Definition

EndDefinition

• In the Back Office, IT Support staff can view the number of actions performed for incidents, service requests and change requests, and the number of approvals (user or hierarchy) to be given.

Notes

• The counters displayed depend on the user's access rights to the Operation, Transition and Self Service menus.
• In the Back Office, when users are authorized to access both the Operation and Transition menus, the sum of all actions and approvals will be totaled in the counters.
• Only users whose profile can access the Operation or Transition menus are authorized to configure the Quick Dashboard.    See the procedure.
• The Quick Dashboard window displays the list of the incidents/requests/actions/approvals.
• Parameters available:
  • Columns displayed in the Quick Dashboard window
  • Automatic refreshment interval of counters defined in Other Parameters {SM}: Refresh frequency of notification bar counters (in seconds)

Back Office Quick Dashboard

To open the window: Click one of the counters

Counter	Description
	Number of Late actions and/or approvals assigned specifically to the logged-in user (actions whose OLA target date is exceeded)
	Number of To Do actions and/or approvals assigned specifically to the logged-in user (actions whose actual start and end dates are not specified
	Number of To Do actions and/or approvals assigned to one of the user's groups (actions whose actual start and end dates are not specified)

: Open the form of the object.

: Enables you to assign the action/approval to yourself in order to process it.

• It will automatically appear in the To Do or Late notification zones depending on its creation date.
• The associated counters will automatically be refreshed.

Procedures

How to use the Quick Dashboard

In the Back Office

Step 1: Displaying the action/approval list.

1. Click the counter you want.
The list of objects will appear.

2. (Optional) Click the sequence number of the corresponding object in the first column # of the grid to view the form of an action/approval.
 

Step 2: Assigning an action to a user.

   Assign an action to yourself

• Click  to assign the action/approval you want to yourself.
  or
• Run the Process this Action wizard in the form.
   

   Assign an action to a specific user

• Run the Assign wizard in the form.

• Enter the following fields:
  • Specify the user and the user group.
  • If it is one of your groups, you can click Auto Assignment to assign the action to yourself.
  • You can click Mail to send the relevant users a notification email.
• Cliquez sur Finish.

The counters will automatically be updated. The action will automatically appear in the To Do or Late notification zones depending on its creation date.

QuickDashboardDisplay_Procedure

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