Applications, capabilities, and reports available within the user areas of TeamDynamix (TDNext and the Client Portal).

Categories (1)

Knowledge Centered Service (KCS)

KCS captures knowledge, solves problems faster, enable self service, improve customer and employee satisfaction.

Articles (25)

Pinned Article TeamDynamix Training Videos

Training videos for Working in TeamDynamix, Using Ticketing, Ticket Reporting and Client Portal Overview

Pinned Article Viewing my Tickets

How to view tickets you have submitted to Coyote One Stop or ITS.

Add an Employee to TeamDynamix

How to request a TDNext User in TeamDynamix

Approval Requests

Use this article for instructions on working with a workflow approval step.

Changing Requestor on a Ticket

How to change the requestor on a ticket

Creating TeamDynamix Ticket

How to create tickets as a university employee with One Stop Access

Opting Out of Ticket Surveys

Use this article if you want to stop getting ticket surveys

Requesting a RIS TDX Account

How to request a RIS Teamdynamix account

Requesting Change to TeamDynamix Asset Application

Use this article to request a change to the TeamDynamix Asset application

Requesting Change to TeamDynamix Report

Use this article to request changes to a TeamDynamix report

Requesting Change to TeamDynamix User Record

Use this article to request changes to a person TeamDynamix user record

Requesting TeamDynamix Access

Use this article to request access for a new employee to gain access to TeamDynamix to work tickets, assets, knowledge base and etc.

Updating TeamDynamix Group using File with iPaaS

Use this article to find the iPaaS flows to use to update TeamDynamix groups via excel file

Assigning and Taking Tickets

How to change a ticket's responsibility

Working Tickets

How to work tickets as a university employee with One Stop Access

Adding a Task to Ticket

How to add a task to a ticket

Checking the Status of a Ticket

Checking the status of a ticket

TD Ticket Statuses

Ticket status and definitions used to describe the current status of a ticket.

Adding an Attachment to a Ticket

How to utilize _create to automatically create tickets in TeamDynamix

Add Contacts/People to Tickets

How to Add Contacts/People to Tickets

Searching Tickets

How to search for tickets

How to Schedule a TeamDynamix Ticket

These instructions will guide you on how to create a ticket template and how to create a scheduled ticket.

Merging a ticket into another ticket in TeamDynamix

Directions on how to merge an incident or service request into another incident or service request in TeamDynamix.

Using _create new in Email to Create Tickets

Utilize  _create new to automatically create tickets in TeamDynamix

Requesting Change to TeamDynamix Ticket Form

How to request TeamDynamix ticket form changes.