Manage Your Service as a Tenant

Click the Programs menu from the Manager Control Panel dashboard, as shown in Figure 1 above, and you will be redirected to the program list page, as shown in Figure 2 below.

Add Service

Click on the + Add Program button available on the top right side of the program dashboard screen, and select the Service button from the dropdown menu, as shown in Figure 2 above, and the service add screen will open, as shown in Figure 3 below.

Enter the details below and click the Submit button to create a new service, as shown in Figure 3 above. The details that can be added are:

• Service Name (Textbox - Mandatory): Title of the Service
• Start Date (Date Picker - Mandatory): Select the date when the service will begin
• End Date (Date Picker - Mandatory): Select the date when the service will be completed
• Select Team (Select Box - Mandatory): Select the team for the service. If the desired team is not listed in the drop menu, select the option to Add New Team, and the add team fields will appear, as shown in Figure 4 below.
• Description (Text Area - Optional): Provide an overview or key details about the service to members associated with the program

As shown in Figure 3 above, click the Back icon at the top right of the screen to return to the program list page.

Individual Service Dashboard

Click on the View icon associated with each service available on the action column of the respective service, as shown in Figure 2 above, and the service dashboard will open, as shown in Figure 5 below.

The service dashboard consists of three sections.

The left section shows the team name and logo on the top, followed by team members' details along with the service timeline. The bottom part of the left section shows the service description, as shown in Figure 5 above.

The middle section shows the tickets associated with the service. You can also view the tasks list by clicking the arrow available on the ticket header, as shown in Figure 5 above.

The right section shows the activities of the service. You can also view all the activity list by clicking the arrow available on the activity header, as shown in Figure 5 above.

Edit Service

Click on the Edit button available on the top right side of the service dashboard screen, as shown in Figure 5 above, and the service edit page will open, as shown in Figure 6 below.

Edit service is similar to the add service. Follow the steps mentioned in the Add Service to edit the service details.

To close the service, click the Close button available at the bottom of the edit service screen, as shown in Figure 6 above.

To archive the service, click the Archive this Program button available at the bottom of the edit service screen, as shown in Figure 6 above.

Individual Service Ticket Dashboard

Click on the arrow available on the task header on the project dashboard, as shown in Figure 5 above, and the ticket dashboard for the particular service will open, as shown in Figure 7 below.

You can view the ticket dashboard in pipeline or list view by clicking the buttons Pipeline or List, as shown in Figure 7 above.

The pipeline view displays tickets in four different cards, categorized as 'Backlog', 'In Progress', 'Responded', and 'Completed' with a distinct color, as shown in Figure 7 above.

The list view will display the tickets in a tabular format with details like 'Action', 'Title', 'Status', and 'Timeline', as shown in Figure 8 below.

To view the ticket status chart, click the arrow available on the header Chart Showing Ticket Status, and the section will expand to show the chart, as shown in Figure 8 above.

You can filter the table data by clicking the arrow associated with the header row of the table, as shown in Figure 8 above.

To filter a particular data, enter the details in the filter textbox and click the filter button available just above the table header, as shown in Figure 8 above.

The status of the ticket is marked in the status column of the table, as shown in Figure 8 above.

Add Ticket to Service

Click on the + Add Ticket button available on the ticket dashboard of the particular service, as shown in Figure 7 above, and the add ticket page will open, as shown in Figure 9 below.

Enter the details below and click the Submit button to create a new ticket, as shown in Figure 9 above. The details that can be added are:

• Title (Textbox - Mandatory): Title of the Ticket
• Timeline (Date Picker - Mandatory): Select the expected date for the completion of the ticket
• Estimated Hours (Select Box - Optional): Select the expected duration required to complete the ticket
• Description (Text Area - Optional): Provide an overview of the ticket
• Upload (File upload - Optional): Upload any document related to the ticket with a maximum limit of 2 MB

Once the ticket is created, it will be marked as a Backlog ticket in the ticket list page.

View Ticket Log

Click on the Ticket Title if you are in the pipelive view of the ticket dashboard, or click on the View icon associated with the individual ticket row if you are in the list view of the ticket dashboard, as shown in Figure 8 above, and the particular ticket log page will open, as shown in Figure 10 below.

The ticket log screen consists of all vital information about the particular ticket on the left side and an add log section on the right side, as shown in Figure 10 above.

To add a new log to the particular ticket, enter the details in the Text Editor available on the right side of the screen and click the Submit button. To change the ticket status, click on the Ticket Type radio button available just above the Submit button, as shown in Figure 10 above.

Edit Ticket Under a Service

Click on the Edit button available on the top right side of the ticket log screen, as shown in Figure 10 above, and the edit ticket page will open, as shown in Figure 11 below.