28 KLANT IN BEELD

tips + tricks
Creating multi-module Dashboards
As of TOPdesk 5, the Dashboard is the page where you can find all the information important to you. You can add widgets depicting the current situation, selections, reports, and KPIs, for instance. Each TOPdesk module has its own Dashboard. Additionally, there is one overview Dashboard where you can add widgets from all processes. A lesser known fact is that from TOPdesk 5.1 on, it is possible to create multi-module Dashboards yourself. This option enables you to display the Current Situation widget for each module on a single Dashboard, while using another Dashboard for KPIs or reports for several modules. 1. Open the Dashboard and click on Edit organizational defaults. 2. Click on the New icon in the top left corner to create a multi-module Dashboard. > You can give the Dashboard a custom name. 3. You can then add widgets by clicking on the widget icon. > You can select widgets from all modules. Add 1. In Settings Management, make sure that the searchlists for Impact, Benefit, and Priority for changes are filled in. 2. If you wish to automatically fill in the date for Simple Changes, you must also register durations in Searchlist Management for Change Management. After doing this, you can use the Priority searchlist to indicate which durations belong to which priorities. 3. Open the priority matrix in the Change Management module settings. 4. Fill in the priority matrix.

Using the priority matrix in Change Management

From TOPdesk 5.1 onwards, you can use the priority matrix to automatically fill in the priority based on the selected impact and benefits. For Simple Changes, this priority can automatically fill in the planned authorization date and/ or target date. The advantage of this matrix is that you can easily record that all changes with the same impact and benefits are also assigned the same priority.

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