This is your landing page after you login to manage or staff portal, where you can overview the summary for different modules which are significant to overlook on a single page.
The home page is divided as:
- Header menu.
- Right panel.
- Dashboard.
Each of the division has its own significance which is elaborated in the further description.
Header menu: Header menu can help you to navigate through all the functions, operation, records and settings of this software.
Filters: In filters you can view different priority based filtered tickets. There is basically three type’s new ticket, overdue or assigned ticket available in the dropdown option. You can create additional filters from Inbox>>Filter list>>Apply filters.
Home: Home in header menu redirects you back to the home page.
Inbox: You can view your inbox or navigate by clicking on the inbox option.
Client: Clicking on the client in header menu will take you to client module where you can perform various operations on client or check the client listings.
Launcher icon: In right side of the client option in the header menu there is a button if you click that you are able to view many records of various CMDB, solutions, blabs, chats, tasks etc.
Global search: The global search will allow user to search data within the different modules of this system using specific keywords. For example the ticket can be searched using ticket hash or subject line using specific key words.
New: In new you are able to create new ticket, task, problem, etc. options which are given in the drop down.
Notification: When you click the notification icon you are able to view all the new incoming posts coming from the other portals.
Header profile: It shows all the details of the logged in admin or staff. When you click on it you can see the following fields:
- Profile: It shows all the details of the person logged in. For example records of all activities done by the logged in person.
- Alerts: Here the logged in staff or admin is able to view or create the alerts.
- View: If you want to add or remove the list of columns available in the listing of the records it is available in the view.
- Macros: If you want to create macros or remove/edit it you can do it by clicking on the macros in the header profile.
- Logout: This is to get sign out from the account.
Settings: The last icon on very right of the header menu is the settings where you can add your required setting for different interfaces.
Dashboard: All the track of the recent entries and the old entries you can overview sequentially in the dashboard. dashboard is located in the home so you have to always click on the home. dashboard is partitioned into the following categories:
Problems: All the number of occurrences of the problem in the software can be viewed. You can also directly redirect to the problem section by clicking on the problems.
Changes: The number of changes occurred in the software can be viewed in changes icon of the dashboard. For redirecting to the changes section you can click on the changes icon.
Releases: The number of releases occurred in the software can be viewed in releases icon of the dashboard. For redirecting to the releases section you can click on the releases icon.
Service request: If the client sends you the service request you can view the number of service request and also can redirect to service request detailed section.
Note: The above modules of dashboard i.e. problems, changes, releases and service request are for the service desk plan.
Tickets overview: Here you are able to view the number of tickets by its significance and also the overdue time for the tickets.
- New: The arrival of the new ticket is notified in the new whose icon consists of green color signal. You can redirect to new tickets section by clicking on it.
- Overdue: The number of the overdue tickets is notified in the overdue icon with red signal in it. You can view all the details of the overdue tickets by clicking on it.
- Drafts: Here you are able to view the number of draft and also able to redirect to the draft section in the system.
- Assigned: Here you are able to view the number of assigned tickets to the particular staff and also is able to redirect to its detailed section.
- Next overdue tickets: Here you are notified with the next overdue ticket with the time of its arrival. The given time slots are:
- 30 minutes: Here it is notified the ticket which will be overdue in 30 minutes and also the details are linked which you can view after clicking the icon.
- 60 minutes: Here it is notified the ticket which will be overdue in 60 minutes and also the details are linked which you can view after clicking the icon.
- 1 day: Here it is notified the ticket which will be overdue in 1 day and also the details are linked which you can view after clicking the icon.
Clients section: The different client details are provided in the counts for reviewing. The different types of clients labeling are:
Unapproved: Here you are able to view the number of clients which are unapproved by admin and by clicking it you can view the details of that client.
Banned: Here you are able to view the number of clients which are banned by admin and by clicking it you can view the details of that client.
Spam: Here you are able to view the number of clients which are spam by admin and by clicking it you can view the details of that client.
Tasks: You can create the various tasks in this system and these task details will be notified in the task section.
In progress: The number of the tasks can be checked which comes under in progress and also its details can be viewed by clicking on it.
Self assigned: The number of the tasks which are self assigned can be checked and also its details can be viewed by clicking on it.
Overdue: The number of the tasks which are overdue can be checked and also its details can be viewed by clicking on it.
Available agents: The agents which are available for the ticket assignment will be available after clicking on this link.
Ticket activity: Here you are able to overview overall ticket related activities occurring or happening in this software.
Right panel: In the right panel of your home page you are able to view two things:
Online staff: The staff which is online while you are logged in are visible in the online staff tab. The profile of the each staff online can be viewed by clicking on the particular staff you want to view.
Pinned items: The pinned item are marked as the important client or ticket which are displayed in this tab