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Table Of Contents

Numara FootPrints Overview
Numara FootPrints Features and Benefits
Key Numara FootPrints Features
Benefits of Numara FootPrints
Flexibility of Numara FootPrints
Numara FootPrints Core Concepts
Workspaces
Issues
Contacts
User Types and Roles
Numara FootPrints System Architecture
Numara FootPrints Homepage
Numara FootPrints Installation and Workspace Wizard
Planning for Your Numara FootPrints Implementation
Installing Numara FootPrints
System Requirements
Suggest Hardware Based on Volume
Information Required to Install Numara FootPrints
Installation Screens
Receiving the License File
Numara FootPrints Workspace Setup Wizard Overview
Selecting a Workspace Type
Step 1: Workspace Details
Step 2: Built-In Fields
Priority Field
Status Field
Time Tracking
Step 3: Configure Issue Information Fields
Step 4a: Select Address Book
Step 4b: Address Book Fields
Step 5: Configure Email
Step 6: Other Options
Completing the Wizard
Numara FootPrints Working with Issues
Issue Overview
Types of Issues
Creating Issues
Create Issue Page
Adding Issue Details
General Information
Contact Information
Issue Information
Description
Attachments
Assignees and Notifications
Time Spent
Working with the Issue List
Filtering the Entire Issue List
Filtering the Issue List via Column Drop Downs
Filter the Issue List via Column Drop Downs
Clearing Filters
Sorting by Column
Resizing Columns
Reordering Columns
Viewing the Description
Using Quick Edit
Editing Issues
Viewing Issue Details
Quick Action Checkbox Dialog
Issue History
Numara FootPrints Advanced Issues
Understanding Workflow Models
Linear Workflow Model
Distributed Workflow Model
Master Issues and Subtasks
Create Subtasks from a Master Issue
Link an Issue to Another Issue
Sequencing Subtasks
Unlinking Subtasks
Updating Subtasks from the Master Issue
Administering Master Issues and Subtasks
Subtask Closure Process
Subtask Sequencing
Subtask Automatic Status Change
Copy Subtasks into this Workspace
Subtask Field Inheritance
Quick Issue Templates
Create a Quick Issue Template
Quick Issue Template
Create a Master Template with Subtasks
Restrictions of Global Issues
Create a GlobalLink from a Global Issue
Create a GlobalLink from the Details View of an Issue
Unlinking a GlobalLink from a Global Issue
Quick Descriptions
Creating Quick Descriptions
Using Quick Descriptions
Linking Issues
Dynamic Issue Linking Administration Options
Numara FootPrints User Preferences
Customizing Your Preferences
Personal Info Tab
Issue Page Tab
Homepage Tab
Dashboard Tab
Adding a Numara FootPrints Dashboard Component
Add a Numara FootPrints Dashboard Component
Editing/Deleting a Numara FootPrints Dashboard
Edit a Numara FootPrints Dashboard Component
Moving Numara FootPrints Dashboard Components
Drilling Down on Numara FootPrints Dashboard Graph
Miscellaneous Tab
Numara FootPrints Calendar and Scheduling
Calendar Overview
Personal and Workspace Calendar Basics
Personal and Workspace Calendar’s Main Frame
Personal and Workspace Calendar’s Left Frame
Create Appointments from Issues
Workspace Schedule
Managing Agent Schedules
Manage Agent Schedule as an Administrator
Manage Agent Schedule as an Agent
Agent Availability
Defining Options for Availability
Define Options for Availability
Viewing Schedules
Checking Availability from the Calendar
Check Availability from the Calendar
Checking Availability for an Issue
Calendar Preferences
Syncing Appointments with Outlook
Sync Appointments with Outlook
Numara FootPrints Field Customizations
Customizing Issues
Built-in Numara FootPrints Fields
Customizing the Priority Field
Customize the Priority Field
Customizing the Status Field
Adding and Modifying Statuses
Homepage Workspace Totals
Creating Custom Fields
Field Type Options
Customizing the Create/Edit Issue Screen Layout
Previewing the Create/Edit Issue Screen Layout
Field Level Permissions
Field Level Permissions via Field Maintenance Page
Numara FootPrints Dependency Fields
Field Dependencies Overview
Pop-up Window Dependency Fields
Dynamic Drop-down Dependency Groups
Generating a Drop-Down Dependency Summary Report
Generate a Drop-Down Dependency Summary Report
Numara FootPrints Searching and Reporting
Quick Searches
Built-in Queues
Advanced Search
Issue Criteria
Contact Criteria
Advanced Criteria
Save/Run Searches
Reporting
reporting
Sample Reports
Custom Non-Metric Reports
Custom Reports Styles
Report Heading
Report Formatting
Select Issue, Contact and Advanced Criteria
Save/Run Report
Custom Metric/Graphics Reports
Type
Field
Subtotal By
Format
Chart Type
Sort
Display Position
Drilling Down on a Chart
Formatting Custom Charts
Chart Controls
Chart Colors
Chart Fonts
Configuring the Auto Run Reports
Customizing the Personal/Workspace Flashboard
Personal Flashboard
Workspace Flashboard
Customizing the Flashboards
Creating Quick Issue Report Templates
Create a Quick Issue Report Template
Numara FootPrints Users
Types of Users
Agent Users
Customer Users
User License Types
Fixed User License
Concurrent License
Customer License
Numara Sync License
Change Management License
Configuration Management License
Numara Remote License
Creating Numara FootPrints Users
Creating Agents
Creating Agents from Scratch
Importing Agents
Setting up an Agent Import File
Add Agents from Another Workspace
Editing Agents
Creating Customers
Creating Customers from Scratch
Importing Customers
Setting up a Customer Import File
Add Customers from Another Workspace
Editing Customers
Auto-Add Customers
System Administration User Management
Create a New User in Multiple Workspaces
Edit Users
Add Users to Workspaces
Delete Users from Workspaces
Team Creation and Administration
Benefits of Teams
Creating a New Team
Team Assignment Methods
Member Privileges
Using Teams
Managing Teams
Agent/Customer Roles
Creating New Agent Roles
Agent Role Privileges
Creating Customer Roles
Customer Role Privileges
Requests Permissions
Field Permissions
Reports Permissions
Field Level Permissions via User Roles Page
Field Headers and Field Level Permissions
Special Field Level Permission Cases
Agent Preference Templates
Create a new Agent Preference Template
Associate Templates with Role(s)
Authentication Methods
Disabling the Address Book
Address Book Types
Custom Address Book Fields
Creating New Contacts
Creating a Contact Manually
Importing Contacts
Setting up the Import File
Exporting Contacts
Working with Address Book Contacts
Using the Master Contact Record
Configuring the Master Contact Record Feature
Configure the Master Contact Record Feature
Results from Creating the Master Contact Record
Creating a Master Contact Record
Master Contact Record Details
Create Contact Using Master Contact Record Feature
Using Master Contact Record Feature in Issues
LDAP Address Book
Configuring the LDAP Address Book
Revert from LDAP Address Book
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FPAV10_v1_Pg1-250

FPAV10_v1_Pg1-250

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Published by socialstudies_
Numara FootPrints Pt1
Numara FootPrints Pt1

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Published by: socialstudies_ on Apr 29, 2014
Copyright:Traditional Copyright: All rights reserved

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05/30/2014

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