Service Matrix Changes
v2021.1
Last updated
Was this helpful?
v2021.1
Last updated
Was this helpful?
We've updated the look and feel of the whole Builder area, and made some changes to help deal with he display of large volumes of data.
The different statuses a Ticket or Case process can be in remain the same, but we've adjusted the way these are displayed. A key on the page explains the various icons and their meanings.
Customer, Contract & Service names are now displayed in a single cell of your service matrix to help save on screen space..
There's now a handy location where you can create new Customer, Contract and Service data, as well as new Cases and Tickets.
Click to add a Case or Ticket and then fill out the required information in the resulting popup.
A new column will then be added to the Service Matrix.
The new Case/Ticket will also be added to the Service Line:
Clicking the '...' on an existing row will give you access to Edit any of the Customer, Contract & Service data - including deleting and adding new items.
Edit any of your Customer, Contract, Service data at one time.
Delete any of your data at one time.
By setting the 'group' against a Ticket template or a Case template (done in the Service Line section), data can be displayed in the Service Matrix in tabbed groups, allowing or easier switching between processes in different areas underneath a service
You can add multiple Customers, Contracts and/or Services into your search filters.
Your applied filters will be saved when you return to the Service Matrix Screen from other sections in Builder, and also after you logout and log back in.
Your applied Customer and Contract filters will be saved when you switch between Service Lines in the Service Matrix, but the Service filter will be removed.
The Service Matrix view in Builder remembers the last selected Service Line. Your last selected service line will be saved when you return to the Service Matrix Screen from other sections in Builder, and also after you logout and log back in.
