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en:my1stanswer:cockpit

My 1stAnswer Dynamic

With <font color="orange"><b>My 1stAnswer Dynamic</b></font> you achieve all relevant informations for your business depending on your tasks (e.g. as Agent, as Team leader, …) right after login.
All functions are controled by rights and can released one by one.

Add new Cockpit

For the case you are in a menu point you reach the My1stAnswer part throught the button top left My1stAnswer menue. The buttons below will apear.

1. Click on <font color="orange"><b>Add Cockpit</b></font> at the <font color="orange"><b>I want to</b></font>-Panel.
Add Cockpit

2. Please enter a name and choose the layout by clicking on it.
Create Cockpit

<note tip>The cockpits will be filled with <font color="orange"><b>Webparts</b></font>. At My1stAnswer Webpart you find a description which kinds are available and what is possible to do.</note>

Scroll Cockpit

You can create multiple Cockpits and scroll between them.
To chosse a different created Cockpit you have to select one in the drop down list at the menu.

up to and including Version 5.2since Version 5.3
Multiple My 1stAnswer Cockpits Multiple My 1stAnswer Cockpits [Version 5.3]
Here you can see immediatly who owns which cockpitt.
User: Only you can use this cockpit in each role of the same mandator.
Role: Everyone in the same role and mandator can use this cockpit.


Choose in this view which cockpit you like to use and the new cockpit-view appear.

Allocate a role to My 1stAnswer Cockpit

<note tip>All settings in My 1stAnswer can assigned to a specific role.
An explanation report you can find in Role administrate.</note> 1. Please click on <font color="orange"><b>Publish cockpit</b></font> at the <font color="orange"><b>I want to</b></font>- Panel.
Publish Cockpit

2. Choose the role in the dislpayed window and click OK.
Publish to choosen role <note important>The usercockpits are available in all roles of the user with the same mandator.
Through the button Reset My 1stAnswer all settings are reset of the current mandator. (Available till version 5.2)</note>

Personalize My 1stAnswer cockpit

Personalize cockpit
Each cockpit which is created for a role can be personlized for the user throught the button <font color="darkorange"><b>Personalize cockpit</b></font>. The cockpit will be defined for the role and the user. <note important>Through Delete my personal cockpityou can delete all cockpits which are assigned to <font color="darkorange"><b>User</b></font>.
The cockpit at <font color="darkorange"><b>Role</b></font> can only deleted by the owner.</note>

Delete existing Cockpit

1. Please click on <font color="orange"><b>Delete cockpit</b></font> at the <font color="orange"><b>I want to</b></font>-Panel.
Delete cockpit

2. Please click OK at the displayed window to definitely delete the cockpit.
Systemmessage

en/my1stanswer/cockpit.txt · Last modified: 2011/12/14 17:18 (external edit)