Documentations

Use of labels

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The label

Definition

A tag is nothing more than an indication that classifies an object. In the case of the ServiceNav product, a tag can be applied to user equipment or services.

Labels can be defined at partner or managed customer level.

Case of Managed Clients

It is possible to create labels at the level of a managed client, in order to adapt the labels to the client's context.

These labels are visible in the filtering of the technical operation, as well as in the configuration of the dashboards, only at the level of the customer or its sites. They are not visible at the level of the partner on which the customer depends.

Example

Case 1: Premium contract

We can create a label at the equipment level = "Premium Contract", which will have the function of paying special attention to this equipment.

Case 2: Accounting team

We can create a label at the equipment level = "Accounting Team", which will determine all the equipment that will be used for the company's accounting team.

Setting up

Creating the label

  • In the tab Configuration > General > Label.
  • Click on the button Add.

Configuration - Labels - Add

  • Fill in the name of the label
  • Note: when creating/adding a new device, the Label field of the device will be automatically filled in with the label(s) defined as "default".

Label - Addition

  • Validate your choice.

Configuration - Labels - List

Adding the label to equipment

  • Go to the tab Configuration > Equipment > List.

Configuration - Equipment - List

  • Add / modify equipment.
  • Go to the tab General information to change the labels that must be attached to the equipment.

Equipment - modification - labels

  • Validate.
  • Note: it is possible to modify the labels attached to several equipments in batch modification.

 

Adding the label on a User Service

Configuration tab > User Services :

 

Search by label

About the Equipment

At the equipment list level you have the option of searching according to the labels that have been defined.

  • Go to the tab Configuration > Equipment > List.

 

  • Modify the search criteria Label with the desired label(s).

Configuration - Equipment - Search - Label

  • Click on Search to validate the research.

 

On User Services

Configuration tab > User Services :

A filter and a column are present in the list:

 

 

Label-based report creation

Report creation

  • Go to the tab Configuration > Reporting.
  • Add a new report.
  • Configure the report.

Reporting - Configuration - Label - 1

  • In the tab EquipmentTo select the desired labels, select the desired labels.

Reporting - Configuration - Label - 2

  • Validate the report.

This report will only include equipment with the selected labels.

 

 

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