[Tips & Tricks] Sending out custom notifications made easy.
Hello Folks, As a part of Request management, e-mail notifications help us notify users on important occurrences in a request. ServiceDesk Plus has default email notifications however we cannot have these notifications sent based on conditions. You might even need these notifications to go to a bunch of users. I hope this post helps you achieve this in the simplest way. In earlier versions, script-based custom triggers provided flexibility to send out custom notifications based on conditions. With
[Tips & Tricks] Share requests to make your helpdesk process simpler and help your technicians be more efficient
Hello folks, HelpDesk technicians involve handling different kind of issues everyday. Most of the times, a request needs to be handled by different groups. For example, when a user reports a laptop issue, it could be an issue with hardware or software and so on. Unarguably, this request has to be worked on a collaborative effort and this can be very beneficial for technicians and for users as well. As the title suggests, ServiceDesk Plus has a feature that allows technicians to share requests with
[Tips & Tricks] ServiceDesk Plus on Docker
Containerization is taking IT operations to a whole new level and If you are an IT Ninja or in to Enterprise IT, you've heard of Docker. With the increasing popularity of containerization\Docker, many of you are already thinking about hosting an SDP instance on Docker. Hence to make this transition simple and quick we have come up with a step by step instructions to install ServiceDesk plus on Docker for your reference and we hope our readers find this helpful. A quick overview on Docker and the
[Tips & Tricks] Event & Task Reminders from ServiceDesk
Hello folks, How often does your technicians forget a task/event? From a business perspective, missing them cannot be overlooked. Most of us use reminder apps to remind us on attending an event, work on a task and so on. ServiceDesk Plus provides you with the option of tracking your events/tasks by adding reminders within the application. It can be a general reminder or reminders related to a request, change or a problem. An event reminder can be added from Quick Actions > Reminders. A reminder
[Tips & Tricks] A Custom Dashboard Widget to View All User’s Requests
One of our Community users came up with the following requirement. Most of the users in her organization had problems in finding the page to see all their requests. She requested for a widget in the dashboard to display few request filter which is most
[Tips & Tricks] How to effectively use mentions in ServiceDesk Plus
Hello folks, As you maybe aware that comments can be added to projects, milestones and tasks (Request,Problem,Change and Project). This allows project members to communicate with each other. In one of the recent versions, we brought in the "mention" feature that allows the project members to tag the technician to share any update, ideas and so on. This also allows the members to choose entity owners like "Project_Owner", Milestone_Owner and Task_Owner. These keywords populate only if the entity
[Tips & Tricks] Script To Non-Mandate Item When Sub-Category Is Empty
Classifying requests using Categories, Sub-categories and Items plays a vital role in the ticketing environment. Some key benefits are: It helps the organization to quickly route the tickets. Increases the efficiency of support workflow. Support analyzing
[Tips & Tricks] Autoselect SLA for Service request based on User Site info
One of our community users requested the following requirement, to autoselect SLA on a Service request based on the requester's site i.e When a requester submits a service request, based on the requester's site one of the SLA associated with the particular
[Tips & Tricks] Operational level agreement(OLA)
Ever wondered about how to manage the agreement on delivery of services between each internal support groups of an organization? In service desk plus, post the build 11107, we have introduced the feature "Operational Level Agreements" "OLA" which provides the internal measurable metrics among the support groups that will work in tandem with the SLA of the respective services promised by the service provider to the customer. Why do we need OLA? The OLA's are generally configured to align the activities
[Tips & Tricks]Preventing Request Closure when there are Pending Approvals
One of our ServiceDesk Plus customers requested a function to prevent service requests from being closed if it has a pending approval. Scenario: In the customer's environment, they have configured a set of Service request templates that have a single-stage
[Tips & Tricks] A Change Widget for Technician's to view "Open Changes"
One of our ServiceDesk Plus customers came up with the following requirement, a custom widget needed for the Technician's homepage for Changes. To display all open Changes, so that technicians need not go to the Change tab and view the open Changes, they can
[Tips & Tricks] Benefits of Integrating Outlook Actionable Messages with Servicedesk Plus
This post will deal with the integration benefits that will be really helpful in many environments where the outlook is used. Integrating the two applications can be done with much ease and we have explained the steps to do the same in detail on the link
[Tips & Tricks] What's New with the ServiceDesk Plus V5.6 iOS Mobile App.
Introduction: The ServiceDesk Plus iOS App is intended to help you interact with the ServiceDesk Plus application more quickly and efficiently. By using the app you can extend support to your customers anytime, anywhere. You can perform almost every activity
[Tips & Tricks] Recommended Template
Recommend template feature was released in 11138 builds of ServiceDesk Plus. When a requester creates a request using the default request template or an inappropriate template, technicians can manually trigger an email recommending the appropriate template
[Tips & Tricks] Determine length of a string
There was a requirement from a user to define the minimum and maximum string (value) length a user can put into an additional field. The requirement is that when a user puts in a value lesser than the minimum length and greater than the maximum length
[Tips & Tricks] QuickLinks within ServiceDesk Plus
One of our customers had come up with a requirement to add quicklinks in ServiceDesk Plus. The reason being that users in his environment access quite a few numbers of sites often, having them as quicklinks in ServiceDesk can be handy and time-saving.
[Tips & Tricks] Restrict editing approved or approval waiting requests
Dear Users, Good day! We have come up with a Business rule negate script restricting any edit operation on an approved request and this should help restricting technicians from editing approved requests. This can be accomplished by FAFR, however, technicians can still be able to edit a request from ServiceDesk Plus mobile app or via an API call as FAFR scripts are client-side scripts. Let's consider this scenario: A request has been approved for a particular software/asset (or any item for that matter).
[Tips & Tricks] ServiceDesk Plus built-in scribble pad can save you time everyday
Hello folks, Scribble notes are always fun. Aren't they? At work, it can be really effective and helpful to take quick notes or remind us of important things. ServiceDesk Plus built-in Scribble pad is an omnipresent feature as it can be accessed from anywhere within the application. Each technician will have their own personalized scribble pad and would not need to save what you have written, just one click opens the scribble pad and close it once you are done with taking down the notes. The content
[Tips & Tricks] Approvals Made Easy With ServiceDesk Plus
One of the most difficult day to day tasks in an organization is achieving a proper approval workflow, which was mostly orchestrated through papers and manual signatures were attested and those records would be maintained then after in large storage rooms. Later these records were maintained in a.XLS sheets by making use of a 3 rd party vendor application. Now, what is the problem with this, can't this be followed in the long run. The answer is quite ambiguous at the moment !! But At the end of
[Tips & Tricks] Password protected file attachment
Password-protected file attachment is a new enhancement released with 11128 builds of ServiceDesk Plus. No matter how big or small your business may be, there are critical documents that need to be secured, not many organizations manage their business
[Tips & Tricks] Populate Department name based on selected User name
Scenario: A particular incident template has 2 additional fields "User name" and "Department name". When users submit a ticket with this specific template, while typing the name ( on the user name additional field), it should populate the appropriate user names list within the ServiceDesk Plus. On selecting a user name, ServiceDesk Plus should automatically populate the selected user's department on the department name field. Solution: Create a new 'Single Line' additional fields for "UserField"
[Tips & Tricks] Auto-approving a change
Hello folks, A change is to control risk and minimize disruption to associated IT services and business operations, consequently ensuring that the best possible levels of service quality and availability are maintained. A major change that can have a medium to high impact on business operations and may have financial implications that always requires CAB approval, as well as management approval. Whereas, changes like patch deployment or OS upgrade that occur routinely and have low impact, less risky
[Tips & Tricks] Configuring SAML with Azure AD
This guide will help us configure SAML for those who want to use Azure AD as their IdP and also give you insights on a few issues that you might run into while configuring SAML in an Azure Environment. In an ideal environment, we will have an On Premises AD which will Sync users to their O365 Portal or Azure Portal. The sync is carried out with the help of a tool called Azure AD Connect, and the admins can download this tool either from the Azure Portal (https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/AzureADConnect)
[Tips & Tricks] A guide on Exporting and Importing tickets
In certain scenarios, we may require tickets alone to be exported from ServiceDesk Plus leaving other configurations ( like SLA, Business Rule, Priority, etc). This exported tickets can be imported to a test environment or 3rd party applications. This article will give you guidelines on methods of tickets export and import. Tickets can be export in 2 ways 1. Export tickets from the requests list view: The Ticket Export feature allows you to export tickets based on the selected Request type and Request
[Tips & Tricks] Best practices for deleting technicians
In a constantly changing environment, technicians come and go, and when it is time for them to depart how do you best maintain your support lines of communication? This article describes best practices for maintaining your lines of communication with your users after a technician departs your team. The following are the steps you will want to take when deleting a technician from your helpdesk: Reassign the Technician's tickets Changing the Technician as requester Deleting the Technician's account
[Tips & Tricks] Task template behaviour changes before and after 11107 build
Task template before 11107 build Task Template: [Admin tab >>Helpdesk Customizer >> Task Template] It's a commonplace where you organize and maintain, task templates for different modules like request, problem, project, and change. You can delete old and unwanted task templates from the list view. In order to mark a particular template as inactive, you have to select and edit the particular template. Enable "Mark this Template Inactive" The task templates cannot be sectionalized based on different
[Tips & Tricks] Show/Hide sections in a request form using FaFR
Scenario : To show/hide sections in a request form based on user departments. In this scenario users from 2 departments, "Business Analyst" and "Technical Analyst" will be using a service template "New Laptop" to submit service tickets for their need for a new Laptop. The service template is configured with multiple sections based on department fields. Using the following script, 2 different fields and form rules have been configured. When the user from each department loads the request form, the
[Tips & Tricks] A simple guide on text formatting toolbar
The purpose of formatted text on an email or ticket reply is to enhance the presentation of information. Good formatting distinguishes different parts of your text and helps viewers take in your message. You can apply formatting on every element of the content, from a single character to an entire paragraph. Body text needs to be readable and easy on the eyes. Headings should be big and bold, and they should also be consistent throughout the document. Important lines need to be highlighted. Quotes
[Tips & Tricks] A Guide to troubleshoot issues related to ServiceDesk Plus notifications
If you happened to come across situations, where ServiceDesk Plus notification works but fails to deliver on certain occasions. Then this article is for you. There are 3 possible scenarios, where the notification trigger gets restricted. 1.Intelligent notifications feature: ServiceDesk Plus will suppress notifications on scenarios if the requester and technician are the same users. When the logged-in technician (requester of the ticket) performs actions ( like updating or closing or resolving
[Tips & Tricks] User Groups and its benefits in Service Desk
Users (Requesters) are the most important resource of any entity, in most situations, they will be the employees of the organization, each employee plays a different role like team lead, Manager, CEO, etc. In Service Desk, we can group requesters based on his department, site, Email id, Job title, and Name. Based on user groups, users can be restricted to view certain service items, solutions, announcements, and request templates. Let me explain user group functionality in Service Desk with the
[Tips & Tricks] Customize ServiceDesk Plus the way you want
Before finalizing on customization: Do research: Look at other portals your organization uses, or your organization's website to see what design appeals you and what colors and images best fits you. Keep your potential users in mind: Of course , we want the portal to match your personality. But never lose focus on how our design will speak with the customers. How should you customize ServiceDesk Plus: Keep in mind that ServiceDesk Plus comes with preconfigured design language, which means it comes
[Tips & Tricks] Guide to manage your asset license and Inventory tracking
Tracking IT or Non-IT assets becomes a task for the IT admin. We end up switching tabs and applications in and out to go through our existing inventory. Being an IT Admin with ServiceDesk Plus have you ever wondered what's eating up the license? Follow this trick to save up some license counts. Steps : Visit the Dashboard and click on the "Asset" tab. Click on "View all" for an asset summary. Once on the summary page, asset count will be highlighted, also Non-IT assets with ServiceDesk Plus has no
[Tips & Tricks] Problem Management made simple
It is the process which is followed to deal with recurring issues and those incidents that don't have a solution so that we could reduce the disruption caused to the Service and increase the satisfaction of the End Users. Just like in comic books, Problem Management is one of the Heroes that could help in finding out the root causes and solutions to fix what goes wrong. Best Practices: Identify: The issue that proves to be recurring and pain should be identified in order to be considered as a Problem
[Tips & Tricks] HelpDesk Admin
Hello folks, We had quite a lot of users requesting for a role that provides full access to helpdesk management. Thus reduces the workload of SDAdmin. Upon discussing with many of our users, we have now introduced default "Helpdesk Config role" that allows to perform all request related customizations/operations across ServiceDesk. A technician associated with this role can perform periodic reviews and amendments of existing process, cascading knowledge update to the team and driving/leading the
[Tips & Tricks] Ensure your business continuity using ServiceDesk Plus
As the world embraces the remote work policies due to the coronavirus pandemic, ServiceDesk Plus Team would like to help you in BCP. Here are some of the key features in ServiceDesk which will help you to to do this, Service Request: > Backup Approver: Having a backup approver set, the application automatically delegates the approval process in case of technician unavailability > ZIA approval: ZIA is a learning AI assistant that can take the approval process based on the keywords in the email. As
[Tips & Tricks] Quick actions in ServiceDesk
As the name suggests you can do all the basic ServiceDesk Plus actions quickly in a single click using the Quick Actions option. Being a ServiceDesk Plus admin or technician, you should be doing a lot of multi-tasking on a day to day basis. While working on an Incident you might be getting the task of scanning a new asset or send a quick message regarding an outage or add a new software license or add a new solution in the application. In such scenarios, switching to other modules and going to the
[Tips & Tricks]Achieving maximum success with Employee Onboarding
One of the most important asset of any company is its people. So, it definitely makes sense to have a very well designed Onboarding process /policy to ensure the whole process is as easy as saying ABC. Some of the challenges we've seen when it comes to Onboarding are: Lack of information about the new employee Lack of Job delegation to the right teams Lack of communication among teams Let's find out how ServiceDesk Plus helps with Employee Onboarding. HR logs into ServiceDesk Plus (using their AD
[Tips & Tricks] ServiceDesk Plus Service Tool Kit
Ever Wondered what these exquisite and unique tabs on the application are capable of. They have a wide variety of hidden features that you can explore. Here are some of the options that you get in the community tab specifically which would be pretty much handy on a day to day basis. Lets split the Community Tab into 3 further Chunks. 1.Knowledge Enlightenment and Product Enhancement Enhance yourself and the application with 3 different options in this section. Community: You can check out the
[Tips & Tricks] How to find OID's for new devices ?
What is an OID? Object Identifier (OID) is the unique id provided by the manufacturer to identify the device/system information. Each device's information would have a unique OID. Here we are going to discuss the 2 easy ways to find OID information, 1. Get a MIB file from the Manufacturer 2. SNMP walk using a MIB browser 2.1. Using Inbuilt MIB browser in SDP 2.2. Using External MIB browser Get a
One hundred ways to make ServiceDesk Plus work for you!
We found 100 ways to make ServiceDesk Plus work for you. We've created a best practices guide that contains an exhaustive collection of How-tos, Tip and Tricks, and Knowledge Base articles on ServiceDesk Plus. Read on...to discover ways to make ServiceDesk Plus work for you and your team. And, do tell us what we can do to make the experience better for you. Tips & Tricks High time to snub manual translations ServiceDesk Plus built-in scribble pad Auto-approving a change First Call Resolution (FCR)
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