helpdesk 360

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© Copyright Velocity Software Solutions Helpdesk 360 Velo city o Agenda 1. Introduction to Helpdesk 360 & Salient features 2. Product Features i. Roles – Admin, Staff, User ii. Authentication a. Active Directory b. LDAP c. Lotus Domino d. Self Authentication iii. Request Forms iv. SLAs v. Tickets vi. Ticket Work Flow vii. Remote Desktop Access viii. Reporting Topics of discussion

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Velocity has developed "Helpdesk-360" popularly known as "HD-360" (www.hd-360.org) is one of the Enterprise class Open Source Solutions for Small to Medium Size organizations. This system helps the organization manage their tickets and increase the performance of their support staff. Velocity aims to gives back something to the society so HD-360 is Open Source but you can always buy our paid support for instant help and maintenance of the system.

TRANSCRIPT

Page 1: Helpdesk 360

© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Agenda

1. Introduction to Helpdesk 360 & Salient features

2. Product Featuresi. Roles – Admin, Staff, Userii. Authentication

a. Active Directory b. LDAPc. Lotus Dominod. Self Authentication

iii. Request Formsiv. SLAsv. Ticketsvi. Ticket Work Flowvii. Remote Desktop Accessviii. Reporting

Topic

s of

dis

cuss

ion

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

oExte

nsi

ve

Introduction to Helpdesk 360 & Salient features

• Comprehensive business-class Help Desk Software.

• Intuitive interface, support for SLAs, reporting,.

• Ticketed support and escalation management.

• Advanced reporting, workflow, SLA and ticket scheduling features.

• Flexibility – Authenticate with any popular system – Active Directory, LDAP Server, Lotus Notes and Self Authentication.

• Predefined ticket responses.

• Remote Desktop Support.

• Robust and extendible backend built on Struts Framework.

• Open Source Softwares used for building – Java/J2EE, MySQL, Struts.

• Cut costs, streamline your support, consolidate your e-mail and offer your users a better service.

• Reporting

Featu

re Fu

llFe

atu

re F

ull

More

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

A look

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Product Features

• Roles – Admin, Staff, User

Helpdesk 360 provides three types of User Roles

Admin: Has all rights in the system. Admin can make changes in the system configuration and also control and change ticket flow.

Staff: Staff role is for the Helpdesk Personnel responsible for ticket resolution. Tickets can be automatically as well as manually assigned to the staff for resolution. In case of any delay the tickets start aging and getting escalated.

User: This role is for the end users who raise the tickets for problems with their systems. This role can be assigned to all employees of a company, or users of a website/software.

productsquality

roles

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Admin Role Demo

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Admin Screen – User Management

Configuration Panel Filtering CriteriaLink to add a new userUser Details

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Admin Screen – Categories

Configuration Panel

Actions – Edit category, View Sub Categories, Delete Category

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Admin Screen – SLA List

Click for SLA list Add new SLA

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Admin Screen – New SLA Creation

On this screen you can select the SLA configuration details.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Admin Screen – Edit Group Permission

This screen is used for editing group permissions for a group. Every user falling into this group will have these rights/permissions.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Admin Screen – Edit Color Scheme

Change the color scheme of the system from this simple panel.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Staff Role Demo

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Staff Screen – Welcome Screen

This is the screen where a user under Staff role can see the tickets assigned to him/her.

Filters to select the ticket.Default is ALL tickets.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Staff Screen – StatisticsChart for the Ticket Statistics

Text based Ticket Statistics Select 7 different types of charts

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Staff Screen – Profile

On this screen Staff user can edit their profile.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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User Role Demo

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

User Screen – Creating a New Ticket

Screen to create a new ticket.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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User Screen – Creating a Form

Creating and submitting a Request Form.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Authentication

Page 20: Helpdesk 360

© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Helpdesk 360

Active Directory

LDAP

Self

Lotus Domino

Authentication

Page 21: Helpdesk 360

© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Request Forms

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Request Form by

user

Automatic Ticket

created

Approved by the

Manager

Implemented by

Helpdesk

Request Form flow

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Service Level AgreementSLA

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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SLA List

Click for SLA list Add new SLA

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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New SLA Creation

On this screen you can select the SLA configuration details.

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Tickets – Creating Tickets

Create a new ticket by logging in as a normal user. No need of pre-registration for users if external authentication is used

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Tickets – View/Edit Tickets

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Tickets – Workflow

Raised by User

Automatic / Manual

assignment to Team

Accepted by Staff

Closed by User

Fixed by Staff

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Tickets – Staff Workspace Select the tickets and Accept

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Tickets – Staff Workspace – Working on a Ticket

Ask for more details from user via messages

Take remote access of user’s machine

Resolve or Re-assign

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

o

Reports – View / Download Reports in different formats – Online/PDF/Excel

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© Copyright Velocity Software Solutions

Helpdesk 360 Velocity

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Remote Desktop Connection

Ability to take remote control of the User’s machine thus helping reducing overhead of movement.

Efficient work management and fast resolutions.