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Dell World User Forum UFIL519: Service Desk – The Power to Do More Brooks Roberts, Learning Development Ian Bolton, Learning Development Dell World User Forum

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Page 1: Service desk -the power to do more

1Dell World User Forum

UFIL519: Service Desk – The Power to Do MoreBrooks Roberts, Learning DevelopmentIan Bolton, Learning Development

Dell WorldUser Forum

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Presenters• Brooks Roberts

– Dell KACE Learning Development– 16 Years at Dell– 4 Years with KACE

• Ian Bolton– Dell KACE Learning Development– 12 Years at Dell– 4 Years with KACE

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Status Check• How many of you currently use the Service Desk?

• How many of you currently use Processes?

• How any of you currently automate your Service Desk by building your own ticket rules?

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Overview• Service Desk Defaults

– General Uses– Examples

• Multiple Queues– Reasons for Using Multiple Queues– Examples

• Processes– What is a Process– Planning– Examples

• Ticket Rules– Precautions– Planning– Examples

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Service Desk Defaults

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Service Desk Defaults

Benefits

• Ready for Work

• Basic Functionality

Potential Drawbacks

• Lacks Personalization

• One Ticket Queue

• Limited Functionality

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Service Desk Defaults

Ticket005Ticket004Ticket003Ticket002Ticket001

Default Queue

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Service Desk Defaults

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Adding Categories

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Service Desk Defaults

Ticket005Ticket004Ticket003Ticket002Ticket001

Default Queue

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Service Desk Defaults

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Service Desk Defaults

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Service Desk Defaults

Ticket005Ticket004Ticket003Sensitive Information

Ticket002Ticket001

Default Queue

IT

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Multiple Queues

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Multiple Queues

Roberts, Brooks
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AdminUI

Multiple Queues

Ticket005Ticket004Ticket003Ticket002Ticket001

IT

Ticket010Ticket009Ticket008Ticket007Ticket006

HR

Ticket015Ticket014Ticket013Ticket012Ticket011

PurchasingAdmi

n

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UserUI

Multiple Queues

Ticket005Ticket004Ticket003Ticket002Ticket001

IT

Ticket010Ticket009Ticket008Ticket007Ticket006

HR

Ticket015Ticket014Ticket013Ticket012Ticket011

PurchasingIT

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Multiple Queues(Demo)

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Switching Queues

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Switching Queues

Ticket005Ticket004Ticket003Ticket002Ticket001

IT

Ticket010Ticket009Ticket008Ticket007Ticket006

HR

Ticket003

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Processes

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Processes

What is a Process?

• A series of tasks that must take place in a specific order.

A Process can be as simple as you need, or as complex as you like.

• It could be a template for a single ticket

• It could be several hundred tickets

A Process can exist in one queue or span multiple queues.

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Stage 3

Stage 2

Stage 1

Processes

Ticket005Ticket004

Ticket003Ticket002

Ticket001

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Processes

Stage 1

Stage 2

Candidate Submitted

Ticket 2: User Account Creation

Ticket 3: Hardware Request

Ticket 3: Hardware Order

Placement

Ticket 3: Order Approval

Ticket 4: Send Orientation Information

Ticket 5: Schedule Training

New Hardware Required?

New Hardware Approved?

Yes

Yes

Process Closure

No

No

Order Placement Queue

Hardware Approvals Queue

IT Queue HR Queue Training Queue

A Parent Ticket will be created

in the HR Queue to

manage all of the work.

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Processes

Stage 1

Stage 2

Candidate Submitted

Ticket 2: User Account Creation

Ticket 3: Hardware Request

Ticket 3: Hardware Order

Placement

Ticket 3: Order Approval

Ticket 4: Send Orientation Information

Ticket 5: Schedule Training

New Hardware Required?

New Hardware Approved?

Yes

Yes

Process Closure

No

No

Order Placement Queue

Hardware Approvals Queue

IT Queue HR Queue Training Queue

A Parent Ticket will be created

in the HR Queue to

manage all of the work.

Process Starts

Account Creation

Hardware Request

Ticket Rule(Is New Hardware

Required?)

If so, move to HW Approvals Queue

Ticket Rule(Hardware Approved?)

If so, move to Order Placement

Queue

Parent Ticket created

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Processes

Stage 1

Stage 2

Candidate Submitted

Ticket 2: User Account Creation

Ticket 3: Hardware Request

Ticket 3: Hardware Order

Placement

Ticket 3: Order Approval

Ticket 4: Send Orientation Information

Ticket 5: Schedule Training

New Hardware Required?

New Hardware Approved?

Yes

Yes

Process Closure

No

No

Order Placement Queue

Hardware Approvals Queue

IT Queue HR Queue Training Queue

A Parent Ticket will be created

in the HR Queue to

manage all of the work.

Send Orientation and Training Information

Process Complete

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Processes

Stage 1

Stage 2

Order Placement Queue

Hardware Approvals Queue

IT Queue HR Queue Training Queue

Process Starts

Parent Ticket 1

Ticket 2: Account Creation

Ticket 3: Hardware Request

Ticket 4: Orientatio

n Info

Ticket 5: Training

Scheduled

Approved?

HW Needed?

Process Ends

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Processes (Demo)

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Ticket Rules

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Ticket Rules

What does a Ticket Rule do?

1. Runs a query against the database

2. Takes an action based on the query

What types of actions can be taken?

• eMail Results

• Update the database– Append Comment to Ticket– Run an Update Query

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Ticket Rules

When do the rules run?

• Every 15 Minutes

• Hourly

• Daily

• Weekly

• Monthly

• On Ticket Save

Can be used for individual or bulk processing

Individual updates only

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Ticket Rules

How do you choose?

How fast do you need the action to take place?

Are you processing more than one ticket?

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Ticket Rules

Important Variables for Use with Ticket Rules:

<TICKET_IDS>

<CHANGE_ID>

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Ticket Rulesfor Notifications

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Ticket Rulesfor Queue Movement

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Ticket Rulesfor Simple Automation

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Questions

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Thank you.

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KACE Support Portal Migrating to Dell Software Support Portal• Starting in November, all KACE

Support Portal material will be migrated to the Dell Software Support Portal

• All service requests will be submitted online or by phone

• Same great content– Knowledge base articles– Video tutorials– Product documentation– JumpStart training

• Check out the Support Portal Getting Started videos