TeamDynamix - Circuit Training - Dec 2021

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 
• *The maroon coloured topics are the minimum that TeamDynamix Admin should watch

 

	TDX Circuit Training
Week 1	01. Introduction	1 hour - 30 min
	02. Foundation	2 hours
	03. Client Portal	1 hour - 30 min
	04. Knowledge Management	1 hour - 30 min
Week 2	05. Core Integration	1 hour - 30 min
	06.  Service Catalogue Management	1 hour - 30 min
	07. Ticketing Essentials	1 hour - 30 min
Week 3	08. Advanced Ticketing	1 hour - 30 min
	09. Asset Management	1 hour - 30 min
	10. Project Management Essentials	1 hour - 30 min

 

 

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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