Enabling My Work Day and configuring console metric cards
Administrators can enable My Work Day and configure metric cards. The configured cards are displayed in Remedyforce Console under My Work Day. Metric cards help staff users in planning and prioritizing their work.
Use case
A staff user is assigned incidents, service requests, and tasks. Rather than browsing through all open records, staff users can view metric cards such as high priority incidents, high priority tasks and so on and plan their work accordingly. They do not have to switch between multiple record types.
To enable My Work Day and configure console metric cards
Administrators can create and edit metric cards. They can filter and search the existing cards, and move cards up and down depending on their preference.
- Navigate to Remedyforce Administration > Application Settings.
- Select My Work Day.
Configure the following settings:
#
Field
Description / Instructions
1
Enable My Work Day
Slide this option to enable My Work Day for staff users.
2
To search a card, enter keywords.
3
You can filter active or inactive metric cards for a specific object or all objects.
4
To move an existing card up or down, click these buttons.
5
Add new
Click this button to add a new card.
6
Card Title
Enter a name for a metric card.
7
Module
Select a module from the list. For example, if you are creating a metric card for incidents, you must select Incident from the list
8
Source View
Select a view for the card. The Source View list displays views based on the selected module. These are Salesforce views.
After selecting a view, a link to the view is displayed. Click the link to edit the view.
Note: Users who have access to source views can view the corresponding metric cards in Remedyforce Console.
9
Preview
This section provides the preview of the card that you are creating.
- The name of the card is displayed as Title till you update the Card Title field.
- The number of records field displays a dummy number.
10
Font color
Number of records is displayed in the selected color.
11
Reset
Resets the font color.
12
Inactive
Inactive metric cards are not displayed in Remedyforce Console. Select this check box if a metric card no longer displays the required data or the Source View assigned to it is no longer in use.
13
Delete
Deletes the selected metric card.
Click Save.
Related topics
Viewing actionable items list and planning work
Troubleshooting-issues-related-to-console-metric-cards