ServicePRO Home Page - Interactive User Interface
This page outlines how users can choose an Interactive Tile layout for their Home Page, customize Interactive Tiles, and describe the features available in each Tile.
- Several preset layouts are available by default, and System Administrators can design and assign additional layouts; these layouts can be assigned to users based on their Team assignments from the Home Page Designer.
- Users can select their favorite Home Page layout from the available assigned layouts from the 'User Options' settings.
- Configure - Customize content displayed in the Tile.
- Refresh - Refresh the contents displayed in the Tile. Tile also auto-refresh based on time intervals set in User Options.
- Close - Remove the Tile from the Home Page. To return Interactive Tiles to their original layout, users may select the "Reset Layout" option in the Tile Customization window, or select a Favorite
- Expand - Expand the Tile in a larger view. Double-clicking a Tile's header will also enlarge that particular Tile window. Enlarged Tile windows will take up the left side of the Home Page screen.
- Built-In Items - Displays specific ServicePRO functions or views in the Tile. Items may include views like the Workspace Request list, Knowledge Base articles list, or the user's Calendar. Please note that Built-In items will not feature all functions of that particular view; users are advised to open the detailed view (using the toolbar icon in the upper right) for full functionality.
- Shortcuts - Display multiple shortcuts to specific ServicePRO functions. Selecting a shortcut will lead to a detailed version of that function, as opposed to the quick-access view provided by the Built-In Items view.
- Chart - Displays a Chart of the user's choice. Users will be allowed to browse a list of available Charts to show in the Tile.
- Query - Displays a Query of the user's choice. Users will be allowed to browse a list of available Queries to display in the Tile.
Reset Layout - Returns the layout of the Tile to its original state.