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Feature released in SummitAI IT Service Management (Problem Management, Tahoe)

What's New?

Now, the Communication History feature is introduced in the Problem Management module similar in the Incident Management and Service Request Management modules. The Communication History captures all the interaction between the Analyst, Requestor, and other personas in one place.

Also, the Communication history captures system-generated e-mails, approvals related to the problem record, and e-mails sent via the "Send E-Mail" option.

How it Works?

To view the Communication History, perform the following steps:

1. Select Problem > User > Problem Record List. The Problem Record List page is displayed.
2. Click on Problem ID. The Problem Record Details page is displayed.
3. Click  (COMMUNICATION HISTORY) icon on the ACTIONS panel. The COMMUNICATION HISTORY pop-up is displayed.
   
   
   Figure: Problem Record Details page: COMMUNICATION HISTORY pop-up
   
   
4. By selecting a particular communication type check box, you can view the complete transaction (history).
   Example: Select the Approval Information check box. Displays the approval details of the Problem Record such as who approved the PR, Approver Level, preview of remarks ( only around 50 characters) and time stamp.
   
   Image Modified
   
   

5. Click Image Modified icon to expand selected line item as shown above. 
   
   

   Note
   title Note:
   On the COMMUNICATION HISTORY pop-up, by default All check box is pre-selected. If All check box is selected, it won’t allow the user to select any other check boxes along with All.

   
   

Benefits

• Provides flexibility to view the history of various communications in one place.
• Provides option to search the required information.
• Provides option to view category-wise communication history.
• Provides option to sort the line items.

Communication History - Various Sections 

Figure: COMMUNICSTION HISTORY pop-up

Section 1 - Problem Record Details

This section includes the Problem Record Details such as:

• Problem ID
• Requestor Name
• Problem Record Logged Time 

Section 2 - Filters

This section includes the various filter options such as:

• ALL
• User Communication
• Private Log
• Approval Information
• System Generated E-Mails
• Mails sent via Send E-Mail 
  
  

Section 3 - Actions

This section includes various actions such as:

• Search Communication History textbox: You can search for any keywords using this option. The entered keywords are searched in all the sections (User Communication, Private Log, Approval Information, System Generated E-Mails, and Mails sent via "Send E-Mail") and display the communications which have these keywords. 
  
  
  
  
• Sort 
  
  (Ascending)- Click this icon to view all the line items in section 4 (Content Display Area) in Ascending order.
  
  (Descending)-  Click this icon to view all the line items in section 4 (Content Display Area) in Descending order.
  
  

• Expand All/Collapse All
  
   (Expand All) icon - Click this icon to expand all the line items in section 4 (Content Display Area).
  
  
  
  

  Note
  title Note:
  Click More to view the complete email as shown below.

  
   (Collapse All) icon - Click this icon to collapse all the line items that are expanded in section 4 (Content Display Area).
  
  

Section 4 -Content Display Area

• Attachments
  
  To view attachments, click the Expand icon. Once the line items expanded, the Analyst can see the email Body and Attachments. Click the attachment name to view the attachment in new tab.