Layton ServiceDesk - Settings - Company Structure - Manage Site

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<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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<p align="right">[[File:btn_back_up.png|link=Layton ServiceDesk - Settings - Company Structure - Manage Department]] [[Layton ServiceDesk - Settings - Company Structure - Manage Department |<u>Previous article in this series: ''Manage Department''</u>]]</p>
 
=Overview=
 
=Overview=
If your Layton ServiceDesk™ implementation is to support multiple sites, or physical locations, then you will need to define them in '''Administration > Company Structure > Manage Site'''.  Sites are defined by a single identifier that must be unique, the Site Name. Like Departments and Companies, Sites can also be created automatically as part of the LDAP (Active Directory) End User Import Feature.  If an End User is imported into Layton ServiceDesk and their Site has not already been created, then it will automatically create this Site at the time of import.  
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If your Layton ServiceDesk implementation is to support multiple sites, or physical locations, then you will need to define them in '''Administration > Company Structure > Manage Site'''.  Sites are defined by a single identifier that must be unique, the Site Name. Like Departments and Companies, Sites can also be created automatically as part of the LDAP (Active Directory) End User Import Feature.  If an End User is imported into Layton ServiceDesk and their Site has not already been created, then it will automatically create this Site at the time of import.  
  
  
[[File:Manage site panel.png|center]]
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[[File:Lsd mng site 01.png|center|link=]]
  
  
If you have enabled the '''[[Layton ServiceDesk™ - Settings - System Settings - Application Settings#Company Level|Company Level]]''' option, then a Company may be associated with the Site. The Site form may be modified in '''[[Layton ServiceDesk™ - Settings - Form Design - Site|Administration > Form Design > Site]]'''.
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If you have enabled the '''[[Layton ServiceDesk - Settings - System Settings - Application Settings#Company Level|Company Level]]''' option, then a Company may be associated with the Site. The Site form may be modified in '''Administration > Form Design > Site'''.
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==Filters==
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[[File:Lsd mng site 02.png|center|link=]]
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The list of Sites can be filtered on Company by selecting a Company in the ''Select Company'' menu. A string can be entered in the ''Site'' field to search for a Site containing that string. Either or both can be used. Press the Enter key or click the Search button [[File:Lsd btn search 32px.png|link=]] to apply the filter(s).
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==Row Count==
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===Rows Per Page===
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This control sets how many rows will be displayed per page. Making the number of rows less will result in a shorter page and a faster load time. Useful for when there are many Sites (more than 50).
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===Page Number===
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When the number of Sites exceeds the number of '''[[Layton ServiceDesk - Settings - Company Structure - Manage Site#Rows Per Page|Rows Per Page]]''', multiple pages will be created. To navigate, click a page number link or click the ''Go To'' field to enter a page number to jump to, then press Enter. Alternatively, click the down arrow in this field to select a page number to jump to.
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<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>
  
 
=Properties=
 
=Properties=
The default Site properties consist of two fields which are Company Id and Site Id:
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[[File:Lsd mng site prop.png|center|link=]]
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==Company Id==
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The Company that the Site belongs to.
  
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==Site Id==
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Enter the name of the Site.
  
[[File:Manage site properties.png|center]]
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==Analyst==
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It may be desired to assign a Site Analyst. To do this, the ''sys_site_username'' field must be added to the Site form. Then each site may have an Analyst assigned to it, which is required for certain email notifications to be successfully delivered.
  
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==Modification==
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User-defined fields may also be added to the Site form after the fields have been created in '''[[Layton ServiceDesk - Configuring the System - Data Design|Administration > Data Design > Site Data]]'''.
  
The Company Id field provides a selection tool to find the Company that will be associated with the Site. The Site Id field is a free-type query box which allows you to enter the name of the Site. Like most forms in ServiceDesk, this can be modified to include more fields to meet the needs of your organization. It may be desired to make assign a Site Analyst. To do this, the ''sys_username'' must be added to the Site form in '''[[Layton ServiceDesk™ - Settings - Form Design - Site|Administration > Form Design > Site]]'''. Then each site may have an Analyst assigned to it, which is required for certain email notifications to be successfully delivered. User-defined fields may also be added to the Site form after the fields have been created in '''[[Layton ServiceDesk™ - Configuring the System - Data Design|Administration > Data Design > Site Data]]'''.
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==Attachments==
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If '''[[Layton ServiceDesk - Settings - System Settings - Application Settings#Allow Site Documents|Application Settings > Allow Site Documents]]''' is set to ''On'', the Attachment button [[File:Lsd btn attach 24px.png|link=]] will appear and permit the attachment of arbitrary files.
  
 
=Settings=
 
=Settings=
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[[File:Manage site settings.png|center]]
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[[File:Manage site settings.png|center|link=]]
  
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==Mail Analyst Group When Over Requests Assigned==
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When the number of Requests associated with this Site is greater than this specified value, an email is sent to the Analyst Group specified below
  
{| class="wikitable" border="1" style="margin: 1em auto 1em auto;"
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==Mail Analyst Group==
! style="background:#efefef;" width="200" | Setting
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The email notification will be sent to this Analyst Group
! style="background:#ffdead;" | Description
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|-
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| Mail Analyst Group When Over Requests Assigned
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| When the number of Requests associated with this Site is greater than this specified value, an email is sent to the Analyst Group specified below
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|-
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| Mail Analyst Group
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| The email notification will be sent to this Analyst Group
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|-
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| Mail Analyst Group Every
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| The email notification may be scheduled to send on an interval based on the number of days specified
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|}
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=Working Hours=
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==Mail Analyst Group Every==
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The email notification may be scheduled to send on an interval based on the number of days specified.
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<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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=Working Hours=
 
The Site-specific Working Hours allows for a granular configuration of working hours in your organization. To specify the Working Hours, a start time and an end time is entered for each day of the week:
 
The Site-specific Working Hours allows for a granular configuration of working hours in your organization. To specify the Working Hours, a start time and an end time is entered for each day of the week:
  
  
[[File:Manage site working hours.png|center]]
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[[File:Manage site working hours.png|center|link=]]
  
  
The Priority/SLA time only elapses during Working Hours, given there are no scheduled '''[[#Closed Period|Closed Periods]]''' during that time. Any Request submitted will have Priority/SLA escalation levels working within the End User Site's Working Hours setting. The Site-specific Working Hours will supersede the global '''[[Layton ServiceDesk™ - General Settings - Default Working Hours|Default Working Hours]]'''. If your organization spans multiple time zones, then it can be beneficial to use Site-specific Working Hours settings, as the global Default Working Hours will not apply to everyone.
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The Priority/SLA time only elapses during Working Hours, given there are no scheduled '''[[#Closed Period|Closed Periods]]''' during that time. Any Request submitted will have Priority/SLA escalation levels working within the End User Site's Working Hours setting. The Site-specific Working Hours will supersede the global '''[[Layton ServiceDesk - General Settings - Default Working Hours|Default Working Hours]]'''. If your organization spans multiple time zones, then it can be beneficial to use Site-specific Working Hours settings, as the global Default Working Hours will not apply to everyone.
  
 
=Closed Periods=
 
=Closed Periods=
 
Combined with '''[[#Working Hours|Working Hours]]''', Closed Periods control the Site's office hours. Any hours that fall within a scheduled Closed Period will not count against the Requests' Priority/SLA times.
 
Combined with '''[[#Working Hours|Working Hours]]''', Closed Periods control the Site's office hours. Any hours that fall within a scheduled Closed Period will not count against the Requests' Priority/SLA times.
  
[[File:Manage site closed periods.png|center]]
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[[File:Manage site closed periods.png|center|link=]]
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<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>
  
 
=Email=
 
=Email=
The optional email setting provides for the configuration of unique email server settings for each Site in your ServiceDesk. Please refer to the global '''[[Layton ServiceDesk™ - Settings - System Settings - Email Server Settings|Email Server Settings]]''' for a detailed description of the ServiceDesk email configuration process.
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The optional email setting provides for the configuration of unique email server settings for each Site in your ServiceDesk. Please refer to the global '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Email Server Settings]]''' for a detailed description of the ServiceDesk email configuration process.
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[[File:Manage site email.png|center|link=]]
  
[[File:Manage site email.png|center]]
 
  
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The Site-specific email configuration allows for custom email server connection information specific to each Site. All settings are inherited from the global '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Email Server Settings]]''' until they are customized, then the Site-specific configuration will take precedence. This includes the Auto Import settings, which default to ''Inherited'', but they may also be turned ''On'' or ''Off''.
  
The Site-specific email configuration allows for custom email server connection information specific to each Site. All settings are inherited from the global '''[[Layton ServiceDesk™ - Settings - System Settings - Email Server Settings|Email Server Settings]]''' until they are customized, then the Site-specific configuration will take precedence. This includes the Auto Import settings, which default to ''Inherited'', but they may also be turned ''On'' or ''Off''.
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To disable email settings for a site, clear all the fields and click the Save button [[File:Lsd btn save.png|link=]].
  
 
=Delete=
 
=Delete=
 
Use the delete button to remove a Site that is no longer in use.
 
Use the delete button to remove a Site that is no longer in use.
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<p align="right">[[Layton ServiceDesk - Settings - Company Structure - Manage Company |<u>Next article in this series: ''Manage Company''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk - Settings - Company Structure - Manage Company]]</p>
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<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 04:01, 9 September 2016

Btn back up.png Back to Contents

Btn back up.png Previous article in this series: Manage Department

Contents

[edit] Overview

If your Layton ServiceDesk implementation is to support multiple sites, or physical locations, then you will need to define them in Administration > Company Structure > Manage Site. Sites are defined by a single identifier that must be unique, the Site Name. Like Departments and Companies, Sites can also be created automatically as part of the LDAP (Active Directory) End User Import Feature. If an End User is imported into Layton ServiceDesk and their Site has not already been created, then it will automatically create this Site at the time of import.


Lsd mng site 01.png


If you have enabled the Company Level option, then a Company may be associated with the Site. The Site form may be modified in Administration > Form Design > Site.

[edit] Filters

Lsd mng site 02.png

The list of Sites can be filtered on Company by selecting a Company in the Select Company menu. A string can be entered in the Site field to search for a Site containing that string. Either or both can be used. Press the Enter key or click the Search button Lsd btn search 32px.png to apply the filter(s).

[edit] Row Count

[edit] Rows Per Page

This control sets how many rows will be displayed per page. Making the number of rows less will result in a shorter page and a faster load time. Useful for when there are many Sites (more than 50).

[edit] Page Number

When the number of Sites exceeds the number of Rows Per Page, multiple pages will be created. To navigate, click a page number link or click the Go To field to enter a page number to jump to, then press Enter. Alternatively, click the down arrow in this field to select a page number to jump to.

Btn back up.png Back to Contents

[edit] Properties

Lsd mng site prop.png

[edit] Company Id

The Company that the Site belongs to.

[edit] Site Id

Enter the name of the Site.

[edit] Analyst

It may be desired to assign a Site Analyst. To do this, the sys_site_username field must be added to the Site form. Then each site may have an Analyst assigned to it, which is required for certain email notifications to be successfully delivered.

[edit] Modification

User-defined fields may also be added to the Site form after the fields have been created in Administration > Data Design > Site Data.

[edit] Attachments

If Application Settings > Allow Site Documents is set to On, the Attachment button Lsd btn attach 24px.png will appear and permit the attachment of arbitrary files.

[edit] Settings

The Site settings provide options for email notification settings.


Manage site settings.png

[edit] Mail Analyst Group When Over Requests Assigned

When the number of Requests associated with this Site is greater than this specified value, an email is sent to the Analyst Group specified below

[edit] Mail Analyst Group

The email notification will be sent to this Analyst Group

[edit] Mail Analyst Group Every

The email notification may be scheduled to send on an interval based on the number of days specified.

Btn back up.png Back to Contents

[edit] Working Hours

The Site-specific Working Hours allows for a granular configuration of working hours in your organization. To specify the Working Hours, a start time and an end time is entered for each day of the week:


Manage site working hours.png


The Priority/SLA time only elapses during Working Hours, given there are no scheduled Closed Periods during that time. Any Request submitted will have Priority/SLA escalation levels working within the End User Site's Working Hours setting. The Site-specific Working Hours will supersede the global Default Working Hours. If your organization spans multiple time zones, then it can be beneficial to use Site-specific Working Hours settings, as the global Default Working Hours will not apply to everyone.

[edit] Closed Periods

Combined with Working Hours, Closed Periods control the Site's office hours. Any hours that fall within a scheduled Closed Period will not count against the Requests' Priority/SLA times.


Manage site closed periods.png

Btn back up.png Back to Contents

[edit] Email

The optional email setting provides for the configuration of unique email server settings for each Site in your ServiceDesk. Please refer to the global Email Server Settings for a detailed description of the ServiceDesk email configuration process.


Manage site email.png


The Site-specific email configuration allows for custom email server connection information specific to each Site. All settings are inherited from the global Email Server Settings until they are customized, then the Site-specific configuration will take precedence. This includes the Auto Import settings, which default to Inherited, but they may also be turned On or Off.

To disable email settings for a site, clear all the fields and click the Save button Lsd btn save.png.

[edit] Delete

Use the delete button to remove a Site that is no longer in use.

Next article in this series: Manage Company Btn forward.png

Btn back up.png Back to Contents

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