Dashboard

The homepage of Apex serves as the central hub to access all the Applications, Modules, quick access ribbon icons, context sensitive help, and much more. Apex elements facilitate efficient navigation and empower you to access the applications and modules effortlessly.

There are tabs on the dashboard as per the number of Application Groups. Additionally, there are icons that help you swiftly customize the homepage, view notifications, and navigate to the settings screen. Let's deep dive to explore these tabs, icons, and other functionalities available on the Apex dashboard.

Figure: Apex dashboard

Tabs

Apex dashboard has number of tabs as per the Application Groups like IT, HR, Facilities. The first tab is All, which will display all the applications under all the Application Groups. Click individual Application Group tab to view the applications under that Application Group.

Figure: Dashboard - tabs

Search

Use the search bar at the top right corner to search specific applications under any Application Group by typing the keywords. As you type in the keywords, the search function actively retrieves and updates results in real-time without requiring to type the full keyword. This dynamic behavior enhances user experience by providing instant search results and allowing you to refine the search as you type.

Figure: Search applications

Top panel

Icons such as "change font size," "Digital Agent", "user," and "help icon" situated in the top panel of the dashboard play a crucial role in enhancing user experience and functionality.

Refer the following sections to know more in detail about the different icons present on the right corner of the top panel:

Digital Agent

Digital Agent is an AI-powered chatbot to log service requests, incidents without the hassles of navigating through the entire platform. This streamlines the support process and facilitates efficient issue resolution. Clickto open Digital Agent and start conversation:
Figure: Digital Agent

Approvals

The Approvals iconon the top panel is a visual indicator that notifies about the approvals pending from the logged-in user. The number of pending Approvals are displayed as a badge on the Approvals icon. Refer the below sample screenshot:

Figure: Approval icon

On clicking, all the pending approval actions to be taken are listed in different accordions as per the module.
Figure: Approvals - accordions
When you click, all the approvals are displayed day-wise in accordions along with the approval count per day. You can expand or collapse all the approvals by clicking 'Expand All' or 'Collapse All' on the top right corner of the approvals pop-up. Refer the below sample screenshot:

Figure: Approvals

Click the ticket ID to go to the details page and approve the ticket. As you approve the tickets, the respective count on the badge ofdecreases.

Each approval accordion includes following details about the record:

• Short code for the module. For example, INC for Incident, SR for Service Request, Change for CR.
• Record ID
• Name of the Module
• Subject of the record
• Time stamp: latest day approvals contain only the time. Previous days' approvals contain both date and time.

Notifications

The notification iconon the top panel serves as an indicator of new updates, alerts, or messages that require the logged-in user's attention. The number of notifications received are displayed as a badge on theicon. Refer the below sample screenshot:
Figure: Notification icon

Once you click, the notifications panel expands. Refer the following screenshot:

Figure: Notifications

When you click, the notifications are displayed day-wise in accordions along with the notification count per day. When you click, accordions of the current and previous day notifications are expanded and all the other accordions with previous days notifications are collapsed. You can expand or collapse all the notifications by clicking 'Expand All' or 'Collapse All' on the top right corner of the notifications pop-up. Refer the below sample screenshot:

Figure: Notifications accordion

Notifications appear in the top panel according to the priority of the channel.

• First priority: Email (Notification displays the email subject in the notification accordion)
• Second priority: SMS (Notification displays the SMS body in the notification accordion)
• Third priority: MS Teams (Notification displays the notification template name in the notification accordion)

Refer the following screenshot that displays how the notifications appear as per the priority:

Figure: Priority-wise notifications

Unread notifications have an indicator as shown in the following screenshot:

Figure: Unread notifications

Click on each panel to mark the notification as read. Once you click and read a notification, then the indicator is no longer visible. Refer the following screenshot which shows a notification that has been read:

Figure: Read notifications

As you read the notifications, the respective count on the badge of decreases.

Each notification accordion includes following details about the record:

• Short code for the module. For example, INC for Incident, SR for Service Request, Change for CR.
• Record ID
• Name of the Module
• Subject of the notification
• Time stamp: latest day notifications contain only the time. Previous days' notifications contain both date and time.

Switch User

The Switch User iconon the top panel is a quick way to switch between user accounts. This is useful when multiple users need access and you can switch to another user without logging out the original user.

To switch users, perform the following steps:

1. Click Switch User iconon the top panel.
   Figure: Switch User Icon - Top Panel
   
   
2. The Switch To popup is displayed. Figure: Switch To Popup
   
   
3. Search for the required user under Select User to Switch drop-down. It displays the number of the users available. Figure: Switch To - Dropdown
   
   
4. Select the required user from the list. Click Switch.
   
   
5. System displays the confirmation message and you are switched to the required user account.
   Figure: Switched User Account
   Now, you are switched from original user (Marthe Bosma) to another user (Fredrick Norton).

Switch to Delegated User

If another user has delegated actions to you, then the list of the users who have delegated to you is displayed under Users who have delegated to me in the Switch To pop-up. Refer the following screenshot:
Figure: Switch to All user or Delegated Users

1. Select All Users to view and select from the complete list of user accounts in the system.
2. Select Users who have delegated to me to view and select the list of users who have delegated to you in a dropdown. Refer the following screenshot:
   Figure: Select users who have delegated to you
   Clickto view the details of the user.
3. Click Switch.
4. Click Cancel if you do now want to switch to a different user.

Switch Back to Original User

You can switch back to the original user directly from the success message from the switched user account. Click Click here in success message to switch back to the original user (Marthe Bosma) from switched user (Fredrick N) account .
Figure: Success Message - Click Here

It will take you back to the original user account (Marthe Bosma).

 Figure: Switched back to original user

Delegate

Delegate iconon the top panel allows you to assign specific tasks or actions to other users. By clicking, you can select a user from a list, specify which actions you want to delegate, and set permissions or access levels for those tasks. This feature helps streamline workflows by enabling others to perform designated actions on your behalf while maintaining control and oversight.

To delegate a user, perform the following steps:

1. Clickon the top panel.
2. List of the all the users added by you is displayed in the My Active Delegation pop-up. Refer the following screenshot:
   Figure: Added users for delegating
   The pop-up displays all the actions that the delegated user can undertake in the Action column.
3. Click on the particular name of the user under Delegate To column to assign specific actions to that user.
4. Select the date and time from which you want to delegate actions to the selected user under From and To field. Refer the following screenshot:
   Figure: User delegation
5. Select the checkboxes next to the Action and Approval you wish to delegate to the user. Select the checkbox next to Notification if you want to send notifications to the delegated user about the new delegations. Refer the following screenshot:
   Figure: Delegate actions
6. Click Save to assign the delegate the selected user.

To add a new user to the list of My Active Delegation, perform the following steps:

1. Click New.
   Figure: Add new user for delegation
2. User Delegation pop-up is displayed:
   Figure: User Delegation pop-up
   Fill in the following fields:
   1. Type in the name of the user in the search field of Delegate To to find and select the name of the user.
      Figure: Delegate To - search field
   2. Select the date under From and To field.
   3. Select the checkboxes under Action and Approval to assign which actions and approvals the delegated user can take.
   4. Select the checkbox under Notification to send notifications to the delegate user.
3. Click Save. The newly added delegated user in displayed under My Active Delegation pop-up.
4. Active toggle button controls whether a user can be delegated new actions or tasks. When enabled, the user's name is displayed in the My Active Delegation pop-up, indicating they are eligible for role delegation. If disabled, the user's name is removed from My Active Delegation pop-up, signifying they cannot be assigned a new role.

Font Size

Click icon to adjust the font size and resolution of the entire page. You can set default resolution of the screen as well as reset it. On clicking this icon, the following pop-up appears:

Figure: Adjust font

Help

Context Sensitive Help icon is integrated into Apex application that provides you help articles relevant to the specific page in the Apex app. To know more how Context Sensitive Help provides immediate assistance tailored to the user's current task or location within Apex.

User Profile

 icon provides details of the user (name and email ID), access to view and edit the user profile, and the option to logout. On clicking this icon, the following options are displayed:

Figure: User details

Click Edit Profile to edit and update the details of the logged-in user. The following pop-up is displayed:

Figure: Edit User Profile

There are two tabs in the User Profile pop-up:

Basic Configuration

Basic Configuration tab enables to define the fundamental personalization options to tailor the user experience according to individual preferences. Here's a brief description of the key elements typically found in this section:

• Landing Page: Customize their default landing page upon logging into the application. Click the downward caret icon to expand the dropdown menu, which displays all the configured Applications. Refer the below sample screenshot:
  Figure: Landing page selection
  
  You can select any page of the application to be the landing page. However, you can select only one landing page per application.
• Language: Select the preferred language for the interface and communication within the application.
• Theme: Select from the predefined themes to personalize your experience according to your aesthetic preferences or specific accessibility needs. Refer the below sample screenshot:
  Figure: Theme selection
• Time Zone: Set your local time zone by clicking on the downward caret icon to select the preferred time zone. This will ensure that all time-related information, such as event schedules or deadlines, accurately reflects your location. Refer the below sample screenshot:
  Figure: Select Time Zone
• Date Format: You can select how dates are displayed throughout the application. Click the downward caret icon to choose from the different formats. Refer the below sample screenshot:
  Figure: Select date format
• Time Format: You can select how time is displayed throughout the application. Click the downward caret icon to choose from the different formats. There are two options: 12 Hr and 24 Hr. Refer the below sample screenshot:
  Figure: Select time format
• Upload Profile Picture: You can upload a photo from your device to be displayed as the user's profile picture. The maximum size for file upload is 4 MB.

Change Password

Change and update the password under the Change Password tab.

Figure: Change password

There are three fields under the Change Password tab, which are as following:

• Current Password: Type in the current password.
• New Password: Type in the new password that you want to set.
• Confirm Password: Re-type the new password for confirmation.

Follow the below format when changing the password:

Figure: Password change policy

Click Submit to update the information in User Profile. Click Cancel, if you do not want to update any information in User Profile.