Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office...

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CCS SERVICE REQUEST – HR Productivity Now! Application Walk-thru

Transcript of Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office...

Page 1: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

CCS SERVICE REQUEST – HRProductivity Now!

Application Walk-thru

Page 2: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

CCS SERVICE REQUEST INTRODUCTION

Built on Microsoft Outlook and Office Leverages MS Office features

Tasks, email, calendaring, views etc.

Emphasis on ease of use, fast deployment

Automate your existing processes Your workflow, your forms, on your existing

systems Result: immediate productivity

gains

Page 3: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

HOW IT WORKS

1. Requesters submit requests by:• Email• Outlook Form• Web• phone to your staff

2. Ticket is routed to department• Stored in Department folder• Assigned to appropriate staff

or• Immediately fulfilled

3. Work Order is fulfilled• One or more staff record activity in work log• Access to asset data or knowledgebase• Schedule appointments, re-assign, or complete Work

Order• Requester is notified by email

Page 4: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

MAKING THE REQUESTby email (converted to ticket)

Outlook form

Web form

Requester Contact Info pulled from Outlook automatically

Attach relevant info or forms

Select from your chosen category and types of requests

When submitted ticket is routed to Facilities Department Folder

Page 5: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

REVIEW AND ASSIGN

Ticket appears in the HR folder, select ticket to assign

Assign to one or more staff (email notification sent to assignees)

Or

Resolve immediately

Ticket becomes Work Order and moves to Assigned folder

Page 6: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

HR REQUEST FULFILLMENT

Ticket appears in Assigned folder, select Work Order to work on

Work Order is built around the work log which captures all activities

The left area is for info and resources for the staff person including

• time tracking• knowledgebase• link to HR

application (optional)

• link to Outlook calendar to set appointments

• reassign to another staff member

Page 7: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

WORK ORDER FULFILLMENT

Details tab – track time, assets, outside venders

Knowledgebase – online how-to info

Page 8: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

WORK ORDER FULFILLMENT

Work order completed, time tracked, requester automatically notified

Page 9: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

LINK FROM TICKET TO HR APPLICATIONLink from tickets to your HR application to track and update activity on employees

Page 10: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

THE FANCY STUFF

Other Features Approval processing Category templates for description field

and forms links (see next slide) Export data to accounting or other

applications Full reporting and ticket status views Link to HR applications or database And much more…

Page 11: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

FORMS LINK EXAMPLE

When category Employee Leave is chosen, a link to a form is automatically presented to the requester

Page 12: Productivity Now! Application Walk-thru. Built on Microsoft Outlook and Office Leverages MS Office features Tasks, email, calendaring, views etc. Emphasis.

Thank you, we hope you can see why over 2000 organizations worldwide use our products to improve productivity and improve service.

We invite you to try it for yourself, with a free 30 day trial, got to www.crowcanyon.com

Questions? Email [email protected]