SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Available views

Based on different needs and scopes, technicians can switch to any pre-defined cases view. For example, the 'problem category-problem type' view is very useful when technicians want to group cases on line of problems in a hierarchical tree, so that it is easy to have a summarized information as which problem type has the maximum and minimum cases. Similarly, a manager can have a generalized information on the case life span (eg. the day it was created to the day it was resolved) in a timeline view by choosing one of the calendar view.

There are more than 30 or so views available in each support cases folder, namely, 'Ongoing Cases' and 'Resolved Cases'.  Most of the views are common to both folders except for few such as  'Date Closed - Calendar' view which is only available in the 'Resolved cases' folder.

You can easily change the view in two ways:

  • through the SupportCalls toolbar

     
  • through Outlook view menu

As there are a staggering number of views in SupportCalls, describing each one of them is out of the scope. However, some of interesting ones are discussed below with relevant screenshots.

bullet Case Number
This view sorts the cases in the folder by Case Number (or Case ID) in descending order. One drawback of Outlook field that employs a numeric data type is sorting, that is, often when you sort a numeric field, the sorting is performed by string (alpha-numerically) rather than numerically resulting in the 'Case ID' field out of sequence. But this is taken care of in this view and you will always find the 'Case ID' field in sequence no matter how many digit figures the 'Case ID' is in.



 
bullet Cases Worked today - Table (Filtered)
This view only displays the support cases that were worked (or modified) today. This is useful for helpdesk managers to keep tap on the progress of the recent cases. For example, when they want to know which technicians had worked on what cases at the end of the day. All other cases that are not worked on today are hidden (can be verified easily from the '(Filter Applied)' tag at the right corner of the title bar.



 
bullet Date created - Calendar
This takes a calendar view and displays all the support cases based on the creation date. The cases listed in the calendar view can be arranged in the same way as that of appointments in your default calendar - day/week/month. The only difference being that when you double-click the item (case), it would be opened with the custom case form, instead of the appointment form.



 
bullet Date Range - Calendar (Created Date - Due Date)
This is a special calendar view that displays all support cases in a range format, taking 'Created Date' as the start time, and 'Due Date' as the End time.



 
bullet Problem category
This is table view that groups all support cases in the folder by 'Problem Category' and then by 'Problem Type', resulting in an hierarchical listing of cases.



 
bullet Technicians
This is also a table view that groups all support cases in the folder by 'Technicians'.



 
bullet Date Range - Timeline (Date Created - Date Closed)
This view takes a timeline view (one that is used in Journal folder) and lists all support cases in lines and icons with 'Date Created' set to Start time and 'Date Closed' set to End time.

 
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