Layton ServiceDesk - Settings - Company Structure - Manage Analyst Group
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==General Settings== | ==General Settings== | ||
[[File:Manage analyst group stgs gen stgs.png|center|link=]] | [[File:Manage analyst group stgs gen stgs.png|center|link=]] | ||
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| + | ===Analyst [Group] Disabled=== | ||
| + | This setting determines whether the Analyst Group will appear in selection dialogs. Disable a group instead of deleting it to preserve historical data. | ||
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| + | ===NTLM Login=== | ||
| + | Allows the Analyst Group to login with NTLM passthrough authentication. | ||
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| + | ===Product Updates=== | ||
| + | The Analyst Group can be notified when a new upgrade is released. | ||
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| + | ===Auto Refresh Interval=== | ||
| + | Controls the page refresh frequency of the Request list view. | ||
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| + | ===Home Screen=== | ||
| + | Configures the page linked to by the Home button. | ||
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| + | ===Color=== | ||
| + | Sets the Analyst Group color used in '''[[Layton ServiceDesk™ - Dashboard|Dashboard]]'''. This overrides the global setting in '''[[Layton ServiceDesk™ - Settings - System Settings - Application Settings#Analyst Default Color|Application Settings > Analyst Default Color]]''' so that individual Analyst Groups can be represented by specific colors. | ||
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| + | To clear the color so that the global setting will apply, click the palette menu and click the ''no color'' button: | ||
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| + | [[File:Lsd mge analyst stgs gen stgs02.png|link=]] | ||
==Access Restrictions== | ==Access Restrictions== | ||
Revision as of 04:50, 26 June 2015
Previous article in this series: Manage Analyst
Contents |
Overview
Analyst Groups are defined and configured in Administration > Company Structure > Manage Analyst Groups. The required Analysts for each Group are added by selecting the Edit button on the Analyst column on the Manage Analyst Group panel. An Analyst can belong to multiple Analyst Groups, and each Analyst may be assigned a default group in Administration > Manage Analyst > Access Restrictions > Default Group. The Analyst's default group will auto-populate when the Analyst is assigned a Request.
Analyst Group Skills are used in the same way as Analyst Skills and are usually required if Requests will be assigned to Groups as opposed to individual Analysts. See the Analyst Groups and Request Assignment sections of the System Concepts chapter for details on how they are used. To define Group Skills, select the Edit button under the Skills column on the Manage Analyst Groups page:
Properties
The Analyst Group Properties allow for the configuration of the Analyst Group name, as well as several settings related to escalations and email notifications.
| Setting | Description |
|---|---|
| Analyst Group | Specify the name of the Analyst Group |
| Escalate 1 | Number of hours until Requests assigned to the Analyst Group will be escalated to level 1 |
| Escalate 2 | Number of hours until Requests assigned to the Analyst Group will be escalated to level 2 |
| Escalate 3 | Number of hours until Requests assigned to the Analyst Group will be escalated to level 3 |
| Resolve | Number of hours until Requests assigned to the Analyst Group will reach expiration |
| Mail Site Group When Over Requests Assigned | |
| Mail Analyst Group | The email notification will be sent to the Analyst Group specified |
| Mail Analyst Group Every | The email notification may be scheduled to send on an interval based on the number of days specified |
| Allow Assign To Irrespective of Site | |
| Block Email | Enable to block email notifications sent to the Analyst Group |
Skills
Similar to Analyst Skills, this is where Skills are configured to link the Analyst Group to specific Request Types. This will allow for the distribution of Requests based on any Analyst Group Skill Load Balancing settings in Auto Assignment Options.
Analyst
The Analyst Group's Analysts are selected here.
Site
This is where Sites are associated with the Analyst Group.
Settings
To change the settings of an Analyst Group, click the Edit button 
in the Settings column for the Group. The Settings page will appear.
General Settings
Analyst [Group] Disabled
This setting determines whether the Analyst Group will appear in selection dialogs. Disable a group instead of deleting it to preserve historical data.
NTLM Login
Allows the Analyst Group to login with NTLM passthrough authentication.
Product Updates
The Analyst Group can be notified when a new upgrade is released.
Auto Refresh Interval
Controls the page refresh frequency of the Request list view.
Home Screen
Configures the page linked to by the Home button.
Color
Sets the Analyst Group color used in Dashboard. This overrides the global setting in Application Settings > Analyst Default Color so that individual Analyst Groups can be represented by specific colors.
To clear the color so that the global setting will apply, click the palette menu and click the no color button:
Access Restrictions
Site Access
Comment
Escalation & Overflow
Copy Settings
