Review the information that is collected about people. You can complete actions such as running workflows to update information and you can optimize the view to view the information that is key to your role.
Click People and then click a record.
To find out more and complete actions such as running workflows, select a record from the list and click one of the following pages:
Actions available on all pages
The actions that apply to a record, such as archiving, can be completed on any page.
By default, users are not alerted when their usernames, passwords, or email addresses are changed. This means that users won't be able to log in to their Oomnitza instance when such changes are made. To enable automatic alerts, add security.enable_personal_data_change_emails as a global setting. See Global security settings.
Click the Actions menu and select an option.
Table: List of the actions that are available on all pages
||The workflows that were created and that can be run.|
|Click Send welcome email .||The user receives a welcome email from Oomnitza with a link to activate their account.|
|Click Change user name .||The administrator or a user with the appropriate permissions can change the username.|
|Click Reset password .||Enter the new password and save.|
|Click Screen builder .||To make the information more consumable, you can group information into sections and pick the fields you want to add to each section.|
|Click Archive .||Archive the record.|
Use the down arrow to go to the next record and use the up arrow to go to the previous record.
The actions that are available on the pages are in the upper-right corner of the page under the Get help icon.
Table: List of the actions that you can complete on the Information page
|Click Workflow activity status.||
If workflows aren't associated with the record, or if the workflows associated with the record have been completed No active workflows is displayed when you hover the mouse over the workflow status icon.
If one or more workflows were triggered for the record, but haven't completed yet, a message is displayed when you hover the mouse over the status icon. The message informs you that one or more workflows are running that might change the information in the record.
|Click Refresh .||Refresh the information that is shown on the page.|
Table: List of the actions that you can complete on the Assets page
|Click Search .||Enter search criteria to find an asset.|
|Click Show archived and re-assigned assets .||You can toggle the view to show the assets that were archived and reassigned to other users.|
Assign an asset to the user or return an asset.
To assign an asset, enter the serial number or location, or other search criteria.
To return an asset that was assigned to a user, click next to the asset that you want to return.
You can toggle the view of the Accessories page from the Show Actions view to the Show Accessories view.
Table: List of the actions that you can complete on the Accessories page
|In the Show Actions view, click Return All.||If the user has multiple accessories of the same type such as two monitors, all of the monitors are returned.|
||If the user has multiple accessories of the same type and wants to return one or more of them.|
To toggle to the Show Accessories view, click Show Actions.
|A list of the assigned and returned accessories is shown.|
In the Show Accessories view, click Open action details .
|More information is displayed about the assign and return actions such as who assigned the accessory or who returned it.|
By default, the page that lists the SaaS applications that are assigned to the user is shown. To view the page that shows the desktop applications that are assigned to the user, you click Software Desktop.
Table: List of the actions that you can complete on the Software page
To assign software to the user, the software must have one or more contracts. If the user hasn't been added to the contract, they are automatically added when the software's contract is assigned to the user. If the user hasn't been added to the contract, and two or more contracts are associated with the contract, you can select the contract.
|Click Deactivate .||Applies to SaaS applications. You can unsubscribe the user from the SaaS application.|
|Click Remove contracts .||If you're on the Software SaaS page, it unassigns all the contracts on that page. If you're on the Software Desktop page, it unassigns all the contracts on that page.|
||Export the list of the SaaS applications that are assigned to the user. To export a list of the desktop software, click Software Desktop.|
To receive reports, the Email Subscription field must be selected on the Information page. The reports that the user is scheduled to receive are listed. If users no longer want to receive reports, they can unsubscribe.
Additional roles can be assigned to the user so that they can complete tasks that they cannot complete with the role that they were assigned when their record was added. To do this, click Add and select one or more roles.
Table: List of the actions that you can complete on the Media page
|Click Add .||Add media such as the user's photo.|
|Click Clear .||Clear the display photo that you set to display in the sidebar.|
|Click List view .||Switch to list view.|
|Click Block view .||Switch to block view. In block view, each media file is shown as a tile. You can click the actions menu on the tile to set the image as the display photo, download the media file, or delete the file.|
Table: List of the actions that you can complete on the History page
||Export the activity history to a spreadsheet.|
|Click Filter .||Filter the records by the time the events occurred, by the users who triggered the events, or by the fields that were affected by the event.|
Object and custom object fields. To add information that is not automatically ingested and to enrich the information to gain greater insights, you can add different types of fields, such as currency or date fields. You can also create dynamic dropdown lists, paired fields, and relational fields.
Granting role permissions. You can check the permissions that were granted for your role.
Configuring navigation preferences. You can change the navigation by selecting the menus and submenus and the names of the menus and submenus that you want to see in your Oomnitza instance.