Working With The Problem Summary Table Widget

The Problem Summary Table mirrors the Problem slideout found in the left navigation menu
of the NEO UI. However, with this new widget added to a dashboard, users no longer have
to open the slideout each time to view problems, which saves high-frequency users a
significant amount of time and clicks.

To add the Problem Summary Table widget to a dashboard, please see the "Working with
Widgets" section of the Online Help.

Complete the following steps to use and configure the problem Summary Table widget:

  1. Log in to the ONE system.
    The Problem Summary Table widget displays on a dashboard.

    images/download/attachments/144835500/image2021-5-3_16-33-7-version-1-modificationdate-1656017024000-api-v2.png
  2. Click the active links for the problem name, the problem status (escalated, high, medium, or low), or the specific number for a problem.
    The Problem Inbox screen displays the information.
    Click Filter Options button in the top right corner of the widget.

  3. The Problem Summary Table settings popup window displays.

    images/download/attachments/144835500/image2021-5-3_16-33-56-version-1-modificationdate-1656017024000-api-v2.png


    The following customizations are available for this widget. All fields with an
    asterisk ( * ) are required.

  4. Type in a customized title for the widget in the Title field.

  5. Select a time duration in the Auto Refresh Widget field.
    The following filter options are available for this widget. Complete the fields as
    required for the desired results.

    Filter Option

    Actions

    Site

    Use the picker tool to select one or more sites to filter by.

    Escalated Only

    Check the box to filter for problems that have been escalated.

    Item

    Use the picker tool to select one or more items to filter by.

    Assigned to Me

    Check the box to filter for problems that have been assigned to the current user.

    Show Only
    Unassigned

    Check the box to filter for problems that are unassigned to any user.

    Apply Geo
    Permissions

    Check the box to filter for problems that have geo permissions applied.

    State

    Check the box to filter for problems in a specific state.

    Priority

    Check the box to filter for problems that have a specific priority.

  6. Click the Apply Changes button.
    The widget refreshes with the new filter options.