Respond More Effectively To Service Requests

Overview

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

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

  • Opened - The request has been submitted by the user and awaits Technician action
  • In Progress - Technician (Assignee) actively working to resolve request
  • Resolved - Request has been resolved by Technician and awaits Requester action (Close or Re-open)
  • Closed - The request is considered as finished, the resolution is correct (can be reopened anytime)
  • Reopened - The request was resolved, but the resolution is incorrect.

Integrations

When you enable integration module, requests are automatically exported to native SharePoint list, enabling to leverage the full potential of SharePoint. Sharepoint list can be integrated with many systems by using Microsoft Flow, used as data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.

integrations

Quick steps to start using Help Desk Plus

As Administrator:
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 (i.e.itsupport@yourcompany.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 (i.e.itsupport@yourcompany.com) 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

Support

If you have any question or issues, please email us at

Please read below Product FAQ and Technical Troubleshooting FAQ before sending email with an technical question.

Promotions&Bundles


* - Contact with us before purchase to receive promo codes.

Product FAQ

  • Where app data is stored?

  • How to pin app to the SharePoint menu?

    After successful installation, app is located on the SharePoint Site Contents. If you use modern view in Site Contents, please temporarily switch to classic view by click on "Return to classic SharePoint" in the bottom-left corner (image below)
    PinApp1

    Step 1) Click right mouse button on app icon area, afterwards click "Copy link address" (name of this option might be different depends on the browser)
    PinApp2

    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    PinApp3

  • How to assign regular User role?

    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.

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • I cannot find a technician in "Assignee" list

    Each request template has own list of technicians, adding technician (field "Assignee") is two step process:
    1) Add technician role under Administration->User Roles
    2) Assign technician to the request template (Administration->Request Templates->Edit->field "Technicians").

  • How can I extend my trial period?

    We cannot extend trial period remotely, because app is SharePoint-hosted and our company doesn't have access to the customer's SharePoint env., however you can uninstall an app and install it again to "reset" 14-day period. (this operation removes all app data and configuration).