About SummitAI IT Management Suite

Signing In

Describing the User Interface

Alerts and Approvals

Viewing and Updating Your Profile Details

Global Search

Personalizing Pages

Forgot Password

Logging Out

Delegating Role

Signing In As Another User

Switching Tenant

Searching Users

Help File Conventions

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

Adding Users

Viewing User List

Configuring Role Templates

Role Template Menu Configuration

Role Template Other Configuration

Configuring Custom Tabs

Resigned Approver List

Viewing Switch User List

Configuring Switch User

Importing User Details Using Excel

Importing User Details from DB

Importing Active Directory User Details

Configuring Themes

Previewing and Editing Themes

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Exchange Rate Configuration

Currency Master Configuration

Configuring Tenant

Configuring Dashboards

Configuring Domain

Configuring Application Settings

Importing Master Template

Configuring Analysts

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler

Archiving Data

Configuring Periodic Survey

Configuring Simple Mail Transfer Protocol

Configuring Web Services

External Web Service Mapping

Proxy View Admin

Viewing Proxy Server Details

Configuring VLAN

Mapping VLAN to Proxy

Configuring Digital Signature

Configuring ServiceNow

Configuring SR Approval Workflow

Configuring CR Approval Workflow

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

Adding Vendors

Viewing Vendor List

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents

E-mail Parsing

Configuring Mailbox

Configuring Templates for Free-Form E-Mail Type

Configuring Templates for Line E-mail Type

Configuring Notification Parser

Configuring Notification Templates

Configuring SMS Gateway

Configuring Voice Call Gateway

Configuring Bulletins

Configuring Alerts

Adding Master Configuration

Configuring Conference Call

Configuring Push Notifications

Configuring Action Template

Configuring Incident Template

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

Configuring Skills

Configuring Skill Category

Configuring Core Competency

Adding Holidays

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

Configuring Auto Escalations

Configuring Manual Escalations

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License

GDPR

Configuring GDPR

Guide Me

Password Management

Configuring Administrator

Configuring Security Questions

Mapping Security Questions

Configuring Keyword Message

2019-10-17_09-08-12_Managing User Account

Configuring Password Expiry

Password E-mail Audit Log

Creating AD Property

User Registration Details Report

Status Details Report

Viewing Reports

Creating New Reports_Gen

Creating New Dashboards

Creating New Advanced Reports

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report

Tenant Department Customer

Configuring Auto Escalation for Incident By SLA

Configuring Auto Escalation for Incident By Time

Configuring Auto Escalation for SR by Time

Configuring Auto Escalation for SR by SLA

2019-09-30_08-38-31_Configuring Mailbox

2020-04-07_12-45-08_Proxy View

2019-09-30_07-46-16_Configuring Vendor MIBs

Summit Audit Log for Login Accounts

Scripting


You can configure options to allow End Users to manually escalate Incidents, Service Requests (SRs), or Change Records (CRs), The End Users can manually escalate the Incident, SR, and CR after the configured time period is elapsed.

To configure Manual Escalations:

  1. Select Admin > Advanced > Productivity > Escalations > Manual Escalation.
  2. On the MANUAL ESCALATION page, click ADD NEW icon on the ACTIONS panel.
  3. Select the Tenant and the module from the MODULES list. Type in the required values. For more information about the fields on the MANUAL ESCALATION page, see Field Description.
  4. Click SUBMIT. A new Manual Escalation is configured for the selected module for the selected Tenant.

    MANUAL ESCALATION page
    Figure: MANUAL ESCALATION page

Field Description

The following table describes the fields on the MANUAL ESCALATION page:

Field

Description

DETAILS

Modules

Select the module from the list.

Workgroup Name

Select the Workgroup name from the list.

Priority

Select the Priority from the list.

Escalation Levels

Type in a number to configure the number of Escalation Levels. For each Escalation Level, specify the Days, Hours, and Minutes after which the escalation should be triggered and also the mail ids (Mail To and Mail CC) to whom e-mails should be sent intimating the escalation.

Active

Indicates the status set for the Manual Escalation.

  • If selected, the End Users can manually escalate Incidents, SRs, and CRs as per the configuration.
  • If not selected, the Manual Escalation is inactive and is not available to the End Users.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MANUAL ESCALATION page.

 SHOW LIST

Click SHOW LIST to display the Manual Escalations configured. On clicking SHOW LIST, the FILTERS pop-up page is displayed. Select a module from the Modules list and click SUBMIT. All the Manual Escalations configured for the selected module and Tenant are displayed.

Figure: MANUAL ESCALATION page: List of Manual Escalations

  • To edit a Manual Escalation configuration, click the name of the Workgroup. Make appropriate changes and click SUBMIT.
  • To display the inactive Manual Escalations, click the Include Inactive check box.

When the Manual Escalations are displayed under the LIST table, the ADD NEW icon are displayed on the ACTIONS panel. Click ADD NEW to configure Manual Escalations.

Filters

Click Filters to display all the Manual Escalations configured for a specific module. On the FILTERS pop-up page, select the module name from the Modules list. Click SUBMIT.

FILTERS pop-up page
Figure: FILTERS pop-up page


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