The Self-Service Portal contains the current user's workspace, Cabinet.
The Cabinet provides the following elements:
- My Tasks
- My CI
- My Tickets
- My Approvals.
My Tasks
This page contains tasks assigned to the current user, i.e., tasks where the Assigned User field value is (dynamic) Me.
You can change the filter conditions for this page in the ListItem widget related to this page.
To make a selection of tasks 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 CI
This page contains Configuration Items (CIs) owned by the current user, i.e., CIs where the Owned by field value is (dynamic) Me.
See the Configuration Management article to learn more.
You can change the filter conditions for this page in the ListItem widget related to this page.
To make a selection of CIs 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 – select one or more operational states from the drop-down list.
My Tickets
This page contains tickets (records of the Task table and its child tables) owned by the current user, i.e., tasks where the Caller field value is (dynamic) Me.
You can change the filter conditions for this page in the ListItem widget related to this page.
To see tickets of particular type (incidents, requests, inquiries), use the navigation at 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 tickets in the Requested state for the current user to approve or reject, i.e.,tasks where the Approver field value is (dynamic) Me and the approval State is Requested.
You can change the filter conditions for this page in the ListItem widget related to this page.
To make a selection of approvals 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.
See the Approval management article to learn more.
