myPortal: TeamDynamix Approving an Account Request or Enhancement/Feature

Tags myportal

Summary

This article will assist with the process to Approve a WorkFlow for an Account or Content Request for a Publisher.  It will also walk users through the process of validating and passing along a portal Enhancement/Feature Request using TeamDynamix.

 

How-To

Task: If a user submits a ticket for an account request to be a Publisher or Portal Announcer, a current team member will receive the TDx workflow email and will need to review and approve or decline the request.

perview of the Current Activities tab in TDx

 

Instructions

Step 1 - Currently the publisher receives an email from TeamDynamix that an Account Request has been submitted

Step 2 - Click on the link at the bottom of the email

Step 3 - Review the ticket request, Who and Why. 

Step 4 - On the right side of the ticket, the Publisher will select "Approve" or "Reject the Service Request"

Step 5 - Once approved the ticket will be routed to the Business Applications and Integration Team for role to be added to the user.

 

Task: If a user submits a ticket for an Enhancement or Feature Request for myPortal.  A current, Publisher needs to verify the request and reply to the user.

Instructions

Step 1 - Currently the publisher receives an email from TeamDynamix that an Enhancement or Feature Request has been submitted

Step 2 - Click on the link at the bottom of the email

Step 3 - Review the Request, assure all relative information is present in the ticket

  1. If the User has a valid request and we want to make the vendor aware, select “Approve” for the workflow and the ticket will be routed to the Business Applications and Integration Team
  2. If the User's request is not valid or already exists, select “Reject the Service Request” and let inform the requestor as to why the request will not be approved

 

Replying back to a ticket:

Step 1 - Under Actions at the top Left, select Update

 

Step 2 - This will open a dialog:

Step 3 - Update the status of the ticket

Step 4 - The Publisher can Add Comments and Attachments if needed

Step 5 - In the Notify field select the requestor's name

Step 6 - If Closing the ticket, select the appropriate Resolution Action at the bottom of the page

Step 7 - Select Save at the top of the page

 

Assigning a ticket to another Group - Group: ET&S - Business Applications and Integration (BAAI)

Group: ET&S OBS - BAA Business Applications Admin (Group)Start typing to lookup. Use the UP and DOWN arrow keys to review results. Press ENTER to select. Press BACKSPACE to remove a selectioStep 1 - Under Actions, Select Reassign Service Request

 

Step 2 - In the New Responsibility Field, search for or type then select: Business Applications and Integration (BAAI)

Step 3 - Add any needed Comments

Step 4 - Select Save

 

Outcome

You should now be able to review and take action on Account Requests and assigning a ticket to another group as part of a Enhancement or Feature Request for myPortal.

 

Need additional help?

Visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request HERE.  For password issues you must call or visit the Help Desk in person.  

 

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