For information about managing custom groups, see Create and manage custom groups.
Figure 1: Your Company view
SUMMARY tab
The following modules comprise the SUMMARY tab capabilities:
Figure 2: Summary tab
Based on your selected view, the overall service risk level such as Critical, Medium, or Low, is displayed in the header area.
Figure 3: Service risk view
Service Risk Activity
Displays the total number of the following service events affecting your environment and identifies the sites where the corresponding products are installed on a geographical map. These are critical activities from HEALTH & RISK, and INCIDENT MANAGEMENT.
Click on an activity to isolate the sites for the corresponding service events. Color coding lets you easily correlate service activity by site on the map. Based on your preference, select one or more buttons to customize the data on the map. Deselect an activity to remove the data set.
Figure 4: Service Risk Activity
Click any site on the map to view more information about the service events impacting the site.
Figure 5: Site view
Click Expand map on the Service Risk Activity screen to launch a full-page, interactive map and access more data detail. The content is dynamically populated to match the service activities you select. Service Activity cards are displayed on the left-hand side of the page. Select a site on the map to view a summary card with details of the selected service activities at that location.
Figure 6: Expand map view
Service Requests Awaiting Customer Response
You can now view and manage the real-time service incidents of any severity level, awaiting action by you and any authorized team members.
Figure 7: Service Requests Awaiting Customer Response
On-Site Services
Provides direct access to the INCIDENT MANAGEMENT capabilities so you can manage the Scheduled On-Site Services for the same day or for the next three months and, also access an agent to schedule Unscheduled On-Site Services.
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Figure 8: On-Site Services
Reporting & Analysis
Provides direct access to the most frequently used interactive data analytics and visualizations from HEALTH & RISK, INSTALL BASE and INCIDENT MANAGEMENT.
Figure 9: Reporting and Analysis