Martyn Houghton Posted November 18, 2016 Share Posted November 18, 2016 Can I just clrify the scope of the setting in Manage Default Categories, I thought this would set these for all users, but it appears this user specific details? Is there a way to set analyst default time categories in bulk or to be set centrally? Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted December 23, 2016 Share Posted December 23, 2016 Hi @Martyn Houghton, The categories will be set as default to the people you share with these categories. Make sure they can actually see them. Thanks, Daniel Link to comment Share on other sites More sharing options...
Martyn Houghton Posted December 28, 2016 Author Share Posted December 28, 2016 @Daniel Dekel Thanks. The issue is that there is no inheritance of these downwards in the organisation structure, similar to the issue with service subscriptions. In a large organisation having to set this to every team directly, rather than to a higher parent container means this is quite admin intensive. It would be good to have the ability to cascade the assignment. Cheers Martyn Link to comment Share on other sites More sharing options...
Martyn Houghton Posted December 28, 2016 Author Share Posted December 28, 2016 @Daniel Dekel It would also be useful to be able to change the owner of a categories, a bit like you can with a work space. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted December 28, 2016 Share Posted December 28, 2016 Hi @Martyn Houghton, This is the way it used to work at the beginning actually. Assigning an organisation would share also with the children of it like teams. The issue was that this is not the way it works in all the rest of the places like Service Manager or Activities and that was confusing people. I will have a chat about this with the other teams after new year and see what can we do. Changing owner, yes, it makes sense. I'll add this to the list. Thanks, Daniel. Link to comment Share on other sites More sharing options...
Martyn Houghton Posted December 28, 2016 Author Share Posted December 28, 2016 @Daniel Dekel Thanks for the update. In terms of default categories, if I wanted to setup different default categories for different teams is this possible or is it just one default for everyone at the moment? Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted December 28, 2016 Share Posted December 28, 2016 @Martyn Houghton, at the moment the way it works is that the default category is against all the people you share with. I think this will have to change now that I see how you and others are using it. I will add this also to the list of things to do in the Timesheet Manager. Thanks, Daniel. Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 12, 2017 Author Share Posted January 12, 2017 @Daniel Dekel We seem to be having some issue in allocating categories to some Groups. All the groups are set to Team and are visible in the drop down when selecting the group I want but they do not get added to the members list. Click OK, but it does not appear in the members list. I know early on in Service Manager we had an issue with subscriptions where the field recording the subscription was not long enough to hold out organisation structure names, so wondering if this could be related? Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 12, 2017 Share Posted January 12, 2017 Hi @Martyn Houghton, That is probably the issue. We'll increase the column size and make a release soon with this change. Thanks, Daniel Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 12, 2017 Author Share Posted January 12, 2017 @Daniel Dekel Thanks, as at the moment the only workaround I have got is to manually assign them to individuals. Cheers Martyn Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel I spoke too soon. I have assigned individuals to the 'Service Desk' categories so they can see it but they do not inherit the default categories. Which means the time keeping plug in shows as brown/orange as there is now default value set. Is there away to set the default value on bulk or even as an administrator? Or does every individual now have to set there own via 'Manage Default Categories'? Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 Hi @Martyn Houghton, Also assigning individual users should inherit the default categories. I have a test doing this and it works. Can you make sure that you have also assigned the sub-categories to these users? I have done the fix and will probably release soon the fix (today) This way it will be much easier to manage it all. Thanks, Daniel. Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 @Martyn Houghton the fix is not available in the app store for you to update. Hope this fixes the issue. Thanks, Daniel Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel Have applied version 1.0.0 - 50 and are now able to add my groups which have the long/deep names. Had not realised there was assignment on the sub categories as well. It would be good to have the option to duplicate/inherit them from parent as well. I retest once I done the sub category assignments. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 Yes @Martyn Houghton, we have a change to that areas to copy or use the same assignment as the main category. Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel I can see the usage for different permissions within a parent category. Have your thought about doing it by exception, i.e. everyone who has access to the parent category has it unless you explicitly block/remove them at a sub category level? That might make it easier to manage. Cheers Martyn Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel Also looks like you can add a user, role or group which does not have access to parent as a member of the sub category. Should not membership of a sub category require you to be a member of parent? Can I just allocation membership to a sub category and ignore the parent category membership? Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 @Martyn Houghton, all that part will have to be enforced. The sub-category should never have more access members than the parent one. We thought a few times about having only one list of members per category. That way it will be easier to manage but at the same time will be more restrictive. Any thoughts? Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel I think it would still be good to have the facility to allocate a parent category and restrict certain sub categories beneath it. Take for example we have a Service Desk Category, with different sub categorise for different actions/activities. There may be some sub categories which only apply the the Team/Service Desk Manager, Complaints Handling etc, but you would still want to be under the parent Service Desk Category for account/reporting purposes. I think the inherit by default and restrict by exception would mean for those who do not want/need to go down to that level can ignore it and those of us who do can apply permission in that way. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 Yes @Martyn Houghton, that is probably the best solution. I'll add it in to the change. Thanks, Daniel Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel In terms of adding members, the drop down does not filter out the one you have already added, unlike the service subscription UI does and it would be could to be able to do multiple selections. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 Yes @Martyn Houghton, I'll add this in too. Cheers, Daniel. Link to comment Share on other sites More sharing options...
Martyn Houghton Posted January 13, 2017 Author Share Posted January 13, 2017 @Daniel Dekel When I am adding members to sub categories, if I try to select multiple it seems to allow me to create a duplicate value. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted January 13, 2017 Share Posted January 13, 2017 @Martyn Houghton, Yes, will add restrictions. Also the UI. We added more focus on the user side rather than the management area. But we'll address all this in one change. Thanks, Daniel. Link to comment Share on other sites More sharing options...
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