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This guide has been reviewed against our global client base and classed as relevant to all regions

The Reapit Service Desk Portal provides 24/7 access to:

  • Log a ticket

  • View open tickets (and search completed)

  • Search the Knowledge Base

Each section is covered below, including how to access the portal from AgencyCloud

To see the portal in action, see watch this video below:

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From the Service Desk Portal home page:

  • Click Log a ticket
    Each section you need to complete is explained below

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1. Summary

  • Enter a brief summary of the issue or query

2. Description

  • Use this field to enter as much information about the query or issue you are experiencing
    Where possible, include screenshots to illustrate an issue, see next step

3. Attachment

Optional - include attachments to help support your issue/query
(e.g. screenshots)

  • Click Browse to find the saved files on your device

4. What is the impact?

  • Select the relevant impact level: Critical, High, Medium or Low 
    (use of None should be avoided)

  • Use the on-screen text to help decide which level to choose

Note

Ensure the correct impact level is chosen to allow the Service Teams to run as efficiently as possible - selecting a higher level than necessary will not secure a faster resolution

5. Contact Phone No.

  • Enter the best telephone number to contact you on

6. Customer Type

  • Ensure the correct customer type is selected, e.g. Reapit user

7. Create ticket

When all required information has been added:

  • Click Create
    Details of the saved ticket are shown

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  • The ticket reference code is shown beside the title of the ticket
    Either can be used when searching for the ticket in future

  • The current status of the ticket is shown top right

  • The comments field at the top allows you to add further comments (and attachments) to the ticket


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From the Service Desk Portal home page:

  • Use the My Open Tickets section
    A list of your open tickets is automatically displayed

If the ticket you're looking for is not displayed or you wish to filter the list shown:

  • In the search field, enter a keyword or ticket reference (e.g. RSD-123456) and press enter
    Default is to show Open Requests for Any Request Type
    To change this, click Open Requests and select Any Status or Closed Requests 
    and/or click Any Request Type and select the required type to filter by

  • Matching tickets are shown below the search field, as shown above, click to launch

  • Current status and ticket details are shown

  • Comments from you and updates from the Reapit Service Teams will be shown here in one screen

  • The current status of the ticket is shown top right

  • Other options available (top right) allow you to:

    • Share the ticket with a colleague
      Click Add participant and search for the required user

    • Choose whether to be notified when the ticket is updated 
      Click the text to toggle between Get notifications or Don't notify me

  • The comments field at the top allows you to add further comments (and attachments) to the ticket

If you need to view tickets logged by others:

From the Service Desk Portal home page:

  • Click Check a ticket
    The Requests screen is displayed

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  • Use the search field to look for tickets Created by Anyone
    Or click the Created by Anyone button and switch to Shared with Me to filter the list

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The Reapit Knowledge Base contains a vast library of product guides, use the search field to look for specific content

From the Service Desk Portal home page:

  • Enter your search text into the field labelled Search the Knowledge Base here... 
    A list of relevant articles will be displayed

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  • Or, click the Knowledge Base link to browse the Knowledge Base index
    This opens in a new window

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The Knowledge Base can also be searched from within Reapit AgencyCloud, as outlined here

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