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EditIntroduction
The possibility to have customized lists is the main added feature to the Spring 2011 version. It provides a huge flexibility, opens new horizons and allows to better exploit the numerous Octopus functionality. You will be able to:
- Add new lists / modify existing lists
- Allocate the lists in the desired module
- Customize the display by designating lists as being "favorites"
- Select a default list per module
- Centralize your lists in "Home" and access all desired information from this module.
After the update, the interface may seem the same since we have reproduced the lists that existed in the fall 2010 version. Only the lists of the "Configurations" module will differ, because these favorites were determined by you for each type of CI in the reference data management..
Customizing the lists now includes the lists and their display as well; Therefore, this configuration has been removed from reference data management. If you wish to retrieve your lists of the "Configurations" module and use them in the new version, you will need to recreate them.
.
Take the time to adapt to your own pace and you will discover, through use, flexibility and many other possibilities offered by customization of lists in Octopus.
We invite you to submit your ideas for improvement on our web portal, using the template "Request for improvement / new feature".
EditOctopus Main Screen
Visually, the main screen of Octopus received no major transformations. Anyhow, we present you an explanatory image of what it is made of.
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Edit"Administer lists" permission
A new permission has been added for Octopus users.
"Administer lists" allows:
- create, modify, delete any list (public or private) created by Octopus users
- define the default menu of lists displayed for Octopus users
The regular Octopus users (those without this permission) will:
- •create, edit lists (public or private) that are not default lists ("system" lists)
Please note that a public list is visible in the library for all Octopus users while a private list is exclusively for the one who created it.
EditCreating a list
What you must know :
The scenario shows you how to create a list from the "Home" module. It is important to include the following elements:
- When you create a list from "Home", you have access to the fields from all requests in Octopus (Incidents/SR, problems, changes, events, tasks). Therefore, if your list must contain criteria relating to two (2) types of requests or more, you will need to go through "Home";
- If you want to create a list of queries for a single module, it will be easier to do from this module, because only the fields used in the module you will be presented.
The following steps will guide you on how to create a list creation for the "Home" module.
1. Position yourself on "Home" module.
2. Click on the double arrow of the search field to display additional criteria.
3. From the "General" and "Date" tabs, select the desired fields for your search; you will notice that each field allows amultiple selection to combine several criteria simultaneously.
4. The "Advanced" tab gives the criteria search groups (field, operator, value). In this example, there is only one group. Click on the magnifier to display the results.
Search by fields selection
"Advanced" tab
5. Save the list by clicking on the icon
. The next window will open :
Enter :
a) The list name
b) Indicate if you want that list to be public; if you do not, it will not be available to all other Octopus users
c) The category, from these choices (take note that if you create a list from a different module than "Home", the module category will be automatically displayed:
d) Click on the "Change icon" button to add, modify or remove an icon associated with your list
e) A description that allows you to precise what is contained in your list (a reminder!)
f) The module where you wish for this list to appear. Click OK to see the list appear in the desired module.
EditMerged search results
Merged search results allows to add one (or several) group(s) of criteria from several request types. It's as is we applied an "OR" variable to a search. As an example, we could want to see SRs with a "new" status as well as tasks with a "Not started" statusof all groups to obtain a list of SRs/Tasks that were not started yet.
1. To add a group of criteria to your search, click on the icon
amongst the icons group
.
- When you will click on the magnifier, the results of the 1st and 2nd group will appear, as if you were using the "OR" operator.
- If you combine several groups of criteria in one search, the icons group display will differ, indicating that you are in a merged search.
- You can navigate between your groups by using the left/right green arrows.
2. Customize your disposal (see section "Customizing the records list disposition" below).
- See the difference in group icons for a merged search:
NOTE :
There is more than one way to do things:
- You can do your criteria selection directly from the "Advanced" tab
- You can use an existing list, modify it by adding or removing criteria, then save it as a new list (see section "List modification")
Don't forget that a list created from the "Home" module will present fields from all types of Octopus requests, while lists created from another module (Incidents/SR, Problems, Changes...) will only make accessible fields from these same module.
EditList modification
Regular Octopus users will be able to create new public or private lists if they want to. Octopus users with the permission to administer lists will be able to modify all lists created by any user and even push a personalized a default list menu.
1. Click on a list.
2. Right click on the recordings list (upper part of the main zone) to open the contextual menu and select "Modify the criteria".
3. Proceed to add / remove the criteria according to the list you want to obtain (see List creation). Regularly use the magnifier to validate the resuls.
4. Click on the save icon:
a) if you do have the permission to modify the default lists ("system" lists), Octopus will suggest 1) to modify the selected list (all octopus users will be affected) or 2) to create a new one.
Make your choice and click on OK.
b) If you do not have this permission, the list save window will open (see section "List creation"), allowing you to save your list.
EditCustomization of the lists menu
The lists menu is fully customizable. You can select and sort the lists you use in your daily work. You can position the most used ones in your "Favorites" page, while the ones used only occasionally can be moved to your "Other" page. Here is how to proceed.
1. Right click in the section called 'Lists menu' to open the menu and select "Personalize...".
2. The module lists customization window opens:
a) To the left, you have the Lists menu, with the content of the "Favorites" and "Other" pages.
b) To the right, the librairy containing all lists. A dedicated column called "Visibility" shows if the list is public or private. Take note that you can also search the list by applying a category filter (at the top).
c) You can modify the list name, the type or the visibility by clicking on the icon
(default lists ("system" lists) are public).
d) If you have the permission to administer lists, you can delete some
(except the "system" lists) by clicking on the icon
.
Proceed to the customization of your lists menu:
- use the left/right arrows to move your lists from the library to the lists menu (or vice-versa).
4. In the Lists menu, use your up/down arrows to determine the desired order.
5. Right click on a list from the "Favorites" or "Other" to open a new menu that you will offer the following possibilities:
a) Remove (Delete key) - Puts the list back in the library
b) Rename... (F2) - to rename the list (this action only modifies the name in your menu, not the default one)
c) Insert a separator (Ctrl + Insert) - inserts a dotted line to separate groups of lists
d) Edit - opens the Save list window
e) Set as main list of module- will be the one displayed by default when opening of the module
f) Set as default menu... - will push instantaneously the Lists menu to all Octopus users (you must have the permission to administer lists to access this feature)
g) Revert to the default menu... - puts the Lists menu back to the default settings as defined by the lists administrator
6. Once the lists menu is customized, click on OK. You will be able to access your "Favorites" or "Other" pages from the main Octopus screen.
EditCustomization of lists disposition
The Spring 2011 version allows a more elaborate personalization of the lists because of a higher number of available fields to select frone. To add a column, proceed as follow:
1. Right click on the upper part of the principal zone (requests list) to access the menu and click on "Select a column..."
2. "Select a column" opens up; check the field to insert it as a column and/or uncheck the field to remove it and click OK.
- to facilitate your search, you can also type in the name of the field directly in the "Filter" box.
- if you must check more than one field at a time, the selection order will determine which ones will be displayed first.
- a unique selection will add the column at the right part.
3. If necessary, move the column by sliding it to obtain the desired emplacement.
4. A redefined requests list is part of the Octopus user profile and will be kept automatically.
EditCan I obtain a zone disposition of another list?
Yes. At the creation / modification of lists, you can copy the disposition and export it to another one without having the repeat the 4 previous steps.
1. Click on the list (let's call it 'List 1').
2. Right click in the requests list (upper part of the main zone) of 'List 1' to open the menu and select "Modify the criteria".
3. Click
"CTRL + SHIFT + C" to copy the disposition.
4. Access the list on which you want to apply the disposition ('List 2) and repeat step 2.
5. Click
"CTRL + SHIFT + V" to paste "List 1" disposition over "List 2".
EditOther practical features
- CTRL + click on list - opens the list in a new tab
- CTRL + click on module - opens the module on a new tab
- CTRL + click on tab - closes the tab