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