Portal with Module Based Tabs
  • 20 Mar 2024
  • 2 Minutes to read
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Portal with Module Based Tabs

  • PDF

Article summary

Unleash the Power of Your ITSM Analyst Portal: Seamlessly Align with Best Practices, Boost Collaboration, and Take Control!

Analyst Service Portal is a specialized platform that elevates your IT service management workflows. Tailored for seamless Incident resolution, Service Request handling, and collaborative problem-solving, this portal offers an intuitive interface that empowers analysts to navigate through dedicated modules effortlessly.

Analyst Service Portal with Module tabs has a distinct set of tools and features, allowing analysts to focus on their unique Service Management needs. Whether you are handling Incident reports, managing Service Requests, or delving into knowledge sharing, our module-based tabs ensure a streamlined and efficient journey in IT Service Management.

User Persona: Analyst


Let's explore the following use case.


Use Case

User Persona: Analyst
Solution
Adam at ACME Services is responsible for managing a variety of IT Service Requests, Incidents, Problems, and Changes. The complexity of handling these diverse aspects of IT Service Management necessitates a comprehensive solution to streamline workflows and enhance collaboration.
Adam logs in to the user-friendly Analyst User portal of Apex, he is seamlessly redirected to the Module-based tabs where she can transition between handling Service Requests, Incidents, Problems, and Changes. Real-time tracking, prioritization, and collaborative features significantly enhance efficiency, enabling Adam to provide a responsive and user-centric IT Service experience. The portal becomes a centralized hub for comprehensive IT Service Management, allowing for better organization, collaboration, and resolution across various aspects of IT operations.

Refer to the GIF for more details.

ANALYST%20PORTAL%20WITH%20MODULE%20TABS

Analyst Service Portal

The intuitive interface of Analyst Service Portal has easy-to-navigate options for logging Incidents, managing Service Requests, and engaging in real-time collaboration within the designated modules. The user-friendly design prioritizes ease of use, ensuring that analysts can deliver prompt and effective IT services without unnecessary complexities.

To access the Analyst Service Portal, perform the following steps:

  1. Log in to the application.
  2. Navigate to My Apps > Service Management
  3. Select the role of AnalystThe Analyst User Portal is displayed.
    Figure: Analyst Service Portal with Module Based Tabs


    The Analyst Service Portal with Module base Tabs provides a comprehensive view of Incidents, Service Requests, Change Requests, and Problems, organized into distinct tabs.

    Analysts can easily access and manage Open Incidents, Incidents logged this month, Incidents logged today, Resolved Incidents, Incidents resolved this month, and Incidents violating Service Requests. See the screenshot for more details.
    Figure: Analyst Portal - Incidents 

    Additionally, there are tabs for Open Service Requests, Completed Service Requests, Service Requests awaiting approval, Service Requests logged this month, Service Requests logged today, and Service Requests Resolved today. (Refer to the following screenshot). 
    Figure: Analyst Portal -Service Requests

    The portal also facilitates efficient handling of Change Requests with tabs for Open Changes, implemented Changes, high-risk Changes, emergency Changes, Changes awaiting authorization, and unassigned Changes.
    Figure: Analyst Portal -Change Requests

    Furthermore, analysts can monitor Problems through tabs displaying Open Problems, Closed Problems, critical Problems, high-risk Problems, high-urgency Problems, and Problems awaiting Root Cause Analysis (RCA). (See the following screenshot).  Figure: Analyst Portal -Problem
  4. Click Open Incidents, Resolved Incidents, Open Requests, Resolved Requests to view the list of open and resolved tickets. (Refer to the following screenshot)
    Figure: Analyst Portal - Open and resolved tickets


  5. You can also track the Incidents and SRs by Status and by Workgroup as well as the last 5 Incidents and SRs through the Portal.

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