# Service desk

We offer support to all customers as a part of their subscription. You can contact the eWizard Support team through the following channels:

Support requests are submitted as Jira service desk tickets. A ticket is assigned to a Support team member with the Agent role. The agent interacts with the end-user to resolve the issue. The ticket goes through particular stages and can be assigned to any number of agents until it is resolved. The agent and the end-user can add the required people as watchers or participants to the ticket. The involved agents can add public and private comments, while end-users can add comments only publicly. All the parties can track the ticket.

# Create a request

To create a request with eWizard Service desk:

  1. On the top panel of any eWizard page, click .

  2. Select Service desk.

The eWizard service desk page opens.

  1. Select the appropriate request type:

    • Product issue

    • Task/Service request

    • Access

    • Content deployment

    • Instance setup

    • Suggest an improvement

    • eWizard demo/training

You can use the Search field to find the required request type faster.

  1. Fill in the following fields depending on the request type:

:::: tabs

::: tab Product issue

Field Action Required
Summary Describe a problem briefly Yes
Priority Select the priority for your request—critical, high, medium, or low No
Request category Select the required option from the list No
Due date Set the due date to resolve the problem No
Description/Preconditions Enter the required details Yes
Attachment Add attachments, if any No

:::

::: tab Task/Service request

Field Action Required
Summary Describe a problem briefly Yes
Due date Set the due date to resolve the problem No
Priority Select the priority for your request—critical, high, medium, or low No
Instance URL Enter the URL of the instance used when you encountered the problem No
Description Enter the required details No
Attachment Add attachments, if any No
Impacted user(s) Enter the list of eWizard accounts experiencing the reported problem No
Requestor Enter your name No
Requestor email Enter your email No
Requestor category Select the required option from the list No

:::

::: tab Access

Field Action Required
Summary Describe a problem briefly Yes
Instance Enter the URL of the instance used when you encountered the problem Yes
Email Enter your email Yes
First name Enter your first name Yes
Last name Enter your last name Yes
Country Enter your country No
Product Enter the product you're having problems with Yes
eWizard services- Select eWizard services you're having problems with Yes
Available content type Select content types available to you Yes
Priority Select the priority for your request—critical, high, medium, or low No
Attachment Add attachments, if any No
Description Enter the required details No
Requestor category Select the required option from the list No

:::

::: tab Content deployment

Field Action Required
Summary Describe a problem briefly Yes
Description Enter the required details No
Priority Select the priority for your request—critical, high, medium, or low No
Due date Set the due date to resolve the problem No
Instance URL Enter the URL of the instance used when you encountered the problem No
Impacted user(s) Enter the list of eWizard accounts experiencing the reported problem No
Attachment Add attachments, if any No

:::

::: tab Instance setup

Field Action Required
Summary Describe a problem briefly Yes
Environment type Select the required options from the list Yes
Instance name Enter the URL of the instance used when you encountered the problem Yes
Deadline Set the due date to resolve the problem Yes
eWizard services Select the required eWizard services Yes
Content type Select the required content types Yes
Some comments Enter your comments, if any No
Attachment Add attachments, if any No
Client is using identity providers Select the required option from the list No

:::

::: tab Suggest an improvement

Field Action Required
Summary Describe a problem briefly Yes
How things work now? Enter the description of the existing flow Yes
How things should work? Enter a suggested solution Yes
Related channel Select the required options from the list No
Priority Select the priority for your request—critical, high, medium, or low No
Due date Set the due date to consider your suggestion No
Instance URL Enter the URL of the instance used when you encountered the problem No
Attachment Add attachments, if any No
Impacted user(s) Enter the list of eWizard accounts experiencing the reported problem No

:::

::: tab eWizard demo/training

Field Action Required
Summary Summarize your training request Yes
Description Enter the required details No
List of participants Enter the list of eWizard users for training No
Amount of trainings Enter the required quantity No
Instance URL Enter the URL of the eWizard instance for training No
eWizard interface Select the required option from the list No
Content type Select content types for training No
eWizard services Select eWizard services for training No
What content should be used
on the training?
Select the required option from the list No
What CRM/CLM formats does client use? Select the required options from the list No
Language of the training Select the required option from the list No
Type of the training Select the required option from the list No
Attachment Add attachments, if any No

:::

::::

  1. Click Create to submit your request.

# View your requests

To check the list of your requests:

  1. Click Requests in the upper-right corner.

  2. Select My requests.

The Requests page opens.

  1. Check the required request information.

Also, you can search for your requests or apply filters:

  • to select the request status—any, open or closed

  • to select the role in the request creation—created by anyone, by you, or where you're a participant

  • to select the request type

To download requests as a CSV file, click Export and select the required list of requests—all or current.

Once the issue is resolved, the assigned agent notifies you with the email.

Last updated: 4/8/2022, 12:12:03 PM