Self Service General Settings

Source: This article refers to Self Service General Settings

In a Nutshell

The General Settings tab is used to manage and control the behavior of the Self Service portal.


Settings

Service Requests



Origin

The origin code which is used for Service Calls created by Coresystems Now.

Options include:

  • email
  • telephone
  • web portal

Hide ETA

If checked, estimated time of arrival (ETA) and route of technician (map) will NOT be displaed. This settting is only relevant for status Travel.


Hide Route

Hide map which includes route of technician. This setting is only relevant for status Travel.


User Management



Profile Pictures

Download and display profile pictures from Google or Gravatar (if available).


Optical Character Recognition

Note: The OCR reader can be configred as an alternative to the QR Code scanner available by default in Moment-Sets.



Equipment Recognition URL

Define your custom URL where you can search for a specific equipment record.


Enable OCR

Enable optical character recognition for equipment. OCR is only available by navigating to the Equipment Recognition URL created in the Equipment Recognition URL setting.


Equipment Lookup Field

Define which equipment field is relevant for the equipment search (defaut: serialNumber).


Recognition Pattern

When using OCR, you need to define patterns (Regex) to identify the relevant equipment information in the picture.

For example: Pattern ([0-9]{6})([A-Z]{1}) would match this string: 123456X.

Testing Regex

The patterns defined in the field can be tested by selecting the Test Your Patterns button.

You will then be able to an enter an input to test the pattern again:



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