Browser Client Managers

CSM Item Managers help manage CSM items (Dashboards, Search Groups, One-Step Actions, etc.). In the Browser Client Managers, Users can:

• Run/Display: Runs/displays the selected item (example: Run a Search Group, One-Step™ Action, or Report; display a Dashboard).
• Filter (Association or Status): Filters items by record type (Incident, Problem, Change, etc.) or Status (for the Queue Manager).
  Note: Filtering by record type is only available in the Search Group, One-Step™ Action, Dashboard, and Report Managers.
• View: View a list of available items in either List view or Icon view.

To open Managers in the CSM Browser Client:

1. From the Browser Client menu bar, click the desired menu (example: Dashboards), and then click the [Item] Manager.

Rather than utilizing the folder structure of the CSM Desktop Client and Administrator Managers, Browser Client Managers use tabs to navigate the areas where CSM items are located within the Manager. The tabs correspond to folders in the Desktop Client and contain the same CSM items. Clicking a tab takes you to the items located in that file. Clicking an Item's Home takes you to the base file structure (example: Dashboards>Pinboard, User, Role, Team, Global).