Users within the service management system that are assigned to support Teams must be allocated one of the following Roles:
Technician
Supervisor
Partner.
The above User Roles can work on requests, relevant to the Processes they have been allocated (i.e., Incident, Problem, Change or Service Requests). The About Roles section of the User Guide provides more information regarding specific User Roles in the system.
The User List View includes the User Availability status by default, this is based on work hours configured in the Schedule tab of the User and their Vacation Status.
The following icons may be displayed in the List View:
Available |
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The User is not on leave and is available for request assignment based on their assigned work hours. |
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The User is not on leave but is not available for request assignment based on their assigned work hours. Or, if no hours are set within the Schedule tab when the "Define Works Hours" is enabled within Admin>Setup>Privileges>User screen and the User is not on vacation, the system will consider Users to be unavailable. |
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The User is On Vacation. If the User logs into the system when assigned this status, they will not have to the User Portal. However, if they are also have Customer Web Access, when they log in to the system they default to the Customer Portal. |
When creating a new User, the following tabs are available:
Information
Aliases
Team
Skills
Types
Within the User Information tab, User details can be created, viewed and edited. User Roles, Process assignment and default Login credentials can all be customized within this tab.
NOTE:If Custom Fields are to be created for User Information, it is recommended that the Administrator complete the customization prior to creating Users.
To create a new User:
Select User>Users
Click New
The User Information screen appears.
User Information Fields |
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Title |
Select a title from the drop-down menu options. (This field is displayed if the Enable Titles option is set to Yes in the Admin>Setup>Setup>Privileges>Customer tab.) |
First Name* |
Enter the User's First Name. |
Last Name* |
Enter the User's Last Name. |
User Name* |
Enter a User Name (unique). |
Password* |
Enter a User Password. Note: Passwords can be changed under the Users Tab or reset by the User under their My Account tab. |
Roles* |
Assign a Role for the User. Each Role has associated permissions. See Roles. Every Technician Role assigned also needs a Supervisor assigned. NOTE:Note: More than one Role can be assigned but only one of Supervisor, Partner or Technician can be allocated per User. |
Default Portal* |
The Default Portal is the User Interface accessed by default when a User with multiple Roles logs into the system. NOTE:If the Users Default Portal is set to Customer, the User details will not be accessible in the Users list, but included in the list within the User>Customer tab. |
Assignment Template |
This option is visible in a new User Information screen if Job Assignment Templates are configured in the User> Assignments tab. Select a template to assign the new User to multiple Teams, Escalation layers and Processes. |
Operations Processes |
Assign the licensed access for Request Fulfilment, Incident and Problem Management. Assigning Processes to the User gives them access to support those Processes and enables them to be assigned as Team members for those Processes' Teams. See User Processes. |
Change Processes |
Assign the licensed access for Change, Release and Deployment Management. Note, Users assigned Release are automatically assigned Deployment. |
Internal Processes |
Enable the Users privilege to maintain Service Level, Configuration and Knowledge Management. Selecting the Configuration and Knowledge options displays the relevant fields that enable granular controls to be set for those processes. NOTE:The Finance Role is limited to the processes of Configuration and Service Level Management. |
Knowledge |
If the User is assigned the Knowledge Management process, their privilege to create, edit, delete and/or publish KBAs can be configured. |
Configuration |
If the User is assigned the Configuration Management process, their privilege to create, edit and/or delete Items within the CMDB can be configured on a per task basis. |
Customer Org Unit |
If the User is also allocated a Customer Role within the system, this field is displayed. Enter Company or Department details that apply to the User in their Customer Role. |
Line Manager |
(This field is visible if the User is also assign a Customer Role within the system. The information can not be edited if the line manager details are set by the LDAP synch.) If relevant, assign a system user with the Customer Role who can approve/reject requests made by this Customer. |
Primary Email* |
Enter the User's email address. System messages are sent to this address. |
Send To |
This field becomes available for Users that have the Customer Role and have alternate email addresses entered on the Aliases tab. Select the most appropriate email address to be set as the default address applied to Customer correspondence. When the Send To field is set to an alias address the Primary Email address is not included in the cc list, unless specified in the request Information tab cc list. |
Phone |
Enter telephone details. |
Mobile |
A mobile number can be entered as a contact number or for use with SMS (Short Mail Service message). An SMS can be sent to notify the assigned Technician when a Service Request is raised. SMS Messaging options:
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SMS Override |
Enter SMS Gateway override details for the User, if a number other than the one entered in the Mobile field is to be used to send/receive updates via SMS. Enter the complete SMS details in email address format, i.e., 000777891@smsgateway.provider.com. |
Fax |
Enter known fax details. |
Pager |
Enter pager details. |
Salary |
An annual salary can be entered. This value is used for reporting. |
Forum Moderator |
Select this checkbox to designate this User as a forum moderator. See Forums. |
Survey Manager |
Select this checkbox to enable this User to create and manage surveys in the system. |
Supervisor* |
Select a Supervisor, if the User has a technician role. Users with the Technician Role must be allocated a Supervisor. |
Partner For |
When a User is assigned the Partner Role, their associated Partner Organization must be assigned within this field. |
Partner |
If the User is also assigned a Customer Role, this field allows the Customer to be associated with a Partner Organization who will handle their requests when they are logged in the system. |
Available |
Shows if the User is available for requests to be assigned to them. This is based on work hours configured in the Schedule tab of the User and their Vacation Status. If no hours are set within the Schedule tab when the "Define Works Hours" is enabled within Admin>Setup>Privileges>User screen and the User is not on vacation, the system will consider them to be unavailable. |
Assignment |
**Visible when the Assignment Control is enabled in Admin>Setup>Privileges>User. Set to Off if the User is not to be assigned new requests, irrespective of their Availability status. |
On Vacation |
Placing a Technician on vacation excludes them from being assigned new requests automatically. When On Vacation is activated a Technician's existing requests are not reassigned. |
Training |
This option is only visible for Technician Users, and when enabled allows the User to be included in Teams to view requests but does not allow them to put the request in edit mode or add Notes. |
Email Locale |
Adjust the default language for email correspondence, if required. |
Country |
The User automatically adopts the default Country set for the system. However, the Country can be manually adjusted here for the specific User. |
State |
Set the State information based on the Country selected, if required. |
Timezone |
The User automatically adopts the default Timezone set for the system. However, the Timezone can be manually adjusted for the specific User. |
GPS |
The GPS coordinates of the last known address. |
* Denotes Mandatory Fields
Complete the User detail information.
Click Done.
To email a User regarding their system log in credentials, click the Email button within the User Information screen. If Random Passwords is enabled, selecting Email will reset the Password and forward the details to the User. If Password Questions is enabled in Setup>Privileges>System, selecting Email will send a link to the User directing them to a page that includes the security questions set for their account and reset the password based on the answers provided. Customers must complete this process within an hour of the email being sent.
Select this option to download and open the User's information in an electronic business card format, to email or save outside the system.
By default the Schedule tab includes the On Vacation option, which can be set to Yes when the User takes leave. The system will automatically re-assign the User's active requests, if the Vacation Reassign option has been enabled in the Admin>Setup>Privileges>User tab. If this option has not been enabled, a Supervisor User will need to manually re-assign the requests, if required.
If the system Setup has been configured to Define Work Hours and Schedule Vacations, this additional functionality is available within the Schedule tab.
Define Work Hours
Use the drop-down lists to set the hours of work the User is available for the week. Based on what is set here, the system will assign requests to the User during their available hours. However, if no other Technician is available for requests based on their defined work hours, the system will assign the User new requests outside of their set work hours.
NOTE:If the Technician Define Work Hours option has been enabled, the hours of work MUST be defined, otherwise the system will ignore the Technician Assignment logic and automatically allocate new requests to the Team Lead.
Schedule Holidays
The Schedule Holidays functionality allows the Supervisor to pre-book leave in the system for Users. There are no restrictions on the number of days that can be set, and based on the configuration, when a leave period is activated, the system will automatically re-assign active requests to other available Users applying theTechnician Assignment logic. If the request was initially drawn from an Incident Queue, it will not return to the Queue but be reassigned to the most relevant Technician based on the Technician Assignment logic.
As a Supervisor User, to schedule User leave:
Go to the Users>User option
Select the hyperlink name of the User
Move to the Schedule tab
Click Edit, to activate edit mode
In the Schedule field, select
The Vacation Details window is expanded.
Enter the reason for leave in the Purpose box
Complete the Start and End date details
Click Save.
The details are recorded in the database and when the Start Date is reached, new requests will not be assigned to the User. After the scheduled End Date, the User account will be automatically re-activated.
NOTE:It should be noted that if the User on vacation is a Team Lead for any Teams where there are no Technicians available for new request assignment, the system will allocate new requests to the Team Lead, regardless of their vacation status.
The Supervisor Events calendar in the Home tab shows when Users are on Vacation:
Request Subject in the Calendar: Technician will able to view the Request Subject in the calendar only for Request Due and Scheduled Request.
Subject of the Request is displayed in the calendar. In case of lengthier subject, only a part of subject is displayed and tool tip displays the entire subject.
In case if there is no subject, “no subject” is displayed.
NOTE:This is only applicable if the User has the Customer Role.
Use the Aliases tab to enter additional email addresses. The system creates requests from emails sent to the system account from a valid email address. Email addresses in the Aliases tab allow the User to send emails to the system account from more than one address. Notifications for requests created using an address in the Aliases tab, are sent to the main email address and cc'd to the alias address that was used to create the request.
When one or more alias email addresses have been created for a Customer, a Send To field is displayed on the Customer Information screen, which allows the most appropriate email address to be set as the default address applied to Customer correspondence. When the Send To field is set to an alias address the Primary Email address is not included in the cc list, unless specified in the request Information tab cc list.
To add an alias email address:
Select User>Users.
Click on the User name
The User Information screen appears.
Select the Aliases tab
Click Edit to access the Add button
Click Add
Enter an alias email address
Click Save.
When an alias email address has been created for a Customer, a Send To field is displayed on the Customer Information screen, which allows the alias email address to be set as the default address applied to Customer correspondence.
NOTE:An alias will only be used if the User has a Customer Role.
To remove an Alias Email Address, in Edit mode, tick the checkbox next to the Email Address and click the Remove button.
The User Team tab lists Teams associated with the selected User. Use this section to assign the User to one or more support Teams, making the additions by Team or job Assignment templates that have been configured in the system. Processes selected in the Information tab for the User determine the Teams available in the Team tab.
Once a User is assigned to the Team, the Supervisor must configure the escalation layers for the Team to include the new User. However, the User can easily be added to Layer One of escalation when associated with a new Team by ticking the Assign new users to layer one option when assigning the Team within this tab. Also, if Assignment templates are created in the system, by selecting Team Template, the User will automatically be added to Teams, Escalation Layers and Work Groups configured within the selected Template.
NOTE:The User must be assigned the relevant Processes for Support Teams to be shown in Team search results. If an Assignment template is selected and includes Teams for Processes the current User is not allocated, those Teams will not be included on the Template.
To add a User to a Team within the Team tab:
Click Edit
Using Add By Team, enter a Team Name in the Find Team field and click or leave the field empty and click
The Teams for Processes that the User is assigned are displayed in the search results.
Tick "Assign new user to layer one", if relevant
Select a Support Team link
The User is assigned to the Team and layer one of escalation if appropriate.
Click Save.
To add a User to a Team within the Team tab using Assignment templates:
Click Edit
Within the Add By field, select Team Template
Job Assignment Templates that have been configured in the User>Assignments tab are displayed, but only including Teams consistent with the Processes assigned to the User
Select one or more Template options
Click Save
The User is automatically included in the Teams, Escalation Layers and Work Groups configured in the Template.
To remove a User from a Team:
Select User>Users
The User Information screen appears.
Click on the name of the User
Select the Team tab
Click Edit
Select to remove a Team assignment
Click Save
Click Done.
NOTE:If a User is the Team Lead or the only person assigned to an escalation layer they cannot be removed from a Team under this tab.
Use this section to assign any specific Classifications that are to be handled by a Supervisor, Technician or Partner. This assignment assumes areas of expertise for Users assigned to these Classifications. This allows the system to automatically route requests logged against these Classifications to the most appropriate User.
NOTE:Prior to using the Skills tab, Items and Classifications should be configured.
To assign a Classification:
Select User>Users>Skills
Click Edit to display the Add button
Click Add
Select the Item Category
The Item Type and Classification Type drop-down list is displayed.
Choose an Item Type, if relevant
Select * to assign all Classifications as Skills or choose a specific Classification
The list displayed will include all Classifications configured for the Item Category and the Item Type, if an Item Type is selected.
Click Save
Click Done.
NOTE:The Classification assigned to the User is either based on the Classifications of an Item Category or Item Type, hence displaying two columns. However, the Item Type column will only include information when the Classification selected is specific to that Item Type, and not directly related to the Item Category.
To remove a Classification:
Select User>Users
The User Information screen appears.
Click on the name of the User
In the Skills tab, click Edit
The Delete button appears at the bottom right.
Click the checkbox next to the Classification. Multiple Classifications can be checked
Click Remove
Click Done.
NOTE:The Classification assigned to the User is either based on the Classifications of an Item Category or Item Type, hence displaying two columns. However, the Item Type column will only include information when the Classification selected is specific to that Item Type, and not directly related to the Item Category.
Use this section to assign one or more Org Units to a Supervisor, Technician or Partner, which will result in requests that are logged by these Org Units being routed to the assigned Users. When Users are assigned to support Organizational Units, the Find Customer option during the request creation process, displays the Supported Org. Units Only option. This limits the Customer search results to those Customers who belong to the Org. Units the logged in Technician is assigned to support.
To assign an Org Unit:
Select User>Users>Org Units
Click Edit to display the Find Org. Unit search field
Enter any known Org Unit details or leave the field blank to return the full list of Org Units recorded in the system
Click
Click on the Org Unit name hyperlink to associate it with the User
Multiple selections may be made, if required.
Click Save.
To remove the association between a User and an Org Unit:
Select User>Users
The User Information screen appears.
Click on the name of the User
In the Org Unit tab, click Edit
Select next to the relevant Org Unit
The Org Unit details are removed from the tab.
Click Save
Click Done.