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Print caller EIN

Ever since we started twenty years ago, we set about to create the most powerful service management tool, yet easiest to use. And now we're going to take it to the next step, with our new version. Most companies will be familiar with this scenario... We have John, an end user. He wants to log a call or file a request, so he uses the Self Service Desk. Maria sees the request and picks it up. She can either do it herself... Or she goes to a relevant department, like facilities, IT or HR. Now requests might look like this: I have a new colleague coming next month. Could you please arrange the necessary things? However, Maria is missing some information. So Maria has to chase John to get this information. She has to call him, but he might not be available. Taking precious time. Alternatively, you could have a form on the extranet. John could download it, print it, complete it, scan it, and then send it to services. But that's also quite laborious. This is the problem we wanted to solve. We want to make it easy to create forms, quickly. No need to chase, no need to download. Saving five minutes for every request. This is new in TOPdesk 5.2. Our new Form Designer module. Allowing you to easily create forms, and process them right away. Straight to work with your requests - it's your call. What I'd like to do today is demonstrate the latest version of our software: TOPdesk 5.2 Here we have our Self Service Desk What I'd like to show you now is how easy and simple it is to log an incident. Or make a new call. Click on this icon here. Here we can see the information we'd like to capture, the caller itself and the type of call. This makes it easy, fluid and efficient. We can also publish a service catalogue. A service catalogue provides a request to your users, and aligns it to a change template on the operator side. However, wouldn't it be useful if we could capture specific information from the users? I'm proud to announce that in this latest version 5.2 we have the capability of a Form Designer, which allows just that. Let me show you some examples of forms. If we look at a department transfer. Here we are capturing the caller, who is requesting this. And also specific information about the employee... Department that they're moving to... Department they're moving from... The date that is required... and any other information that's specific to the request. Let me show you another example. Here we have a request for printing a document or brochure. Again we are asking specific questions around paper size, paper finish and the delivery date. Useful information if you need to have this printed and delivered to the user. Now let's build our own form. For this I'm going to log into the operator side. And we're going to use the example of an employee requesting a new mobile phone. So let's build our form. We do that by clicking on the New Change Form icon. Let's provide a title for this form. What we want to do is provide some context and add a text field. Naturally we want to capture who is requesting this form. We do this by dragging the caller block into the form itself. This provides a lot of information. We can actually edit that by using the options here. I'm going to remove the Specification and City, the Budget holder, Location. And I'm going to make the Email and Department editable. Okay, so what's next... We need to request what type of phone they want. Let's use the search list for this. Create the options by adjusting the field itself. We've just now provided some options, as easy as that. What else do we need? If we've got a mobile phone, then we will need a calling plan. We use the radio buttons to provide some options. Label this Calling Plan. And let's provide some options. In your form we might need to make certain information mandatory. So now let's select the Mobile Phone Model and Type... and the Calling Plan as mandatory fields. So the user needs to select these. Let's give the user the option of an international calling plan using the checkbox. We can use the info bubble to provide extra information about that specific option. We might want to provide information about who and who can't access this. And we can make notes here. And here we are: we've just built our form. All we want to do now is save this, and publish it in the Self Service Desk. This is how easy it is. So let's take a look at our form in the Self Service Desk. Click on the forms here, and you can see the Request for Mobile Phone form has been published in the Self Service Desk. This is what it looks like. It looks great and intuitive, just how we designed it. The user can complete it like this, and submit it using this icon here. You will see that they receive a unique identifier, which is sent to the operator. So once the request has been submitted, this is what it looks like on the operator side. You'll notice the Request information has been captured here on the right. Which means the operator can proceed and complete the details here. However, more often than not, a request follows a standard process. So wouldn't it be useful if we could automate this process? The good news is that we can. Let me show you how. Here's where I assign the template. New mobile phone request, type, category and subcategory. If we're happy with our form, we can save it. And if it's a form that's used on a regular basis, we can add it to the start page. And this is what our start page looks like once it's been published. So there you have it: the Form Designer in TOPdesk 5.2. A great new module to make service management more simplified.