In addition to using the Dashboard and WallChart to identify and respond to Check problems, technicians can also create their own customized Active Issues view filtered by Client, Site, Device and Check type as well as Check status.
The Active Issues section is accessible from the Dashboard's left panel menu and when selecting a failed Check in the Checks Tab by clicking on the Active Issues button. When opened from the Checks tab, the Active Issues are pre-filtered to display all of the failing Checks of the selected type.
Access to the Active Issues view requires the Monitoring & Management 24x7 & Daily Safety Checks Permissions.
The Active Issues view is Client Group aware. It only displays those Clients, Sites and Devices assigned to the user.
Access Active Issues
To open the Active Issues section from the left panel:
- Click on the Dashboard menu icon in the left panel.
- Select Active Issues from the drop-down.
Alternatively, expand the panel via the maximize >> button then choose Active Issues, click << to minimize the panel.
To open the Active Issues section from the Checks tab:
- Select the Device in the north pane of the Dashboard then go to the Checks south pane.
- Tick the checkbox beside a failed Check to display its available actions.
- Click on Active Issues to open the Active Issues section displaying all failing Checks of the selected type.
The Checks tab Active Issues option only supports the selection of one Check at a time.
Active Issues Section
The header provides indicators of the total number of Checks that are Failing, in a Soft Failure state or Cleared (acknowledged) along with the last refresh time and a refresh button to manually update the section.
We retain the filter selection when refreshing the section.
The main Active Issues section consists of two panes.
The left filtering pane contains two options, Clients and Filters.
Selecting Clients allows the technician to review and select Clients and Sites with reported issues. Once selected, the problem Checks appear in the main pane.
Where the technician chooses Filters, they can filter by any combination of Check Status, Device Type, or Check Type. Where Clients and Sites were selected, these options allow the technician to further filter the results.
The main information pane lists all Checks that match the selected filter criteria and provides Check details. This includes its name, current status, outage cause and when the Check last ran along with the Device name and associated Client and Site.
The main pane defaults to sort by Check Status with the option to use the drop-down to select alternative sort criteria.
From the main pane the technician can select or deselect one or more checks using their tick box or use the column header tick box to select or deselect all.
Depending on the selected Checks and their statuses the technician can opt to Run Check now or Clear Checks in the top bar of the main pane. To provide an indicator of the number of Checks selected in the main pane, the top bar displays the Checks ticked against the filtered selection total.
When clearing Checks the technician can Set check clearing behavior and enter a Technical or Client facing note. Where the account is configured to Prompt for notes when clearing failed checks a Technical and/or Client facing note must be entered.
Where an individual Check is selected, the technician can View in devices from the main pane top bar and open the main Monitoring and Management Dashboard focused on that Device. Once they have completed the required actions on the device, the technician can then use the side panel to return to the Active Issues section or select a failing check then click on its Active Issues button.
Any actions initiated from the Active Issues dialog are recorded in the User Audit Report, available from Reports > User Audit Report in the Monitoring and Management Dashboard.