SummitAI Service Management Help

On the ANALYST DASHBOARD page (Dashboard menu), you can view and take actions on Incidents, Service Requests (SRs), Work Orders (WOs), Change Records (CRs), Problem Records (PRs) assigned to you or your Workgroup. You can also view your Response SLA and Resolution SLA performance. You can see your Score and also your Rank (if Gamification is available).

Various Sections of the Page

This section explains the various sections of the ANALYST DASHBOARD page.

ANALYST DASHBOARD page
Figure: ANALYST DASHBOARD page

Note:

Use the arrow keys to scroll horizontally through the page.

FILTERS

Click the Filters icon to specify the Customer and Workgroup, and then click SUBMIT to view the dashboard based on the specified filter values.

Figure: FILTERS pop-up

INCIDENT

Click the MY WORKGROUP tile to view the list of Incidents assigned to your Workgroup in a New Tab. The number indicates the count of Incidents assigned to your Workgroup. For information about viewing or updating your Workgroup Incidents, see Viewing and Updating My Workgroup Incidents. The number of VIP Incidents assigned to your Workgroup are displayed in a red color square. The VIP Incidents are the Incidents logged by/for VIP users.
Click the ASSIGNED TO ME tile to view the list of Incidents assigned to you in a New Tab. The number indicates the count of Incidents assigned to you.
Under MY WORKGROUP, the bar graphs display the number of Incidents in a particular status in your Workgroup. The different color on the bar graph indicates different Priority of the Incidents open. Click a particular status to view the INCIDENT LIST page on a new browser tab. For more information about Incident color codes, see Viewing and Updating My Workgroup Incidents.
Under ASSIGNED TO ME, the bar graphs display the number of Incidents in a particular status assigned to you. The different color on the bar graph indicates different Priority of the Incidents open. Click a particular status to view the INCIDENT LIST page on a new browser tab. For more information about Incident color codes, see Viewing and Updating My Workgroup Incidents.
EVAL TASKS: Click this hyperlink to display the MY EVALUATION TASKS page in a New Tab. On the MY EVALUATION TASKS page, you can view Task ID, Task Status, Task Description, and Due Date of each Incident.

Figure: MY EVALUATION TASKS page

Click Task ID. The following pop-up is displayed. Under the Tasks tab, update the Resolution for the task and status and click SUBMIT.

Figure: Evaluation Summary pop-up

ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the MY EVALUATION TASK page:

Filters
Click Filters to specify a particular filter criteria to display the Evaluation Tasks assigned to you. On clicking the Filters icon, the FILTERS pop up page is displayed.

Figure: FILTERS pop-up page

SERVICE REQUEST

Click the MY WORKGROUP tile to view the list of Service Requests (SRs) assigned to your Workgroup in a New Tab. The number indicates the count of SRs assigned to your Workgroup. For more information about viewing and updating your Workgroup SRs, see Viewing and Updating My Workgroup Service Requests. The number of VIP SRs assigned to your Workgroup are displayed in a red color square. The VIP SRs are the SRs raised by the VIP users.
Click the ASSIGNED TO ME tile to view the list of Service Requests (SRs) assigned to you in a New Tab. The number indicates the count of SRs assigned to you.
Under MY WORKGROUP, the bar graphs display the number of SRs in a particular status in your Workgroup.
Under ASSIGNED TO ME, the bar graphs display the number of SRs in a particular status assigned to you.
EVAL TASKS: Click this hyperlink to display the MY EVALUATION TASKS page in a New Tab. On the MY EVALUATION TASKS page, you can view Task ID, Task Status, Task Description, and Due Date of each Service Request.

Figure: MY EVALUATION TASK page

Click Task ID. The following pop-up is displayed. Under the Tasks tab, update the Resolution for the task and status and click SUBMIT.

Figure: Evaluation Summary pop-up

ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the MY EVALUATION TASK page:

Filters
Click Filters to specify a particular filter criteria to display the Evaluation Tasks assigned to you. On clicking the Filters icon, the FILTERS pop up page is displayed.

Figure: FILTERS pop-up page

WORK ORDER

Click the MY WORKGROUP tile to view the list of Work Orders (WOs) assigned to your Workgroup in a New Tab. The number indicates the count of WOs assigned to your Workgroup. For more information about viewing and updating WOs, see Viewing and Updating Work Orders. The number of VIP WOs assigned to your Workgroup are displayed in a red color square. The VIP WOs are the WOs created for the VIP users.
Click the ASSIGNED TO ME tile to view the list of Work Orders (WOs) assigned to you in a New Tab. The number indicates the count of WOs assigned to you.
Under MY WORKGROUP, the bar graphs display the number of WOs in a particular status in your Workgroup.
Under ASSIGNED TO ME, the bar graphs display the number of WOs in a particular status assigned to you.

CHANGE RECORD

Click the MY WORKGROUP tile to view the list of Change Records (CRs) assigned to your Workgroup in a New Tab. The number indicates the count of CRs assigned to your Workgroup.
Click the ASSIGNED TO ME tile to view the list of Change Records (CRs) assigned to you in a New Tab. The number indicates the count of CRs assigned to you.
Under MY WORKGROUP, the bar graphs display the number of CRs in a particular status in your Workgroup.
Under ASSIGNED TO ME, the bar graphs display the number of CRs in a particular status assigned to you.

PROBLEM RECORD

Click the MY WORKGROUP tile to view the list of Problem Records (PRs) assigned to your Workgroup in a New Tab. The number indicates the count of PRs assigned to your Workgroup.
Click the ASSIGNED TO ME tile to view the list of Problem Records (PRs) assigned to you in a New Tab. The number indicates the count of PRs assigned to you.
Under MY WORKGROUP, the bar graphs display the number of PRs in a particular status in your Workgroup.
Under ASSIGNED TO ME, the bar graphs display the number of PRs in a particular status assigned to you.

INCIDENT SLA SUMMARY

RESPONSE SLA PERFORMANCE: Displays the Response SLA statistics for Incidents.
- RESPONSE SLA: Displays the number of Incidents for which SLA is missed or met. The green color indicates the met Response SLA. The red color indicates the missed Response SLA. Mouse hover the color to view the number of Incidents for which SLA is missed or met.
- ABOUT TO MISS: Displays the about to miss Response SLA statistics. The green color indicates the number of Incidents within SLA. The red color indicates the number of Incidents missed the SLA. The orange color indicates the number of Incidents about to miss SLA.
RESOLUTION SLA PERFORMANCE: Displays the Resolution SLA statistics for Incidents.
- RESOLUTION SLA: Displays the number of Incidents for which SLA is missed or met. The green color indicates the met Resolution SLA. The red color indicates the missed Resolution SLA. Mouse hover the color to view the number of Incidents for which SLA is missed or met.
- ABOUT TO MISS: Displays the about to miss Resolution SLA statistics. The green color indicates the number of Incidents within SLA. The red color indicates the number of Incidents missed the SLA. The orange color indicates the number of Incidents about to miss SLA.

SERVICE REQUEST SLA SUMMARY

RESPONSE SLA PERFORMANCE: Displays the Response SLA statistics for Service Requests (SRs).
- RESPONSE SLA: Displays the number of SRs for which SLA is missed or met. The green color indicates the met Response SLA. The red color indicates the missed Response SLA. Mouse hover the color to view the number of SRs for which SLA is missed or met.
- ABOUT TO MISS: Displays the about to miss Response SLA statistics. The green color indicates the number of SRs within SLA. The red color indicates the number of SRs missed the SLA. The orange color indicates the percentage of SRs about to miss SLA.
RESOLUTION SLA PERFORMANCE: Displays the Resolution SLA statistics for Service Requests (SRs).
- RESOLUTION SLA: Displays the number of SRs for which SLA is missed or met. The green color indicates the met Resolution SLA. The red color indicates the missed Resolution SLA. Mouse hover the color to view the number of SRs for which SLA is missed or met.
- ABOUT TO MISS: Displays the about to miss Resolution SLA statistics. The green color indicates the number of SRs within SLA. The red color indicates the number of SRs missed the SLA. The orange color indicates the number of SRs about to miss SLA.

CSAT FOR INCIDENT

MY WORKGROUP: Displays the Customer Satisfaction (CSAT) count for your Workgroup.
My CSAT: Displays the CSAT count for you.

CSAT FOR SERVICE REQUEST

MY WORKGROUP: Displays the CSAT count for your Workgroup.
My CSAT: Displays the CSAT count for you.

GAMIFICATION

MY SCORE: Displays your score. Click the MY SCORE tile to view the Score summary.
BADGES: Displays the Badges you have earned. Click the BADGES tile to view the Badges summary.

RANK

BY TENANT: Displays your Rank by Tenant. Click the BY TENANT tile to view the Rank summary.
BY WORKGROUP: Displays your Rank by Tenant. Click the BY WORKGROUP tile to view the Rank summary.

Note:

The GAMIFICATION and RANK sections are available only if the Gamification plug-in is available in your SUMMIT application. (see Gamification in Service Management).