RegoXchange
  • The Last Logged In portlet provides the administrator with an overview of all users within the system and the last time he or she logged into Clarity. Using this portlet, administrators can quickly cleanup any inactive users or provide a list of users to managers that are not logging into the system. The portlet provides several pieces of information related to the resource as well as a “Days Since Last Login” with a status indicator. The administrator may filter on resource/id, OBS, user status, resource manager, or last logged in date to narrow down the results.
  • The Incident Notes portlet displays all of the notes that have been entered against Incidents in a single view.   This allows users to more efficiently look at the notes, regardless of security rights, without having to enter each incident individually to view them.
  • The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:
    • Inactive User is the Project Manager
    • Inactive User is the Idea Manager
    • Inactive User is the Resource Manager
    • Tasks assigned to the user
    • Action items assigned to the user
    • Risks assigned to the user
    • Issues assigned to the user
    • Change requests assigned to the user
    • Incidents assigned to the user
  • The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:
    • Inactive User is the Project Manager
    • Inactive User is the Idea Manager
    • Inactive User is the Resource Manager
    • Tasks assigned to the user
    • Action items assigned to the user
    • Risks assigned to the user
    • Issues assigned to the user
    • Change requests assigned to the user
    • Incidents assigned to the user
  • The Custom Portlet Configs portlet will display all portlets where the user has modified any settings like the filter or list views. This portlet is helpful for troubleshooting and to determine which users may be affected during an upgrade. The portlet may be filtered by several criteria and displays the resource name, ID, OBS path, portlet, and portlet ID.
  • The Custom Portlet Configs portlet will display all portlets where the user has modified any settings like the filter or list views. This portlet is helpful for troubleshooting and to determine which users may be affected during an upgrade. The portlet may be filtered by several criteria and displays the resource name, ID, OBS path, portlet, and portlet ID.
  • The Custom License Count Detail portlet displays the license type information for all users within Clarity as well as last login date for clean-up. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA.  For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts.
  • The Custom License Count portlet displays the license type and number of users with each type of license. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA.  For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts.
  • The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.
  • The All Incidents portlet shows all Incidents the user has view rights on and provides a single view to increase ease of management. Status indicators provide a quick overview of incident statuses so a user may prioritize. The filter then allows the user to narrow their search using date ranges and/or resources assigned. Other alternatives for filtering include the status, urgency, priority or impact of the Incident.
  • The All Incidents portlet shows all Incidents the user has view rights on and provides a single view to increase ease of management. Status indicators provide a quick overview of incident statuses so a user may prioritize. The filter then allows the user to narrow their search using date ranges and/or resources assigned. Other alternatives for filtering include the status, urgency, priority or impact of the Incident.
  • The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.
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