Self Service Portal Settings (Partitioned)

Using the Self Service Portal Settings (Partitioned) option, you can assign default call templates and configure the native chat client.

Using the Self Service Portal Settings (Partitioned) option, you can select a call template, as defined in Call Template Administration, for registering for access to the Self Service Portal. You can specify the partition when assigning the call template. You can also set up your chat queues and call templates for each partition.

Any IPK workflow rules picked up while a call is being logged will override the recipient Analyst/group specified on the call template.

Assigning a Call Template for User Registration on the Self Service Portal

Before you start

You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service Portal administration settings.

The call template is only enabled if Log Call on Registration is enabled on the Self Service Portal Settings.

  1. Select ≡ > Admin > System Administration.

    The System Administration window appears.

  2. In the Explorer pane, expand Self Service Portal.

  3. Select Self Service Portal Settings (Partitioned) to open the window.

  4. Select the Partitionfor which you want to assign a call template using the drop-down arrow in the Partition list in the top right corner of the window if appropriate.

  5. Complete the details.

Registration Call Template

Select a call template you want to assign for Users who are registering for Self Service portal access through the portal

The call template selected will determine the IPK group/s to which the User’s registration details will be forwarded unless the call triggers other IPK workflow rules.

Major Incident Ref

Select the IPK Status Ref to be used to determine the Major Incident's IPK Status

Add Me to Major Incident Call Template

Select the call template to be used when a user selects the Add Me button in the Self Service Portal

Select to save the changes. Provide the Change Reasons if prompted to do so.

Chat Queue Setup

  1. Select ≡ > Admin > System Administration.

    The System Administration window appears.

  2. In the Explorer pane, expand Self Service Portal.

  3. Select Self Service Portal Settings (Partitioned) to open the window.

  4. Scroll down to the Chat Queue Setup section if necessary.

  5. Complete the details.

Partition

Select the partition for which you want to enable Chat

Enabled

Select the checkbox to enable Chat for the partition

Call Templates

Use the drop down list to select the call template to be used when a call is logged through Chat. You must select a call template for each partition.

The call template selected will determine the IPK group/s to which the User’s registration details will be forwarded unless the call triggers other IPK workflow rules.

Assign the chat analysts to the queue. Select from the options, and then select the entry/entries you want to add to the chat queue from the left hand list and select Add to add them to the right hand list.

Analyst

Select the analyst(s). If analysts have already been assigned Chat Analyst permissions in the Options tab of their IPK Management security role, they will appear in blue. They cannot participate in a chat without this permission.

Groups

Select the IPK groups that you want to participate in Chat.

Each analyst must have Chat Analyst selected in the Options tab of their IPK Management security role to participate in a chat, even if they are part of a selected group.

Analysts by Groups

Select to display all the analysts categorized by the group to which they belong. An analyst who belongs to more than one group will be displayed in every group to which they belong. To view a list of analysts in a group, click + next to the group name. In this view, you can select either an analyst or a group to participate in the chat.

Each analyst must have Chat Analyst selected in the Options tab of their IPK Management security role to participate in a chat, even if they are part of a selected group.

Select to save the changes. Provide the Change Reasons if prompted to do so.

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