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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.

  1. Navigate to Remedyforce Administration > Application Settings.
  2. Select My Work Day.
    Metri_card_admin_nav.png
  3. Configure the following settings:
    Metric card1.png

    #

    Field

    Description / Instructions

    1

    Enable My Work Day

    Slide this option to enable My Work Day for staff users.

    2

    image2020-6-24_0-19-28.png

    To search a card, enter keywords.

    3

    image2020-6-23_23-56-30.png

    You can filter active or inactive metric cards for a specific object or all objects.

    image2020-6-23_23-55-11.png

    4

    image2020-6-23_23-57-21.png

    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.

    image2020-6-24_0-5-27.png

    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.

  4. Click Save

    After enabling the My Work Day feature, make sure that the System Administrator profile user who has the permissions to create or update remote site settings clicks the Remedyforce Administration tab. The remote site setting gets created or updated with a Salesforce base URL.

Related topics

Viewing-actionable-items-list-and-planning-work

Troubleshooting-issues-related-to-console-metric-cards