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A war room is a combination of interactive dashboard and notes, integrating a real-time custom dashboard with collaborative troubleshooting in a focused chat room. When troubleshooting an issue, you can add notes and data using a timeline that is visible to all war room participants immediately.
The virtual war room:
Identifies resolution criteria and assigns ownership for resolution tasks.
Start a virtual war room or a collaborative chat room when you want to troubleshoot an issue.
You must have account-level permission (Create War Rooms) to start a war room. |
You can view all the war rooms you created on the My Active War Rooms page, and edit your widgets using the Actions menu.
You can re-use the layout of an existing war room by saving a war room as a war room template. This can save time in creating new war rooms with numerous widgets. You can save an existing war room as a template while you are working on it, or just before you close it.
The new template is now available to create other war rooms. You can view all your war room templates under War Rooms > Templates.
The user who starts a war room is the first presenter.
Only the presenter can:
Presenters can also do everything that participants can do.
Right-click on any participant name in the participant list and select Make Presenter.
The ability to edit and control sharing of the collaborative dashboard and to end the war room passes to the new presenter. Other participants cannot see the war room until the presenter shares it. This enables the presenter to set up widgets privately before showing the war room to others.
Click End War Room. When prompted, confirm that you want to end it.
Only the presenter can end the war room. A war room is automatically ended after 60 minutes of inactivity. Inactivity means no participants are viewing the war room pane.
Everyone who has joined the war room but who is not currently a presenter is a participant. A participant can be:
participants can:
Guest participants can view a war room to which they have been invited.
You can view only the war rooms in which you are a presenter or a participant. The list does not display all the war rooms currently in progress on the Controller.
To view a war room, you should have created one, got invited to one, or have access to the shared URL available to anonymous users.
To access a war room, either:
Send a link to invite another participant to the war room:
After clicking the link, the recipient is invited to log in as a participant or as an anonymous guest.
The war room is automatically saved and all participants' views of it are synchronized whenever the presenter makes a modification to the dashboard. The saving and synchronizing happens continually and is transparent to the participants when it occurs. In addition, the presenter can always force a save and sync manually by clicking Save at the top of the war room dashboard.
If you restart the Controller while a war room is in progress, the war room is saved and you can access it after the Controller comes back online.