profiles of users (for a given function or for specific tasks, etc.).
  • Select the mandatory menu items authorized for each user profile. These menu items will automatically appear for all users associated with the profile. Only the administrator is authorized to delete them.
  • Define the optional menu items for each user profile. These menu items can be hidden or displayed by each user with the profile.
     

In the menu editor, users can:

• Select and sort menus and menu items in the menu pane.
• Select the Service Apps app for the Home page.
• Add shortcuts to Service Apps apps, Self Help procedures or websites.
• Add reports.
• Manage favorites.
• Create custom folders.

Examples

Menus, Sub-menus, Menu items	Menu pane
Menus: Service Operation, Service Transition, Project, Administration Service Operation sub-menus: Incidents, Problems & Known Errors, Service Requests Problems & Known Errors sub-menu items: Problems, Problems For My Groups, Known Errors Custom folders: My Websites

Notes

• Access rights:
  • Only user profiles with edit rights for a given menu are authorized to modify the menu.
  • Users can only see the list of Service Apps apps they are authorized to access.
  • User profile must have the Enable editing of my menu right to modify the menu pane via Edit.

• User display of the menu pane.  See the procedure.
  • Mandatory menu items for the user profile are grouped in the Global Menu option which is found at the bottom of the menu pane.
  • Menu items added by users from the optional menu items defined for the user profile are grouped in the My Menu option.
  • The Home menu item is always found at the top of the menu pane. You cannot move or delete it.
  • The contents in the My Favorites menu item are specific to each user. You manage them in the My Favorites tab in the menu pane.

• Administrator configuration of the menu pane.  See the procedure.
  • You define the mandatory and optional menu items for each user profile in the Access Management screen.
  • Menus and menu items are defined by EasyVista. You cannot create new ones or delete existing ones.
    • To completely remove access to a sub-menu, you must remove access to each sub-menu item.
    • If one of the sub-menu items remains visible, the sub-menu will not be displayed. Instead, the sub-menu item will appear.

• You can click and drag items to the position you want in the menu pane and modify their names.
• To minimize the size of a given menu, you can organize its menu items in folders and sub-menus.
• If the filter or view is not specified when a menu item is added, default values will be applied.

Caution

• The Reset button is used to return to the initial configuration of the menu pane.
  • User: All menu items that were manually added, shortcuts, custom folders and favorites will be deleted.
  • Administrator: The configuration of the menu pane for the profile will be deleted.

Best Practice

• When you create new menu items, they will appear at the bottom of the tree structure in the menu pane. Click and drag the items to the position you want in the menu pane
• To access shortcuts to Service Apps apps, Self Help procedures and websites quickly and easily, we recommend that you create specific folders in the menu pane.

Access

• User mode: Edit at the bottom of the menu pane.

• Administrator mode: Administration > Access Management > User profiles > Clic a profile > Menu.
   

Editor description

The editor is made up of different zones:

• (1) Tab bar displayed only in User mode.
• (2) Tree structure of the menu pane.
• (3) Option buttons for creating folders, selecting and configuring menu items, selecting the app for the Home page, etc.
• (4) Action buttons

Tab bar

Note: The tab bar is not displayed when the menu pane is opened from the Access Management screen.

• My Menu: This displays mandatory menu items for the user profile and the menu items added by the user from those authorized for the profile.
  • Mandatory menu items are grayed out. They cannot be modified or deleted.
  • Menu items added by the user can be renamed and deleted.

• My Favorites: Used to manage favorites, e.g. rename or delete favorites, change their order, etc. Note: Click  in the top banner in List mode to create your favorites.

Tree structure

Menu editor
	The tree structure displays all menu items authorized for the user profile. To expand or reduce all menu items: / To select the Service Apps app for the Home page: Click Home. See the procedure. To add a menu item: Click Menu. To delete an item: Click its name and then click (Note: Only for custom items). To move an item: Click and drag it to the position you want in the tree structure. To modify the name of an item: Click the item. Once you have saved your changes, the menu pane will automatically be refreshed.
Menu pane
	The tree structure displays mandatory menu items for the user profile and the menu items added by the user from those authorized. Home: Menu item used to return to the Service Manager Home page. : Menus (main Service Manager themes). Click each menu to display the list of sub-menus. : Service Manager sub-menus. Click each sub-menu to display the list of menu items. : Menu items (combination of a filter and a view): Click the menu item to open it in List or Form mode. : Folders created by the user. Click the folder name to display its contents, e.g. Service Manager menu items, shortcuts to Service Apps apps, Self Help procedures, or websites.

Option buttons

 Folders

Used to create a custom folder in the menu pane.
          

 Menus

Used to add a new menu item to the menu pane.
          

• Only menu items authorized for the user profile will appear.
• Each menu item is the combination of a filter and a view.
• You can modify the default names of menu items.

 Service Apps

Used to add a shortcut to a Service Apps app in the menu pane.
          

• Only apps authorized for the logged-in user will appear.
• Click the app to specify the name of the shortcut and select the app page that will appear when Service Manager is run.

 Report

Used to add a shortcut to a report.
          

 URL

Used to add a link to a website.
          

 Self Help

Used to add a shortcut to a Self Help procedure.
         

Procedures

How to configure the Home page

Step 1: Open the menu editor.

1. Display the menu pane options by clicking  at the bottom of the menu pane.

2. Click .
The menu editor will appear.
 

Step 2: Select the Home page.

1. Click the Home menu item at the top of the tree structure.
A list of the Service Apps apps you are authorized to access will appear.

2. Select the app to be displayed in the Home page.

3. (optional) Select the app page to be displayed when Service Manager is run.

4. Click Update Home.
 

Step 3: Check that the Home page is correctly displayed.

1. Click Save.
The menu editor will close.

2. Click the Home menu item.
The app will run. The selected page will appear.

(User mode) How to customize the menu pane

Step 1: Open the menu editor.

1. Click  at the bottom of the menu pane.
The menu editor will appear.
 

Step 2: Create custom folders.

1. Click the Folder option button.

2. Enter the name of the new folder.

3. Click Add Folder.
The folder will be added at the bottom of the menu pane.
         

4. (optional) Click and drag the folder to the position you want in the menu pane.

Authorized position (green)	Unauthorized position (red)