Each tab represents a different workspaceDisplays forms and dashboards for the modules. Workspaces are specific to the different user roles.. A workspace consists of a toolbar, a search area, a dashboard, and sometimes an area for details of a record. Select a tab or workspace button from the top of the window to open and view the workspace.
Your workspace is set up with your role in mind. Each role has a defined workspace. Workspaces display forms and dashboards for the modules and are specific to the different user roles.
If a module is the key process for your role, that module appears when you log into the application. If you have access to multiple roles, you have the option to select the role in which you want to work when you log in.
You might see a different view of the same module if you log in as another role because your permissions to perform certain tasks are role-based. For example, if your role is Service Desk Analyst, although you have access to the problem and change modules, you will not see or have access to all the functionality that is available to the Problem Manager or Change Manager.
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Only the administrator can add a tab to a role. |
Accessing Workspaces
You can open all workspaces from the top header bar area of HEAT. Each role has various workspaces that they can access, and not all workspaces are available for each role.
To open a workspace, click the workspace name in the top header bar. These are the top-level workspaces.
The workspace tab appears in the top tab bar and the workspace opens in the main pane.
Click More ... to view additional workspaces.
If the workspace you want does not appear on the list, enter the name of the workspace in the Search Objects box and click the blue arrow.
If you do not see or cannot open a workspace, you probably do not have permission to access that workspace. The administrator controls workspace permissions. See System Permissions.
Workspace Buttons
The following buttons are included by default in most workspaces.
| Button | Name | Description |
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New (record) | Creates a new record for the main object. See topics on each object for more information. |
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Delete | Deletes the selected record. |
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Refresh | Refreshes the current page to update any data. |
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Pin It | Adds the selected item to your watch list. See Using the Watch List. |
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Prints the selected records using the browser Print command. | |
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Action Menu | Lists the quick actions that are available for the current object. See Quick Actions. |