FootPrints Home page overview
The Home page is the starting point for using FootPrints. The whole application window is called a portal and each tab represents an application console (such as the Address Book console).
Your administrators can create custom portals for different user groups and include the built-in consoles or create their own. If you perform multiple roles, you may have access to multiple portals as well. The portals assigned to your user ID are listed at the bottom of the More menu.
Each FootPrints module has its own Home page but clicking the tab named "Home" opens the workspace home page. The Home pages for the other modules are named Address Book, CMDB, Knowledge Base, and Service Portfolio, and provide access to information in those modules. You will be able to access the Home pages only for the modules to which you are authorized. Also, if you do not need to access workspaces, the Home tab may not be visible. Instead, the home tabs for the modules you do need will appear when you log in.
For example, if you work only with inventory, the CMDB Home tab might appear but not the Home tab. You can access other home pages by clicking their console tabs or by selecting them from the More menu.
Home pages include the following:
General navigation
System navigation is located at the top of the portal.
The following table describes the navigation options, starting from the left margin and working across to the right margin.
| Option | Description |
|---|---|
| Console tabs | Each tab links to a console. Click a tab to view the console. You will only see the consoles and be able to perform the actions for which your user ID is authorized.
|
| Service Analytics | Opens the reporting application in a separate tab where you can run reports defined for your environment and create custom reports. The available reports display in categories. You can expand categories and click a report name to display the details. The different report types have specific forms where you select options and enter criteria. |
| Welcome < username > | Displays the user's name and opens a menu with options to edit your user profile, change a password, set up FootPrints Sync, and log out. |
| About | Displays the version and build number of FootPrints currently installed on your system. |
| Help | Opens the online help. This link appears throughout the interface. There are Help icons located on most pages and dialog boxes that take you to content-specific information. |
Search and other functions
You can create new records, customize your Home pages, search in one module or all modules, and chat with an agent.
The following table describes Search and other options, starting from the left margin and working across to the right margin.
| Option | Description |
|---|---|
| Actions | Displays actions (such as creating new records) for the containers (such as workspaces) and record types (such as tickets) to which you are authorized. |
| Customize | Opens the Console page where you can customize some of the settings for your Home pages such as adding charts and saved searches. |
| Search | Lists the containers and record types for which you are authorized, and includes links to create Advanced searches and manage your saved searches. For detailed instructions, see Searching in FootPrints. |
| Chat | If configured for your system, opens a chat window for contacting available agents. This feature may appear as an icon or as a console tab. |
Dashboard
The Dashboard contains two sections: Widgets and record grid. Most of the information that you need to perform your daily tasks is shown here.
The following table describes the objects in this section.
| Object | Description |
|---|---|
| Widgets | Can show charts (from available reports), provide links, or display useful information. This section may be located at the top, sides, or bottom of the Dashboard and can be hidden by your Administrator or by you. |
| Record grid | Shows lists of records for the current application based on default search parameters. Each tab shows a specific set of records such as My Tickets or Priority 1 Tickets. Search queries are defined and saved to generate these sets. Action buttons appear at the top and navigation controls appear at the bottom. You can move through multiple pages, sort and filter the list, and rearrange the columns. |
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