Workflow & Change Management Online
Training Session
Are you ready to start automating your workflow in Numara™ FootPrints? The many
available workflow options, including Auto-Assignment, Escalation, Service
Level Management and Change Management, enable you to automate workflow
throughout the system with no programming. Everything from simple
escalations to send email when an Issue has been unresolved for a certain
amount of time, to more complex rules for assignment, approvals, and
maintaining service levels can be accomplished. Service levels can be
defined based on the problem type or customer, contracts can be attached,
and due dates can automatically be set. In this informative session,
you'll learn how to use the auto-assignment, escalation, and service level
management features to automate your
organization's business processes.
Also, the Numara FootPrints Change Management module is a powerful
tool for ensuring that standardized methods and procedures are used for
handling all changes. The goal of change management is to minimize the
impact of changes on service quality, and can be applied to IT changes and
to a multitude of other business processes. You'll learn how to design
approval workflows with the new Numara FootPrints Change Management add-on
module, including examples of creating audit trails for Sarbanes-Oxley
compliance.
Finally, we'll demonstrate how to use all of the available workflow
features together to create a complex yet seamless process using
approvals, escalation rules, and custom permission roles. This
information-packed two hour training session is aimed at new and existing
Numara FootPrints Administrators looking to automate their workflow.
This course has been recorded and is available to download by
filling
out our registration form.
Questions can be submitted via email to be
answered by a Product Engineer as quickly as possible, usually within 1
business day, and within a maximum of 2 business days.
Duration
2 hours
If you paid to attend a live training webinar and now would like to view that course again, you may do so at no cost within 90 days of the live event. Send an email to us with your name, company name, and the name and date of the course you attended.
Who should attend?
This Numara FootPrints training webinar is designed for both customers getting started with Numara FootPrints, and more experienced users who want to learn about its advanced features. Some of the appropriate job titles of attendees include IT Manager, Help Desk Manager, Customer Support/Call Center Manager, Development Manager, System Administrator, Project Manager, Help Desk Engineer, and Customer Support/Call Center Agent.
Topics covered:
- Configuring Auto-assignment Rules
- Creating and Editing Escalation Rules
- Automating Multi-project Workflow
- Using Numara FootPrints for Change Management - Designing an approval
workflow using statuses, roles and escalations.
- Using the Project Work Schedule
- Creating Service Level Agreements
- Using Escalation Rules to Set and Maintain Service Levels
- Using Escalation Rules to create an Approval Workflow
The Details
This webinar will be conducted via Microsoft Live Meeting web sharing
by an experienced member of the Numara Training Team. The audio portion
is available via phone in listen-mode (toll-free in US and Canada). The
event is 2 hours, allowing ample time for answering questions. Questions
can
be submitted via text chat throughout the presentation. Training slides will be made available to all participants.
