Article Accounts Cheat Sheet Teamdynamix

For the most up to date information on topics impacting your practice, review the links below: Please check it out regularly for the most updated news. This article provides a comprehensive list of knowledge base articles, provided by TeamDynamix, for the most common TDClient and TDNext applications. There are a couple of ways to find tasks assigned to you or your group. See the attached TeamDynamix ITSM Reports Handbook 1.docx for a deep dive into reporting. If you have any additional questions, please submit a request at TeamDynamix and UO Service Portal Support.

Creating an article in TeamDynamix (TDX) is an essential process for documenting information, providing self-service support, and improving knowledge sharing within your organization. This guide will walk you through each step, explaining the settings and features available when creating an article. When creating an article, you will need to fill out several fields to ensure clarity and organization: Once all the setting save been configured, click save article. This will then take you to the article that you created so you can view it. For more setting options, click edit article and follow the guidelines below.

These settings cannot be viewed when first creating the article and the user must go back into editing the article to view these settings. For more setting options, click edit article and follow the guidelines below. These settings cannot be viewed when first creating the article and the user must go back into editing the article to view these settings. What templates are available to use in Knowledge Articles and how are they used? Templates are standardized elements that can be added to any Knowledge Article in TeamDynamix. When selected, they automatically add the needed code to the article and then allow you to continue editing as normal.

There are two main categories of templates to use in the Knowledge Base: These templates are used to set the main overall structure of the article based on what type of article it is. They are generally used prior to entering any text in the article. To use, select the Templates dropdown and choose the template that matches the article type you are creating: These templates are used to enhance the readability of articles, from hiding screenshots to reduce clutter to informational alerts that draw the reader's attention to useful information or warnings about potential consequences. While editing a Knowledge Article, have your cursor at the section where you want to add the enhanced content, then select the Templates dropdown and choose the template you wish to add.

The current choices are: Highlight this text and add your screenshot. This getting started article will help users to understand the function of Acct/Dept.To manage Acct/Depts, the user must have a Global Security role with "Create Acct/Depts", "Delete Acct/Dept", "Edit Acct/Depts", and/or "Modify Acct/Dept Hierarchy"... Account and department records are the objects in TeamDynamix that represent the different departments at your organization for which tickets and projects are being requested. These usually correspond to the departments at the organization such as IT, HR, and facilities. Acct/Dept is a required field on any ticket or project, so configuring those values is an important step before any work can be entered or requested at your organization.

The most common use of Acct/Dept is on a ticket or a project. In this case, the Acct/Dept value is the requestor's department on a ticket, and the sponsor's department on a project. This feature appears in the TDAdmin, Work Management, and TDClient interfaces. Acct/Dept information can be managed from with TDAdmin or Work Management This getting started article will help users to understand the function of Acct/Dept.To manage Acct/Depts, the user must have a Global Security role with "Create Acct/Depts", "Delete Acct/Dept", "Edit Acct/Depts", and/or "Modify Acct/Dept Hierarchy"... Account and department records are the objects in TeamDynamix that represent the different departments at your organization for which tickets and projects are being requested.

These usually correspond to the departments at the organization such as IT, HR, and facilities. Acct/Dept is a required field on any ticket or project, so configuring those values is an important step before any work can be entered or requested at your organization. The most common use of Acct/Dept is on a ticket or a project. In this case, the Acct/Dept value is the requestor's department on a ticket, and the sponsor's department on a project. This feature appears in the TDAdmin, Work Management, and TDClient interfaces. Acct/Dept information can be managed from with TDAdmin or Work Management

The TeamDynamix knowledge base is part of the Client Portal features, and can be used to help manage knowledge for both internal and external use cases. In this article we'll cover basic info on: To access a Client Portal's Knowledge Base: To get to the Knowledge Base from Work Management (TDNext): To access Knowledge Base settings as a Global Administrator: This article will give brief instructions on how to create an article in the TeamDynamix Knowledge Base.

Articles may be created quickly to capture knowledge and later revised to complete the content and apply the standards. Note: Non-required fields may be completed at any time before the article is submitted. Example: Saving work in progress articles with a status of 'not submitted'. Once you are ready to submit your article, there will be a Submit Article button one the article's main page. Alternatively, you may also change the status of the article to Submitted in the article settings. After an article has been submitted, your area director will review/approve the article before it is published.

You should now be able to create and edit a new Knowledge Base article in TeamDynamix. Please see the other articles related to this subject.

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