Training videos
This topic lists 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 video presentations that are helpful to the system administrator in Track-It!:
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| 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. | 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. | Configuring after installation | |
| 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. | Importing users from Active Directory | |
| 4 | To configure business rules | Provides an overview of business rules, general use cases, and provides some specific examples of the settings. | Configuring business rules | |
| 5 | 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. | Configuring email | |
| 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. | 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. | 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. | 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. | 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. | 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. | Creating and managing form templates | |
| 12 | To customize forms | Provides information about how to customize module forms for groups. | Customizing forms for groups | |
| 13 | To set up Active Directory authentication | Provides information about setting up the Active Directory authentication in Track-It! | 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! | Migrating to Track-It! | |
| 15 | Asset Management Configuration | Provides information about configuring Asset Management in Track-It! | Configuring asset management | |
| 16 | Basic Reports and Quick Reports | Provides information about Basic Reports and Quick Reports in Track-It! | Designing and generating reports | |
| 17 | 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 |
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! | 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. | Defining views and performing actions on Help Desk | |
| 3 | Dashboard Customization | Provides information about customizing the dashboard in Track-It! | Customizing panels of a dashboard to view key data | |
| 4 | To work with HelpDesk tickets | Provides information about working with HelpDesk tickets in Track-It! | 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! | Overview of Self Service |
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