Layton ServiceDesk - Configuring the System - Analyst Settings
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=Overview= | =Overview= | ||
| − | Individual Analyst settings | + | Individual Analyst settings can be accessed by clicking the Settings button in the menu bar. There are 5 pages of settings. When the Settings button is clicked, the '''[[Layton ServiceDesk - Configuring the System - Analyst Settings#Home Screen|Home Screen]]''' is first displayed. |
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| + | [[File:Lsd analyst stgs01.png|center|link=|Analyst Settings]] | ||
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| − | This allows the Analyst to change their password. | + | While these settings are related to the Analysts’ views, there is a much greater range of Analyst settings, such as security and Skill settings, which are accessed through '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst|Manage Analyst]]'''. |
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| + | =Password= | ||
| + | This allows the Analyst to change their Layton ServiceDesk password for manually logging in. Note that this is separate from the Analyst's Windows password, which is not managed by Layton ServiceDesk. Enter the existing or ''Old Password'' and then the ''New Password'' and re-enter this in the next field and click the Save button [[File:Lsd btn save.png|link=]] to update the password. | ||
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| + | If the Analyst has forgotten his old password, it can be reset by an Analyst with administrator rights in '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Password|Manage Analyst]]'''. | ||
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| + | [[File:Lsd analyst stgs02.png|center|link=]] | ||
=Home Screen= | =Home Screen= | ||
| − | This function defines the Home Screen or the page displayed for each Analyst on entering the system. | + | This function defines the Home Screen or the page displayed for each Analyst on entering the system. This allows each Analyst to have a different home screen. This screen is also displayed when the Home button in the menu bar is clicked. |
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| − | + | [[File:Lsd analyst stgs03.png|center|link=]] | |
| − | + | ==Auto Refresh Interval== | |
| + | The interval in which the system will refresh the Analyst's screen. It can be set to ''Never'', or in the range ''5 seconds'' to ''30 Minutes''. | ||
| − | + | ==Home Screen== | |
| + | This defines the page displayed when the Analyst logs into the system or clicks on the ''Home'' button. | ||
| − | + | ==View Requests Home Screen== | |
| + | This defines the view displayed when the Analyst selects the ''Home > View Requests'' sub-menu item. This can be the same as or different to the ''Home Screen'' selection. | ||
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| + | ==View Problems Home Screen== | ||
| + | This option will be displayed if the Problem & Change function is enabled. This defines the view displayed when the Analyst selects the ''Home > View Problems'' sub-menu item. This can be the same as or different to the ''Home Screen'' selection. | ||
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| + | ==View Changes Home Screen== | ||
| + | This option will be displayed if the Problem & Change function is enabled. This defines the view displayed when the Analyst selects the ''Home > View Changes'' sub-menu item. This can be the same as or different to the ''Home Screen'' selection. | ||
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| + | ==View Tasks Home Screen== | ||
| + | This defines the view displayed when the Analyst selects the ''Home > View Tasks'' sub-menu item. | ||
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| + | ==Date Format== | ||
| + | If '''[[Layton ServiceDesk - Settings - System Settings - Application Settings#Allow Local Time|Allow Local Time]]''' is enabled, a global date and time format can be set for '''[[Layton ServiceDesk - General Settings - Security#Default Date Format|End Users]]''' and '''[[Layton ServiceDesk - General Settings - Security#Default Date Format|Analysts]]'''. Analysts can also set their own preferred date and time format here to override the global setting. | ||
=List View Settings= | =List View Settings= | ||
| − | This allows each individual Analyst to personalize their list view settings, provided they have been given permission to do so. The permission settings are found in ''' | + | This allows each individual Analyst to personalize their list view settings, provided they have been given permission to do so. The permission settings are found in '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Access Restrictions|Manage Analyst > Settings > Access Restrictions]]'''. |
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| + | [[File:Lsd analyst stgs04.png|center|link=]] | ||
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| + | For more information on how to modify list views please refer to '''[[Layton ServiceDesk - Configuring the System - Default List Views|Configuring the System: Default List Views]]'''. | ||
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| + | =Quick Action Menu= | ||
| + | The QuickAction Menu has been designed to provide Analysts with quick and easy access to the most common actions, irrespective of where they are within the application. The items displayed within the Quick Action menu can be defined by each Analyst. | ||
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| + | [[File:Lsd analyst stgs05.png|center|link=]] | ||
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| + | The Quick Action Menu can also be customized on the fly by clicking ''Customize...'' from the Quick Action Menu. | ||
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| + | [[File:Fig16.png|center|link=|Quick Action Menu]] | ||
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| − | + | To add an item to the QuickStart Menu, select it in the left hand panel and click the single arrow button which will add the item to the QuickAction list. Clicking the double arrow will move all items from one list to the other. Items can be moved up or down in the list by selecting the up or down arrows or by dragging the item to the desired location. | |
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| + | Once the QuickAction list has been selected click the Save button [[File:Lsd btn save.png|link=]] to save the setting. | ||
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| + | [[File:Lsd analyst stgs06.png|center|link=]] | ||
| − | + | =Email Signature= | |
| − | + | This allows you to create a custom email signature. The text can be styled. | |
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| − | + | [[File:Lsd analyst stgs07.png|center|link=]] | |
| − | + | <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> | |
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Latest revision as of 00:31, 11 December 2017
Contents |
[edit] Overview
Individual Analyst settings can be accessed by clicking the Settings button in the menu bar. There are 5 pages of settings. When the Settings button is clicked, the Home Screen is first displayed.
While these settings are related to the Analysts’ views, there is a much greater range of Analyst settings, such as security and Skill settings, which are accessed through Manage Analyst.
[edit] Password
This allows the Analyst to change their Layton ServiceDesk password for manually logging in. Note that this is separate from the Analyst's Windows password, which is not managed by Layton ServiceDesk. Enter the existing or Old Password and then the New Password and re-enter this in the next field and click the Save button 
to update the password.
If the Analyst has forgotten his old password, it can be reset by an Analyst with administrator rights in Manage Analyst.
[edit] Home Screen
This function defines the Home Screen or the page displayed for each Analyst on entering the system. This allows each Analyst to have a different home screen. This screen is also displayed when the Home button in the menu bar is clicked.
[edit] Auto Refresh Interval
The interval in which the system will refresh the Analyst's screen. It can be set to Never, or in the range 5 seconds to 30 Minutes.
[edit] Home Screen
This defines the page displayed when the Analyst logs into the system or clicks on the Home button.
[edit] View Requests Home Screen
This defines the view displayed when the Analyst selects the Home > View Requests sub-menu item. This can be the same as or different to the Home Screen selection.
[edit] View Problems Home Screen
This option will be displayed if the Problem & Change function is enabled. This defines the view displayed when the Analyst selects the Home > View Problems sub-menu item. This can be the same as or different to the Home Screen selection.
[edit] View Changes Home Screen
This option will be displayed if the Problem & Change function is enabled. This defines the view displayed when the Analyst selects the Home > View Changes sub-menu item. This can be the same as or different to the Home Screen selection.
[edit] View Tasks Home Screen
This defines the view displayed when the Analyst selects the Home > View Tasks sub-menu item.
[edit] Date Format
If Allow Local Time is enabled, a global date and time format can be set for End Users and Analysts. Analysts can also set their own preferred date and time format here to override the global setting.
[edit] List View Settings
This allows each individual Analyst to personalize their list view settings, provided they have been given permission to do so. The permission settings are found in Manage Analyst > Settings > Access Restrictions.
For more information on how to modify list views please refer to Configuring the System: Default List Views.
[edit] Quick Action Menu
The QuickAction Menu has been designed to provide Analysts with quick and easy access to the most common actions, irrespective of where they are within the application. The items displayed within the Quick Action menu can be defined by each Analyst.
The Quick Action Menu can also be customized on the fly by clicking Customize... from the Quick Action Menu.
To add an item to the QuickStart Menu, select it in the left hand panel and click the single arrow button which will add the item to the QuickAction list. Clicking the double arrow will move all items from one list to the other. Items can be moved up or down in the list by selecting the up or down arrows or by dragging the item to the desired location.
Once the QuickAction list has been selected click the Save button to save the setting.
[edit] Email Signature
This allows you to create a custom email signature. The text can be styled.
