Configuring IPK Settings

You can configure global settings for the IPK Management module. These settings can be used to enable ITIL on your system and call screen linking. If you choose not to enable ITIL, you can use the options to configure multiple call screens for your system. You can also manage settings related to the IPK Rules Builder and scripting that you can configure for calls.

Before you start

As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.

You must have IPK Management Set Up enabled within your General Access Security Role to configure the IPK management settings.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options.

  2. Select IPK Settings to open the window.
  3. Select the options that you require for your partition.

    4. The options under IPK Settings configure ITIL-related IPK functionality on your system.
    Enable IPK Statuses and Streams Select to enable ITIL-related IPK Management functionality on your system. This allows you to categorize your calls as Incidents, Problems, Known Errors, Major Incidents or Service Requests, and manage calls within your Service Desk according to the ITIL IPK Tiers model.

    Selecting this option disables the Multiple Screen Sets options. It also enables the IPK Streams and IPK Statuses options in the IPK Management tab where you can define your IPK streams and configure IPK statuses.

    These options can streamline the way calls are logged within your organization as they allow you to ensure the call screen an analyst needs to use to log a call is the appropriate one for the issue.
    Link Stream/Status to Call Screen Set Select to determine the call screen set used when logging calls from the IPK Stream/Status chosen by an Analyst. You can do this in the Link Stream/Status to Call Screen Set window.

    To enable this option, you must select Enable IPK Statuses and Streams.
    Link Type/Stream/Status to Call Screen Set Select to determine the call screen used when logging calls from the status, stream, and call type selected by the Analyst. You can do this in the Link Type/Stream/Status to Call Screen Set window.

    To enable this option, you must select Enable IPK Statuses and Streams.
    Limit Type by IPK Status Select to show only the call types that you have made available to a particular IPK Status in the Type list on the Call Details window. You can do this in the Limit Type by IPK Status window.

    This can help Analysts classify calls more easily, as they will only see a list of issue types that are configured for the selected IPK Status rather than lots of types which may not be relevant. For example, for Service Requests, you may wish to only show relevant types such as “MS Word Upgrade” or “Cannot access email”.

    To enable this option, you must select Enable IPK Statuses and Streams.

    The options for Multiple Screen Sets enable you to activate the different types of configured windows in the system.

    These options are not available if you are using the ITIL-related IPK Management functionality. Enable IPK Statuses and Streams must be deselected to enable these options.

    Custom call windows are created in the Designer and custom call screen sets are defined in Call Screen Sets.

    Enable Call Screen Set on Explorer Select to activate custom Call Details windows. This enables options for configuring multiple screen sets.
    Call Screen Set Security Select to allow certain call screen sets to be linked to particular analysts, based on their IPK Security Role. When analysts log a new call, the call screen sets linked to their role will be available to them. This is useful if different analysts or groups have different requirements when logging calls.

    You cannot select Call Screen Set Security and Link Type to Call Screen Set.

    The options for Change Call Screen Sets enable different settings for Call Screen Sets.

    Link Type to Call Screen Set Select to link call screen sets to a call type instead of an Analyst (you cannot do both). When the Type is selected on the Call Details window, the window is refreshed to the Call Screen Set configured in Link Type to Call Screen Set.

    This option is disabled if Enable IPK Statuses and Streams is selected.

    You cannot select both Call Screen Set Security and Link Type to Call Screen Set.
    Impact-Urgency-Priority Derivation Select this checkbox to derive the priority of a call based on the impact and urgency. This overrides the default priority set in the Call Priority window
    The options for Matching Panel enable the Matching Panel and its sections, in calls. At least one of Matching Calls or Matching Knowledge must be selected for the Matching Panel to appear in calls.

    These options are disabled if Enable IPK Statuses and Streams is selected and must instead be configured in IPK Statuses.

     
    Matching Calls Select to display the Matching Calls section of the matching panel in calls.
    Matching Knowledge Select to display the Matching Calls section of the matching panel in calls.
    The options in Call Resolution by Knowledge control the call closure field values that are applied when calls are closed using Knowledge.
    Closure Status Select the Call Status to assign to calls closed using Knowledge. The list ignores Partition settings.
    Closure Reason Select the Reason to assign to calls closed using Knowledge. The list ignores Partition and Reason-To-Type settings.
    You can enable and configure the options for IPK rules in the IPK Workflow Rules Buildersection.
    Enabled Select to enable Analysts to create IPK Workflow Rules for your system provided they have IPK Workflow selected in their IPK Management security role. Deselect to prevent IPK Workflow Rules from being created on your system.

    Selecting this setting enables the IPK Workflow Rules option on the Admin menu.
    Auto Run Rules

    Select to set all defined IPK rules to run automatically. If selected, the application will display a message that a rule is about to be run, which cannot be overridden. If deselected, a message is displayed when a rule is run, and the Analyst working on the call can choose not to run the rule and continue with their action on the call.

    This setting applies only to calls logged in vFire Core, and not to calls logged through the Self Service Portal, email or API.

    Enabled must be selected to enable this option.
    Evaluate on Call Internal/External/Defer Screen Select to enable IPK rules to be evaluated on the Forward Call Internally, Forward Call Externally and Defer Call windows, as well as the Call Details window.

    Enabled must be selected to enable this option.
    You can configure the following options for the Scripting module. This window enables you to create call scripts that Analysts can use when responding to a call. A script can provide a step-by-step approach to help the Analyst resolve a call.
    Configured Select to enable the Script explorer option on the Call Details window.

    You can only enable scripting if you have the Script Admin option selected in your IPK Management security role.

    Type Select to enable scripts to be linked to issue types. For details on how to use scripts, see Scripting.
    You can use the fields in the Options section to configure and control certain call logging features.
    User Survey Select to enable sending User Surveys that have been set up for this system. User Survey is a custom-designed application that enables the creation of email messages containing links to surveys to be sent out automatically to Users when a call is closed.
    Call Object Version Control Select to enable version control for objects uploaded from the Call Details window.
    Type Tiers Set the number of type tiers that appear in the Type multi-tier select list on the Call Details window. You can define a maximum of five tiers.

    The value specified here does not limit the number of Type Tiers which can be defined for the system.
    Call Audit Select to enable auditing on calls. The call audit trail tracks the changes made to the call, such as the date of change, name of the analyst making the change, and action undertaken.

    This enables the Audit explorer option on the Call Details window. The fields must be configured for inclusion in audit in Designer.

  4. Select to save the changes. Provide the Change Reasons if prompted to do so.