My Workspace view is your dynamic ‘get it done!’ viewport. Here, you can view at a glance:

We designed the My Workspace view to maximize your efficiency.




My Workspace View


The Preview pane displays all the relevant information that has been captured in this service request.

The lower portion of the screen includes more information and details for a selected request:

Activity Stream displaying memos entered, actions taken


Documents can be attached to request for quick reference


Other tabs in the Preview Pane include:


The Ribbon Toolbar shown at the top of the screen enables you to perform various actions on the highlighted request.


The Update Request tab group provides functions like entering memos, attaching files, and even launching RemoteASSIST® screen sharing utility (included).

Update Request Tab Group

For example, if you click on the Schedule / Close icon, you can schedule when to begin working on the request, when the work is due by (generating alerts as the deadline looms…) or close the request altogether.

You can also schedule meetings with other team members. Calendar information is automatically synchronized with Microsoft Exchange.


The Project submenu allows you to create child requests in order to partition the request into smaller tasks that can be independently assigned to others and independently scheduled.

You can also convert this request into a predefined project template like a change management request, or on-boarding a new employee.





Lookup/View Tab Group

The Lookup / View tab group on the far right section of the Ribbon toolbar enables you to filter items displayed in the activity stream, find suggested or historical solutions, and look up related requests.





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