Landing Page
- 26 May 2025
- 5 Minutes to read
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Landing Page
- Updated on 26 May 2025
- 5 Minutes to read
- Print
- PDF
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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:
Click the search icon. The search option is displayed.
Figure: SearchEnter 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 resultTo 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:
On the Quick Action bar, click the Delegate icon
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.
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.
|
Role Management | |
Incident Management |
|
Service Request |
|
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 |
|
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:
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: AlertsClick the See All Alerts link to view all the alerts.
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:
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.
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