The Numara FootPrints Toolbar

The FootPrints Toolbar in the left frame of your home page has links to all of your tasks in FootPrints. It remains on the left of every screen in FootPrints.  Many of the topics in the Toolbar can be expanded; simply click on an option to see all of the choices.  To collapse the Toolbar, click the option for “Project Home”.

FootPrints Toolbar

The options in the Toolbar are:

• Project Home—Go to your FootPrints home page.
• Create Issue—Create a new Issue in FootPrints.
• Global Issue—Make a new Global IssueA special FootPrints Issue type used to designate important or frequently reported Issues that will affect many users. Global Issues can be broadcast to all Agents, are displayed on the Agent Home page, and can optionally be displayed for Customers to subscribe to. Whenever a new Issue is reported with the same problem, the Agent (and optionally the Customer) can link the Issue to the known Global Issue (called GlobalLinks). Global Issues can be closed with the GlobalLinks together at one time..
• Quick Issue—Create an Issue from a Quick IssueQuick Issues are templates that contain pre-filled information for frequently reported Customer Issues, such as "Password Reset", "Service Request", etc. For example, a Quick Issue template for "Password Reset" would start out pre-filled with a description of the problem, the problem categories pre-filled with "Network" and "Password Reset",and perhaps a Status of "Closed". The Agent only needs to fill in the user's contact information to submit the Issue. The Project Administrator can create an unlimited number of templates, which are available to all Agents from the FootPrints Toolbar. template.
• Address Book—Display this project’s Address Book (opens in separate window).
• Search
• Advanced—Perform detailed search of Project database.
• Saved Searches—Access your saved searches.
• Cross Project—Search in multiple projects.
• Reports
• Custom—Create a detailed report from the database.
• Saved—Save, edit and reuse report criteria.
• Metrics—Report on statistical and historical data.
• Cross Project—Report on data from multiple FootPrints projects.
• Time Tracking—Create Time tracking report.
• Flashboard—There are two types of Flashboard.  The Project Flashboard is only available to Project and System Administrators and reflects activity for the current Project.  The Personal Flashboard is available to any Agent and reflects the individual's activity and the activity of Teams to which the Agent belongs for the current Project.
• Knowledge Base
• Browse—Includes options toSearch the FootPrints Knowledge Base, popular public knowledge bases, and FAQ’s.
• Add to KB—Create a new Solution to a common problem for the Knowledge Base.
• FAQ Admin—Create and edit Frequently Asked Question categories (administrators only).
• Communication
• Instant Talk™—Chat onlineone-on-one with another user.
• Numara Remote (optional)—Remote control of client machines by agents. Numara Remote requires installation of a software client.
• Change Project—Open a different project.
• Search Assets (optional)—If this option is enabled, access the Asset Management database.
• My Preferences—Change your user preferences.
• Calendar—View a Calendar of appointments and jobs.
• Personal—View your own appointments and jobs.
• Project—View appointments and jobs for the whole project.
• Availability—View agent availability matrix
• Administration (Administrators only)—A complete list of options can be found in the chapters on Administration.
• Project—Perform project administration on the current project.
• Address Book—Perform administration on the current Address Book.
• System—Perform system administration (System Administrators only).
• Help—Access online help for FootPrints.
• Logout—Log out of FootPrints.

The options on the Toolbar may differ, depending on your role. If you have the Configuration Management Database add-on module, an additional toolbar button is displayed.

This document describes all of the Toolbar options.