ManageEngine ServiceDesk Plus Admin Guide Configure Backup Technician: To configure a Backup. ManageEngine ServiceDesk Plus Admin Guide If. Configure Backup Technician: To configure a Backup Technician on the day of unavailability of a technician,. 1. Click on the name of the technician who will. Clear dashboards, real-time monitoring, and multi-channel alerting clearly identifies which devices need attention and which are healthy, ensuring technicians. THE MOST STABLE VNC SERVER FOR DEBIAN ON BEAGLEBONE
Click on Backup Tech link displayed in a different colour. This opens Backup Technician Assignment screen. Choose one of the 3 options provided to handle the upcoming requests assigned to the unavailable technician. Move requests to unassigned state - The requests assigned to the technician on leave are moved to an unassigned state, which means, it is assigned to no technician. This is done so that the unassigned requests can be re-assigned to another available technician by the administrator or help desk coordinator.
Assign to following technician - This option allows you to configure a Backup Technician throughout the absence of a particular technician. On choosing this option, one can select the Backup Tech from the list of technicians displayed in the drop-down box.
If Sites are configured, this drop-down box displays only the names of the technician who are associated with the same site as that of the technician who is on leave. Don't take any action on the requests - This is the default option visible in the Backup Technician Assignment screen. In this case, no action is taken on the requests that is assigned to the technician. The request is assigned to the technician even if he is on leave. Click Save after configuring the Backup Tech.
Once the Backup Tech is configured, an icon appears in the calendar indicating that the backup technician has been configured. By hovering the mouse pointer over the icon, a description box appears as shown below indicating the status of the backup technician configuration. If notification rules are configured, Once the backup technician is configured, notification e-mails will be sent to selected technicians or the group in which the unavailable technician is present. Note : Backup Technicians can be configured only up to one level.
This means, if the backup technician is on leave, another backup technician cannot be configured. All information relating to unavailability of a technician, including the period of leave and backup technicians if configured are displayed in the Backup Tech Chart. Requests assigned to a technician can be re-assigned to another technician through the Technician Calendar. Click on the number of requests and this opens the Backup Technician Assignment screen along with the list of requests in the second half of the screen.
Select the requests that need to be re-assigned by clicking on the check boxes. Select the Technician from the Technician drop-down box. Click Re-Assign button to assign the requests to another technician. Click on Calendar View to go back to the Technician Calendar. You can also re-assign requests by clicking on the requests in the Technician Availability Chart and selecting Click here to view map from pop-up. Note : Re-assigning requests is different from assigning requests through Backup Tech.
Although Backup Tech can be configured only up to one level, in the absence of the backup technician, the pending requests can be assigned to another technician through this feature. Click the name of the technician to have a detailed view about the number of requests, problems, changes and tasks assigned to the particular technician in My Schedule. Click on the leave of the technician which needs to be edited from the Technician Availability Chart. This opens the Mark Unavailability pop-up window.
Click on the leave of the technician that needs to be cancelled from the Technician Availability Chart. Note : If a continuous period of leave is applied, then the entire period will be cancelled. Click Logged-in Technician button to view the list of logged in technician irrespective of the associated sites.
You can also view the logged-in technicians from Quick Actions drop-down. Backup Technician Chart displays information such as absence of leave of a technician, name of the technician and the backup technician configured through the period. This chart helps to keep a check on the backup technicians whenever a technician applies for leave. Using the Navigation buttons at the left top of the screen one can navigate to the previous and the forth coming months to get a broader idea about the technicians on leave, their period of absence and the backup technicians configured for that period.
All Rights Reserved. Technician Availability Chart The Technician Availability Chart displays the list of technicians, along with the number of open requests assigned to them and their availability for a given month. This opens the Schedule Calender displaying the number of open requests, problems, changes, task and reminders assigned to the technician who has logged in.
Please do mail to support zohoanalytics. We will understand your needs and assist you on this. These hand-picked reports will be pretty useful in analyzing your service desk performance effectively. Yes, you can modify the default reports. You can edit this copied report now. You can create any type of report with this Zoho Analytics connector.
All you have to do is open the appropriate module table s over which a report is to be created, click 'New' and choose any type of report you would want to create. Use the intuitive drag-and-drop based designer of Zoho Analytics to create the report required. To know more, view this slide show on "How to Create Reports? Columns from across different tables can be dragged and dropped to create a report.
Refer this slide show on How to Create Reports? Formulas, as the name indicates are calculations metrics that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
You can create formulas as easy as you would create a formula in a Spreadsheet like Excel. Refer Adding Formulas in Zoho Analytics to know more. Also these formulas are used in the reports created by default in your workspace. The below table lists all the default formulas that are created in the WorkLog table:. The below table lists all the default formulas that are be created in the Request table:. Refer to the Adding Formulas in Zoho Analytics help page.
No, you cannot. You cannot edit any of this data or add new data records from within Zoho Analytics. No, you cannot add new columns. But you can add Formula Columns and Aggregate Formulas i. Yes, you can add new data tables. With this feature, you can import new data or add them manually into your Workspace to analyze and create reports combining this with the SDP data.
The databases can also be in the cloud. Yes, you can combine data from your other sources with your SDP data for analysis. To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from SDP along with the data from any other source. Please do note that you can create Lookup only to columns in the tables that are not from the same data source.
This feature is called Query Tables. With Query Tables you can also combine data from different tables and create reports from the same. View this demo video to know about how to create Query Tables in Zoho Analytics. Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this. Zoho Analytics allows you to have a semi- private link for any report or dashboard.
Refer to Sharing and Collaboration help page for more. Once you privately share a report to your colleagues they will be able to access the same as you do, following the steps below:. If you share the data tables in the SDP Workspace to users, they will be able to create their own reports over the same. Only then will the default reports be accessible by those members.
There could be a another case where say the Administrator has shared the workspace with other members in the organization. To know more, refer to Sharing and Collaboration help page. Once this is done, the shared users can create reports based on those tables. Zoho Analytics supports fine-grained access control. The following are are user roles that are supported in Zoho Analytics:. Workspace Administrator: The Administrator can designate one or more users as Workspace Administrators.
A Workspace Administrator has all permissions to add, delete, modify reports, table rows and even tables. A Workspace Administrator cannot delete or rename a workspace. User: A user has the least privilege in the hierarchy. Also refer to Sharing and Collaboration help page. This is the expected behavior. This report can then be edited. Yes, you can. Refer to this help documentation section to know how this can be done.
If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report. If you are the Administrator of the Zoho Analytics connector or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically.
You can do this is as follows:. We offer 24x5 technical support Monday to Friday. In case if you need our assistance kindly do mail us your questions to support zohoanalytics. You can also reach out to us on our toll-free numbers -. Yes, certainly. Register for a demo in this page.
Share this post : Facebook Twitter. General What is Zoho Analytics? Who can setup this Zoho Analytics connector? What do I get when I subscribe to this connector? Pricing How much does this connector cost? Do you provide trial evaluation for this connector? What do you mean by 'Users' in the connector pricing plan? What do you mean by 'Rows' and how is it calculated in the pricing plan?
How do I purchase a paid plan in Zoho Analytics? What's happening? What should I do? What are the default fields that will be synchronized in Zoho Analytics Workspace? How do I access the reports created in Zoho Analytics? How to create my own reports with this connector? Who has access to the reports I create? What are the modules in SDP on which I could create reports using this connector?
On whose account will the Zoho Analytics connector be setup? Can I transfer my Zoho Analytics connector to another admin account? Reporting Features What are the report types supported by Zoho Analytics? Can I modify the default reports that have been created by the Zoho Analytics connector? If so, how? How do I create reports using Zoho Analytics with this connector?
What are 'Formulas' in reports? What are the default formulas added by Zoho Analytics, on setting up this connector? How do I create my own custom formulas in Zoho Analytics? Can I combine data from other sources with the data from SDP to create reports and dashboards? What are Query Tables?
The Technician Availability Chart displays the list of technicians, along with the number of open requests assigned to them and their availability for a given month.
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