Other Configuration Options

Action Categories

You can use the Action Management page to review and modify the sub-categories that will be available for different kinds of actions throughout the website. For example, when a user creates an action from within the Incident page, the main category is “Incident Action.” If you want to organize those actions into smaller groups, you can define additional subcategories (e.g., “Investigation,” “Repair,” etc.). Sub-categories are optional and can be added at any time.

Contacts, Companies and Locations

If applicable, you can use either of the following methods to define the contacts, companies and locations that are referenced in Customer Support (CSI) records.

• Use the Contacts, Companies and Locations pages to create one record at a time.
• Use the Data Import page to import data via XML. Consult the full Document Type Definitions installed on the web server (e.g., C:\inetpub\wwwroot\XFRACAS\DTD\): Company.dtd and Address.dtd

For more information, see “Managing Contacts,” “Managing Companies,” and “Managing Locations,” in the admin help.

Resource Editor

Use the Resource Editor page to change any text values in XFRACAS that don’t match your organization’s needs.

Reporting Tools

Use the Report Viewer page to modify the sort orders and hide/display attributes of specialized queries.

Use the Report Builder and Dashboard Designer pages to create and deploy to users (i.e., make public) custom queries, custom standard reports, custom charts or custom dashboard layouts, if needed.

Public Links and Announcements

Use the Create Link and Create Announcement pages to create any public links or system-wide announcements that are needed.