This documentation supports the 19.02 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Working with a timeline feed

The information about working with a timeline feed is available on the following links:

A timeline is your personalized view of events in BMC Remedy Smart Reporting. Events are displayed as thumbnails on the timeline. A timeline might display the following events:

  • Reports you created or viewed
  • Your favorite content such as dashboards or storyboards
  • Any post you shared with other users
  • Your connection event with other users
  • Any interaction or discussion you took part in
  • Any alerts or notifications that need your attention.

For a complete list of events and scenarios, see Timeline events.

You can customize your BMC Remedy Smart Reporting user profile by applying various settings. You can keep your timeline public so that all users can view your activity, or make it private so that other users can access your timeline only upon request. You must accept the request before another user can view contents on your timeline.

You can view older activity by scrolling toward the right side of the timeline, while the left-most side of the timeline feed shows the latest activity.

You can perform the following actions with timelines:

  • Access your own timeline
  • Access the timeline of another user
  • Open timeline content
  • Filter timeline content
  • Add a post to a timeline
  • View the discussion thread of a timeline post
  • Reply to a timeline post
  • Mark a timeline post as insightful
  • Delete a timeline post

The following table describes these actions:

ActionDescriptionSteps

Accessing your own timeline

You can access your timeline from anywhere within BMC Remedy Smart Reporting.

For information about the content displayed on your timeline, see Timeline events.

  • After logging in to BMC Remedy Smart Reporting—If you set the timeline page as the Entry Page in the display preferences from your profile settings, the timeline page is the default landing page.
  • From other areas in BMC Remedy Smart Reporting such as Dashboard or Browse—You have the following options:
    • Click your name on the top navigation bar.
    • Click the small arrow next to your name on the top navigation bar, and click Timeline.
Accessing the timeline of another user

The view you have of someone else's timeline feed depends on the following factors:

  • The security permissions the other user has applied to the timeline
  • Your connection with the other user

If the timeline is public, you can view it directly. However, if the timeline is private, you must first connect with the other user and the user must approve the connection request.

  • If the other user's timeline is public, navigate to the Connections  tab from your user profile, locate the user, and click the thumbnail for that user.
  • If the other user's timeline is private:
    1. Create a connection with the user.
    2. From your Connections tab, locate the user and click the thumbnail for that user.
Opening timeline content

While viewing events on a timeline feed, you can directly open associated content such as reports, dashboards, and storyboards. The content opens outside of the timeline.

Click the thumbnail for the timeline content you want to open.
Filtering timeline content

Instead of scrolling through the entire timeline feed, you can filter its displayed events to easily find relevant events.

  1. On the timeline, under the user's profile image and summary, click Filter.

  2. Select types of events from the list or enter a keyword in the search box, and click Filter.
Adding a post to a timeline

You can post comments or updates on the following timelines:

  • Your own timeline
  • Timelines of other users with whom you are connected
  • Timelines of other users with whom you are not connected, but only if they have defined their timeline as Public in their Notification & Privacy settings.

Note: When you post to your own timeline and share the post with specific users, those users can view the post on their timeline only if they have added you as a connection.

  1. Navigate to the timeline you want to post to.
    You can post to your own timeline or another user's timeline.
  2. Type a comment in the text box at the top of the timeline.
  3. (Optional) Attach content such as report, dashboard tab, storyboard, or URL to the post.

     Content options for attaching to the post
    • Report—Click Attach a Report; drag a report to the text box.
    • Dashboard tab—Click Attach a Dashboard Tab ; drag a dashboard tab to the text box.
    • Storyboard—Click Attach a Storyboard; drag a storyboard to the text box.
    • URL—Click Attach a URL ; enter the URL of an external reference that is relevant to the post.
  4. Define the type of thread, such as Update, Opportunity, or Issue; click the down arrow .

     Options for type of post
    • Update—General post for updating other users about your current work or progress. This type is the default.
    • Opportunity—Post for discussing positive ideas or opportunities with other users.
      For easy identification, the post has a blue flag, labelled Opportunity, on the bottom right side.
    • Issue—Post for discussing issues with other users.
      For easy identification, the post has a red flag, labelled Issue, on the bottom right side.
  5. (Optional) Apply settings to the post; click Settings .

     Options for thread settings
    • Post Reason—Specify whether the thread is an Update, Opportunity, or Issue.
    • Requires Decision—Select On to conduct a poll. Other users can propose a resolution to your post and vote for a useful resolution. You can accept or reject a resolution. After you accept a resolution, the thread is marked as Resolved. 
    • Due Date—Select a date by which a decision must be made.
      This option is enabled only when you set Requires Decision to On. If resolutions are not provided and accepted by the due date, the thread is marked as Resolution overdue. 
  6. Click Post.

A new post is added to the timeline.

Viewing a timeline post

You can view all replies added to a timeline post. The entire discussion opens in a separate panel.

Note: You can change the sort order of replies by clicking Reply Date.

View the entire discussion of a timeline post by clicking the post.

Replying to a timeline post

You can post replies to any timeline post that you are a part of and collaborate with other users. Your reply is displayed below the post; the latest reply is displayed at the end of the list.

Note: You can change the sort order of replies by clicking Reply Date.

  1. On the thumbnail for a post on the timeline, click Reply and enter your reply in the text box.
  2. (Optional) Attach content such as a report, dashboard tab, storyboard, or URL to the post.
  3. Click OK to post the response.
Marking a timeline post as insightful

If you find a post relevant to you, and if you were not the original creator of the post, you can mark it as insightful.

  • To mark a post as insightful, view the post and click Insightful .
    The icon changes to orange, indicating that you have marked it. The count displayed at the top-right side of the post, beside the light bulb icon , increments.
  • To remove the insightful mark, click Insightful again.
    The icon changes to gray, indicating that you have removed the mark. The count displayed at the top-right side of the post, beside the light bulb icon , decrements.
Deleting a timeline post

You can delete posts from your timeline and from other users' timelines. When you delete your post, it is removed from timelines of other users with whom you shared it.

Click Delete on the thumbnail for a timeline post, and confirm the deletion.

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