How to add or update User Manager details.
To add/update user manager details, follow these instructions:
Login to DeskDay support portal
Navigate to the side menu and select "Users" from customer module.
Select the user for whom you want to add/update manager details.
On the window that opens, scroll down, locate the “managers” tab, and click on it.
Select each level of managers in respective fields using the drop-down.
You can remove a manager by clicking the “minus” icon next to the corresponding drop-down.
By following these steps, you can add or update a user's manager details successfully.
How to Create a Ticket for a Team Member
A first level manager can create ticket for his team members from End User Application
Ticket creation is a quick and straightforward process that can be completed in a few clicks. However, users must first log in to the end-user portal to access all available features. Once logged in, To raise a ticket:
Click 1: Create your tickets now
Click on the "Create ticket" button on the welcome screen.
Click 2: Click on the suggested templates
The system will suggest templates based on recent or popular tickets raised by you
Or in the "Issue" field, start typing the problem or issue you are experiencing. The system will suggest possible matches. Select the one that best describes your issue.
Click 3: In the “Select Team Member” box, type Team member name
Click 4: Select the Team Member
Click 5: Send
Urgency level will be auto-filled from the template, Update the urgency level of your issue if required.
Click on the "Send" button to submit your ticket.
That's it! Your ticket has been created successfully. You can now track its progress and receive updates on its status from the Service Desk ticket section.
How to Manually Add Ticket Issues and Descriptions for Team Members
In certain situations, problems the team encounters may not be a typical one or may not have an existing template. If this occurs, you can manually input the ticket issue and description. Here are the steps to follow:
Step 1: Create your tickets now
Click on the "Create Ticket" button on the dashboard.
Step 2: Input the Issue
In the "Issue" field, type the issue the team member is experiencing.
Step 3: In the “Select Team Member” box type Team member name
Step 4: Select the Team Member
Step 5: Select Urgency
Select the urgency level of their ticket from the options provided.
Step 6: Input the Description
In the "Description" field, provide a detailed explanation of the issue the team member is experiencing. Be as specific as possible, and include any relevant information that may help resolve the issue.
Step 7: Send
Click on the "Send" button to submit your ticket.
That's it! You have successfully added a ticket issue and description manually. You can now track its progress and receive updates on its status on DeskDay agent.
From the Service Desk home screen, you can create a ticket by clicking on the Create button and following the same steps as in case 1 or case 2.