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Help topics |
General
- Welcome page
- Introduction to the
application's key concepts
- Configuring the application
- Contact us
- Release notes
- Glossary
- Self-service Web
application
- Extraction of data
in CVS/XML format and data analysis in Excel
- My reminders
- Reference
data management
- Reports module
- Dashboard module
- Statistics module
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Incident
management |
- Introduction to the
incident management module
- Diagram of incident statuses
- Incident
form
- Priority management
- Template management
- Service Level Agreement
(SLA)
- List of actions
- Incident lists
- Notifications list
- Incident search
Actions located in the left side menu:
- Create incident
- Assign a technician
- Take assignment
- Mark as pending
- Mark as resolved
- Mark
as closed
- Reopen incident
Other actions:
- Add a resolution
activity
- Associate a CI to
an incident
- Classify an
incident
- View the
history of modifications
- Escalate
the incident to a level 2 technician
- Attach a file
- Link an
incident to another incident
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Change management
module |
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Problem management
module |
- Introduction to the problem management
module
- Problem form
- Problem lists
- Problem search
- Diagram of
problem statuses
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Configuration
management |
- Importing the computers
and printers defined in your Windows domain
- Importing the
configuration information of computers
- Troubleshooting
issues with WMI
- Software
management
- List of actions
- CI lists
- Procedure
to import your inventory
- CI search
- CI Type management (relations,
categories, attributes)
Actions located in the left side menu:
Other actions:
- View the
history of modifications
- View the
history of incidents related to a CI
- View the
configuration information
- Associate two
CIs
- Append a note
- Attach a file
- Specify the
purchase or rental information
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User
management |
- Introduction to the user
management module
- User
form
- Import the users
defined in your Windows domain
- List of actions
- User lists
- User import
procedure
- User search
- User rights management
Actions located in the left side menu:
Other actions:
- View a user's Windows
and Octopus user information
- View
the history of incidents associated to a user
- View the
CIs associated to a user
- Define a user
as technician and create an Octopus user account
- Append a note
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Supplier
and contact management |
- Introduction to the supplier
and contact management module
- Supplier form
- Contact form
- Service
contract form
- Lease
contract form
- List of actions
- Suppliers and
contacts lists
- Lease contract and
service contract lists
- Procedure
for importing suppliers and contacts
- Supplier and
contact search
- Service
contract management
- Lease
contract management
Actions located in the left side menu:
- Create supplier
- Create contact
- Create or
modify a service contract
- Create or
modify a lease contract
Other actions: