Purpose
To provide access to recordings of TeamDynamix Readiness Training Course videos aimed at application administrators.
Please Note:
- How to access configuration settings in TeamDynamix can vary based on whether you are a Global Admin or an App Admin. You will need to follow the instructions for App Admins when viewing this content; Global Admin settings are only accessible to the VUIT ITSM team.
- There are references in the videos to 'Homework' and other tasks to complete. This does not apply to your consumption of this content and can be ignored.
Target Audience
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Those who have been designated as Application Administrators of a ticketing, asset or client portal application in TeamDynamix
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Anyone who manages a person who has been designated as an Application Administrator in TeamDynamix
Prerequisites
- You need to be an application administrator in TeamDynamix to fully benefit from this resource. The content is a list of recordings of admin-focused training courses provided by TeamDynamix.
Description
Click on a link below to open up the video recording in a new window. You do not need to watch all of the videos. If your team is not implementing a Client Portal or Service Catalog for example, you do not need to watch those. If you are getting a portal, but VUIT is creating it for you, it is not essential for you to watch the video unless you intend to take over administration of that application.
Client Portal Overview
Styling/branding the customer-facing site for submitting requests and browsing the knowledge base.
Knowledge Management
Create and manage knowledge articles, KB drafts, and categories. Also includes permissions for internal vs external documentation.
Service Catalog Management
How to build a Service Catalog within TeamDynamix. There are multiple paths to completing this module and we show you the most common ones.
Ticketing Essentials
The essential configuration of ticket management within TeamDynamix, such as tickets forms, attributes, routing work via the form, etc.
Advanced Ticketing
The advanced configurations of tickets, including workflows, automation rules, and service level agreements (SLAs).
Putting it all together: Your ticket lifecycle
An overview of how the elements of ticket management covered in previous courses comes together in the ticket lifecycle.
Asset Management
Tracking assets and key data points associated with assets, such as vendors, product types, and product models.
Additional Information
If not already done so; it is recommended to register an account with the TeamDynamix Customer Portal where you can view and search their knowledgebase for further information on any of the topics covered here. To register, go to the link provided>>Sign In>>Create an Account and use your Vanderbilt email when asked for an email address.
References