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To

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make a

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general request regarding your system such as updating your company logo then click the “Make a General Request” button inside of the eKeeper service desk.

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Once you have clicked on the button you will be presented with the form below to fill in.

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Field

Description

Raise this request on behalf of

This defaults to the name and email of the person submitting the

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issue. If you are submitting a query on behalf of another user, you can change the name that is displayed.

Summary

Here you can enter a single line summarising the

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issue e.g. "

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I cannot upload a file to my case"

Description

Here you can

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include a description of the issue you are experiencing and

Try to include as much information as possible, this will

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Attachment

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Here you can add any documents or images that support your request

Table 3 - Raising a request - available fields/descriptions

Submitting a question

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To submit a question click on 'Question' that appears next to the speech bubbles. 

Figure 4 - Raise a question

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Field

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Description

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Raise this request on behalf of

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This defaults to the name of the person submitting the Question. If you are submitting a question on behalf of another user, you can change the name that is displayed.

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Summary

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Here you can enter a single line summarising the request e.g. "How do I run a commission report", "How do I produce a document" etc.

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Description

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Here you can submit more detail about your question, for instance you could describe the area of the system that you are asking about or you could describe the
end result of what you are looking to achieve.

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increase the speed at which we resolve your query. A typical ticket should include the following:

  • A list of steps leading up to the issue

  • A description of what you are expecting to happy

  • A description of what is actually happening.

Area of the system

This is a predefined list of areas in the system e.g. emails, case management, user management etc. Begin typing to search for an area or simply click on the field. This will help us identify the area that is being affected by the bug you are reporting

Attachment/ Screenshot

Here you can drag and drop

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files that

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will help us diagnose and resolve your issue.

Adding a screenshot of

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any error messages or outcomes of the issue will help us diagnose your query more quickly.

Product

Here you choose what product you are using.
This will typically be MK-V5.