Difference between revisions of "Service Bulletins"

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==Introduction==
 
==Introduction==
 
Service Manager provides the ability to create and publish Bulletins to the subscribers of Services.   
 
Service Manager provides the ability to create and publish Bulletins to the subscribers of Services.   
−
* Bulletins can be created and managed from Service records.
+
* Bulletins are created and managed from the Service records in the Service Portfolio
 
* Each Service can have it's own Bulletins which are relevant to it's purpose
 
* Each Service can have it's own Bulletins which are relevant to it's purpose
−
* Bulletins can be viewed by the subscribers of a service via both the Customer and Service Portals
+
* Bulletins can be viewed by the subscribers of a service via both the Customer, Service, and Employee Portals
−
* Bulletins will be visible on the My Services Landing Page of the Portals, and on the Service Specific Pages on the Portal.
+
* Bulletins will be visible on the My Services Landing Page of the Portals, and on the Service Specific Pages on the Portal
−
* Where more than one Bulletin exists either on the Same Service or Across Multiple Services, the Bulletins will be displayed in a Carousel, transitioning automatically between each Bulletin every 5 second, unless paused or manually progressed.
+
* Where more than one Bulletin exists either on the Same Service or Across Multiple Services, the Bulletins will be displayed in a Carousel, transitioning automatically between each Bulletin every 5 seconds, unless paused or manually progressed.
 
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|style="width:5%"|
 
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|}
  
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==Creating a Bulletin== {{#ev:youtube|dh3V61S6AGA|300|right}}
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==Creating a Bulletin==  
 +
{{#ev:youtube|dh3V61S6AGA|300|right}}
 
[[File:Service Bulletins.png|300px|thumbnail]]
 
[[File:Service Bulletins.png|300px|thumbnail]]
 
From the Service form, navigate to the Bulletin Tab, and select '''+Add Bulletin Item'''.
 
From the Service form, navigate to the Bulletin Tab, and select '''+Add Bulletin Item'''.
  
−
* Define the Title for the Bulletin (how it will appear on the Customer and Service Portals).
+
* '''Specify a title for the Bulletin'''
−
* Define the Description for the Bulletin item, using the editor to:
+
:: This acts as a heading on the bulletin.
−
:* '''Format the text'''
+
* '''Add a Description'''
−
:* '''Create hyperlinks'''  
+
:: This will be displayed immediately beneath the title. The text editor can be used to format the text and create hyperlinks to other resources or more detailed content. The description cannot exceed 400 Characters.
−
:* '''400 Character Limit:''' Each description is restricted to 400 characters, each Bulletin can include hyperlinks to other resources and more detailed content.  
 
  
−
* Upload an Image which will provide the background for the Bulletin when viewed on the Customer and or Service Portals
+
* '''Upload a background image''' - The recommended image dimensions are 1000px x 300px
−
::* The recommended optimised image dimensions are 1000 x 300
+
* '''Configuration Options'''
−
* '''Display Bulletins Text''' - By default this will be on, however it maybe that the background image contains the message you wish to display and as such you can turn off displaying the bulletin title and description text
+
:: '''Display Bulletins Text''' - This allows you to hide the bulletin title and description text. This is desirable if your background image contains the message you wish to display meaning additional text is not necessary. This configuration option is "ON" by default.
−
* '''Display Bulletins Text Shadow''' - By Default a text shadow is used for the bulletin title, and description, to remove the shadow from the bulletin simply switch the toggle.
+
:: '''Display Bulletins Text Shadow''' - This option determines whether the title and description text have a shadow. The shadow may affect how the text can be seen against your chosen background image and so the state of this setting will depend on that.
 
* '''Bulletin Visibility'''
 
* '''Bulletin Visibility'''
 
: This feature allows you to control the date and time that a Bulletin becomes visible or hidden on the Bulletin Slideshow component.  
 
: This feature allows you to control the date and time that a Bulletin becomes visible or hidden on the Bulletin Slideshow component.  
 
::* If the Start is left blank, the Bulletin will be immediately visible when the Bulletin is published
 
::* If the Start is left blank, the Bulletin will be immediately visible when the Bulletin is published
 
::* If the End is left blank, the Bulletin will remain visible until the Bulletin has been retired
 
::* If the End is left blank, the Bulletin will remain visible until the Bulletin has been retired
−
 
+
* '''Employee Portal Link'''
−
* '''Create the Bulletin in multiple Languages''' - If your subscribed users work in multiple languages, define the Bulletin in the required languages.  The users will see the appropriate language Bulletin on the Customer and Service portals based on the language set in their regional settings.
+
:: Adding a link here will make the entire bulletin a clickable hyperlink when displayed in the Employee Portal.
−
:* '''By default an english version will be created '''
+
* '''Create the Bulletin in multiple Languages''' - If your subscribed users work in multiple languages, define the Bulletin in the required languages.  The users will see the appropriate language Bulletin on the Customer, Service, and Employee Portals based on the language set in their regional settings (by default an English version is created)
−
* Status
+
* '''Status'''
−
:* '''Draft''' - The Bulletin will not be visible on the Customer and Service Portals
+
: A bulletin can be in one of three states:
−
:* '''Publish''' - The Bulletin will be visible on the Customer and Service Portals
+
:: '''Draft''' - The Bulletin will not be visible on the Customer, Service, and Employee Portals
−
:* '''Retire''' - Once created a '''Retire''' status will be available, once in the Retire status, the Bulletin will not be visible on the Customer and Service Portals
+
:: '''Published''' - The Bulletin will be visible on the Customer, Service, and Employee Portals
−
<br>
+
:: '''Retired''' - When retired, the Bulletin will not be visible on the Customer, Service, or Employee Portals.
−
<br>
 
−
<br>
 
−
<br>
 
−
<br>
 
 
<br>
 
<br>
  
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[[File:Bulletin2.png|300px|thumbnail]]
 
[[File:Bulletin2.png|300px|thumbnail]]
  
−
When Bulletins are marked as published, any subscribed user of the Service against which the Bulletin has been published will be able to view the Bulletin on the '''[[Self_Service| Customer and Service Portals]]''' in two locations.
+
When Bulletins are marked as published, any subscribed user of the Service against which the Bulletin has been published will be able to view the Bulletin on the '''[[Self_Service| Customer and Service Portals]]''' in two locations:
  
 
* My Services View: If multiple Bulletins have been published from either the same or different Services a User is subscribed to, they will view the Bulletins in a carousel at the top of the '''My Services''' view.   
 
* My Services View: If multiple Bulletins have been published from either the same or different Services a User is subscribed to, they will view the Bulletins in a carousel at the top of the '''My Services''' view.   
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If multiple Bulletins are published they will automatically transition every 5 seconds, if not manually progressed using the Arrow controls on the Carousel.
 
If multiple Bulletins are published they will automatically transition every 5 seconds, if not manually progressed using the Arrow controls on the Carousel.
 +
 +
Bulletins are displayed in the [[Employee_Portal_Widgets|'''Employee Portal''']] using the corresponding Bulletins Widget, and are also shown in the specific service view.
  
 
==Managing Bulletins==
 
==Managing Bulletins==
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:* Title
 
:* Title
 
* Filter the List by '''Active''' or '''Retired''' Bulletins's
 
* Filter the List by '''Active''' or '''Retired''' Bulletins's
−
* Reorder the sequence in which the Bulletins will appear on the Customer and or Service Portals by dragging and dropping the Bulletins into the required order in the list.  
+
* Reorder the sequence in which the Bulletins will appear on the self service portals by dragging and dropping the Bulletins into the required order in the list.  
 
* Edit or change the status of an Bulletin by clicking through into the Bulletins details from the '''Cog''' Icon
 
* Edit or change the status of an Bulletin by clicking through into the Bulletins details from the '''Cog''' Icon
 
* Delete the Bulletin by clicking on the '''Trash Can''' Icon.
 
* Delete the Bulletin by clicking on the '''Trash Can''' Icon.

Revision as of 16:03, 21 December 2020

Home > Service Manager > Service Portfolio > Service Details > Service Bulletins

Introduction

Service Manager provides the ability to create and publish Bulletins to the subscribers of Services.

  • Bulletins are created and managed from the Service records in the Service Portfolio
  • Each Service can have it's own Bulletins which are relevant to it's purpose
  • Bulletins can be viewed by the subscribers of a service via both the Customer, Service, and Employee Portals
  • Bulletins will be visible on the My Services Landing Page of the Portals, and on the Service Specific Pages on the Portal
  • Where more than one Bulletin exists either on the Same Service or Across Multiple Services, the Bulletins will be displayed in a Carousel, transitioning automatically between each Bulletin every 5 seconds, unless paused or manually progressed.

Related Articles

Creating a Bulletin

Service Bulletins.png

From the Service form, navigate to the Bulletin Tab, and select +Add Bulletin Item.

  • Specify a title for the Bulletin
This acts as a heading on the bulletin.
  • Add a Description
This will be displayed immediately beneath the title. The text editor can be used to format the text and create hyperlinks to other resources or more detailed content. The description cannot exceed 400 Characters.
  • Upload a background image - The recommended image dimensions are 1000px x 300px
  • Configuration Options
Display Bulletins Text - This allows you to hide the bulletin title and description text. This is desirable if your background image contains the message you wish to display meaning additional text is not necessary. This configuration option is "ON" by default.
Display Bulletins Text Shadow - This option determines whether the title and description text have a shadow. The shadow may affect how the text can be seen against your chosen background image and so the state of this setting will depend on that.
  • Bulletin Visibility
This feature allows you to control the date and time that a Bulletin becomes visible or hidden on the Bulletin Slideshow component.
  • If the Start is left blank, the Bulletin will be immediately visible when the Bulletin is published
  • If the End is left blank, the Bulletin will remain visible until the Bulletin has been retired
  • Employee Portal Link
Adding a link here will make the entire bulletin a clickable hyperlink when displayed in the Employee Portal.
  • Create the Bulletin in multiple Languages - If your subscribed users work in multiple languages, define the Bulletin in the required languages. The users will see the appropriate language Bulletin on the Customer, Service, and Employee Portals based on the language set in their regional settings (by default an English version is created)
  • Status
A bulletin can be in one of three states:
Draft - The Bulletin will not be visible on the Customer, Service, and Employee Portals
Published - The Bulletin will be visible on the Customer, Service, and Employee Portals
Retired - When retired, the Bulletin will not be visible on the Customer, Service, or Employee Portals.


Viewing Bulletins

Bulletin2.png

When Bulletins are marked as published, any subscribed user of the Service against which the Bulletin has been published will be able to view the Bulletin on the Customer and Service Portals in two locations:

  • My Services View: If multiple Bulletins have been published from either the same or different Services a User is subscribed to, they will view the Bulletins in a carousel at the top of the My Services view.
  • Click on the Bulletin details, or the Service Name to be taken to the Service View which the Bulletin relates too.
  • Clicking on any hyper-link in the Bulletin text will open the link in a new browser tab.
  • Service Specific Details View: If one or multiple bulletins have been published from the same Service, they will appear in Service Specific View. Again if there are multiple Bulletins these will appear in a carousel.
  • Clicking on any hyper-link in the Bulletin text will open the link in a new browser tab.

If multiple Bulletins are published they will automatically transition every 5 seconds, if not manually progressed using the Arrow controls on the Carousel.

Bulletins are displayed in the Employee Portal using the corresponding Bulletins Widget, and are also shown in the specific service view.

Managing Bulletins

Bulletin Maintenance.png

Bulletin's can be created and viewed from the Bulletins tab on each service record.

  • The list shows each Bulletin with various attributes including:
  • Status
  • Title
  • Filter the List by Active or Retired Bulletins's
  • Reorder the sequence in which the Bulletins will appear on the self service portals by dragging and dropping the Bulletins into the required order in the list.
  • Edit or change the status of an Bulletin by clicking through into the Bulletins details from the Cog Icon
  • Delete the Bulletin by clicking on the Trash Can Icon.
  • Bulletin text will not display on the Bulletin in the list, if the bulletin has the Display Bulletin Text set to off
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