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Application Walk-thru. Productivity Now!. CCS Service Request – HR. 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
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Application Walk-thru Productivity Now! CCS Service Request – HR
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 CCS Service Request Introduction
How it Works Ticket • 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 Completed! Work Order • 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
Making the request by email (converted to ticket) 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 Outlook form Web form
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
HR Request Fulfillment Ticket appears in Assigned folder, select Work Order to work on • 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 Work Order is built around the work log which captures all activities
Work Order Fulfillment Knowledgebase – online how-to info Details tab – track time, assets, outside venders
Work Order Fulfillment Work order completed, time tracked, requester automatically notified
Link from ticket to HR application Link from tickets to your HR application to track and update activity on employees
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… The fancy stuff
Forms link example When category Employee Leave is chosen, a link to a form is automatically presented to the requester
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 sales@crowcanyon.com