Client - Home page
Title Bar
The title bar is the top most bar displaying the following items;
Company Name: Displays your company name as entered in the Web Settings
Job# Search Field: Enter a job number from any page here to quickly open the job
Help Icon ?: Clicking this takes you to the HelpMaster documentation (online help) site
User name: Displays the logged on user’s name
Log out: Click this hyperlink to log out of the web portal
Home page Tile Objects
Once logged into the web portal, the default landing page is the Home page. This page gives an overview of available resources as follows;
Welcome: The welcome tile displays a welcome message created by the administrator
Search the Knowledge Base: A full text quick search tile for finding any relevant articles
Go to job#: Enter a job number to view it quickly
Approvals - Awaiting my approval (x): (v24+) Lists the last three approval requests awaiting a response. Click on each item to record your response
My requests that have been updated: Lists any recently updated requests by a service agent. Click to open the job. Click My Jobs… to view all of your jobs
Current Request Status: A chart type indicator of the status of all requests. Various colours will indicate different job states. Select any state to eliminate it from the chart if they don’t interest you. If you have no jobs you will get a message instead stating “Welcome to HelpMaster! You currently have no open jobs. Use the “Log new request” link on the left to create a new request”
Latest news: Organizational news or service news published by the service provider
Latest Knowledge Articles The newest knowledge base articles published by the service provider. Clicking on any will open the article
Featured Knowledge Articles Articles marked as featured by the service provider. Clicking any will open the article
Navigation Menu
For Client users, the left-side navigation menu will present the following options:
Home: Navigates to the home page
Log new request: Initiates logging a new request by navigating to the RequestCatalogs screen
View my jobs: Displays a list of jobs that has been logged by this user
Knowledge Base: Navigates to the Knowledge Base screen
Latest News: Navigates to the latest news page
Links: Display a list of custom links that have been configured by the adminstrator
About: Navigates to the About us page
See Also
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