Landing Page
  • 26 May 2025
  • 5 Minutes to read
  • PDF

Landing Page

  • PDF

Article summary

The homepage is the central hub for accessing all the modules and quick access ribbon icons. The elements facilitate efficient navigation and empower you to access the modules effortlessly.

Let's dive deep to explore these tabs, icons, and other functionalities available on the dashboard.

Figure: Dashboard

Note

The modules are shown according to the access specified in the Role Template. For example, if a user has access solely to the Incident and Service Request modules, then only those modules are displayed.

Click on each module title to view the details. The ellipsis menu also shows the details available within the modules.

Figure: Module

Search

The Global Search icon is located on the application's top panel, allowing users to search for specific text within users (User), menu items (Menu), and various modules like Incident, Request, Asset, Change, Problem, CMDB, Network, Server, Procurement, Knowledge, and Workorder.

To search for a specific text, perform the following steps:

  1. Click the search icon. The search option is displayed.

    Figure: Search

  2. Enter the text you wish to search for in the search box and click the search icon. The search results will appear in a pop-up window, with the keyword or search text highlighted in the results.

    Figure: Search result

  3. To see search results for specific modules, select the checkboxes next to the modules listed below the text box. The Incident and Request checkboxes are selected by default.

Note

  • Analysts can see the Summary Icon in the Incident ID, Service Request ID, and Change Request ID columns when searching for an Incident, Service Request, or Change Record. Clicking the Summary icon allows them to view the summary of these records.

  • For End Users, the Summary icon does not appear in the Incident ID and SR No columns. However, both End Users and Analysts can see the Summary icon in the CR ID column.

Delegate

You can delegate your roles and responsibilities to another user for a specified period (in your absence or any other scenario where you are unable to perform the selected actions).

  • Based on the Role you delegate to the user, the user can log Incidents or view Incidents.

  • Based on the Role you delegate to the user, the user can log Service Requests, view Service Requests, or approve Service Requests.

  • Based on the Role you delegate to the user, the user can approve Change Records.

  • Based on the Role you delegate to the user, the user can pre-authorize PR, authorize PR, approve RCA, or review RCA.

  • Based on the Role you delegate to the user, the user can perform the procurement-related activity.

To delegate roles, perform the following steps:

  1. On the Quick Action bar, click the Delegate icon

  2. On the USER DELEGATION pop-up page, fill in the required details. For more information about the fields on the USER DELEGATION pop-up page, see Field Description.

  3. Click SUBMIT to save the Role delegation.

    Figure:  USER DELEGATION pop-up page

Field Description

The following table describes the fields on the User Delegation pop-up page.

Field

Description

Delegate User Name

Enter the name of the person to whom you wish to delegate your role.

Delegate From

Specify the date from which the user can perform the delegated Role.

Delegate To

Specify the date until which the user can perform the delegated Role.

Active

Indicates the status set for the delegated user.

  • If selected, the user will be an active delegated user.

  • If not selected, the user will be an inactive delegated user. The inactive user details are not available under the Edit Delegation section.

Role Management

Incident Management

  • If you select the Log Incident check box, the delegated user can log Incidents on your behalf.

  • If you select the View Incident check box, the delegated user can view your Incidents.

Service Request

  • If you select the Log Service Request check box, the delegated user can log Service Requests on behalf of you.

  • If you select the Approve Service Request check box, the delegated user can approve Service Requests pending for your approval.

  • If you select View Service Request check box, the delegated user can view your Service Requests

Asset Management

If you select the My Asset List page check box, the delegated user can view the assets assigned to you.

Change Management

If you select the Approve check box, the delegated user can approve the change records on your behalf.

Problem Management

  • If you select the Pre-Authorize PR check box, the delegated user can pre-authorize the PR on your behalf.

  • If you select the Authorize PR check box, the delegated user can authorize the PR on your behalf.

  • If you select the Approve RCA check box, the delegated user can approve the RCA of PR on your behalf.

  • If you select the Review RCA check box, the delegated user can review the RCA of PR on your behalf.

Include Inactive Records

Enable Include Inactive Records for the delegated user to view and perform the assigned action on all the inactive records. This is applicable for the selected Modules in Role Management.

Include Old Records

Enable Include Old Records for the delegated user to view and perform the assigned action on the old records. This is applicable for the selected Modules in Role Management.

Edit IM/SR Delegation

Click to view the list of users to whom you delegated your Role for Incident Management and Service Request Management. You can also modify the delegated Role by clicking the delegate icon.

Edit CM Delegation

Click to view the list of users to whom you delegated your Role for Change Management. You can also modify the delegated Role by clicking the delegate icon.

Edit PM Delegation

Click to view the list of users to whom you delegated your Role for Problem Management. You can also modify the delegated Role by clicking the delegate icon.

Edit Asset Delegation

Click to view the list of users to whom you delegated your Role for Asset. You can also modify the delegated Role by clicking the delegate icon.

Alert

Alerts are the Bulletins configured by the Administrators. These may be some announcements or information provided by the support team of an organization.

To view Alerts, perform the following steps:

  1. Click the Alert Icon on the quick actions panel. The number on the Alert icon indicates the number of new Alerts. A pop-up showing new Alerts is displayed. Click on the Alert to view the complete Alert message.

    Figure: Alerts

  2. Click the See All Alerts link to view all the alerts.

  3. The Alerts are configured as Bulletins and are also displayed under the Bulletin Board section.

Approvals

Approvals displays the records that need approval from the logged-in user.

To view Approvals, perform the following steps:

  1. Click the Approvals icon on the Application. The number on the Approvals icon indicates the number record(s) pending for approval. The module-wise Approval records are displayed on the Approvals pop-up page. Click the hyperlink of the record to view all the record pending for approval.

    Figure: Approvals

Cart

Cart displays the number of items available in the cart. Click the cart icon to view the cart items.


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
ESC

Eddy AI, facilitating knowledge discovery through conversational intelligence