Finding your way around the side panel

The side panel has three parts that are always there: a header with the HaloPSA record the panel is following, a strip of tabs, and a status bar at the bottom. Everything between the strip and the status bar belongs to the tab you have selected, apart from the update and HaloPSA-domain banners. This page explains the parts and which tabs you see. Each tab has its own page.

Before you start: install the extension and sign in; see Setting up the extension.

Read the header

The header shows the QuantumOps name on the left and a short line on the right that tells you what the panel is following:

If you can use the dispatch board, a button next to that line, Open the dispatch board, opens the board in a browser tab of its own.

Move between tabs

The strip shows four tabs: Ticket, Triage, Assist and Chat. The fifth, More, opens a menu with Client, User, Agent, Call, Approvals and Clock, and under a divider a Dispatch board entry that opens the board in its own tab. While one of the menu's destinations is selected, the More tab takes that destination's name and icon, so you can always see where you are.

With the strip selected, the left and right arrow keys move along it. Arriving at More opens the menu, and the Esc key closes it.

Each destination has its own page:

Know which tabs you see

You see a tab when it is switched on for your instance and your role allows it. The Switched on for this server card on the Browser Extension page shows what your instance has switched on.

• Ticket, Triage, Assist, Client, User and Agent are always listed.
• Chat is always listed. When chat is not switched on for your instance, the tab shows a card titled Chat is not available on this server, and Qubit chat stays available in the QuantumOps web app.
• Call appears when the Call tab is switched on and your role is Administrator, Service Desk Manager, Dispatcher or Technician.
• Clock appears when the Clock tab is switched on, your organisation has the Timeclock & Payroll module, and your role is Administrator, Service Desk Manager, Timeclock, Timeclock Admin or Payroll Admin. The Technician role is not included.
• Dispatch board, the header button and the menu entry, appears when the dispatch board is switched on and your role is Administrator, Service Desk Manager, Dispatcher or Customer Success.
• Approvals is listed for everyone, but only Administrators can decide on approvals. Everyone else sees Tool approvals need the Administrator role. Approvals for your own chat actions appear inline in Chat.

What each part of the extension needs has the full table, including the cards inside the tabs.

Let the panel follow HaloPSA

The panel changes tab by itself when you move between HaloPSA pages:

• On a ticket page it shows the ticket tabs. If you were on Triage or Assist, it stays there, so the next ticket opens in the same tab. From any other tab it switches to Ticket.
• On a client, user or agent page it switches to Client, User or Agent.
• Call and Clock never move by themselves. A call in progress or a punch you are making is not taken away when you open another record. Leave those tabs yourself.
• On a page that is not a ticket, client, user or agent, the panel keeps the tab it is on.

Notice what is waiting for you

Two marks on the More tab tell you about something that needs you:

• A green number is the count of tool approvals waiting for a decision. Only Administrators see it. In the menu the number sits on the Approvals row.
• A green dot means a call is in progress. The dot shows on More when no approvals are waiting, and on the Call row of the menu.

Read the status bar

From left to right, the status bar at the bottom of the panel shows:

• A dot for live updates. Green means Live updates on: QuantumOps pushes changes to the panel as they happen. Amber and pulsing means Connecting to live updates. Grey means Live updates off. With live updates off, the tabs still load when you open them or switch records, but they do not refresh by themselves.
• A short code for your organisation. Hover over it to see the full identifier. Quote it when you ask for help.
• Your name, or Signed out.
• The extension version, for example v1.2.3. When an update is waiting, an arrow follows the number and the version becomes a button that starts the update. See The QuantumOps browser extension for update notices.
• Options, the gear, which opens the extension's settings.
• Sign out, shown while you are signed in.

A banner under the tab strip, above the tab's content, appears when an update is waiting or when the panel offers to allow a custom HaloPSA domain; see Setting up the extension.

Where the browser has no side panel

Chrome and Edge show the panel as a side panel and Firefox shows it in the sidebar. Where a browser has neither, such as Firefox on Android, the panel opens as an ordinary browser tab.

Next steps

• Setting up the extension: connect, sign in and allow a custom HaloPSA domain.
• Ticket tab: the tab you will use most.
• What each part of the extension needs: the roles and switches behind each tab.
• Troubleshooting the extension: a tab is missing, or live updates are off.