Go live with Service Desk
After the organisation is created, the system automatically creates a calendar, SLA policy, workflow, queue, form, request type and contact category. Review and adjust these elements — do not build a second set from scratch.
After the organisation is created, the system automatically creates a calendar, SLA policy, workflow, queue, form, request type and contact category. Review and adjust these elements — do not build a second set from scratch.
In Service Desk go through in order:
- Calendar
- SLA policy
- Workflow
- Request type and form
- Queue
- Contact catalogue
Clear all warnings before inviting customers.
Finally, walk the full path first as a customer, then as an agent (reply and resolve).