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WebCISS Help Desk Features
General
- Choice of either MySQL (Windows version) or MS SQL Server database
- Easy to navigate web-browser based interface
- Easy access via your regular web browser
- System messaging for staff and requesters (allows use of HTML links)
- Feature allowing set-up of working week / business hours
- Recurring issues functionality
- Function for remembering login details (trusted login)
- Fuction fore easily switching to another user
- Facility for password notification if it is forgotten (via email)
- Customisable priorities, request types, components, status types, action types, etc
- Auto assignment based on issue criteria
- Auto escalation based on issue criteria
- Customisable email notification on various issue events (can auto insert issue data)
- Custom fields for staff records, requesters and issues
- Importing/exporting data to/from WebCISS database
- Automatic logins via ADSI (windows authentication) user identification
- Sending email in bulk to users in the system based on criteria (staff, requesters, active status, products they have purchased)
- Function for sending general SMTP email from ASP whilst logged into WebCISS
- Ability to enter an email address that receives duplicates of all open call notifications
- Choice of using either European or US date formats
- Component types and request types can be set to appear only for specific companies
- Handy date selection via pop-up window, allows navigation through the months, and quick return to current date
Companies and Requesters
- Option to set the number of issues a company is allowed to log in your system (this is decremented with each issue)
- Indicate whether the company is on maintenance and when it expires
- Indicate the terms of any Service Level Agreements (SLAs)
- Check how many requesters a company has
- When you deactivate a company, all the requesters for that company are deactivated as well
- You can disable maintenance expiry if you do not want to make use of it
- Record sales information for each company
- Save correspondence details in a contact log for each company
- Option to allow a requester to view all issues for their company, or only be restricted to viewing their own issues
- Additional security options for requesters are available under the Administrator settings controlling knowledge-base access, login requirements, the ability to update issues, and dependency on the maintenance agreement
Configurable system settings, options and security
As an administrator, you can set:
- Whether or not issues will be auto-assigned
- Whether or not auto-priorities are used
- Whether request types are dependant on selected component and sub-categories are dependant on request type
- Whether support staff can see other support staff issues
- Whether support staff can edit actions
- Whether actions require start and end times to be entered
- Whether support staff can view and edit email before it is sent
- Whether requesters can search and view the knowledge-base
- Whether requesters are required to login
- Whether requesters are able to update their open issues
- Whether to restrict requesters/companies from logging issues depending on their maintenance agreement
- Whether to include asset fields in issues
- Which email system to use for sending notifications (CDOSYS or CDONTS)
Support Staff
- Each staff member can be configured with particular settings
- Whether the staff member will receive email notifications
- Whether they can access asset management
- 6 different security levels
- Whether they can add new requesters/companies
- Whether they can edit/view other staff members' issues
- Whether they can delete issues
- Whether unassigned issues will be given to this staff member for re-assigning
- Whether this staff member will be included or disabled from the auto-assign function
- Can disable themselves from auto-assign if for example, they are going to be away for some time
Issue Listing and Tracking
- Staff member can view separate lists of their open issues, deferred issues and closed issues
- Staff may be given acces to view other staff members' issues
- If given acess, a list of all open issues can be viewed, or a list of all unassigned open issues
- Custom statuses can be used and set to appear amongst the list of either open, closed or deferred issues
- Issue searching facility allows finding issues between a given number range
- Can search for issues based on status, company, requester, staff and date opened
- Requesters can view lists of currently open issues, closed and deferred
- Requesters can update their issues if given the access to do so
- Actions can be added to issues through the life of an issue (see Issue Actions below)
Issues
- Issue template allows customisation of which fields are shown
- Ability to set field labels and mark fields as being mandatory via template
- Able to attach documents, images (screen shots), or other files
- Ability to link issues to each other, for easy reference of similar topics
- Facility for recording expenses onto an issue
- Modify and save details on existing issues, e.g. due date
- Administrator can enter text for an intial description that shows when a new issue is logged to help user enter details
- Companies and requesters can be created "on the fly" when an issue is being logged
- Ability to record any additional expenses for an issue
Issue Actions (Tasks)
- Addition of action notes to record a complete history of the work performed
- Time entry option for each action
- Ability to set actions to be staff only (hidden from requesters view)
- Re-assign, defer, close, re-open can be done on an issue and change the status
- Staff update action is recorded when the main issue details are changed
- Issue feedback rating can be set on closed issues
- Optional use of start and end times on actions (set via system options)
Knowledge Base
- Searching based on keywords in specific fields
- Keywords can be specified for each article
- Each knowledge-base article can be categorised by component, request type, and related issue number
- You can enter as much detail as you like into the problem and solution fields and there is the a facility allowing you to easily add external links to files or a URL
- Articles can be set to be staff only (ie. viewable only to staff)
Reporting
- Includes a large number of standard and graphical reports
- You can use the custom report or custom SQL query to extract details of your choice
- WebCISS also provides graphical reports to clearly show the comparisons between various statistics in your help desk
- Reports included can produce results based on a wide variety of criteria, allowing specific information to be found
- Reports an be set to appear exclusively for administrator, staff or requesters
- Report results can be output to the screen, Excel format or saved to an Excel file
- Report results can be sent via email to a specified recipient
Asset Management
- Recording of details for hardware and software
- Audit details of requester's hardware and software can be uploaded
- Hardware and software can be assigned to specific companies and requesters
- Details of manufacturers and vendors can be entered and these can be selected for each asset
- Each hardware and software item can be categorised as components
- Custom fields can be specified for both hardware and software
Free Add-on Programs
- Auditor - for recording hardware and software details that can then be uploaded into the database
- Escalator - set to run in the background on a server, and periodically checks for issues that need escalating, deferred issues that need re-opening, or recurring issues that need to be created.
- Email Extractor - filters incoming emails for support calls to convert into support calls
Other Add-ons
- Report Writer (not yet available)
- SMS (not yet available)
- Remote Control (not yet available)
Extras
- Free training videos (you can watch and learn directly on your PC)
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