Dashboard¶
The dashboard is the main overview screen for agents. Use this screen to get full overview about the most important things: ticket lists, appointments, statistics, news.
The header consists of three parts.
- Avatar image
- The Personal Menu and the Logout possibilities.
- Toolbar icons
Icons with numbers indicated some ticket actions with the number of related tickets. The icons and search boxes are not activated by default.
See also
Icons and search boxes can be activated in settings under Frontend → Agent → Toolbar.
The last icon is the chat availability status.
See also
System configuration
ChatEngine::Active
needs to be activated to use this feature.The chat availability status icon is a three-way switch, and can be changed by clicking.
- Empty circle: unavailable for chats.
- Empty circle with tick sign: available for internal (agent to agent) chats.
- Filled circle with tick sign: available for internal (agent to agent) and external (customer to agent, public to agent) chats.
Note
The chat availability status will be changed from external chats to internal chats each time an agent log in to OTRS again.
- Main menu
- The main menu of the agent interface.
The dashboard displays so called widgets. A widget is a box, that consists of a header, a filter and a data table. Each widget can be moved with drag and drop, and can have own settings.
Each ticket widget has own filter for displaying:
- My locked tickets: tickets which are locked by the current agent.
- My watched tickets: tickets that the agent has in his/her watched list (requires
Ticket::Watcher
setting to be turned on). - My responsibilities: tickets that the agent is set as responsible (requires
Ticket::Responsible
setting to be turned on). - Tickets in My Queues: tickets which are in queues selected in Personal Preferences.
- Tickets in My Services: tickets that are assigned to services selected in Personal Preferences.
- All tickets: all tickets in this kind of widget.
The numbers indicate the number of tickets in each filter term.
The title column contains the subject of the last article created by a customer user. If no customer article can be found, the title column contains the subject of the latest agent or system article.
If there are articles in a ticket that the agent did not read yet, the ticket is displayed with bold text in the ticket widget and marked as unread. When an agent selects a ticket and reads all its articles, it will be marked as read and will be displayed with normal text in the ticket widget.
To add new widgets:
- Click on the Settings widget in the right sidebar to expand it.
- Select the widgets you want to add.
- Click on the Save settings button.
To remove widgets:
- Click on the Settings widget in the right sidebar to expand it.
- Deselect the widgets you want to remove.
- Click on the Save settings button.
See also
You can also remove a widget, if you hover the mouse over the widget header and click on the × on the top right corner to close the widget.
To move widgets:
- Click on the widget header and hold down the mouse button.
- Drag the widget to the desired position.
- Drop the widget by releasing the mouse button.
Widgets can have own settings. To configure a widget:
- Hover the mouse over the widget header.
- Click on the gear icon in the top right corner.
- Change the number and set the visible columns by drag and drop.
- Click on the Save Changes button.
Note
The order of visible columns can be set by rearrange the columns in the Visible columns field.
Dashboard Content Widgets¶
Note
The widgets can be different depending on the installed packages and system configuration settings.
The Reminder Tickets widget lists the pending tickets. Pending tickets are set for later work by the agent, and the reminder time is going to expire soon.
The Escalated Tickets widget lists the escalated tickets. Escalated tickets are after the time set in service level agreement, and therefore needs to be worked on them immediately.
The New Tickets widget lists the recently created tickets. New tickets are not handled by an agent yet.
The Open Tickets widget lists the open tickets. Open tickets represent the current work done by the agent.
The Running Process Tickets widget lists the process tickets, that are started, but not finished yet.
The Ticket Queue Overview widget gives an overview as a ticket count matrix, where the rows represent queues and the columns represent the ticket states. Each cell displays the number of tickets on a defined state that belongs on a particular queue.
The Events Ticket Calendar widget displays tickets in a calendar, but this widget does not work out-of-the-box.
To display the tickets in this calendar, the following settings need to be set by an admin user:
Create the following dynamic fields:
Object Type Name Label Ticket Date / Time TicketCalendarStartTime
Calendar Start Time Ticket Date / Time TicketCalendarEndTime
Calendar End Time Navigate to Frontend → Agent → View and select a view to add the dynamic field to.
For example add these dynamic fields to New Phone Ticket screen and New Email Ticket screen to set the dates at ticket creation time, or to Ticket Free Fields screen to set the dates for existing ticket in the Miscellaneous → Free Fields menu item of the Ticket Zoom screen.
Ticket::Frontend::AgentTicketPhone###DynamicField
TicketCreateStartTime
→ 1 – EnabledTicketCreateEndTime
→ 1 – Enabled
Ticket::Frontend::AgentTicketEmail###DynamicField
TicketCreateStartTime
→ 1 – EnabledTicketCreateEndTime
→ 1 – Enabled
Ticket::Frontend::AgentTicketFreeText###DynamicField
TicketCreateStartTime
→ 1 – EnabledTicketCreateEndTime
→ 1 – Enabled
Add more queues to
DashboardEventsTicketCalendar###Queues
setting (default is Raw queue only).
If the dynamic fields contain values for the tickets, the tickets are displayed in the widget.
Hover the mouse over an entry to see the details of the ticket, or click on it to open the ticket in the Ticket Zoom screen.
Dashboard Sidebar Widgets¶
The following widgets are located on the right sidebar. There is a Settings widget to turn other widgets on or off, and some information widgets also displayed here.
The Settings widget lists all available widgets on the screen.
To turn on or off a widget:
- Expand the Settings widget in the right sidebar by clicking on its header bar.
- Modify the checked state of a checkbox.
- Click on the Save settings button.
The 7 Day Stats widget displays the number of created and closed tickets in the last seven days.
The Upcoming Events widget displays entries from the Calendar.
The Out Of Office widget displays the agents, who are currently out of office. This information can be set in the User Profile module of the Personal Preferences.
Note
If currently no agents are out of office, this widget is not displayed.
The Latest updated FAQ articles widget displays the FAQ articles, that are updated recently.
The Latest created FAQ articles widget displays the FAQ articles, that are created recently.
The Logged-In Users widget displays the currently online agents and customer users.
The OTRS News widget displays news from an RSS feed.
See also
To change the RSS feed source, see DashboardBackend###0410-RSS
setting.
The Appointments widget displays the appointments for today, tomorrow and for this week.
Click on the Add Appointment button to open the New Appointment dialog.