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| | === Using Board Manager === | | === Using Board Manager === |
| | Information on [[Board Manager|how to use Board Manager can be found here]] | | Information on [[Board Manager|how to use Board Manager can be found here]] |
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| − | <!--
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| − | ==Deprecated==
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| − | The following documentation refers to the Service Manager ''My Boards'' feature which has been superseded by the [[Board Manager]] app. This information will remain in place up until the migration options to move from Service Manager Boards to Board Manager is available.
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| − | === Create a Board ===
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| − | [[File:Create_board_new.png|right|300px|Create a new board]]
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| − | The ''My Boards'' option is accessed from Service Manager menu in the Application bar on the left hand side. Selecting this will take you to the ''My Boards'' landing page which lists all of the boards that you have access to.
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| − | <br>
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| − | [[File:myBoards.png |800px|My Boards landing page]]
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| − | <br>
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| − | # Click on the ''Create Board'' button
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| − | # Add a title for your board. The name is used as the title when viewing this board. This title is also used when assigning a request to the board.
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| − | # Add a description. The description is displayed as the sub-title when viewing this board.
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| − | # Set an Owner. By default this will be the name of the person creating the board, but it is possible to assign ownership to another person. If you assign ownership to someone else, you will no longer be able to manage the board once it has been saved.
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| − | # Click ''Create Board'' to save your board. This will now be visible from your board's landing page and available for requests to be added.
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| − | <br>
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| − | === Share a Board ===
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| − | [[File:Share_Board.png|right|300px]]
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| − | Once a Board has been created, the owner of the board can choose to '''Share''' the board with other users and teams. A Board can be shared with multiple users and teams and this is configured under the '''Edit Board''' option.
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| − | Boards can be shared in two ways:
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| − | * User: Search and share the Board with one or multiple users
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| − | * Team: Search and share the Board with one or multiple teams
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| − | Select '''Add''' to Share
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| − | When sharing a board with Users and Teams, you can choose to allow them to be able to modify the Board when you add them. Assigning the '''Can Modify''' to Users or team's will allow them to:
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| − | * Add Requests to the Board (Both from the Board itself, and or from Requests, and the Request List through the '''Add to Board''' options)
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| − | * Add Comment Cards to the Board
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| − | Users and Teams who are not assigned the rights to modify the board, will still be able to view the Board in a '''Read'Only''' role, but they will not have the option to add requests and comment cards.
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| − | Assigning a User or Team modify rights does not allow them to view the '''Edit Board''' options to administer the Board.
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| − | Users and Team's rights to view and modify a Board can be managed by the Board Owner, and through the Edit Board option, they can remove Users and Teams, as well as change their rights to modify the Board.
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| − | <br>
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| − | === Edit a Board ===
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| − | # Launch My Boards from the Service Desk icon on the left hand menu.
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| − | # Select the board that you wish to edit
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| − | # Select the ''Edit Board'' button
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| − | Owners can:
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| − | * Change the Title or Description of the Board
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| − | * Change who owns the Board
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| − | * Add or Edit Lists for the Board
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| − | * Add or Edit who the Board has been shared with, and their rights to modify the Board.
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| − | <br>
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| − | [[File:editBoard.png |800px|Edit an existing board]] [[File:editBoard2.png |400px|Edit an existing board]]
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| − | == Using Boards ==
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| − | ===Add Requests to a Board===
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| − | There are a few different areas from where you can add requests to a Board. Requests can be added either manually or automatically.
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| − | ==== Request List ====
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| − | * Add from the Request List by selecting the check boxes for the requests and then 'Add to Board' on the request list toolbar
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| − | * Add from the Request List by hovering over the Request ID of the request you want to add and then click the 'Add to Board' button
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| − |
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| − | ==== Request Record ====
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| − | * When viewing a record for an incident, problem, change, service request, or known error, the Add to Boards action item allow you to select the Board and the list that you wish to add that request to.
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| − |
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| − | === Managing Request Cards ===
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| − | * Moving - To Move requests from one list to another simply drag and drop as needed
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| − | * Removing - To remove a request from a board, select the bin icon and click yes in the confirmation dialog box
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| − | === Comments ===
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| − | You can add a comment card to the board using 'Add Comment' to breakup lists into sub-groups
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| − |
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| − | === Color Codes ===
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| − | The change in the status of a request will alter the color of the request on the Board
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| − | * White - New or Open
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| − | * Green - Resolved
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| − | * Grey - Closed
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| − | * Pink - Cancelled
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| − |
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| − | === List Headers ===
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| − | * Select a image icon to filter the board to only show the requests assigned to a specific analyst, click again to return to a view showing all requests for all analysts
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| − | * Hover over the List Header Numeric indicator to see a breakdown of the number of Requests versus Comment cards for the list.
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| − | === View Members ===
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| − | Provides visibility of who the owner of the Board is, and who the Board has been shared with.
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| − | === View Log ===
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| − | An audit trail of changes is available by selecting the 'View Log' option
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| − | == Board Automation ==
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| − | The adding, moving, and removing of requests on a Board can be automated through the configuration of the Business Process workflows associated used by the different requests. The configuration of this is done through Hornbill Administration.
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| − | Using automation to manage requests on a board can be particularly useful when a board has been created that represents the process stages for the requests assigned to that board.
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| − | ::- ''Automatically'' by using a Business Process workflow - [[Service Manager Business Process Workflow#Boards|Business Process Automation]]
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| − | <br>
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| − | -->
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| | [[Category:Service Manager]] | | [[Category:Service Manager]] |
