> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.itential.com/itential-platform/2023-2/operations-manager/navigate/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itential.com/_mcp/server. # Navigate Operations Manager > An introduction to the Operations Manager UI, automations, automation properties, migration from Automation Catalog, and optional feature configuration. **Operations Manager** (Ops Manager) provides a unified view of all automations in Itential Platform. The automations feature lets you control when, how, and with what data a workflow runs. ## Operations Manager UI The following table describes the main icons and features of the Operations Manager home page. ![](/_fern-img/652f04c849e0dde8bfda7efc2d39c2a7dacbaada148ca6f498647aade4f051d5.webp) | Label | UI element | Function | | ----- | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | Icon Bar | Shortcuts to commonly used actions and features. These are, from left to right: Create, Import, Home, Search, and Job Metrics. See the [Icon Bar](#icon-bar) section below for more detail. | | 2 | Automations Menu | Lists available automations. See the [Automation Details](#automation-details-in-ops-manager) section below for more detail. | | 3 | Jobs Menu | Lists recently opened jobs and job category filters. | | 4 | Quick Start Card | Contains links to finding an automation, creating a new automation, and searching Itential documentation. | | 5 | Actionable Tasks tab | Lists workable tasks and retryable tasks. | | 6 | Jobs tab | Lists jobs and supports several common job management actions. | ### Icon bar The following table describes the features accessible through the Operations Manager icon bar. | Feature | Description | | ----------- | ------------------------------------------------------------------------- | | Create | Create a new automation. | | Import | Import an automation in `.json` file format. | | Home | Navigate to the Operations Manager home page. | | Search | Displays the [Automations Collection](#automations-collection-view) view. | | Job Metrics | Displays the Job Metrics Overview window. | ## Automations collection view The **Automations Collection** view lets you see all your automations, perform bulk actions, and run automations that have manual triggers. To access this view, click the search icon (magnifying glass) in the top-left toolbar of the Operations Manager UI. ![](/_fern-img/30f1500cecb8a42aefc8b7d8a95dcb0065d3120c8cfdc748cefd40a1933350cf.webp) | Label | UI element | Function | | ----- | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | Collection Toolbar | Action icons within the Automations Collection view. These icons (from left to right) are: Refresh, Create, Select All, Clone, Export, and Delete. | | 2 | Search Bar | Search and filter automations by name. | | 3 | Sort Dropdown | Sort automation names in ascending or descending order. | | 4 | Select Box | Checked when an automation is selected. | | 5 | Menu Button | Action icons within the automation card menu button. These options (from top to bottom) are: Run, View, Clone, Export, and Delete. | ### Action icons in Automations Collection The following table describes the action icons available in the **Automations Collection** view. | Icon | Description | | ---------- | ---------------------------------------------------------------------------------------- | | Refresh | Refreshes the current automations in the grid. | | Create | Opens the Create Automation modal. | | Select All | Selects or deselects all automations in the collection view. | | Clone | Clones the selected automation. | | Export | Exports the selected automation. One `.json` file is downloaded per automation selected. | | Delete | Deletes selected automations. | ## Automation Details in Ops Manager The **Automation Details** view in Operations Manager is the hub for managing your automation and its associated triggers. To access this view, select any available automation listed in the Automations menu on the left. ![](/_fern-img/0494e4337403244498c687bcf70ed45c6b6436d20c11e95afe8763fa8f944927.webp) | Label | UI element | Function | | ----- | ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | Workflow | Dropdown used to select and assign a workflow to the automation. | | 2 | Validation Check/View Errors | Tracks and displays [automation errors](#automation-error-handling). | | 3 | Menu Button | Displays action icons for the current automation: **Run Now**, **Clone**, **Export**, and **Delete**. See [Action icons for Automation Details](#action-icons-for-automation-details) below. | | 4 | Triggers Toolbar | Displays action icons to run automations using triggers: **Create Trigger**, **Run Now**, and **Delete Selected Triggers**. | | 5 | Automation Properties | Panel used to display and edit [automation properties](#automation-properties). | | 6 | Trigger Cards | Cards used to manage the [triggers](./triggers) used to run an automation. | | 7 | Save Changes | Saves any changes made to Automation Properties. | | 8 | Undo Changes | Reverts any unsaved changes made to Automation Properties. | ### Action icons for Automation Details The action icons within the Automation Details menu button perform operations on the current automation. | Icon | Description | | ------- | --------------------------------------------------------------------------- | | Run Now | Opens the Run Automation panel, from which you can select a manual trigger. | | Clone | Clone the current automation, including any assigned triggers. | | Export | Export the current automation and assigned triggers to a `.json` file. | | Delete | Delete the current automation. | ## Automation properties The **Automation Properties** panel lets you view and edit information about the automation and update its permission groups. ![](/_fern-img/b3ac3f3d32e080a0eebe1db100e5893cec699669364d9f72f03fe49812b02a07.webp) | Label | UI element | Function | | ----- | ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | Run Now | Opens the Run Automation panel, from which you can select a manual trigger to run the current automation. | | 2 | Name | Input or edit the name of the automation. | | 3 | Description | Optional. Add or change a description for the automation. | | 4 | Read Group | Optional. Select Read permission groups for the automation. Read-only groups have permission only to view and execute an automation. | | 5 | Write Group | Optional. Select Write permission groups for the automation. Groups with write permissions are authorized to change, view, and execute an automation. | | 6 | Save Changes | Save any changes made to Automation Properties. | | 7 | Undo Changes | Revert any unsaved changes made to Automation Properties. | ## Clone an automation with API triggers When cloning an automation with API triggers, note that the `routeName` of each API trigger must be unique among enabled triggers. Because of this requirement, Operations Manager disables all API triggers when cloning. You must assign new route names to the cloned API triggers before you can re-enable them. ## Automation error handling Your automation is continuously evaluated for errors as you work, including references to non-existent access groups, misconfigured triggers, or missing documents such as forms, JSON Schema Transformations (JSTs), and workflows. When no errors are detected, the **Passed Validation** icon is displayed near the top-right corner of your automation. ![](/_fern-img/fec7aa3ceb5e95c7d8e1a90889ae1f478e7317773ddc30ee0774dcd7ffc899f2.webp) If the automation fails validation, the **View Errors** icon is displayed instead. Click it to open the **Errors Panel**, which lists all problems affecting your automation. Where applicable, items link directly to the affected component. ![](/_fern-img/0e54a5f4a14ffdc7a5e14f995345d34be9e145f188e325f75ea35632eef283ff.webp) Automation components in an error state are also marked on the UI via the Error icon. ## Enable optional features in Ops Manager To enable or disable optional features for Operations Manager, set the appropriate properties in its [service configuration](/itential-platform/configure/services/service-level-settings). This section explains how to configure those properties using **Admin Essentials** and lists the available configurable properties. ### Configure properties #### Open Admin Essentials Launch **Admin Essentials** from the Itential Platform dashboard. #### Navigate to Operations Manager Select **Operations Manager** from the **Applications** list in the side navigation menu. The **Configuration** tab displays a checklist of configurable properties. #### Enable or disable properties Click a property's checkbox to enable or disable it. If a blank screen displays, toggle the **Advanced View** switch on the right to open the Service Config editor and add the property manually. #### Save Click the **Save** button above the Properties list to save your changes. ![](/_fern-img/53e41f25f16f29f08984b474fecb99cee00f0fae76a53de67d6d6f3e22b8abdd.webp)![](/_fern-img/06fa3a54df97614133cb3cfc593241d45383d18133d6916c9130aff1f7ec8755.webp) ### Configurable properties The following properties can be enabled or disabled for Operations Manager. | Property | Description | | ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `maximizeJobTasksOnLoad` | Maximizes the Job Details panel by default when opening job visualizations. | | `actionableTasksInJobsTable` | Adds an **Actionable Tasks** column to the Jobs table listing all actionable tasks in each displayed job. You can also claim actionable tasks from this column. For performance reasons, enabling this feature limits the maximum number of rows displayed in the Jobs table to 50. | | `finishManualTaskEnableAnyType` | Enables the `finishManualTask` API to finish non-manual tasks. | ### Service Config editor Properties can also be enabled or disabled via the **Advanced** editing view, which displays the current service configuration in JSON format. For example, to enable the `maximizeJobTasksOnLoad` property, define it under the `properties` key as follows: ```json "properties": { "maximizeJobTasksOnLoad": true } ``` The `maximizeJobTasksOnLoad` property displays the workflow within the Job Details view, which is useful for users who prefer to see the workflow canvas while jobs are running. When enabled, users can also enlarge the workflow canvas for better visualization. ![](/_fern-img/b4ea9ccd096aaabfb93238cbca465fc71043fc01bab9b90c54ea3c52e132c108.webp) > An introduction to the Operations Manager UI, automations, automation properties, migration from Automation Catalog, and optional feature configuration.