Configure Device Checklist Items for the IT Service Desk Dashboard (Beta)

As Administrator of Aternity in your organization, you can use Status Rule Settings to configure, add, or change the rules by which statuses will be included as checklist items in the IT Service Desk dashboard (Device Checklist tab). The default Device Checklist tab presents the list of items that Aternity recommends to check in the beginning of the troubleshooting process. Green, yellow, and red indicators show the statuses of the checklist items to draw attention of IT people to critical issues on devices they investigate.

For example, define the Machine Power Plan or Standard OS Version according to the organization policy.

To get this functionality, contact Aternity Beta Team.

Add rules for the Device Checklist to customize it according to your needs

Aternity comes with several predefined out of the box rules. These rules are marked with a closed lock icon. When customers modify a rule, the lock icon appears open. In case the modified rule is reset to its default configuration, the lock icon will appear closed again.

As administrator, you can grant permissions to view the dashboard, to fix issues remotely, and to manage statuses. For more information on the list of permissions or capabilities (known as Roles in Aternity), see Add Users or Edit a User.

Field Description
Manage statuses

Provides the capability to configure the rules by which common potential issues are presented as statuses and included as checklist items in the IT Service Desk dashboard.

Procedure

  1. Step 1 Open a browser and sign in to Aternity.
  2. Step 2 Hover over the panel, click the gear icon , and select Statuses.
    Field Description
    Name

    The item name as it will be displayed in the Device Checklist tab on the IT Service Desk dashboard.

    Category

    Select under what category this item will appear in the Device Checklist tab on the IT Service Desk dashboard.

    Description

    (Optional) Displays the description of the checklist item.

    Calculation Preview

    Displays the preview of a rule you set.

    Last Modified

    Displays date and time when the rule was last edited.

  3. Step 3 Add new rules that comply with your organization standards by doing the following:
    1. a Select Add Rule to open a wizard.
    2. b In the General Info tab, enter all necessary details.
      Field Description
      Display Name

      The item name as it will be displayed in the Device Checklist tab on the IT Service Desk dashboard.

      Description

      (Optional) Displays the description of the checklist item.

      Rule Type

      Select an item for which you set the rule.

      Aternity allows calculating statuses for device attributes and for software installed on the device.

      If you select Attribute, then select the required attribute from the drop down list. If you select Installed Software, then select Required Software.

    3. c Select ON to enable the rule and to show that item on the Device Checklist tab.

      To see the item in the checklist, enable the rule AND select the category where to display this item.

      Create a new rule for viewing the status of antivirus for the device you troubleshoot
    4. d Select Next to continue. All mandatory fields must be filled.
    5. e In the Value Settings tab, configure the rules according to available conditions.

      This screen may vary depending on the selected rule type in the previous step. For example, for Not Allowed Software you are required to define the red status only.

      Define at least one condition related to the status indicator - either the best (green) or the worst (red) case.

      Select a condition from the drop-down list and enter the respective name/text next to the condition.

      Set the rule to show status for this item
    6. f Select the Category where to display this checklist item.

      To see the item in the checklist, enable the rule AND select the category where to display this item.

    7. g (Optional) Select a Remediation action to fix this item.

      The button to run this action will appear next to the item on the Device Checklist tab and you can run it if necessary.

    8. h Select Save to save the changes.
      Define the settings for a new rule and save changes
  4. Step 4 Change the rules that define statuses of the checklist items by selecting the row's context menu on the right > Edit.
    Edit a predefined rule to suit your organization policy

    For example, you may want to edit the predefined rules if in your organization the standard operating system is not the one defined by Aternity or the battery power plan differs from the defined by Aternity.

    To disable a status rule, select the row's context menu on the right > Edit > Disable.

    To delete a status rule, select the row's context menu on the right > Edit > Delete. You cannot delete a predefined out of the box rule, but you can delete the rules you added.

    To reset to the default rule configuration, select the row's context menu on the right > Edit > Reset to Default. This option is only available for out of the box rules modified by customers. There is no Reset to Default to the rules you added.