Difference between revisions of "Problem Records"

From Hornbill
Jump to navigation Jump to search
 
(4 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/request-types#problems Hornbill Document Library].
 +
 +
[[file:hornbill-document-library.png|Problem Records|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/request-types#problems]]
 +
<!--
 +
 
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
 
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
 
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Manager Request Types|Requests]] -> Problem Records
 
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Service Manager Request Types|Requests]] -> Problem Records
Line 22: Line 27:
  
 
== Features ==
 
== Features ==
=== Heads-Up Display ===
+
=== Process Tracker ===
The Heads-Up Display is a graphical representation of the business process that supports the Problem or Known Error.  This display is optional and uses the stages and checkpoints within a workflow to visualise the progress.
+
The Process Tracker is a graphical representation of the [[Business Process Designer|business process]] that supports the Release process.  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 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 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
* Grey Checkpoints are yet to be completed
+
:* Grey Checkpoints are yet to be completed
* Completed Checkpoints are represented with a green checkmark
+
:* Completed Checkpoints are represented with a green check mark
* The Heads-up Display shows just the Stages, and when moving the mouse over the Heads-up Display, the Checkpoints are exposed
+
:* The Process Tracker shows just the Stages, and when the mouse if moved over the The Process Tracker , the Checkpoints are exposed
* The Heads-up Display can be ''Pinned'' to make the display of the Checkpoints persistent for all Incidents
+
:* The Process Tracker can be ''Pinned'' to make the display of the Checkpoints persistent on all Incidents
  
 
=== Request Menu ===
 
=== Request Menu ===
Line 116: Line 121:
 
=== Timeline ===
 
=== Timeline ===
 
The Timeline keeps track of all the history of the request. Comment and collaborate on any update that has been made.
 
The Timeline keeps track of all the history of the request. Comment and collaborate on any update that has been made.
* Filter the displayed posts and comments based on the post type, using the '''Filter''' option.
+
* Filter the displayed posts and comments based on the post type, using the '''Filter''' option.  Filters are persistent between requests so when a filter is applied it will be available on each request until the filters are removed.
 
:* Select one or multiple filters, and the filter will persist when viewing any request.
 
:* Select one or multiple filters, and the filter will persist when viewing any request.
 
:* The number of filters applied will be displayed against the filter
 
:* The number of filters applied will be displayed against the filter
:* Remove the filters by '''unselecting''' the filter options
+
:* Remove the filters by '''unselecting''' the filter options or selecting ''All''
 +
{{Infobox|'''Following the Timeline''' [[File:timelinefollow.png|right|300px|link=]]
 +
A '''Follow''' option on the Timeline of a request allows anyone that is supporting the request or is a member of the request to receive Hornbill Notifications each time there is an update to the Timeline. Following a Timeline can only be set by the person who wishes to follow the Timeline}}
  
 
=== Members ===
 
=== Members ===
Line 132: Line 139:
  
 
{{Infobox|'''Notifications'''
 
{{Infobox|'''Notifications'''
Becoming a member of a request does not automatically enroll the user to receive update notifications.  Once the user has access to a request through membership, they can choose to ''Follow'' the Timeline of the request to receive notifications. [[file:timelinebutton.png]]}}
+
Becoming a member of a request does not automatically enroll the user to receive update notifications.  Once the user has access to a request through membership, they can choose to ''Follow'' the Timeline of the request to receive notifications.}}
  
 
=== Activities ===
 
=== Activities ===
Line 138: Line 145:
  
 
[[Category:Service Manager]][[Category:Videos]]
 
[[Category:Service Manager]][[Category:Videos]]
 +
-->
 +
[[Category:HDOC]]

Latest revision as of 22:12, 18 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Problem Records