Difference between revisions of "PEC-REP/Current/RT/RTRWidgetManagement"
From Genesys Documentation
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|Role=Administrator, Supervisor | |Role=Administrator, Supervisor | ||
|Application=Pulse Reporting | |Application=Pulse Reporting | ||
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|Section={{Section | |Section={{Section | ||
|sectionHeading=Overview | |sectionHeading=Overview | ||
|anchor=Overview | |anchor=Overview | ||
|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=As an administrator, you can use <tt>Widget Management</tt> to get an overview of widget usage and to perform basic operations such as editing, removing, and activating/deactivating widgets belonging to any user. You can see the summary information about the number of widgets for each user and for each dashboard or wallboard: | |structuredtext=As an administrator, you can use <tt>Widget Management</tt> to get an overview of widget usage and to perform basic operations such as editing, removing, and activating/deactivating widgets belonging to any user. You can see the summary information about the number of widgets for each user and for each dashboard or wallboard: | ||
− | [[File:WidgetManagemntSummary90.png|center]] | + | [[File:WidgetManagemntSummary90.png|center|alt=The Widget Management window gives you an overview of widget usage.]] |
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
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|alignment=Horizontal | |alignment=Horizontal | ||
|Media=Image | |Media=Image | ||
|image=WidgetManagemntInactive90.png | |image=WidgetManagemntInactive90.png | ||
+ | |AltText=Checking the check box next to a Widget name will activate the Widget Management buttons at the top of the page. | ||
|structuredtext=Using the summary information, you can reduce Genesys Pulse Collector load by either deactivating or removing unneeded widgets. | |structuredtext=Using the summary information, you can reduce Genesys Pulse Collector load by either deactivating or removing unneeded widgets. | ||
− | * Deactivating a widget means that data is not collected for that widget. A deactivated widget becomes active automatically as soon as a user opens it again. | + | *Deactivating a widget means that data is not collected for that widget. A deactivated widget becomes active automatically as soon as a user opens it again. |
− | * Removing a widget means that the widget is no longer available for use. | + | *Removing a widget means that the widget is no longer available for use. |
Users that were removed from Genesys Configuration are marked as <tt>Inactive</tt>. You can safely remove them from Genesys Pulse, together with their dashboards and widgets. | Users that were removed from Genesys Configuration are marked as <tt>Inactive</tt>. You can safely remove them from Genesys Pulse, together with their dashboards and widgets. | ||
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
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|anchor=HowtoEnableAccesstoWidgetManagement | |anchor=HowtoEnableAccesstoWidgetManagement | ||
|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=You can enable access to the <tt>Widget Management</tt> screen by granting the user proper privileges: | |structuredtext=You can enable access to the <tt>Widget Management</tt> screen by granting the user proper privileges: | ||
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**<tt>Pulse Manage Users</tt> - Manage other users' widgets, delete other users and their dashboards. | **<tt>Pulse Manage Users</tt> - Manage other users' widgets, delete other users and their dashboards. | ||
**<tt>Pulse Manage Tabs</tt> and <tt>Pulse Manage Widgets</tt> are prerequisites for the <tt>Pulse Manage Users</tt> privilege. | **<tt>Pulse Manage Tabs</tt> and <tt>Pulse Manage Widgets</tt> are prerequisites for the <tt>Pulse Manage Users</tt> privilege. | ||
− | + | |Status=Yes | |
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}}{{Section | }}{{Section | ||
|sectionHeading=Manage Genesys Pulse Widgets | |sectionHeading=Manage Genesys Pulse Widgets | ||
|anchor=ManageGenesysPulseWidgets | |anchor=ManageGenesysPulseWidgets | ||
|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=To open the <tt>Widget Management</tt> screen select <tt>Widget Management</tt> in the <tt>Settings</tt> menu: | |structuredtext=To open the <tt>Widget Management</tt> screen select <tt>Widget Management</tt> in the <tt>Settings</tt> menu: | ||
− | [[File:WidgetManagementMenu90.png|center]] | + | [[File:WidgetManagementMenu90.png|center|alt=Click the gear icon and then select Widget Management.]] |
From here you can perform the following actions: | From here you can perform the following actions: | ||
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*Remove users (you can delete a user completely or choose to delete widgets and leave empty dashboards or wallboards). | *Remove users (you can delete a user completely or choose to delete widgets and leave empty dashboards or wallboards). | ||
− | [[File:WidgetManagementDelete.png|center]] | + | [[File:WidgetManagementDelete.png|center|alt=A warning window opens, prompting you to click either Cancel or Delete.]] |
{{NoteFormat| | {{NoteFormat| | ||
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* Shared widgets and personal widgets containing an identical set of statistics and objects may have to be deactivated or activated together. In this case, you need to confirm the activation/deactivation action from the dialog with all affected widgets listed. | * Shared widgets and personal widgets containing an identical set of statistics and objects may have to be deactivated or activated together. In this case, you need to confirm the activation/deactivation action from the dialog with all affected widgets listed. | ||
* Deactivated widgets are activated automatically when the owner user logs in to Genesys Pulse.}} | * Deactivated widgets are activated automatically when the owner user logs in to Genesys Pulse.}} | ||
− | [[File:WidgetManagementDeactivate.png|center]] | + | [[File:WidgetManagementDeactivate.png|center|alt=A warning window opens, prompting you to click either Cancel or Deactivate.]] |
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|Status=No | |Status=No | ||
}} | }} | ||
}} | }} |
Latest revision as of 14:06, August 17, 2021
Widget Management allows allows administrators and supervisors to perform basic operations with widgets (editing, removing, activating, deactivating).
Related documentation:
Overview
As an administrator, you can use Widget Management to get an overview of widget usage and to perform basic operations such as editing, removing, and activating/deactivating widgets belonging to any user. You can see the summary information about the number of widgets for each user and for each dashboard or wallboard:
Using the summary information, you can reduce Genesys Pulse Collector load by either deactivating or removing unneeded widgets.
- Deactivating a widget means that data is not collected for that widget. A deactivated widget becomes active automatically as soon as a user opens it again.
- Removing a widget means that the widget is no longer available for use.
Manage Genesys Pulse Widgets
To open the Widget Management screen select Widget Management in the Settings menu:
From here you can perform the following actions:
- Overview, edit, activate/deactivate, or remove widgets.
- Remove dashboards or wallboards (you can delete a dashboard or wallboard completely or choose to delete widgets and leave empty dashboards or wallboards).
- Remove users (you can delete a user completely or choose to delete widgets and leave empty dashboards or wallboards).
Important
- A user who is removed in Widget Management is not removed from Genesys Configuration. The user can log in to Genesys Pulse again as a new user without launched dashboards.
- Shared widgets and personal widgets containing an identical set of statistics and objects may have to be deactivated or activated together. In this case, you need to confirm the activation/deactivation action from the dialog with all affected widgets listed.
- Deactivated widgets are activated automatically when the owner user logs in to Genesys Pulse.
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