Backeberg notes about ESS portal, Sept. 14, 2012

Owned by David Backeberg (Unlicensed)
Last updated: Sept 19, 2012 by Former user (Deleted)Version comment
6 min read

Description of features / status

We have achieved sign-off on the current revision of ESS Portal.

This version displays:

  • a header, which contains
    • a top-level menu bar, with ITS icon that links to its.yale.edu
    • related buttons, which include Real Name, ability to logout
    • other buttons which allow changing font size are hidden with CSS
  • a menu bar, which contains
    • My Tickets, which links to the default landing page view
    • My Preferences, which links to Portal - Profile, and allows modifying name and mail settings if they drill one more step in
    • How To, which links to its.yale.edu/how-to
  • the body of the landing page contains
    • a CSS-ified Tasks view, which shows three columns
      • Short Description
      • Date (which is date opened)
      • Number (includes INCxxxxxx and RITMxxxxxx)

There is also a pretty big problem:

  • the body of the landing page, with the Tasks view will jump out of the nav frame set if you drill down to an individual ticket. Your only nav option at that point is to enter a URL in the browser bar, or to use Back feature in the browser.

Another possibility for landing page

Alternate ways to do this:

But this comes with the problem that the CSS is not applying to the Tasks body frame. I don't know whether it merely needs to be customized by Ken, or whether there's a deeper problem. If you view source, Ken's CSS seems to be getting sourced, but not having an effect on the elements as we have come to expect with the older views.

Associated update sets

In an ideal world, I would have a one-to-one mapping of System Updates to requirements. Instead, I was learning SN development by doing. It is also the case that we had multiple revisions to requirements, and as I got closer to what we asked for, we changed the way we wanted the product to behave.

Update sets

2012/08/30 - 1
2012/08/31 - 3
2012/09/04 - 1
2012/09/04 - 3
2012/09/04 - 4
2012/09/05 - 1
2012/09/06 - 1
2012/09/06 - 3
2012/09/07 - 1
2012/09/07 - 3
2012/09/09 - 1
2012/09/10 - 1
2012/09/10 - 2
2012/09/11 - 1
2012/09/11 - 2
2012/09/13 - 1
2012/09/14 - 1

Manual changes after update sets

The ITS icon in the ESS header is not appropriately captured by the update sets, due to its nature as an 'upload' rather than an 'icon'. As such, it must by manually uploaded from another instance. I've also attached it right here.

Requirements

number

date

description

Status

634

8/31/2012

ESS: Create single sign on authentication to https://yale.service-now.com/essESS: Create single sign on authentication to https://yale.service-now.com/ess

Approved / Signed Off

635

8/31/2012

ESS: Header Modification "Modify the existing stock ESS Header: Insert the Yale ITS Logo, Remove/hide the Help Desk Chat icon, Remove the 'What's New' link next to the logged in user's name in the top right

Approved/Signed Off

636

8/31/2012

ESS: Modify top navigation bar. Order of items in the Nav bar from left to right is Home: My Tickets, My Preferences, How-Tos. Hide/remove 'Order Things' in the Navigation bar, Hide My Approvals (this will be used in the future, do not remove, just hide). How-Tos should not have a sub menu but should direct link to http://its.yale.edu/how-to Add 'My Preferences' to the Navigation bar.
Clicking 'My Preferences' should take you to /ess/profile.do
Clicking 'My Tickets' should take you to the ESS home page /ess

Approved/Signed Off

637

8/31/2012

ESS: Modify the Main Page. Hide the current boxes 'Order Things', 'Knowledge' and 'Get Help'. Add a combined view that contains INCIDENTS and REQUEST ITEMS content block below the Navigation bar that show the logged in person's data:
combined view should show 'Short description', 'Opened', 'Number'. Sorted by alphabetical order of 'Number' field. Clicking on any ticket in self service should display the ticket in a window styled like this: https://projects.yale.edu/ITS506/Project%20Documents/Forms/AllItems.aspx?RootFolder=https%3a%2f%2fprojects%2eyale%2eedu%2fITS506%2fProject%20Documents%2fSiteSkinningCSSFiles&FolderCTID=0x01200069438C30116D8F4A835D999C65CBD6CE"

Approved/Signed Off

638

8/31/2012

ESS: Order Things Sub Page Requirements: Remove all left hand nav items (My Requests, Top Requests, Links). Leave 'Computers and Hardware' text and icon. Change 'Order laptops, servers, peripherals' to 'Advice on Ordering'. Link to http://its.yale.edu/software-and-recommendations/buying-guide. Change 'Software and Access' text to 'Software' and leave the key icon. Change 'Mac or PC applications, software..."" to 'Mac, PC, Linux applications'. Link to http://its.yale.edu/software-and-recommendations. Leave 'Services' text and icon as is. Change 'Install software, request backups, order other services' to 'Iinformation about our Services'. Link to http://its.yale.edu/services. Rmove the 'My Orders' section"

Rejected

639

8/31/2012

ESS: My Tickets Sub Page Requirements. Remove left navigation items (common questions, current issues, my recent updates, etc). Hide 'Something Broken'.
Rename 'Ask a Question' to 'Common Questions' and link to http://its.yale.edu/how-to.
Rename 'Status' to 'My Tickets' and link to a new page with client view of open tickets called 'My Tickets' page."

Rejected

640

8/31/2012

ESS: Customers should be able to view the status of their tickets "Page should be styled with https://projects.yale.edu/ITS506/Project%20Documents/Forms/AllItems.aspx?RootFolder=https%3a%2f%2fprojects%2eyale%2eedu%2fITS506%2fProject%20Documents%2fSiteSkinningCSSFiles&FolderCTID=0x01200069438C30116D8F4A835D999C65CBD6CEAdd content block that show the the logged in person's Incidents:
Tickets to display: All open Incidents where the logged in person = the client or the contact. Field to output in query:
Short description, Open Date, Ticket Number. Sorted by open date descending order. Add cotent block below the Order Things, Knowledge and My Tickets boxes that show the logged in perso's Requests: All open Requests where the logged in person = the Requestor or the Client, Fields to output in query: Requested Item, Open Date, Ticket Number, Approval Status, Stage. Clicking on any ticket in self service should display the ticket in a window styled like this: https://projects.yale.edu/ITS506/Project%20Documents/Forms/AllItems.aspx?RootFolder=https%3a%2f%2fprojects%2eyale%2eedu%2fITS506%2fProject%20Documents%2fSiteSkinningCSSFiles&FolderCTID=0x01200069438C30116D8F4A835D999C65CBD6CE".

Rejected

642

8/31/2012

ESS: Enable Help Desk Chat.

Under Review

648

9/07/2012

ESS: Match nav bar blue to production blue style. Match nav bar blue to production blue style.

Approved/Signed Off

649

9/07/2012

ESS: Hide left nav content blocks on My Preferences Screen. Hide left nav content blocks (example My Requests, My Recent Updates, Current issues) on My Preferences Screen (the screen that allows the user to see their data and change notification preferences).

Approved/Signed Off

650

9/07/2012

ESS: New Incident Button should be hidden from the User's view. If the button cannot bring up this New Incident (Something Broken) screen then then button should be hidden from the user's view.

Approved/Signed Off

652

9/07/2012

ESS: Make changes to the 'Submit New Incident' screen for clients. ESS: Make changes to the 'Submit New Incident' screen for clients. See attached screenshot. When noted with red the text should be removed and replaced with the red text. Approved/Signed Off

Have to ask about this

653

9/17/2012

ESS: Logo should go to ITS home page its.yale.edu

Approved/Signed Off

654

9/17/2012

ESS: New Incident Button should bring up the Service Catalog Item - Create New Incident (Something Broken) screen. The button can be found on this screen https://yaledevelopment.service-now.com/ess/main.do. See screenshot for a picture of the button.

Under Review

655

9/17/2012

ESS: Enhance ticket drill down. Clicking on any ticket in self service should display the ticket in a window WHICH HAS The same TOP NAV as the HOME PAGE but styled like this: https://projects.yale.edu/ITS506/Project%20Documents/Forms/AllItems.aspx?RootFolder=https%3a%2f%2fprojects%2eyale%2eedu%2fITS506%2fProject%20Documents%2fSiteSkinningCSSFiles&FolderCTID=0x01200069438C30116D8F4A835D999C65CBD6CE

Under Review

Older versions

And here are the older views:

Here are some screenshots

The landing page

The preferences page

Current state of iframed_tasks2.do