QuickCard: Getting Started
Baarns Consulting Group, Inc.
Install CCS Service Request
Download the CCS SR Zip file and extract its components
Locate Setup.exe in the ClientSetup Directory and double click. (Outlook should be closed)
Open Outlook and go to File/New/Outlook Data File. Navigate and select the CCS SR.pst file
You will now see a CCS Service Request set of folders in your folder list.
You may now copy these folders to any location (usually within publid folders) you wish.
CCS Service Request is now installed, and you are ready to set folder permissions – see install manual if you need help with permissions in Outlook
COnfiguring CCS Service Request
Your CCS Service Request folder structure will look like the following example (without the numbers).
Now you are ready to configure your application.
Define Named Seats–To configure CCS Service Request, you must first make yourself a named seat. Click on the license utility and hit the “Add Named Seat button”. Choose your name, select yes to other questions asked. You are now a named seat.
Set-up Service Request Ticket form–Open the General Utilities folder. The following will appear:
Setup the ticket look and feel with “Ticket Colors”
The Ticket Colors utility allows you to choose color schemes for the ticket form and by typing over the title you can change the ticket header.
Define fields and drop down lists in “List Manager” This utility allows you to completely customize the ticket form by defining filed labels and drop down content. Follow the instructions in the utility screen.
Define what fields must be filled in before submission is allow in “Required Fields Utility”
You can optionally create Pop-up Messages to the end users submitting tickets in “Pop-up Messages”
Designate notification preferences–The notification utility allow you to define who gets notified via email during various stages of the ticket tracking process.Review current settings and change as needed.
Setting up Template for specific requests
The Template utility allows you to pre-define text and links to existing forms or policies for specific category/types of requests. Open “Templates” and
Then select “Action/New SR Template” on the toolbar. The template definition form will appear.
Open a new ticket
Open a new ticket – Now that you have set up a Service Area, you are ready to open a new ticket. Select the “Service Request” foler and hit “New” on the toolbar. You will be asked to select a Service Area, select the one you just set up and your customized form will now appear.
For more information or detail, please review our Administrators Guide or the Getting Started Tutorial.