Navigating the Self Service portal
2 min
the home workspace is the default view for the portal your portal may have a different look and feel from the image below, based on the settings provided by your administrator for example, the colors and the exact modules might not be the same for all user roles the different areas of the portal's home workspace are described below 1\ workspace list this icon is another way to access workspaces click the icon and select a workspace from the list 2\ what's new on social board this icon is a shortcut to open unread messages and post new ones on the social board the number displayed on the icon indicates the unread messages you have if social board is not activated, you do not see a number click the icon to activate social board 3\ workspaces use the portal workspaces ( home , social board , service catalog , and so on) to complete a variety of tasks click more to view additional workspaces for your user role 4\ logged in user and user role click your username to open a menu for changing the password, locale (language) for the application, or adding/updating your profile picture click your user role to switch to another user role you are assigned to 5\ help icon click this icon to access the help documentation if you need information on any feature 6\ logout icon click this icon to log out of the application 7\ full screen mode button click this icon to view the application in full screen to switch back, click the exit full screen icon 8\ search panel use the fields and options in this panel to search and find faqs, announcements, and knowledge articles by specific keywords to refine your search to specific module, select the module in the in field 9\ announcements announcements that your organization wants to communicate globally to employees 10\ my open items your submitted service requests and reported incidents select an item in the list to view its details if the list is empty, you have no open items 11\ report an issue using template report an issue using a pre configured template the templates auto fill certain fields to make reporting a bit easier to report an issue without using a template, click report an issue at the bottom of the section to report an issue using a template under report an issue using template , select a template that matches your issue a form is displayed with auto filled fields before modifying information in the fields, browse the possible solution panel on the right to see if you can resolve the issue on your own if one of the solutions works, click resolve (bottom right of panel) to close the incident if no solution works, ensure the summary , description , and urgency fields are filled out correctly click save incident to report the issue once saved, the issue becomes an incident with an id that displays in your my open items list after an incident is closed, you may receive a survey email requesting feedback about how effectively your issue was solved your survey response will be stored with the incident 12\ top 5 requests the most common service requests submitted by users you can select from this list when submitting a request, or you can click more services (at the bottom of the section) to open the service catalog and search all request categories to submit a top 5 request under top 5 requests , select the request that matches your need a form is displayed; each form is different, depending on the request type you selected enter information into the fields when finished, click review & submit to review the information for accuracy to change any information, click edit/back and modify the information as needed click submit track the request from your my open items list in the home workspace 13\ top 5 questions the most common questions asked by users select a question in the list to display a detailed answer click more faqs (at the bottom of the section) to open the faq workspace and browse all published faqs
