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Using the Self Service BMC Helpdesk

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Presentation on theme: "Using the Self Service BMC Helpdesk"— 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: The URL address of the Self Service module 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 Working with Incidents
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)

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 New Incidents 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.

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 Creating an Incident from a blank form
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.

11 Creating an Incident from a blank form
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.

12 Creating an Incident from a blank form
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 To Edit your sent Incident
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

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

17 Creating an Incident from a Quick Ticket
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.

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

19 Notifications 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.

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 Filtering Incidents 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.

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 Using the Knowledge Search Feature
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.

26 Check your Client Information
Your Profile includes your name and contact information (location, extension, and address,…). 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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