Page Comparison

You can view your profile details, such as Name, Location, Customer, Contact Number, and E-mail on the MY PROFILE pop-up page. You can also change your profile picture. You can also set your Availability Status. The information in this page is as per the user information updated by the Administrator. 

To view or update Profile details:

1. Click the  icon with your profile picture on the top-right corner of the SummitAI application.
   

   
   Figure:  MY DASHBOARD page
   
   

2. Click Edit Profile option. The MY PROFILE pop-up page is displayed.
   
   
   Figure:  MY PROFILE pop-up page
   
   

   To view and update the fields in MY PROFILE pop-up page, refer to the following drop-down text:
   
   

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   title View Address Book
   To add, update or delete contacts in your Address Book, click View Address Book. The ADDRESS BOOK pop-up page is displayed. Figure: ADDRESS BOOK pop-up page To add a contact in your Address Book: In the User Name text box, type the name of the user whom you want to add in your address book and click SUBMIT. Select the IsDefault CC check box to make the user as default CC for every e-mail. Click SUBMIT. To update selected user details, click the Editicon. To delete selected user details, click the Deleteicon.

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   title Leave Notification
   To create and modify notifications for your leaves, click Leave Notification. The LEAVE NOTIFICATION pop-up page is displayed. The Reporting Managers can also apply leaves on behalf of the Analysts. This helps in assigning Incidents and Service Requests where the Analysts on leave are not considered, which improves CINDE's Analysts recommendations while assigning Analysts to Incidents and Service Requests. For more information about creating and editing leave, refer the following field description: Figure:  LEAVE NOTIFICATION pop-up page Field Description The following table describes the fields on the LEAVE NOTIFICATION page: Field Description For Me Using this option, the Reporting Manager with Analyst access can also apply leave for self. Analyst Select the Analyst for whom you want to apply the leave. From Date Select the leave start date and time. To Date Select the leave end date and time. Leave Description Specify the leave description. Edit In the Edit column, click the Edit icon . The page is populated with the details of the selected leave. Do the required modification and click SUBMIT. Delete To delete selected leave detail, in the Delete column, click the Delete icon . Note title Note: Only last six months records are displayed on the LEAVE NOTIFICATION pop-up page.

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   title Time Zone
   To select your Time Zone: From the Time Zone menu, select your Time Zone. Click SUBMIT to save the Time Zone setting. Figure:  Time Zone tab

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   title My Skills
   To view and update your skills, click My Skills. The MY SKILLS pop-up page is displayed. Figure: MY SKILLS pop-up page To update your skills: From the Competency menu, select the appropriate skills option. Click SUBMIT to save the skills. To add another skill: Click ADD ANOTHER SKILL. The ADD SKILLS pop-up page is displayed. Figure: ADD SKILLS pop-up page Select the appropriate skill check box and click SUBMIT.

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   title Change Profile Photo
   To change your profile photo: Click Edit. The Attach your Photo field is displayed. Click the Upload icon  to select a new photo. The size of the photo must not be more than 50px X 50px X 50px and the permitted file formats are gif, jpeg, png, and bmp. Click UPLOAD. The profile picture is updated. Figure: CHANGE PHOTO

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   title Change Password
   To change your profile password: Click Change Password tab. In the Old Password text box, type in your old password. In the New Password text box, type in your new password. In the Confirm New Password text box, type in your new password again. Click SUBMIT. Figure:  Change Password tab

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   title Select Landing Page
   To configure landing page for your profile: From the Landing Page list, select the page that you want to set as the home page for your profile, and then click SUBMIT. Figure:  Select Landing Page tab

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   Theme Theme

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   title Select Theme
   You can select and apply a theme to change the appearance of the Application. Select a theme from the Theme drop-down list, and then click SUBMIT. Note title Note: The Select Theme tab is displayed only when the Administrator selects the Allow Users to Select Theme check box on THEME SETTINGS section of TENANT page for selected module. Example, select required module in the MODULES section. For more information, see Configuring Incident Management Module page in the SummitAI Service Management. Figure: Select Theme tab

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   title Upload Signature
   You can upload your Signature to the application in gif, jpg, jpeg, png or bmp format. Your Signature can be used to perform various actions in the application, such as printing the Purchase Order while procuring an Asset, and so on. To upload your Signature, click the Upload icon, select the Signature image, and then click SUBMIT. Figure:  Upload Signature tab

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   title Notification
   Enable E-mail Notification for Incident and SR: If selected, the User receives e-mail notification for any updates on Incidents and Service Requests. Enable Web Notification: If selected, the web application User receives push notification on any updates. This feature is compatible with Google Chrome (48.0 or later version) and Mozilla Firefox (44.0 or later version). Enable Mobile Notification: If selected, the mobile application User receives push notification on any updates. Figure: Notification tab Note title Note: To configure the above features,enable the respective check box on the APPLICATION SETTINGS page. For more information, see Configuring Application Settings. If you have blocked notifications from the browser after logging into the SUMMIT web application, you do not receive any web notification. For example, web notifications can be blocked in Google Chrome from the Site Information or the Settings (Settings > Content Setting > Notifications). If the user does not login to the application for more than 28 days, the browser notification settings expire for the SUMMIT application.

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   title Scripting
   The individual user can show or hide the SCRIPTING icon on the Quick Action Bar by selecting the Show/Hide Scripting Icon on Quick Action Bar check box available under the Scripting tab of the MY PROFILE pop-up page (Quick Action Bar > Click PROFILE Picture > Select Edit Profile > Select Scripting section > Select Show/Hide Scripting Icon on Quick Action Bar check box). Figure: Scripting The users need to log out and log in again into the Application to view the SCRIPTING icon. By default, the SCRIPTING icon is hidden.

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   title Availability Status
   The user can select their Availability Status by selecting a value from Online, Away, and Offline. Based on the Availability Status set by the user, if the user is an Analyst, the Incidents and Service Requests are assigned to the Analyst. Figure: Availability Status