Help Desk Plus is simple, customizable, Sharepoint hosted help desk software, that ensures your organization can handle every issue properly. Combined with a custom forms designer, you can design forms for specific help requests (e.g. IT, HR, Finance).
Help Desk Plus workflow contains five states: Opened, In Progress, Resolved, Reopened and Closed.
The below diagram shows Help Desk workflow in graph form.
Rounded rectangles represent states and arrows represent actions that can be performed in each state.
Workflow States Definitions
1. Assign user roles: Manager, Technician and Administrator (section Administration->User Roles ). There is no need to assign regular User role, because this role is given by default -every user with access to the Sharepoint parent site (where the app is installed) also has access to this app as regular user.
2. Create or edit request categories (section Administration->Request Categories)
3. Create or edit request templates (section Administration->Request Templates)
• General Info tab
• Custom fields tab
• Email notifications tab
4. Setup group notification (optional):
a) Create new user (email@example.com) with Sharepoint license
b) Login at least once to the Sharepoint Site by using new account
c) [Optional step] Create email forwarding rule for given email (firstname.lastname@example.org) by using Exchange Online or other mail server
d) In Helpdesk Plus, go to Administration->Request Templates->Edit->Email notification tab and enter group email
Notices for group notification:
• Email notification is send to the group only if Assignee is not selected by the regular-user during request creation.
• Given group email must belong to registed user (can be O365 account as is presented above or Sharepoint External User). Sharepoint workflow will not send notification to email outside Sharepoint
As Regular User:
1. Click "Create new" tile on the main page and submit request.
If you need help with configuration, please watch video guide