Administrator Documentation | SteadyPoint Blog

Getting started with SteadyPoint Helpdesk: A step-by-step guide

Congratulations for signing up for the free trial! Before we begin, we’d like to admit, the process of setting up Helpdesk isn’t as daunting as you believe. For this purpose, we’ve put together a step-by-step guide on how you set … Read more!

Workspaces

A workspace is your board for each of the departments, functions, locations, etc. where you can manage communication, permissions, and collaborations. Workspace allows you to manage the tickets per department (IT, HR, Finance, etc.), by location (New York Office, Washington … Read more!

Request Types

Allows for the categorization of Requests under Workspace. Under each workspace you can assign an Admin/ Team/SLA to handle Request Types. Under the Request Types you can build the forms and design the workflows. Create a new Request Type 1) … Read more!

Form Builder

Permissions required: Global admin, Workspace admin It does not matter what form is required to collect data from users, this module enables you to customize a form for each request type in terms of field and to have the flexibility to change … Read more!

Workflow Builder

With the dynamic workflow builder, you can customize each and every step of the problem resolution. Accessing the Workflow builder You can access the workflow builder from the Request type, Category, and Sub-category. 1) Request Type 2) Category 3) Sub … Read more!

Triggers

A trigger is a special type of stored procedure or action that allows you to setup automatic reaction runs in response to conditions or events. Adding a new trigger You can create a new trigger easily by following the steps … Read more!

Transition Changes to Existing Clients

Our team at SteadyPoint is committed to providing our clients with the best product and features. We are continuously enhancing and developing the product by listening to our clients’ comments, and keeping our system up-to-date with the latest technologies. This … Read more!

Action Items

A new way to view Tasks, Approvals and Reminders Adding an activity Activities are added from the tickets as shown below: Three types of activities can be added: Tasks, Reminders, and Approvals Tasks Reminders Approvals Accessing the Action Items Access … Read more!

Calendar in HelpDesk

Creating multiple working calendars in SteadyPoint helpdesk to suit users with different working shifts has never been easier, check out how to do it here!

Approval Templates

Approval Templates Waiting for approval can be frustrating, especially when you don’t have visibility into the status of your request. Common business functions that include steps for approval at multiple levels are HR, Finance, Procurement, and IT. Manual approvals are … Read more!