Configuring a Service View

  • 2 minute(s) read
Prev Next

A Service view is a technical view that provides access to products managed by the service team, which can be an organization or a partner entity.

This feature is available for the following modules:

CONNECTED FIELD SERVICES

The initial configuration of your DPS already contains a Customer View you can use as a starting point.
For more details, you can refer to the Default Service View article.

Configuring a General Service View

In case the default service view is not enough, you can create a new one (e.g. for your partners) by following these steps:

  1. Enter the Interfaces / Views page.

  2. Select the General tab.

  3. Click the Add View button.

  4. Select the Service type.


  5. The view is created, and now you can configure it.

  6. Select the Service User Types that will access the view.

  7. Add the pages that your service users (e.g. Technicians) will use during their activities.
    You can copy them from the default service view and add new ones.

Configuring the Thing Definition Service View

Other than configuring the General Service Views, you also have to create the service view for your thing definitions.

We suggest that you define the common view structure in the top-level thing definition, and in each specific thing definition, just override the templates.

  1. Enter the Interfaces / Views page.

  2. Select the Thing Definition tab.

  3. Select the top-level thing definition (e.g. Base).

  4. Click the Add View button.

  5. Select the Service type.

  6. The view is created, and now you can configure it.

  7. Select the Service User Types that will access the view.

  8. Add the tabs (sub-pages) that your service will use during their activities.
    For instance: Overview, Events, Diagnostic, Configuration, Maintenance, Testing.

Overview

This is the main tab when entering the machine details page. It should provide a glance of all the main machine information, including:

  • the machine identity information

  • the synthetic value or index of all the main aspects to take care (e.g. Connection, Presence of failures or anomalies, and any other relevant insight).

  • the presence of alerts and pending actions.

The Thing Details widget can be used to display the machine's main information, such as:

  • Serial Number: the serial number uniquely identifies the machine; it can be helpful when dealing with support and technicians.

  • Product Model: the name of the product model.

  • Connection Status: the current connection status (OFFLINE, ONLINE).

  • Operating Status: the current operating status (STANDBY, WORKING).

  • Any additional property that can help the service user.

By placing the Value widget multiple times, you can display the current value of the metrics that are more relevant to service users.
This widget is automatically highlighted according to metric thresholds, so that when the user enters the page, they can see immediately whether there is something to take care of.

In addition to being more effective, we suggest you also include the list of active alerts and actions related to the machine.

Events

The tab provides access to all machine events (active and historical).
Within the Bar Chart, the Pareto Line can be visualized to determine which events (Failures and Anomalies) the machine spends most time on, and focus only on them.

Diagnostic

The tab provides access to machine data through charts (Time Series Chart, Bar Chart) and tables (Multi Metric List) widgets.
For more details about the contents of this tab, refer to the Remote Diagnostic article.

Configuration

The tab to remotely manage configuration parameters and execute commands.

Maintenance

The tab where the user can: