{"id":29854,"date":"2021-08-14T15:36:22","date_gmt":"2021-08-14T14:36:22","guid":{"rendered":"https:\/\/multisite.korebots.com\/?p=29854"},"modified":"2021-08-24T12:14:12","modified_gmt":"2021-08-24T11:14:12","slug":"self-service-portal","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/process-apps\/self-service-portal\/","title":{"rendered":"Self-service Portal"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>Process App&#8217;s self-service portal offers information and allows users to check their request status. Process Apps that have only digital forms as a trigger will be available in the portal.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Access_Self-service_Portal\"><strong>Access Self-service Portal<\/strong><\/span><\/h2>\n<p>After the Admin adds end-users to the portal, an email notification is sent to end-users with the link to access the self-service portal. After end-users log in to the self-service portal, they can find all their requests on the Home page. Process Apps only with Digital Forms as a trigger will be displayed.<\/p>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814153515\/self-service-Requests-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814153515\/self-service-Requests-1.png\" alt=\"\" width=\"1903\" height=\"582\" class=\"alignnone size-full wp-image-31236\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814153515\/self-service-Requests-1.png 1903w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814153515\/self-service-Requests-1-300x92.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814153515\/self-service-Requests-1-1024x313.png 1024w\" sizes=\"auto, (max-width: 1903px) 100vw, 1903px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"My_Requests\"><strong>My Requests<\/strong><\/span><\/h2>\n<p><em>My Requests<\/em> tab in the self-service portal gives an overview of all your Process App requests. You can find the details of your requests like <em>Request Name, Submitted Via, Requested On, <\/em>and<em> Status<\/em>. The search bar allows you to search your requests and you can also use the <em>calendar<\/em> to filter your requests for a particular period.<\/p>\n<p>To access your requests, follow the below steps:<\/p>\n<ol>\n<li>After you log in to your self-service portal, it lands you on the Home page.<\/li>\n<li>On the left pane, click <strong>My Requests<\/strong>.<\/li>\n<li>To filter your requests for a particular period, click the <strong>calendar<\/strong> icon on the top to choose the date.<\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152742\/SSP-My-requests.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152742\/SSP-My-requests.png\" alt=\"\" width=\"1911\" height=\"717\" class=\"alignnone size-full wp-image-31226\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152742\/SSP-My-requests.png 1911w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152742\/SSP-My-requests-300x113.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152742\/SSP-My-requests-1024x384.png 1024w\" sizes=\"auto, (max-width: 1911px) 100vw, 1911px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"View_Request_Status\"><strong>View Request Status<\/strong><\/span><\/h2>\n<p>To view the request status, follow the below steps:<\/p>\n<ol>\n<li>On the left pane, click <strong>My Requests<\/strong>.<\/li>\n<li>On the My Requests page, you can find the list of your requests.<\/li>\n<li>Click on the request to open that request window.<\/li>\n<li>On the request window, you can find the status of your request.<\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152904\/SSP-ststus.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152904\/SSP-ststus.png\" alt=\"\" width=\"1916\" height=\"794\" class=\"alignnone size-full wp-image-31227\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152904\/SSP-ststus.png 1916w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152904\/SSP-ststus-300x124.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152904\/SSP-ststus-1024x424.png 1024w\" sizes=\"auto, (max-width: 1916px) 100vw, 1916px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Tasks\"><strong>Tasks<\/strong><\/span><\/h2>\n<p>Tasks refer to the status of your requests. In the Process App&#8217;s self-service portal, you can find the tasks on the left pane. Here, tasks are classified into four:<\/p>\n<ul>\n<li>Pending &#8211; It displays all your pending requests.<\/li>\n<li>Overdue &#8211; It displays all your overdue requests.<\/li>\n<li>Escalated &#8211; It displays all your escalated requests.<\/li>\n<li>Completed &#8211; It displays all your completed requests.<\/li>\n<\/ul>\n<p>On the tasks page, you can also view the digital forms. To view a form, follow the below steps:<\/p>\n<ol>\n<li>Click on a task tab. For example, let us consider <em>pending<\/em> tasks.<\/li>\n<li>On the Pending Tasks page, hover over the task and click the <strong>ellipsis<\/strong> icon.<\/li>\n<li>Click <strong>View Form<\/strong>.<\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152948\/SSP-View-form.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152948\/SSP-View-form.png\" alt=\"\" width=\"1920\" height=\"575\" class=\"alignnone size-full wp-image-31229\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152948\/SSP-View-form.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152948\/SSP-View-form-300x90.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814152948\/SSP-View-form-1024x307.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Process App's self-service portal offers information and allows users to check their request status. Process Apps that have only digital forms as a trigger will be available in the portal. Access Self-service Portal After the Admin adds end-users to the portal, an email notification is sent to end-users with the link to access the self-service...","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[153],"tags":[],"class_list":["post-29854","post","type-post","status-publish","format-standard","hentry","category-process-apps"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/29854","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=29854"}],"version-history":[{"count":5,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/29854\/revisions"}],"predecessor-version":[{"id":31712,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/29854\/revisions\/31712"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=29854"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=29854"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=29854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}