Difference between revisions of "Incident Requests"

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* The entire process is displayed as a grey bar with circles representing the different stages
 
* The entire process is displayed as a grey bar with circles representing the different stages
* The active stage is represented by a large green circle followed by the connector to the next stage
+
* The active stage is represented by a large green circle followed by a connector to the next stage
 
* The connector will progressively turn green until the next stage is reached  
 
* The connector will progressively turn green until the next stage is reached  
 
* Checkpoints are displayed below each stage
 
* Checkpoints are displayed below each stage
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* Completed Checkpoints are represented with a green check mark
 
* Completed Checkpoints are represented with a green check mark
 
* The Heads-up Display shows just the Stages, and when the mouse if moved over the Heads-up Display, the Checkpoints are exposed
 
* The Heads-up Display shows just the Stages, and when the mouse if moved over the Heads-up Display, the Checkpoints are exposed
* The Heads-up Display can be 'Pinned'' to make the display of the Checkpoints persistent on all Incidents
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* The Heads-up Display can be 'Pinned'' to make the display of the Checkpoints persistent on all Incidents
 
 
  
 
== Action Bar ==
 
== Action Bar ==

Revision as of 15:08, 27 January 2016

Home > Service Manager > Incident Requests

Introduction

The Incident Request form is used to manage an Incident through to resolution. A number of different tools are provided to help you record information against the incident, communicate with the customer, and collaborate with your co-workers.

Features

Heads-Up Display

The Heads-Up Display is a graphical representation of the business process that support the Incident. This is an optional display which uses the stages and checkpoints within a process to visualize the progress.

  • The entire process is displayed as a grey bar with circles representing the different stages
  • The active stage is represented by a large green circle followed by a connector to the next stage
  • The connector will progressively turn green until the next stage is reached
  • Checkpoints are displayed below each stage
  • Grey Checkpoints are yet to be completed
  • Completed Checkpoints are represented with a green check mark
  • The Heads-up Display shows just the Stages, and when the mouse if moved over the Heads-up Display, the Checkpoints are exposed
  • The Heads-up Display can be 'Pinned to make the display of the Checkpoints persistent on all Incidents

Action Bar

  • Information Box
  • Customer
  • Details
  • Assets
  • Attachments
  • Timeline
  • Members
  • Activities