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Using the Self Service BMC Helpdesk IT Department.

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Presentation on theme: "Using the Self Service BMC Helpdesk IT Department."— Presentation transcript:

1 Using the Self Service BMC Helpdesk IT Department

2 Overview BMC helpdesk is a customizable web- based application solution with an easy-to- use interface. This helpdesk application will allow the IT support unit to provide a better service as well as track recurring incidents and generate performance reports.

3 BMC Helpdesk Features User friendly Browser-based, windows authentication within AUK domain Centralized reference: by allowing users to view, create, update information, and track old tickets. Self help through the knowledge search engines: it helps clients to find solutions quickly and easily without calling the helpdesk which saves time and increases satisfaction. Receive IT posted messages through Whiteboard feature

4 Logging in to the AUK BMC Self Service To log in to the AUK BMC Self Service module, all you must know is the following information: o The URL address of the Self Service module o Your client ID and password if you are accessing the helpdesk from off-campus or from Auk website. No username and password are required if you are logged in inside AUK campus, since BMC self service is Windows authenticated, only type in your browser.

5 Working with Incidents Use the Incidents tab for managing incidents: Create, edit, and close incidents. Search for and view incidents.

6 The Incidents tab has two menus: The menu at the top of the tab provides access to the following views: –Incidents –Quick Tickets: View and search quick tickets, and create incidents from them. The Actions menu provides functions that you can perform, depending on which view is selected (incidents, or quick tickets) Working with Incidents

7 New Incidents You can create an incident in 2 different ways: From a template: Quick Tickets are templates for common problems and include standard information for the form fields. Quick Tickets have four fields of information: Quick Ticket ID: a unique identifier of the incident. Description: a short description of the incident. Incident Description: A standard, more detailed description of the incident. Incident Resolution: A standard description of possible solutions.

8 From a blank incident form If you do not find a quick ticket that fits your incident, you may create a new record using a blank incident form. New Incidents

9 Creating an Incident from a blank form The Support Type is directly linked to the Category, once you select an IT Category, Information Technology will be displayed in the Support Type field.

10 1- From the Actions menu in the Incidents tab, click New. The Open Incident form will appear. Your contact information will automatically fill the client fields. 2- Click Category, and select the appropriate category/subcategory. Creating an Incident from a blank form

11 3- For the Convenient Timings field, fill in the suitable time for IT support staff to visit. 4- For Incident Description, fill in a description of the incident, such as when the problem occurred, what is affected,…. 5- Bold fields are mandatory, and if not filled, your ticket will not be submitted 6- You can only add an attachment (maximum size limit of 1.44MB) after you have saved the incident by clicking Submit. Creating an Incident from a blank form

12 Make sure to click on Back after you Submit a ticket to return to the main Incidents menu. Otherwise, you might receive an alert message notifying you that the ticket is currently locked because the administrator is opening it simultaneously.

13 After submitting a ticket, you can always access it again, and only edit the Convenient Timings and the Description fields. You are not allowed to change the Category field once the ticket has been submitted. You may check ticket updates at any time, such as: –IT Reply –Assigned Staff –Resolution To Edit your sent Incident

14 You may either overwrite or edit the Convenient Timings and the Description fields. A log of IT Replies, Convenient Timings and the Description fields will be saved in the below fields. Therefore, the communication trail will be saved.

15 Creating an Incident from a Quick Ticket Quick Tickets Advantages: Speed up data entry, Improve data accuracy, And ensures consistent reporting.

16 1- From the Incidents tab, click Quick Tickets. A list of available quick tickets is displayed 2- Select the required quick ticket. Creating an Incident from a Quick Ticket

17 3- From the Actions menu, click Next Step. A new incident form appears with the description and other fields automatically filled in. 4- Change or add the fields as needed. 5- Make sure to select the appropriate Support Type. 6- Click Submit. The incident is saved and appears in the list of your open incidents. Creating an Incident from a Quick Ticket

18 Notifications An automated will be sent to the ticket loggers account whenever any modification occurs to the IT Reply field.

19 At the closure of the ticket, an will be also sent with the ticket resolution updated. Do not reply to this if you think that your problem persists. Login to your BMC self-service account and open a new ticket. Notifications

20 To Submit an Event Support Request

21 Surveys After logging a predefined number of tickets, you will be receiving an with a link directing you to a survey questionnaire. Filling such surveys will contribute to improving IT services and performance.

22 Filtering Incidents By default, the Incidents tab displays all your open incidents. However, you may modify which incidents are listed: List open, closed, or both open and closed incidents.

23 List incidents by a form field value. For example, you may list all incidents that have been opened on a particular date, that are in a specific category, or that have a specific number. Filtering Incidents

24 Using the Knowledge Search Feature 1- From the Knowledge Tools tab, click Knowledge Search. The knowledge search window appears. 2- In the Search for Word(s) or Phrase field, type in the text you want to search on.

25 3 -Select the records to search: Search Knowledge Base: Search closed incidents. Search External Documents: Search the content of any document stored in an external location, such as tech notes or white papers. These files can be text files, Microsoft Word files, Excel files, and others. 4 -To limit the number of search results, type a positive number for Maximum Results. 5 -Click Search. Using the Knowledge Search Feature

26 Your Profile includes your name and contact information (location, extension, and address,…). Check your Client Information You should verify this information and inform IT to update it if needed. Keeping your profile updated is important to help serve you better.

27 Logging off the Self Service Module To log off From the upper-right corner of the window, click Logoff. A confirmation message appears. Click OK. The log off window appears. If there is no activity on BMC Self Service for a certain amount of time, the following message scrolls across the top of the window: "Your session timed out due to lack of activity. You will have to login again."

28 Conclusion With BMC helpdesk, we will: Enforce best-practice processes Improve key metrics such as first call resolution, mean time to repair, recurring incidents Reduce call volumes and encourage user self- sufficiency by letting users search known solutions, and workarounds to common incidents Prevent future incidents from occurring Increase customer satisfaction ratings

29 Thank You

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