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- 'User Details' - Provides relevant User information like User Name, Change Password link, User Role(s), Dept Hierarchy, Name, Phone, Email, and Address. There is also a log of the last 10 login attempts.
- 'Messages' - System messages generated by the Notifications and Escalations will appear here as well as any messages from running batch processes.
- 'Open Service Desk Item' - Any Service Desk items that are assigned to the User will appear here. These appear in three four groups; The first three are Service Rep, Workgroup, and Assigned Workflow and can be clicked to automatically navigate to their respective sections in the My Service Desk space. The last is Assigned Requests, and when clicked on will automatically navigate to the Requests grid.
- 'News' - Provides the listing of all the News the Admin has determined was important for the User to know.
- 'Google' - Provides a Google Search bar that a User can quickly access and search for information using Google. Clicking 'Google Search' will open the search requested in a new tab.
There is an additional System Widget that DOES NOT appear by default. The following Widget is known to be a resource hog and may have an adverse effect on the speed of PCR-360 on the when viewing the Landing Page or or Dashboard. For this reason, the 'Status' is set to Inactive by default, though it can be turned on.
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- From the Dashboard click the 'Configure'
button.
- This will unveil a selection of buttons, click the 'Add Widget'
- The 'Manage Existing Widget' form will open. Select the Widget desired.
Note: Any Widgets already added will not appear here, as they are on the page already. - The Widget will be added to the Dashboard. Position it in whichever of the four panes that are desired, though only the left and right panes are generally recommended.
- Click the 'Done'
The Widget(s) should now display on the Dashboard.
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- From the Dashboard click the 'Configure'
- This will unveil a selection of buttons, click the 'Add Custom/Widget/Chart'
- The 'Manage Add a Customer Widget' form will open. Select the Widget desired.
Note: To see a a full run down of all the available Widgets, navigate to the Custom Widgets/Charts page . - The Widget will be added to the Dashboard. Position it in whichever of the four panes that are desired, though only the bottom three are generally recommended.
- Click the 'Done'
The Widget should now display on the Dashboard.
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- From the Dashboard click the 'Configure'
- The Widgets already on the Dashboard will now have a dashed line around them.
- Click and drag the Widget to the Pane that is desired.
- Click the 'Done'the
The Widget will now display in its new location.
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- From the Dashboard click the 'Configure'
- The Widgets already on the Dashboard will now have a dashed line around them.
- Click the 'X' (Delete Widget) button.
- Click the 'Done'
The Widget should now have been removed from the Dashboard
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Widgets are available to the User on both the Landing Page and the 'Dashboard'. Widgets on the Landing Page should look identical to Widgets on the Dashboard. The main difference is that the Widgets on the Landing Page can be set to appear on the page by default by an Admin.
Open Service Desk Item Widget
There are five four different types of messages that are displayed in the Open Service Desk Item widget:
- You are the CSR on ## # pending/hold Service Desk Item(s). This /Items This message's detail comes from Main > Service Desk > My Service Desk > Service Rep. This message indicates how many Service Desk Items you are listed as the Customer Service Representative for. Clicking this selection will open the My Service Desk: Service Rep Grid.
- One or more of your Workgroups You are assigned on ## as the worker for # Service Desk Workflow Item(s). This message indicates how many Workflows you are assigned to are on Service Desk Items. Clicking this selection will open the My Service Desk: Assigned Workgroup Grid.You are assigned as the worker for ## Service Desk Workflow Item(s). This /Items This message's detail comes from Main > Service Desk > My Service Desk > Assigned Workflow. This message indicates how many Service Desk Items you are assigned as a Worker for. Clicking this selection will open the My Service Desk: Workgroup Grid.You are the worker listed for ## Action(s) on one or more Service Desk Item(s). This
- One or more of your workgroups are assigned on # Service Desk Workflow Item/Items This message's detail comes from Main > Service Desk > My Service Desk > Workgroup. This message indicates how many Actions Workflows you are assigned as a Worker forto are on Service Desk Items. Clicking this selection will open the Orders My Service Desk: Assigned Workgroup Grid.
- You have ## # open Inquiry Item(s). This /Items This message's detail comes from Main > Service Desk > Requests. This message indicates how many open Inquires you are assigned to. Clicking this selection will open the Requests Grid.
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The 'User Details Widget' is a System Widget that contains all the relevant information in reference to the currently logged in User. There are several critical pieces of information here that the User can access.
Change my password
To change a password, the User needs to click the 'Change my password' link. Clicking the link will open the 'Change my password' form.
The 'Current Password' will be hidden from view with bullets. The User can then enter the 'New Password', and must then enter the 'Confirm Password'.
Once the Password is entered, the User can click the 'OK' button and the password will be set for the User.
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The 'Messages Widget' will display all of the unread messages that a User has assigned to them by the Events system. From the Messages widget, the User should be able to see all of the messages that were created and these Messages are the same messages that the User can view in the Message grid, or on the Message email icon.
The 'View All Messages' button will take the User to the People > Messages grid where they can review any Messages sent to the User.
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Once loaded any active Widgets on the page will be in Safe mode. Click 'Configure' to modify them and/or remove the offending Widget. The following is an example of Widgets in Safe mode:
Dashboard
Activating 'Safe mode' on the Dashboard is similar to the Landing Page. Add the text in quotes to your PCR-360 URL; "safemode/dashboard
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