This section defines Homepage dashboard components and the list of Issues displayed on
the Homepage.
Dashboard
The Dashboard section of the Preferences page is where you specify which dashboard components are displayed on your homepage in the Workspace. Users can specify different sets of dashboard components for each of their Workspaces. By default, Workspace Totals and Global Issues are displayed. Dashboard components can be displayed in as many as four columns. Users can also make custom components for display on the homepage.
Dashboard Components
The components that can be added to the dashboard for display on the Homepage are:
Chart—When you select this component, you then select which chart to display from a drop-down field. Options are Received vs Closed and Active Issues. If you select Received vs Closed you must select the time period for which FootPrints will account and whether to display your Issues only or the entire Workspace's Issues. The component then displays the Issues that were received and the Issues that were closed during the designated period for the designated agent(s).
Currently Logged In Users—Lists the number and IDs of users logged into the current workspace. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
Custom Defined—Enter custom code to display anything you want in the dashboard component. This can be HTML, javascript, etc.
Global Issues—Lists the Global Issues. Links in the Global Issues component can be clicked to access the Issue and create a linked Issue. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
Most Recent Solutions—Displays the most recent solutions in the Knowledge Base. You must designate how much of the solution Title field is displayed.
My Assignments—Lists the Issue number and Title of the user's active assigned Issues. The list entries are linked to the Issues. Clicking on a list entry displays the Issue. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
Pending Approvals (if you are a Change Manager approver)—Lists Change Manager Issues for which you are an approver and which still require a vote. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
Pending KB Approvals (if you are a Knowledge Base approver)—Lists submitted Knowledge Base solutions for which you are an approver and have not yet been approved. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
Totals—Lists the number of Issues broken down by status. Click on the status to display the Issues in the main frame.
RSS Feed—Lists entries from your selected RSS feed. When specifying this component, you will be asked to set the number of records to display on the first page of the list and the URL for the RSS feed.
RSS stands for “Really Simple Syndication”. RSS feeds refer to a set of formats used to publish frequently updated
content. Web logs and Internet news sites often provide RSS feeds. The feed contains a summary of content from the site. RSS enables you to obtain these summaries automatically.
Requests—Lists customer requests.
Saved Search—Lists saved searches.
Today's Appointments—Lists your appointments for the day.
Twitter Feed— You can capture Twitter messages ("Tweets") on your Homepage and create Issues from them.
Add a Dashboard Component
To add a dashboard component to your Homepage:
Select a component from the Available Components list. Only one component can be selected at a time. Fields are displayed for any additional settings you need to enter.
Enter any additional settings.
Click the Add Component button. The dashboard component is displayed as an icon in the Current Dashboard area. Mouse over displayed dashboard components to see what is included in the current dashboard.
When you are ready to exit the Preferences page, enter your password and click Save. If you skip this step, the changes are not made.
Edit a Dashboard Component
In the Current Dashboard area, click the dashboard component to be edited. Only one component can be selected at a time.
Change settings as needed.
Click the Complete Edit button to save the edits or click the Cancel Edit button to leave the dashboard component settings unchanged.
When you are ready to exit the Preferences page, enter your password and click Save. If you skip this step, the changes are not made.
Delete a Dashboard Component
You can delete dashboard components from either the Dashboard or from Preferences > Homepage.
To Delete a Dashboard Component from the Dashboard:
Note: If your Workspace Administrator has set up an Agent Preference Template for your role to include specific dashboard components, and you delete a component using this method, the component will redisplay on the Dashboard the next time the Workspace Administrator updates the template.
Click the Delete Component button (X) on the dashboard component you want to delete.
To Delete a Dashboard Component from the Preferences > Homepage:
Select the dashboard component, then click the Delete Component button.
To delete all of the dashboard components at once, click the Delete Allbutton.
When you are ready to exit the Homepage, enter your password and click Save
Moving FootPrints Dashboard Components on the Homepage
Dashboard components can be moved around the homepage using drag-and-drop.
Homepage List
By default, My
Assignments is chosen as the Homepage list.
The My Assignments selection lists your most recent open assignments and is the recommended choice
for most users. It is the fastest to display and allows you to be
continuously updated on your assignments. However, the user can
choose instead to display any built-in or custom list.
Note
The options chosen below are, in effect, on a per-Workspace
basis. To change your preferences in another Workspace, change to that Workspace
and re-configure the List
Preferences.
The options are:
Select
the Lists that will be available on the Homepage—The lists that are displayed in the drop-down
in the main window of the Homepage. One
or more lists can be highlighted by holding down the CTRL key while clicking on the list. The
choices are:
My
Assignments—The
most recent active Issues assigned to you. Shown by default.
My
Assignments and Requests—Active
Issues assigned to you and unassigned Requests from customers.
My
Team's Assignments—Active
Issues for your Team (only displayed if you belong to a Team).
My
Assignments in All Workspaces—Active
Issues assigned to you in all Workspaces (only displayed if you belong to
multiple Workspaces).
My
Active Approvals—Lists all Issues for which the Agent is an approver,
the Agent may or may not have yet voted, and voting has not been completed.
(Applies
to Change Manager approvers only.)
My
Active Approvals and Assignments—Lists all Issues for which the
Agent is an approver, the Agent may or may not have yet voted, and voting
has not been completed, as well as the Agent’s assignments in the current
workspace. (Applies
to change manager approvers only.)
My
Vote Required—Lists all Issues for which the Agent is an approver,
the Agent has not yet voted, and voting has not been completed. (Applies
to change manager approvers only.)
My
Vote Required and Assignments— Lists all Issues for which the Agent
is an approver, the Agent has not yet voted, and voting has not been completed,
as well as the Agent’s assignments in the current workspace. (Applies
to change manager approvers only.)
All
Issues—All
Issues in the Workspace database (only available if you have rights to see
all Issues in the Workspace).
Global
Issues—All
active Global Issues for the Workspace.
Requests—Requests
submitted by customers (see below).
Saved
Searches—Displays
personal and shared custom searches.
Knowledge
Base—Displays
Solutions from the Knowledge Base.
Default
List—The
default list of issues generated automatically on the
Homepage when logging into FootPrints
is specified here. Select from one of the highlighted lists.
Note
Whichever list you choose as the default, you can always
view a different list by choosing another option from the Display
drop-down box on the Homepage.
Auto-Refresh Interval—Normally,
the default Homepage list refreshes each time you click Workspace
Home or perform any action that brings you back to the Homepage.
Optionally, you can set your preferences to automatically refresh the
Homepage list at intervals of 15, 30, or 60 minutes. If
you configure FootPrints to refresh
every 30 minutes and then go to lunch, when you come back the list is
refreshed, with no user intervention required.
Maximum
Issues per Screen—The maximum number of Issues that
display at one time on the Homepage.
Default Sorting—Sort
list by a designated field (including Workspace and Address Book fields) and choose a field for secondary sorting (where there is a match in the primary sorting column, the secondary sorting column determines the order in which the Issues are displayed).
Select descending (highest to lowest) or ascending (lowest to highest)
order.
Homepage
columns—Select
which columns to display and in what order. For
example, to display the Issue
Type field:
For Type
of Field, choose FootPrints
fields.
Highlight Issue
Type under Available
Fields.
Click Add Field. Issue
Type is displayed in the Displayed
Fields box.
To change the order
of fields to be displayed, highlight a field in the Displayed
Fields box and click the
up or down arrow to move it.
To set the fields to what they were before you made changes, click the Reset button.
To delete a field,
highlight the field in the Displayed
Fields box and click Delete.
Note
Certain columns are displayed automatically on the Homepage,
including Issue number and the Quick
Action Checkbox dialog. Title is also mandatory, but the placement
can be selected in the Displayed Fields dialog box. In
addition, by default, My Vote Required is displayed in the Homepage List
for those who are designated as approvers to the change manager feature.
The My
Vote Required listing cannot be removed from the list.
Note
You can change the order of the columns as they appear on the homepage by dragging and dropping the column headings, e. g., while on the homepage you could grab the Priority heading with your mouse and drag it to the right or left of another heading.
Title Column Options—These options affect the display of the Titles, Descriptions, and Quick Links in the Title column. The options work together to achieve different results, as follows:
Title Column Format
Quick Links Display
Result
Include Collapsed Description in Title
Always Include Quick Links
A collapsed (shortened) version of the Description is included in the Title column and Quick Links are displayed.
Clicking the "more..." link in the Title column displays an expanded version of the Description.
Include Collapsed Description in Title
Only Include Quick Links with Expanded Description
A collapsed (shortened) version of the Description is included in the Title column and Quick Links are not displayed.
Clicking the “more…” link in the Title column expands the Description and displays the Quick Links.
Include Expanded Description in Title
Always Include Quick Links
An expanded version of the Description is included in the Title column and Quick Links are displayed.
Clicking the "less..." link collapses the Description
Include Expanded Description in Title
Only Include Quick Links with Expanded Description
An expanded version of the Description is included in the Title column and Quick Links are displayed.
Clicking the "less..." link collapses the Description and the Quick Links are not displayed.
Do not Include Description in Title
Always Include Quick Links
Quick Links are displayed in the Title column but the Description is not.
Neither the "more..." nor the "less..." links are displayed with this configuration.