Board setup wizard and tour

The setup wizard gets your dispatch board working the way you work. In three short questions you say who you are on the board, how much you want to hear and how hard the board should push. You can stop there, or go on to tune every setting and try a practice ping. A tour of the board follows the first time. Dispatchers, service desk managers and customer success staff each go through it once for their own board.

Before you start: you need a role that can open the dispatch board: Administrator, Service Desk Manager, Dispatcher or Customer Success (see Opening the dispatch board). The wizard checks every choice against the locks and limits your administrator has set. A choice that is locked shows Set by your admin.

When the wizard starts

The wizard opens the first time you open the board, and again after you choose Reset to defaults. It suggests a role from the Agent role set for you in Team Management (see Inviting people, roles and agent links): Dispatch suggests Dispatcher, and SDM Primary or SDM Secondary suggests Team lead. Without one, it looks at your QuantumOps access roles. If you do not want to answer, select Skip, use defaults and the board uses the defaults for your role. Where your organisation's server cannot save settings to your account, the wizard does not start by itself.

You can run it again whenever you like. Select Settings, then Run the setup wizard again.

Run the quick setup

The quick setup has three screens and takes about half a minute. Select Back or Next to move between them.

1. Who are you here? The wizard says what it found for you in HaloPSA, for example your role and team, and asks whether that is right. Pick the card that matches how you use the board:

   • Dispatcher: move every incoming ticket to the right person, fast.
   • Team lead: keep the team's SLA and people healthy.
   • Customer success: keep named accounts healthy.

   The card that matches your HaloPSA role is marked as suggested.

2. How much do you want to hear? Choose Calm, Standard or Watchful. Each card shows how many pings it would give you on the real board right now.

3. How pushy should the board be? Choose Gentle, Standard or Strict. A small animated hex shows the loop for the mode you pick. Strict is offered only when your administrator allows it. What each mode does is set out in Choose how pushy the board is.

Select Save and finish on the last screen. The wizard then says "Your board is ready" and shows what your choices would do on your board now. You have three choices:

• Use this board closes the wizard.
• Customise goes through the optional steps below.
• Try a practice ping goes straight to the practice.

Press Esc on a quick-setup screen to close the wizard and use the defaults.

Customise in up to 11 steps

Customise shows one step at a time under "Step 1 of 11", with a bar to jump to any step. Every step starts with a sensible choice, and you can leave any of them with Next. The step Lists and badges is marked optional.

Press Esc to go back to the ready screen when you have unsaved changes; they are kept there, and Use this board saves them. Press Esc again to close the wizard without saving them. With no unsaved changes, Esc closes the wizard.

The quick setup is saved when you select Save and finish. The customise steps are saved when you select Save settings in the preview step, or Use this board. The server checks the settings first. If it does not accept one, the wizard lists the problems. For what each setting does, see Workspace: how pings reach you and Board configuration.

Try a practice ping

The practice shows you the loop of a real ping on a made-up ticket for a client called Practice Co. It uses the settings you have chosen, takes about twenty seconds and never touches your real board.

1. Select Try a practice ping, or reach the step Try it from the customise steps.
2. Select Start the practice.
3. Watch the hex for the ripple that shows a ping. Select the hex, or select Look at it.
4. Read the card, which says why the ping is there and what to do first. Select the recommended action, then select it again to confirm.
5. The practice checks that it took and clears the ping.

A line under the practice tells you what to do at each point.

Take the board tour

The tour is a short walk through the board with a spotlight on each part. It has 15 stops:

1. Welcome to your dispatch board
2. The numbers up here
3. Role and Noise
4. View, filters, sound and motion
5. Intel, Rules, Settings, Workspace and Describe
6. Needs you
7. Queue
8. Tracked tickets and Lists
9. Agents
10. The hex field
11. The focus card
12. Keyboard shortcuts
13. Pulse
14. The footer
15. Change anything, any time

Use Next and Back, or the arrow keys, to move. Select Skip tour or press Esc to leave. On the last stop the button reads Done. A stop for a part that is not on screen is skipped, for example a panel you have hidden, a tab your role does not have, or a toolbar that a narrow window has folded away. While the tour is open, the board's own keys are paused and clicks on the board do nothing.

The tour starts by itself after the wizard on your first visit, unless this browser has already seen it, and again after Reset to defaults. Running the wizard again from Settings does not start it. If the tour changes in a later release, the board offers it once more to people who finished or skipped an older version.

To replay it, select Tour in the toolbar, or Settings and then Take the tour.

Related pages

• Workspace: how pings reach you
• The dispatch board at a glance
• Board configuration