Widget - Helpdesk

Helpdesk widgets can be created to allow Evolution Reach Users to easily log calls. Many Helpdesk widgets can be created to allow different Users to have a relevant Helpdesk.

Settings > Widget Setup > Widgets

The link will open the Widgets grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Widget click New , to edit an existing Widget click Edit . A pop up window will appear which will allow the creation or amendment of a Widget.

Select the Widget template : Helpdesk. Complete the fields and click Save . Click Configure Widget .

Click to view - Widget Set up Fields and Descriptions

Field Name	Description
Link Documents with Task	Check the box to allow a User to upload documents when logging a Task.
Report	Link the Widget to a job card report if you want users to be able to ‘Submit and Print’
Call log confirmation to show	Check the radio button to specify what the User will see on confirmation of logging a Task.
Do not set "To" fields automatically	Check the box If "to Buildings" and To Locations" are to be automatically pre filled with the from Building and Location information - ISM module only
Hide Problem Clear Button	Check the box to hide the Problem clear button

Complete the fields and click Save . Fields can now be assigned to the Helpdesk via the sub navigation Select Fields

Select Fields

Click to view more detail.

Select fields allows the User to define which fields a Evolution Reach User will be able to see and if any of them have default information

Settings > Widget Setup > Widgets - Select Fields

The link will open the Select Fields grid. It is a grid view that can be customised and sorted as normal.

To assign Fields click Assign , entities in the right hand assignment window are connected.

The order of the Fields can be adjusted using Move Up and Move Down .

Once Fields have been assigned the Fields Setup can be configured. Double click the field to configure.

Click to view - Fields Set Up Fields and Descriptions

Field Name	Description
Name	Auto-populated with the field name selected.
Default Value	From the drop down select a default value if required.
Allow Free Text	Check the box if the User can free type in the field.
Hidden	Check the box to hide the filed from the User - some fields are required to be able to log a Task e.g. Contract is a mandatory field. Checking the box will allow MRI Evolution to auto-populate the field without the User seeing the value.
Context Help	Check the box for the User to see a text prompt next to the field.
Context Help Text	Type the text prompt message.

Exclusions

Complete the fields and click Save and Close .

Note: If Excitech is licenced and a Location has been added to the Widget, a hyper link to the floor plan will be seen in the Widget under Location.