A step-by-step instructions on how to use ServiceDesk Standard.
1
Installation Guide
A step-by-step guide to download, install, and log in to ServiceDesk Standard Includes system requirements, installation instructions, and default login credentials to help you get started quickly.
Help File
2
Getting Started Guide
This quick start guide helps you log in, set up essential master data through the setup wizard, and prepare ServiceDesk Standard for contract management. Ideal for first-time users, it covers login, data entry, and re-login with updated credentials.
Help File
3
First Contract
This step-by-step guide walks you through entering your first service contract in ServiceDesk Standard. It covers the contract setup with details such as customer information, product list, and notes. It helps you create and save contracts with ease.
Menu : Organization > Contract
Help File
4
Renew Contract
This guide provides simple, step-by-step instructions on how to quickly renew a contract in ServiceDesk Standard. It walks you through selecting the contract to renew, confirming the details, and saving the updated contract with just a few clicks.
Menu : Organization > Contract
Help File
5
First Complaint
This step-by-step guide demonstrates how to efficiently enter a customer complaint in ServiceDesk Standard. It covers both types of complaints: those linked to service contracts and one-time customer complaints. The guide explains how to input complaint details, link them to a contract.
Menu : Organization > Complaint > List
Help File
6
Assign Complaint
This step-by-step guide shows how to assign an unassigned complaint to an employee in ServiceDesk Standard. It explains how to select an employee, assign the complaint, and manage the assignment process effectively. Once assigned, the complaint will be removed from the unassigned list.
Menu : Organization > Complaint > Assign
Help File
7
Close a Complaint
This step-by-step guide explains how to close a pending complaint in ServiceDesk Standard. It walks you through selecting a complaint from the pending list, entering relevant closure details such as employee name, date, and remarks, and successfully closing the complaint. Once closed, the complaint is removed from the list of pending complaints.
Menu : Organization > Complaint > Close
Help File
8
First Quotation
This step-by-step guide helps you create your first quotation in ServiceDesk Standard. It covers entering basic details, adding products and their descriptions, applying taxes, and setting terms and conditions. The system automatically generates the quotation number, calculates amounts, and allows for printing the final quotation.
Menu : Organization > Quotation
Help File
9
Report and Dashboard
This guide walks you through viewing reports in ServiceDesk Standard, including how to use the Smart Report and Dashboard features. Learn how to filter and group data, view summaries of complaints and contracts, and generate graphical representations like pie charts and bar graphs. You can also export data to Excel for further analysis.
Menu :
- Organization > Reports > Smart Report
- Organization > Reports > Dashboard
Help File
10
Contract Screen Interface
This guide provides an overview of the Contract Screen Interface in ServiceDesk Standard. Learn how to navigate through the menu bar, use the toolbar, manage contracts from the contract list, and utilize key functions like searching, filtering, deleting, and renewing contracts. The guide also explains how to print contracts and export them as PDF files.
Menu : Organization > Contract
Help File