Cherwell Layout
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Cherwell Toolbars
The Menus
Menu Description File Main application actions for exports, logout etc. Edit Copy, paste, delete, etc View Change between views of the current record, and navigate the app Searching Search management, and quick search builder. Used for finding records by criteria One-Step One steps are useful 'macros' that allow for powerful interactions, integrations, and automation Customer Quick access to Customer info for current record Dashboards Dashboards are interactive reports that allow you to drilldown and find records. Tools Quick access to tools like the CMDB, Calendars and Reporting Localization Change language settings Actions If they exist shortcuts for actions to take on a record will be here Help Links to online documentation for the tool The Action Buttons
Button (Button Icon Description) Description Back (Left Blue Arrow) Go pack to the previous screen Forward (Right Blue Arrow) Move forward to the next screen after going back Home (Green House) Returns you to your home screen / dashboard Calendar Brings up your default calendar New Create a new record. Choosing the + will create for the current object type, choosing the chevron will allow you to choose which type of record you would like. Save (Floppy Disc) Save the current record. If you have made changes or run a process it is always best to save the record. Anytime this Icon is enabled it means you have unsaved changes. Abandon (Garbage Can) Abandon current changes on the record. Useful if you change your mind, or start modifying the wrong record. Lock Status (Lock) Records are locked once a technician starts working on them. This prevents technicians from overwriting other's work. This status indicator will tell you if something is locked and to whom. Cut, Copy, Paste Standard editing features Attachments (Paperclip) Records can have items attached to them such as PDFs, images, or spreadsheets. If a user sends in details as a file, or if you would like to attach a more detailed plan to a record, this is where that would happen. Legal Values (3 Vertical Lines) If something is validated, you can view the acceptable values here. Encryption (Eye) Some fields may be stored encrypted for security. If such a field exists you can use this button to view its contents. Print (Printer) Prints the record Search Manager (Magnifying Glass) Quick access to the search manager Results List (Left Arrow with Uneven Horizontal Lines) View all results in current search list. Current Record (Right Arrow with Uneven Horizontal Lines) Show the currently selected record from the list Record Navigation (Double Left Arrows, Value of Value, Double Right Arrows) Navigate through a results list, forward and backward. Cherwell Toolbar: File, Edit, Searching, One-Step, Customer, Dashboards, Tools, Localization, Incident Actions, Help
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The Task Pane
The task pane features quick actions and quick search. The primary feature of the task pane is the search capabilities.
Task Pane: Quick Search looking to Search Incidents. Within Quick search you can choose which object you would like to search (Search incident is shown above). You can click this option to change through the objects you have access to.
You can then enter your query in the search box. If you would like to view only records that are open (not in their final state) you can choose 'open...only'.
Tip: Hide Task Pane
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Main Content
This section shows the main record, or dashboard, or calendar or whichever item you are showing here.
Within a record the content can be divided into two primary sections:
- C1 - The Information Bar
- C2 - The Content Tabs
Main Content: C1) Information Bar C2) Content Tabs The Information Bar
This section of record content shows high-level aggregate info about the priority, status, customer info, and technician assignment info.
Content Tabs
Content within a record is separated into convenient tabs to help organize information in an easily consumable way. The primary tabs are forms where we can capture information for the record. But there are also linking tabs which show related information about the record. This info can be items like journals, created tasks from the record, or expanded information about the record such as detailed customer info, and ticket history.
Tabs can be tricky because sometimes they have expressions that control when and how they appear. For example a change request may have between 1 and 3 primary tabs, depending on the type of change. Or an approvals tab wont appear if a request does not require approvals.
For more information on tabs, and their content refer to the individual modules about various record types.