Service Manager

Navigating through the Application

Service Manager has different workspace parts and elements, learn how to access it and on what other devices the Service Manager application can be used.

Your interface might look different based on the settings provided by your administrator. For example, the colors and the exact modules might not be the same for all user roles.

Home Page

When you log in to the application, the Home page is displayed with widgets and reports configured for the logged in user role.

You can navigate to different workspaces configured for your user role. When you open a workspace, a list of records pertaining to the selected workspace is displayed.

Home Page

Using the Application on Mobile Devices

Service Manager can be used on most mobile devices, including tablets and smart phones, through a browser. All procedures described in this online help apply to mobile devices.

Using the Application on iPads and iPhones

Service Manager is available as a free app from the Apple store to enable iPad and iPhone users to interact with the database. See Using the Mobile Client App.

Main Workspace Parts

Top Header Bar

The top header bar has the following components:

Workspace list - click and select the workspace from the list.

Social Board button - click, to open the Social Board page.

Workspace selectors - click on any workspace selector to open it. Only workspaces applicable for the logged in user role will appear.

More workspace selectors - click, to view additional workspaces. You can also search for workspaces here.

Logged in user name - click, to change password, locale or picture.

Logged in user role - click, to change user role. Only configured user roles for the logged in user will be displayed.

Settings button - click, to open the Settings page.

Online help button - click, to view the online help.

Logout button - click, to log out of the application.

Other parts for Administrators

Other areas include the following:

Page title - displays the page title of current page and breadcrumbs of navigated pages.

Saved Search list - displays the list of available Saved Search for the workspace. See Using Saved Searches, for more information.

Refresh dashboard button (on Home workspace) - click, to refresh the dashboard data.

Resize dashboard button (on Home workspace) - click, to resize the dashboard data.

Dashboard selector (on Home workspace) - click, to view dashboards for a particular dashboard. See Using Dashboards, for more information.

Search bar and filter - performs a simple search based on the typed keyword (not on Home page).

Watch list - list items on watch list. See Using the Watch List, for more information

Workspace Footer Bar

The workspace footer bar has the following components:

Page size selector - click the drop-down arrow to select the page size.

Reset Button - Resets personalization.

Page number selector - select the page to be displayed.

First and previous page arrows - navigate to first or previous page.

Last and next page arrows - navigate to last or next page.

Refresh button - click, to refresh data.

Tabbing Between Fields

In a form, you can tab from one field to the next. The exact tab order is set by the administrator.

The tab order in the form header must be specified. See About the Tab Order on a Form).

Starting from the top of the form, you can tab through the controls in the header, then enter the first field in the Detail form. When you reach the last field in the Detail form, the tab moves to the child tabs (if the tab order has been specified for the form header).

Press Tab to go forward and Shift + Tab to go backwards through the fields.

Using the Full-Screen Mode

You can hide the top header bar by entering full-screen mode (this is different from pressing F11 on your keyboard, when you press F11, you still see the header bar with the top-level tabs). In full-screen mode, you do not see the header bar and top-level tabs; you only see the current business object record or workspace. This is useful when you need to display more vertical space, such as if you are working in 1024x768 where there is limited vertical space.

1.To the right of the Log in button, click the small upward pointing triangle. The application displays the full screen confirmation window.

2.Click Allow to enter full-screen mode.

3.Press ESC on your keyboard to get out of full-screen mode.