Free video training

The following section provides free videos that help various Track-It! users to get started. You can also view these videos in a pre-configured playlist.

Videos for system administrator

The following table provides details about videos presentations that are helpful to the system administrator in Track-It!

No. Goal Summary Video link Reference topic
1 To install Track-It! Provides information about key considerations before installing, the basic architecture of the product and the resources required. It shows of each screen and available installation options.

https://youtu.be/-rQ94WHDGeY

Installing
2 To understand the post installation configurations

Provides an overview of the configuration of Track-It! Also explains how to get started with the configuration, the basics of the green and red indicators, how settings are grouped, and how to navigate configurations.

It also explains the critical configurations that must be set up to use the product and the next steps.

https://youtu.be/MqU7Z9qL5z4

Configuring after installing
3 To import users in Track-It! from Active Directory

Provides a brief explanation of Active Directory, why you would want to use this import tool to create user accounts, how to set up Self Service Active Directory authentication with Track-It!, and the benefits of Active Directory.

It also provides a step-by-step example of the required configuration.

https://youtu.be/f3F7dCMPEfE

Importing users from Active Directory
4 To configure emails

Provides an overview of the email feature, benefits, and how to manage emails from users. Also provides usage scenarios, types of email supported, and then presents through a sample configuration.

https://youtu.be/7_NATTiF2rs

Configuring email
5 To configure business rules Provides an overview of business rules, general use cases, and provides some specific examples of the settings.

https://youtu.be/KHFcEoFKf5Y

Configuring business rules
6 To configure advanced business rules Provides information about the types of business rules, email processing rules, notification rules, and skill routing rules are all set up in business rules.

https://youtu.be/PnvkvdzC-gY

Configuring business rules
7 To configure priorities and set up priority hierarchy Provides information about setting up priorities through Categories and setting up advanced options through SLAs and Business Rules.

https://youtu.be/5Xk4rc2H82g

Creating and managing priorities
8 To configure service level agreements Provides information about how to configure service level agreements (SLAs), and how to, create actions, conditions, and milestones.

https://youtu.be/SBqHzmMbCRo

Configuring service level agreements
9 To configure categories

Provides an overview of categories, including their benefits and how to customize them. Also provides examples of typical categories and demonstrates the process of creating a category.

https://youtu.be/lsOph2BUrCY

Creating and managing categories
10 To customize Self Service portal Provides an overview Self Service, benefits, creating custom links, customizing the logo, and the other visible elements in Self Service.

https://youtu.be/24e8yKgdzos

Configuring Self Service
11 To configure Ticket templates and Assignment status progression

Provides information about how to configure Ticket templates for commonly requested tickets, how to add assignment templates, and how to enable assignments after their predecessor assignments are complete.

https://youtu.be/im59NOyYH5E

Creating and managing form templates
12 To customize forms Provides information about how to customize module forms for groups.

https://youtu.be/m4Q2Er1WOBU

Customizing forms for groups
13 To set up Active Directory authentication

Provides information about setting up the Active Directory authentication in Track-It!

https://youtu.be/ftYrrSAiaAQ

Enabling Windows authentication for Track-It!
14 To learn about the migration tool Provides an information about the migration tool used to migrate to Track-It!

https://youtu.be/LVZNSdfAKis

Migrating to Track-It! 2018
15 To learn how to customize the Purchasing Form and Printed Report  Provides information about how to add fields to your purchasing forms and how to design and customize reports

https://www.youtube.com/watch?v=-uITcoKk6vY&feature=youtu.be

Customizing forms for groups

Videos for technicians

The following table provides details about video presentations that are helpful to the technicians in Track-It!

No. Goal Summary Video link Reference topic
1 To understand the Help Desk features

Provides an overview of all features that technicians can use in Track-It!

https://youtu.be/6kqwwJd-pHA

Defining views and performing actions on Help Desk
2 To customize the HelpDesk Grid

Provides information about grid views and their benefits. It also provides information about how to customize a view, sort records and multiple columns, select columns, filter, group, and color-code views.

https://youtu.be/0cBaPQOBTko

Defining views and performing actions on Help Desk
3 To work with HelpDesk tickets Provides information about working with HelpDesk tickets in Track-It!

https://youtu.be/lkSuvw7oFuo

Defining views and performing actions on Help Desk

Videos for requestors

The following table provides details about video presentations that are helpful to the requestors in Track-It!

No. Goal Summary Video link Reference topic
1 To learn about Self Service Provides an overview of Self Service in Track-It!

https://youtu.be/og0xyzf8n7Q

Overview of Self Service

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