Team Dynamix - Circuit Training

TeamDynamix - Readiness

TeamDynamix Readiness - Circuit Training Videos

  • Recorded: December 2021
  • PowerPoint presentation is on the Attachment on the Right Hand Side Frame on this page 

01. Introduction

Description:

  • High level concepts within TeamDynamix to give you a good baseline of knowledge going into the subsequent sessions

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about the structure of TeamDynamix

Video Length: 

  • 1 hour 30 min

Video: 01_Introduction


02. Foundation 

Description:

  • The essential building blocks of TeamDynamix, e.g., Importing in departments, building data, etc.

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about the foundational configuration of TeamDynamix

Video Length: 

  • 2 hours

Video: 02_Foundation


03. Client Portal 

Description:

  • Setting up the customer-facing site for submitting requests (projects and tickets). 
  • Browsing the knowledge base, and communicating relevant information to customers about project and service management

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone who is going to help configure your client portal, potentially including:
    • Web developer(s)
    • Members of the marketing team

Video Length:

  • 1 hour 30 min

Video: 03_Client_Portal


04. Knowledge Management

Description:

  • How to create and manage knowledge articles, drafts, and categories inside TeamDynamix.
  • Also includes permissions for internal vs external documentation.

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about the knowledge base of TeamDynamix, including:
    • Knowledge managers
    • Knowledge creators/contributors

Video Length: 

  • 1 hour 30 min

Video: 04_Knowledge_Management


05. Core Integrations

Description: 

  • SAML authentication setup, bulk user management options, and email integration tools within TeamDynamix

Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Technical resources responsible for:
    • Authentication
    • User management
    • Email management
  • Anyone interested in learning more about integration areas in TeamDynamix

Video Length: 

  • 1 hour 30 min

Video 05. Core Integration


06. Service Catalogue Management 

Description: 

  • How to build a Service Catalog within TeamDynamix

Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about setting up a service catalog, including:
    • Service owners
    • Help desk contributors
    • Team leads

Video Length: 

  • 1 hour 30 min

Video: 06_Service_Catalogue


07. Ticketing Essential 

Description: 

  • The essential configuration of ticket management within TeamDynamix

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in setting up an application for tracking tickets in TeamDynamix, including:
    • Service owners
    • Help desk contributors
    • Team leads

Video Length: 

  • 1 hour 30 min

Video: 07_Ticketing_Essential


08. Advanced Ticketing

Description: 

  • The advanced configuration of ticket management within TeamDynamix
  • Follow up session to Ticketing Essentials with additional configuration features

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in setting up an application for tracking tickets in TeamDynamix, including:
    • Service owners
    • Help desk contributors
    • Team leads

Video Length: 

  • 1 hour 30 min

Video: 08_Advanced_Ticketing


09. Asset Management 

Description: 

  • Tracking assets and key data associated with assets such as vendors, product types, and product models

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation 
  • Anyone interested in setting up an asset application for tracking of assets in TeamDynamix, including
  • Asset managers

Video Length: 

  • 1 hour 30 min

Video: 09_Asset_Management


10. Project Management Essentials

Description:

  • Managing active, "in-flight" projects in TeamDynamix, including:
    • Project management
    • Project plans
    • Issues
    • Links
    • The briefcase
    • Other components of project records

Intended Audience: 

  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about project management in TeamDynamix, including
    • Project managers who are a dedicated part of the implementation/configuration team
    • PMO employees who are a dedicated part of the implementation/configuration team

Video Length: 

  • 1 hour 30 min

Video: 10_Project_Management_Essential

 

Details

Article ID: 4616
Created
Thu 11/17/22 5:52 PM
Modified
Thu 1/26/23 3:58 PM