1 / 27

Setting up Your Preferences in Footprints v11.5

Setting up Your Preferences in Footprints v11.5. URL information. First, you need to log in to Footprints v11.5, the URL is: http://footprints2/footprints This will bring you to your default workspace. Using your Active Directory credentials, log in here.

lemuel
Download Presentation

Setting up Your Preferences in Footprints v11.5

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Setting up Your Preferences in Footprints v11.5

  2. URL information First, you need to log in to Footprints v11.5, the URL is: http://footprints2/footprints This will bring you to your default workspace.

  3. Using your Active Directory credentials, log in here.

  4. This is the default home screen after you log in. Click “Preferences”

  5. My Preferences, Personal Info Tab This is the name that is displayed in the Assignee list.

  6. My Preferences, Personal Info Tab These are the addresses that notifications can be sent to. Please leave primary email notifications turned on, in this version of Footprints, you can respond to and update your issues via email.

  7. My Preferences, Personal Info Tab We use an LDAP connector, so the option to reset your password will not be available

  8. My Preferences, Personal Info Tab Default Workspace: You can choose which workspace you’d like to have start when you log in to Footprints. This dropdown will list all workspaces you are a member of. Default Page for Current Workspace: This gives you the choice of Workspace Home or Executive Dashboard as the start page for the workspace you are in when you set up your preferences, this can be changed in each workspace you are a member of.

  9. My Preferences, Issue Tab Recommended setting for Interface Style is Tabs, for v11.5, this is much easier to use as the tabs are down the side of the screen.

  10. My Preferences, Issue layout with tab interface style selected Recommended setting for Interface Style is Tabs, for v11.5, this is much easier to use as the tabs are down the side of the screen.

  11. My Preference, Issue Tab If you prefer the Expand/Collapse view, you will have choices of which sections appear for creation, edit and detail views.

  12. My Preferences, Issue Tab You can select which tab will be displayed first when creating, editing or just looking at the details of an issue.

  13. My Preferences, Issue Tab Enable or disable Automatic Spell Check

  14. My Preferences, Issue Tab The Rich Text Editor allows you to use bolding and colors if needed for emphasis. It also allows you to insert screen shots if needed

  15. My Preferences, Issue Tab The Flip-Thru Description Viewer adds a window to your issue that allows you to scroll back thru the previous descriptions.

  16. My Preferences, Issue Tab Display Complete Description on Edit show the flip thru viewer when editing a ticket

  17. My Preferences, Issue Tab As an agent, I recommend disabling the Prefill Contact Information, since you are most likely putting in issues for other users.

  18. My Preferences, Issue Tab You have three choices for what occurs after you save an issue. 1. Close window and/or refresh homepage. 2. Display Issue details 3. Display Confirmation page only

  19. My Preferences, Issue Tab If you have text you are frequently typing into a description, you can configure it here and have it as a drop down selection on your description field.

  20. My Preferences, Issue Tab Require Password for Issues: if you change this to Require, you will be typing your password to save every issue.

  21. My Preferences, Homepage Tab The Home page tab has 2 sections, the first section is used to set up your dashboard. The default sets a chart for workspace totals by status, gives information about BMC Footprints, and a list of Global Issues if any. You can delete all or ones that you wouldn’t use and add charts that would be useful to you. You are permitted to have 6 dashboard components per workspace.

  22. My Preferences, Homepage Tab (bottom) The second part of the Homepage allows you to choose what default searches or self created searches will be available in your drop-down list. The Default list is set at “My Assignments” I would recommend setting it to “My Assignments in all Workspaces” or creating your own cross-workspace search that shows you all the assignments for your teams in all workspaces.

  23. My Preferences, Homepage Tab (bottom) The Auto-Refresh Interval, Max Issues per Screen, Default Sorting and Homepage Columns are all left at their default settings.

  24. My Preferences, Homepage Tab (bottom) Brief Description Column Options: To save future clicks, I recommend setting the Quick Links Display to Always include Quick Links.

  25. My Preferences, Executive Dashboard The Executive Dashboard screen only has one setting, Auto-Refresh, the Dashboard will refresh every time you open it, there is no need to change from the default.

  26. My Preferences, Miscellaneous The miscellaneous tab allows you to set up Sync (we currently don’t have that module), Instant Talk and your “Checkback” Method. I would leave the “Checkback” Method set to the default.

  27. Closing information You can set preferences for each workspace you are a member of, so if you find yourself looking at a screen that is not configured the way you were expecting, you are probably in a workspace you’ve not set your preferences in. If you have any trouble with setting your preferences, please contact us at support.footprints@maine.gov

More Related