Enhanced “Spotlight Interactive Analysis”

[Thomas_Davis]

Enhanced “Spotlight Interactive Analysis”

As a follow up to the November 18th, 2020 Office Hours, “Targeting Process Issues with Spotlight”, we wanted to give you step by step procedures on how to enhance your experience inside Spotlight Interactive Analysis. 

Spotlight interactive analysis shows the key results of a Spotlight job. Access the analysis from a Spotlight Group record.  To open the Spotlight interactive analysis, open the Spotlight Group record from the group of interest and click the Launch Interactive Analysis related link.   Note: The pa_spotlight or admin role is necessary.  For more information, visit Spotlight interactive analysis.

The video below may be a good representation of what your Spotlight interactive analysis may look like OOTB.  Note: In this case, the plugins Performance Analytics – Spotlight, Performance Analytics – Spotlight – Change Spotlight content pack, Performance Analytics – Spotlight – Incident Spotlight content pack, Performance Analytics – Spotlight – Problem Spotlight content pack, and Performance Analytics – Spotlight – Request Spotlight content pack, have all been installed.

 

Procedure 

• Navigate to Spotlight > Spotlight Groups. 
• Click on Incident Spotlight. 
• Click on Launch Spotlight Interactive Analysis. 
• Click on the button for one of the Incident Numbers. 

It will show empty or limited information.

Seeing the details for the Spotlight record is vital to taking action. In this next video, we are going to add Incident data to the form, so we can know more about the Spotlight Record we are looking into.

Procedure: 

• Right-click on the header, select Configure > Form Layout. 
• Here we will select the columns that we would like to see. In this case, they are: 
  (Number, Short Description, Caller, State, Opened, Priority, Category, Assignment Group, Assigned To, Score, |- begin_split -|, |- split -|, |- end_split -| 
• Click Save, you will now see that we have information on our form. 

 

Here you can see that we added multiple fields from the Incident table and also the Score field from the Spotlight Group record. 

Click on the links below for more information around configuring forms: 
 
Configure the form layout 
Multiple form splits

In this video, we created a Relationship between the Incident Spotlight table and the Spotlight Audit table.  Then we added the Spotlight Audit Relationship (that we created) as a Related List in the form. You can of course rearrange the columns whichever way makes sense for your Business Case. 

Procedure: 

• Navigate to System Definition > Relationships. 
• Click New. 
• Name: Spotlight Audit 
• Applies to table: u_incident_spotlight or yours may be (incident_spotlight). 
• Queries from table: spotlight_audit. 
• Add this line of script into the Query with section: 
   
  current.addQuery('spotlight’, ‘=’, parent.spotlight_sys_id);  

Click Submit. 

• Navigate back to Spotlight > Spotlight Groups. 
• Click on Incident Spotlight. 
• Click on Launch Spotlight Interactive Analysis. 
• Click on the button for one of the Incident Numbers. 
• Click on the hamburger menu, select Configure > Related Lists. 
• Move Spotlight Audit from Available to Selected, click Save. 
   
  Notice, we now have a Related List, named Spotlight Audit. 

• You can now rearrange the columns, to what works for your Business Case.

Click on the links below for more information around Relationships and adding Related Lists to forms: 

Create defined related lists 
Add a related list

Useful links:

Spotlight 
Activate Spotlight and Spotlight solutions 
See Spotlight score details 
Administering Spotlight 
Spotlight Interactive Analysis 
Spotlight Database Views 
Interactive Analysis information panel 
Example: Incident Spotlight