Layton ServiceDesk - System Access and Menu
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| − | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton | + | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> |
__FORCETOC__ | __FORCETOC__ | ||
=Overview= | =Overview= | ||
| − | As discussed in the System Access and Menu Structure section, there are two types of system access accounts: Analyst and End User. The Analyst has a heightened level of security or system access which depends on the '''[[Layton | + | As discussed in the System Access and Menu Structure section, there are two types of system access accounts: Analyst and End User. The Analyst has a heightened level of security or system access which depends on the '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst|Manage Analyst Security Group]]''' setting. This setting is set to either '''Administrator''' or '''Standard''' where the Administrator Menu item will be made available to Administrator Analysts. There are two main types of forms in Administration. When creating or editing data, there is usually a Save button [[File:Lsd btn save.png|link=]] which must be used to commit any changes. There are some settings pages with no Save button, for example '''[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies|Email Settings & Bodies]]''' and '''[[Layton ServiceDesk - Configuring the System - Form Design|Form Design]]'''. Changes made in these areas are live so all changes will have an immediate effect on the system and its users. |
=Login Page= | =Login Page= | ||
| − | After opening the Layton | + | After opening the Layton ServiceDesk web application, you will be presented with the Login screen, where the type of system access is selected, either '''Analyst''' or '''End user'''. In this case, we will choose the '''Analyst Login''' and login with an Analyst username and password. |
| − | The login screen is also configurable, so for example, if your ServiceDesk does not require End User access, you disable it by setting '''Allow End User Login''' to ''Off'' in '''[[Layton | + | The login screen is also configurable, so for example, if your ServiceDesk does not require End User access, you disable it by setting '''Allow End User Login''' to ''Off'' in '''[[Layton ServiceDesk - General Settings - Security#General Security|Administration > Security > General Security]]'''. With this setting turned off, the End user login option become unavailable. End Users may register themselves when first accessing the system, and this facility may also be removed in '''[[Layton ServiceDesk - General Settings - Security#Global End User Security|Administration > Security > Global End User Security]]''' by enabling '''Allow End User Self Registration'''. |
==Default Administrator Username and Password== | ==Default Administrator Username and Password== | ||
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=Analyst Menu= | =Analyst Menu= | ||
| − | When accessing Layton | + | When accessing Layton ServiceDesk as an Analyst, you will be presented with the menu structure at the top of the screen and your '''Home''' screen, or view, as specified in your '''[[Layton ServiceDesk - Analyst Settings#Home Screen|Analyst Settings]]'''. Otherwise, you will see the system default screen, which is ''My Assigned Requests'', or Requests that have been assigned to you. The example below shows the Menu structure and a sample list view of ''All Open Requests''. |
| Line 24: | Line 24: | ||
The Request List View filter is the drop-down menu on the top-right above the table of Requests. This may be used to quickly view a different group of requests, such as ''Unassigned Requests''. | The Request List View filter is the drop-down menu on the top-right above the table of Requests. This may be used to quickly view a different group of requests, such as ''Unassigned Requests''. | ||
| − | The main Analyst activities are grouped under the Home menu item. This is where all new Requests, Tasks, Problems and Changes are logged and existing ones viewed, amended, and progressed. The following sections define the activities of the Menu but in order of Layton | + | The main Analyst activities are grouped under the Home menu item. This is where all new Requests, Tasks, Problems and Changes are logged and existing ones viewed, amended, and progressed. The following sections define the activities of the Menu but in order of Layton ServiceDesk functions and not Menu order. |
| − | ='''[[Layton | + | ='''[[Layton ServiceDesk - Whiteboard|Whiteboard]]'''= |
| − | The Whiteboard allows an Analyst to place messages as a scrolling ticker in the banner at the top of the screen. See '''[[Layton | + | The Whiteboard allows an Analyst to place messages as a scrolling ticker in the banner at the top of the screen. See '''[[Layton ServiceDesk - Whiteboard|Whiteboard]]'''. |
=Group Queue= | =Group Queue= | ||
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| − | If | + | If '''[[Layton ServiceDesk - Settings - System Settings - Application Settings#Problem & Change|Problem & Change]]''' has been enabled, then there will be columns displaying the number of Assigned and Unassigned Problems & Changes for each Analyst Group. You may drill down into any of the numbers of Requests to view those Requests. |
| − | <p align="right">[[Layton | + | |
| − | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton | + | ==Disabled Analyst Groups== |
| + | A '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst Group#Analyst Group Disabled|disabled Analyst Group]]''' will appear in the Group Queues if open Requests, Problems or Changes are assigned to it. Once these have been closed, the Analyst Group will no longer appear. Because these are still open, they are a valid part of the Group Queue. | ||
| + | <p align="right">[[Layton ServiceDesk - Logging a New Request Using the Web Interface |<u>Next article in this series: ''Logging a New Request Using the Web Interface''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk - Logging A New Request]]</p> | ||
| + | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> | ||
Latest revision as of 00:47, 2 December 2016
Contents |
[edit] Overview
As discussed in the System Access and Menu Structure section, there are two types of system access accounts: Analyst and End User. The Analyst has a heightened level of security or system access which depends on the Manage Analyst Security Group setting. This setting is set to either Administrator or Standard where the Administrator Menu item will be made available to Administrator Analysts. There are two main types of forms in Administration. When creating or editing data, there is usually a Save button 
which must be used to commit any changes. There are some settings pages with no Save button, for example Email Settings & Bodies and Form Design. Changes made in these areas are live so all changes will have an immediate effect on the system and its users.
[edit] Login Page
After opening the Layton ServiceDesk web application, you will be presented with the Login screen, where the type of system access is selected, either Analyst or End user. In this case, we will choose the Analyst Login and login with an Analyst username and password.
The login screen is also configurable, so for example, if your ServiceDesk does not require End User access, you disable it by setting Allow End User Login to Off in Administration > Security > General Security. With this setting turned off, the End user login option become unavailable. End Users may register themselves when first accessing the system, and this facility may also be removed in Administration > Security > Global End User Security by enabling Allow End User Self Registration.
[edit] Default Administrator Username and Password
If this is your first time logging in, or you have not already setup any system administrators, then you must use the default login credentials:
- Username: admin
- Password: mib
[edit] Analyst Menu
When accessing Layton ServiceDesk as an Analyst, you will be presented with the menu structure at the top of the screen and your Home screen, or view, as specified in your Analyst Settings. Otherwise, you will see the system default screen, which is My Assigned Requests, or Requests that have been assigned to you. The example below shows the Menu structure and a sample list view of All Open Requests.
The Request List View filter is the drop-down menu on the top-right above the table of Requests. This may be used to quickly view a different group of requests, such as Unassigned Requests.
The main Analyst activities are grouped under the Home menu item. This is where all new Requests, Tasks, Problems and Changes are logged and existing ones viewed, amended, and progressed. The following sections define the activities of the Menu but in order of Layton ServiceDesk functions and not Menu order.
[edit] Whiteboard
The Whiteboard allows an Analyst to place messages as a scrolling ticker in the banner at the top of the screen. See Whiteboard.
[edit] Group Queue
The Analyst Group Queues display the current number of Assigned and Unassigned requests for each Analyst Group, as well as those Requests assigned to no group:
If Problem & Change has been enabled, then there will be columns displaying the number of Assigned and Unassigned Problems & Changes for each Analyst Group. You may drill down into any of the numbers of Requests to view those Requests.
[edit] Disabled Analyst Groups
A disabled Analyst Group will appear in the Group Queues if open Requests, Problems or Changes are assigned to it. Once these have been closed, the Analyst Group will no longer appear. Because these are still open, they are a valid part of the Group Queue.
Next article in this series: Logging a New Request Using the Web Interface 
