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Version: 1.20.1

Cabinet

The Self-Service Portal (SSP) contains the current user's workspace, Cabinet. Here, you can see the tasks assigned to you, track tickets (incidents and service requests), add comments, and manage approval requests.

The Cabinet consists of the following elements:

  • My tasks
  • My tickets
  • My approvals
  • Assets and equipment
note

The presence indicator is displayed on the record forms of the cabinet. See the Form Layout article to learn how to configure it.

My tasks​

This page contains the tasks assigned to the current user (the Assigned user field value is (dynamic) Me).

To make a selection of tasks or to find a specific record, use the fields above the tickets:

  • Search by keywords – enter the characters that a record should contain.
  • Filter by date – specify the period during which a record was created.
  • Filter by state – select one or more states from the drop-down list.

caution

The Search by keywords allows you to find the records that contain specific words or characters.

My tickets​

This page contains the current and completed incidents and service requests owned by the current user (the Caller field value is (dynamic) Me).

To see tickets of a particular type, use the navigation on the right.

To make a selection of tickets or to find a specific record, use the fields above the tickets:

  • Keywords search – enter characters that a record should contain.
  • Filter by date – specify a period within which a record was created.
  • Filter by state – select one or more states from the drop-down list.

My approvals​

This page contains approval tickets in the Requested state for the current user to approve or reject (the Approver field value is (dynamic) Me and the approval State is Requested).

To make a selection of approvals or to find a specific record, use the fields above the tickets:

  • Search by keywords – enter characters that a record should contain.
  • Filter by date – specify a period within which a record was created.
  • Filter by state – select one or more states from the drop-down list.

See the My Approvals article to learn more.

Assets and equipment​

This page contains Configuration Items (CIs) owned by the current user (the CIs where the Owner field value is (dynamic) Me).

See the Configuration Management article to learn more.

To make a selection of CIs or to find a specific record, use the fields above the tickets:

  • Search by keywords – enter characters that a record should contain.
  • Filter by the operational state field – select one or more operational states from the drop-down list.

caution

Use the Search by keywords filter to find records containing specific words or characters.

In the CI form, you can see the CI and class attributes, as well as its meta-attributes (CI fields and related entries).