SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Working with support request form

New service requests in SupportCalls are logged and existing ones are viewed and worked using a customized Outlook form having the message class 'IPM.Post.AMTSupportCase'. Both Ongoing and resolved Outlook folders use this form. Information catering to the support cases, caller, technicians, problems, work done, assets etc are all laid out in sections in a modular way to allow for easy navigation and reach. Contact fields such as email, phone or mobile numbers are accompanied by relevant buttons for quick communication. Fields such as problem category, type, status and department are available in drop down list (which are already configured by the helpdesk manager) so as to limit the choice the technician can select for such fields.

Managers can assign multiple technicians to a particular case if the scope of the problem extends beyond the capability of a technician. When setting due date of the case, the assigner can choose to lookup for an appropriate schedule in the technician's calendar (can be personal or a public calendar). Automatic notification messages (either via email or sms) are sent out immediately to the concerned technicians once the case is assigned or a due date is specified or changed. Optionally, a due date appointment or task can also be added to the personal mailbox of the technicians.

From directly in the case form, a technician can quickly browse and preview those knowledge base articles or integrated FAQs and insert a relevant solution directly to the case problem description or make a quick reply to the caller. When logging in a new phone case, an existing caller, either from the caller list or from global address list (GAL) can be selected and it will automatically populate all other caller fields.

More on each section:

bullet Case detail
bullet Time Spent
bullet Email History
bullet Notes
bullet Assets
bullet My Fields
bullet Logs
bullet Other Cases from this caller
bullet Common Tasks

 

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