Conventions

Screen setup

The top frame is present on all screens and contains the following information:

Your icon: Direct link to edit your own user profile for both internal and external users. Also allows for quick access to Account Settings, Preferences, and Help, as well as the link to the Admin area for Administrators.

: Links to the Admin area. You will only see this if you have access based on security levels.
: Log out of Revelation.
Search Bar: for quick searching access, without needing to use the full Search interface
: Activates Focus mode.
Revelation Graphic: Graphic can be replaced with a customized graphic for your company. This configuration is done in the database during system configuration by YellowFish. The logo also takes you to your Revelation helpdesk home page from anywhere in the system. If you have the Personalization module activated, the graphic can be changed at any time.
Masthead: Navigation buttons are dependent upon a user’s access rights. As an example, Reports are not available to internal Users with User level permissions, so the button would not be visible.

An alternate view of the masthead with smaller buttons and no text labels.

The buttons, left to right, are as follows:

Depending on your version of Revelation and your permissions level, you may not see all of these buttons.

For most of the Navigation buttons available in the Masthead, there is a small arrow in the lower right corner that indicates a drop-down menu. Right click on each button to see them.

Home button - List views, Dashboard views, change to Map or Timesheet view
Log a Ticket - Any templates set up for new tickets.
Ask Rai - Quick access to Ask Rai for teams with Revelation AI enabled.
Slices - System, Self-Service
Ticket Manager - Ticket Totals Overview, Live Tickets View
Chat Manager - Chat Overview, Active Staff, Live Chats
Gameplan - Dashboard, and other views.
Search - System, Saved and Recent searches
Knowledge Base - Add articles, view your saved searches
Assets - Add new assets
Reports - Classic, Custom

Icons

ICON	TYPE	USE
Red Text	Advanced Feature	Any text in red within the help guide indicates an Advanced Feature which should be used with caution.
or	Focus Button	Open/close Navigation buttons, left/right column bars with one click
	Double Arrow	Allows you to drag a column or a pop-up to another location
	Pencil	Indicates areas where edits can be made
	Save button	Saves changes made
	Cancel button	Cancel changes without saving
	Trash Can	Deletes associated item
or	On or Off	Indicates if a module is active or not active
*	Asterisk	Indicates a required field
	Calendar	Java Script drop down calendars have been added throughout the site next to date fields
	Clock	Set time in a ticket
	Attach field	Attach files to tickets, if turned on in Admin area. Drag and drop files here or click to find files.
	Pin	Pins ticket(s) to docking area on the home page; Pin will also show in the ticket number on the home page in Grid view.
	Gameplan	Indicates the ticket is part of a Gameplan project on the home page in Grid view.
	Star	Located in the Ticket Description bar, allows users to highlight certain tickets important to them.
	Share	Click on the button to share the ticket, search, etc. by @tagging a colleague.
	Auto Close	Indicates a ticket is set to Auto Close at a predetermined date/time.
	Send Email	Click on this button to send an email from within your ticket.
	Pop Out	Change Send Email screen from within ticket to new window for ease of editing
	Full Screen	Expand Send Email screen to full screen for ease of editing
	Envelope	Indicates the Action Note was emailed to contact using the Send Email function from within the ticket or an email was received from the End User.
	Default	Denotes the default item for the selection
	Recurring holiday	Denotes a recurring holiday under Working Hours
	Spell Check button	Check spelling based on dictionary set in Admin area
	External - Internal - Both	Icons used in Knowledge Base and Home Page
	True-Sync	Indicates a user (internal or external) synced to Revelation by True-Sync
	Parent ticket	Indicates a Parent ticket
	Child ticket	Indicates a Child ticket
	Team Identifier	Indicates team has been specified for a Ticket Status
	Stopwatch	Indicates a ticket with a Stopwatch running in an action
	Preview	Preview Knowledge Base article
	Revelations - inactive	Revelations available, not activated
	Revelations - active	Revelations activated
	Binoculars	Reveal additional information on selection in Admin area
	Admin Area button	For Admin and Super Admin level users - available in profile image drop-down menu
	Log Out	Log out of Revelation - available in profile image drop-down menu
	Version button	Indicates item is part of core, select, prime or Gameplan versions. (See below for legend)