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Last updated 6/17/2024
Why is it important for each ticket to have the correct Service selected?
Most of our service request forms come with the service pre-populated, however "General" is not a service and must be specified. Tickets generated through email do not.
A Service is how we create value for our customers / students. If you are doing work for a customer, you are performing a service. TD is used to track information about services provided, such as volume of requests.
Every work that is performed or ticket resolved must be related to a service. If we cannot relate work to service, we must determine if we are missing a service or not getting to the root of the issue that caused the ticket request.
How to add/edit Service for a ticket
1) Click on the ticket you wish to add/edit the Service for.
2) Once in the ticket, click Edit
3) Type in the correct service ID using the Top 20+ TeamDynamix Services Categorized with Service ID's article as a reference. If the service you need is not included there, you can search under the Service field for the correct Service and select it (click into the categories HERE to look through names for most student facing services).
4) Click Save
Please Note:
Tthe default search when you're adding a service to a ticket only shows the TWU Client Portal. Some departments were set up in their portal in order to give them more control to make changes. If you cannot find the service you are looking for, you will need to change "Search In" to be All Client Portals (see screenshot). While most services should already appear, some frequently used services (such as Housing) were created in their own portal and so won't show unless All Client Portals is selected.
