User Experience Portal Configuration

Introduction

Objectives:

• Understand how to configure and use the ReadyWorks Self-Service Portal.
• Learn to set up action buttons and add custom tabs.
• Manage user access through URL flags and display conditions.

Topics Covered:

• Overview of self-service portal functionalities.
• Configuring action buttons.
• Adding custom tabs with embedded reports.
• Managing user access with URL flags and display conditions.
• Understanding core tabs and asset dependencies.

Section 1: Understanding the Self-Service Portal and Core Tabs

The ReadyWorks Self-Service Portal provides users with access to specific functionalities based on their roles and permissions. It consists of:

• Core Tabs (Standard Tabs): Built-in tabs designed for common functionalities such as Computers, Scheduling, and Applications.
• Custom Tabs: Additional tabs that can be configured to meet specific requirements.

Key Points:

• Core tabs are part of the default user interface and may appear even if the related assets do not exist in the system.
• These tabs are primarily used for managing IT assets and are essential for asset refresh processes.

Section 2: Configuring Action Buttons in the Self-Service Portal

Action buttons enhance interactivity within the portal. They can be added:

• To Reports: Allowing users to perform actions directly from a report.
• Directly to the Portal: For functionalities not tied to a report, such as launching surveys or customizing branding. Contact ReadyWorks support for assistance on Action Buttons.

Section 3: Adding Custom Tabs and Managing User Access

Custom tabs allow you to extend the portal’s functionality to suit different user groups.

Steps to Add a Custom Tab:

1. Go to the ‘Add Tabs’ Section in Portal Configuration.
2. Provide a ‘Tab Name’ for the New Tab.
3. Define a ‘URL Flag’:
   • This flag controls which users can see the tab.
4. Set ‘Enabled’ to ‘Yes’ to Activate the Tab.
5. Configure ‘Display Conditions’ (Optional):
   • Set conditions based on user attributes like location or customer association.
6. Associate a Report or Content with the Tab.
7. Save the Tab Configuration.

Managing User Access with URL Flags:

• URL Flags are parameters added to the portal URL.
• They determine which custom tabs are visible to a user.
• Distribution of URLs with Flags:
  • Typically managed through TCOMM when sending portal links to users.

Section 4: Utilizing Display Conditions and URL Flags

Display conditions and URL flags work together to control tab visibility.

Setting Up Display Conditions:

1. Within the Custom Tab Settings, Define Conditions:
   • Use attributes like user role, location, or customer ID.
2. Combine with URL Flags for Granular Control.

Example:

• Display Condition: User Location = 'New York'
• URL Flag: &techAccess
• Result: Only technicians in New York with the techAccess flag in their URL will see the tab.

Section 5: Managing Standard Tabs and Asset Dependencies

Standard tabs depend on specific assets existing within ReadyWorks.

Key Points:

• Assets like ‘Computer’ or ‘Application’ Must Exist for related tabs to function.
• Enabling Standard Tabs:
  • Create the necessary assets in the system.
  • Associate assets with users as required.
  • Enable the tabs in the Standard Tabs settings.

Note:

• Even if the assets do not exist, standard tabs may still appear due to their inclusion in the default UI.
• They will not function properly without the associated assets.

Generic Use Cases

Use Case 1: Collecting User Feedback

• Scenario: A company wants to gather feedback from users through the portal.
• Solution:
  • Add an action button on the Welcome tab to launch a feedback survey.
  • Users can submit their responses directly through the portal.