ITDirect™ User Manual
Contents
1. OR Maintenance Technology Help Desk Help Desk Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue M f any npe Fields W Audio Visual JX Cafeteria T Carpentry 4 Climate Control y Custodial Q Electrical 1 Food Services Heating Ventilation Air amp Lighting do Office Supplies Plumbing Conditioning Q Ry LH Windows Maintenance Emergency oO Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone No contacts listed Technology Help Desk Click here for Technology Emergency Contacts Click on the problem type below that best describes your issue 9 Alarm Bell y Antenna Work amp Audio Visual IM Blackboard N CD Drive Closed Circuit TV Data Repair Email Systems x2 Fire Alarm J Laptop Network Projector Systems Application Data Computer rt Desk TV Televisi A SUPP es Television Technology Emergency L1 Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone No contacts listed Step 4 Please describe your problem or request v Step 5 Requested Completion Date A valid date is required Text is not accepted but you may leave it blank Click here for assistance in date entry Step 6 Submittal Password v Forgot Password Step 7 15 This is the point wher2. 3 Enter your email address in the space provided 4 Click Submit 5 As you are anew Requester you will then see the following page Sloan County Schools Go to Quick Links v Welcome To begin please enter your email address below Email Address genadudeggeewiz com We cannot find the indicated email address Please either correct the email address or enter your last name below if you are a new requester Last Name Conditions of Use Privacy Policy Copyright 1999 2007 SchoolDude com Inc All Rights Reserved SCHOOLDUDE SAYS If this page doesn t come up when you enter your email address and you see an entirely different page with the word Welcome at the top followed by a form with some of your info already in it skip ahead to step 14 6 Enter your last name into the box provided 7 Click Submit 8 Next you should see the page below Sloan County Schools Go to Quick Links v Welcome To begin please enter your email address below Email Address genadude geewiz com Please select your name from the below list or select the not listed option Bob Dude bdude geewiz com Ed Dude edude geewiz com Erin Dude erindude geewiz com Fred Dude fdude geewiz com Jane Dude jdudeGgeewiz com Jenn Dude JennDude email com Sam Dude sdude geewiz com will Dude wdude geewiz com My name is not listed 9
3. Your email address should already be entered into the box provided If it s not correct however enter it correctly Make sure that the circle next to My name is not listed has been clicked and contains a green dot 10 Click Submit ll The page you see next should look something like this Sloan County Schools Go to Quick Links V Indicates required information First Name V Last Name V Bob bude Email Address V genadude amp geewiz com Phone Number Pager 919 555 9999 Cellular Phone 919 555 8888 12 Your last name and email address should already be filled in Fill in the remaining fields first name is the only one required if you wish 13 Click Submit 14 The next page you are taken to should look something like this see next page Go to Quick Links LOGOUT HELP Trip Request My Requests Settings Work Request Schedule Request Inventory Request ASSIGNMENT SEARCH KNOWLEDGE BASE Welcome To submit your request complete the following form v Indicates required information Step 1 Please be yourself click here if you are not Gena Dude First Name Last Name Email Phone Pager Step 2 Location V Select Location v Area Area Room Number Select Area v C Yes remember my area entries for my next new request entry Step 3 Select Problem Type V vi 2
4. click the Back button at the top of your page or click the Tab of the page you wish to go to next e Enter your password in the space provided e Click the Submit button If you have made changes the page will refresh to bring up the same screen only now the words My Settings Saved will appear in red at the top of the page see below That s it Proceed by clicking the Tab of the page you d like to go to next up near the top of the screen LICHE Locour Hei Work Request Schedule Request Inventory Request Trip Request My Requests Settings ASSIGNMENT SEARCH KNOWLEDGE BASE HELP My Settings Please be yourself click here if you are not Gena Dude My Settings Saved V Indicates required information First Namely Last Namely Email Address Phone Number Pager Cellular Phone IV The IT Incident Request I Direct in Action Now that you ve logged in and checked out your settings page to make sure that all of your information is correct we ll move on to what you re really here tor making incident requests The Work Request page reached by clicking the work request tab near the top of the page from wherever you are in MySchoolBuilding com displays the form you ll fill out each time you want to request that work be done Those fields marked with a red check mark in a box 1 are required and can t be skipped The rest you should just fill in as you are able to make the incident re
5. below Contact Name Contact Phone No contacts listed Technology Help Desk Click here for Technology Emergency Contacts Click on the problem type below that best describes your issue 9 Alarm Bell y Antenna Work 4 Audio Visual aM Blackboard e CD Drive Closed Circuit TV Data Repair Email Systems x2 Fire Alarm J Laptop Network Projector Systems Application Data Computer rt Desk TV Televisi Ad SuPPO es Television Technology Emergency L1 Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone Step5 Requested Completion Date E A valid date is required Text is not accepted but you may leave it blank Click here for assistance in date entry Step 4 Please describe your problem or request v Step 6 Submittal Password v Forgot Password Step 7 Across the top of the page you ll notice several tabs depending on which SchoolDude products your facility uses The tabs shown above are labeled Work Request for MaintenanceDirect and ITDirect clients Schedule Request for FSDirect clients Inventory Request for InventoryDirect clients Trip Request tor TripDirect clients My Requests Settings and Help These tabs are how you navigate to the information that you need In the following sections we ll show you around MySchoolBuilding com and each tab will be explained You ll s
6. cribes your issue Alarm Bell y Antenna Work amp Audio Visual Blackboard i Closed Circuit TV i i amp CD Drive en rcu Data Repair En Email Fire Alarm dy Laptop Network Projector Systems Application Data Computer m Support Desk TV Television Technology Emergency E Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone No contacts listed Step 4 Please describe your problem or request V Step 5 Requested Completion Date A a date is required Text is not accepted but you may leave it blank Click here for assistance in date entry Step 6 Submittal Password Forgot Password Step 7 Submit ll Follow these steps to fill out the form It ll only take a minute or two e Step l Be yourself Make sure that it s your information in the contact spaces provided If not click the word here shown in red to log in as yourself e Step 2 Enter your Location Area and Area Number e Step 3 Select the Problem Type that best describes your issue Maintenance Help Desk or Technology Help Desk Since we re working with ITDirect click the ITDirect Technology Help Desk icon This will bump you past the maintenance issues and down to the technology ones Some examples are Audio Visual Email Laptop etc These problem types were specifically selected by the Administrator of your account for use at your facility e Once y
7. cts are people at your facility that you can call directly with any questions or concerns you may have Also provided are the manuals for each separate product In
8. de com Inc All Rights Reserved 16 VII The Help Tab Where to Go With Your Questions We know that sometimes you have questions or issues that you need to speak with someone about specifically For that reason we ve provided the Help page reached by clicking the tab at the top of the page which looks like this Sloan County Schools LC Locour uk i Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE HELP HELP MaintenanceDirect and ITDirect 1 For questions or problems contact or call Contact Name Contact Phone No MaintenanceDirect contacts listed 2 Download MD amp ITD Requester Manual He am 1 For questions or problems contact or call Contact Name Contact Phone 2 ux Download FSD Requester Manual InventoryDirect 1 For questions or problems contact or call Contact Name Contact Phone 2 Download IND Requester Manual TripDirect ia 1 For questions or problems contact or call wm Contact Name Contact Phone Melissa Dude 919 555 9999 2 Download TD Requester Manual Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2007 SchoolDude com Inc All Rights Reserved On this page you ll see contact information for each of the SchoolDude products you have access to These conta
9. e all Requesters start once they are in the system the Work Order IT Incident Request form Welcome aboard II You Are Here The Incident Request Page Once you ve visited www myschoolbuilding com and logged in using your email address you will be taken directly to the incident request page This serves as your Home page for MySchoolBuilding com and should look something like this Work Request Schedule Request Inventory Request Trip Request My Requests SEARCH KNOWLEDGE BASE Welcome To submit your request complete the following form M Indicates required information Step 1 Please be yourself click here if you are not Gena Dude First Name Last Name Email Pager Cellular Phone SS aes 919 555 3221 Step 2 Select Location v Area Area Room Number Select Area v U Yes remember my area entries for my next new request entry Step 3 Select Problem Type V OR Maintenance Technology Help Desk Help Desk du Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue npe Fields 4 Audio Visual J Cafeteria T Carpentry amp EA i e A f 4 Climate Control y Custodial Q Electrical 1 Food Services 4 Heating Ventilation Air O Lighting de Office Supplies Plumbing Conditioning Y LH Windows Maintenance Emergency o Check here if this is an emergency or call any of the emergency contacts
10. ee what they contain and how to use them We ll get into the actual incident request a little further along III The Settings Page Your Information in a Nutshell Before we get started in a bit with making incident requests let s take a moment to check out the Settings page which contains your information as entered by the Administrator during the Account Setup process If you set up your own account this page will show the information you entered earlier Use this page to edit your information If your facility uses more than one SchoolDude product you ll see this page when you click the Settings tab Sloan County Schools Goto QuickLinks LOGOUT HELP My Requests Work Request Schedule Request Inventory Request Trip Request ASSIGNMENT SEARCH KNOWLEDGE BASE HELP My Settings Maint Request IT Request Schedule Request Inventory Request Trip Request Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help e Simply click on the type of requests you ll make for the product you re using In this case click the IT Request link You ll be taken to the Settings page for IT Direct users The Settings page looks like this LICHE Locout Hei Sloan County Schools Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE HELP My Settings Please be yourself click h
11. ere if you are not Gena Dude v Indicates required information First Namelv Last Namelv pde Email Address v Phone Number Pager Cellular Phone Use these generic email notification settings Send Requester Incident Request Receipt Notification Sample Notify Requester of Incident Request Assignment Sample Notify Requester of Incident Request Change in Status e g On hold Void Duplicate Request Waiting Parts etc Sample Notify Requester of Incident Request Completion Sample Notify Requester of Incident Request Closure Sample Notify Requester of Incident Request Void Sample Notify Requester of Incident Request Duplicate Sample Notify Requester of Incident Request Declined Sample Or prefers these email notifcation settings C Send Requester Incident Request Receipt Notification Sample C Notify Requester of Incident Request Assignment Sample C Notify Requester of Incident Request Change in Status e g On hold Void Duplicate Request Waiting Parts etc Sample C Notify Requester of Incident Request Completion Sample O Notify Requester of Incident Request Closure Sample C Notify Requester of Incident Request Void Sample C Notify Requester of Incident Request Duplicate Sample C Notify Requester of Incident Request Declined Sample Password e Make any changes you wish to make enter your password at the bottom OR e Tocontinue without making any changes simply
12. ew Request can edit the request You can click on the current assigned person name to send email and request changes on your request Search for Search this results for GO show all 1 0 of total O listed r Status rrLocation rrAction Taken rrComplete Date viU L0 97 r Description rrRequest Date ryArea r Type rrArea Number No requests found for your email account genadude geewiz com Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help As you ve probably noticed this page is labeled for maintenance requests and will show all of any requests you ve made in SchoolDude for any products you work with To specify IT Requests click the My IT Requests link near the top of the page shown in red See below Work Request Schedule Request YW Inventory Request Trip Request My Requests Settings Y My Maint Requests My IT Requests Requests My Inventory Requests My Trip My Maint Requests Request 13 The My IT Requests page looks very similar to the last page we were on The only difference is that now you ll only see IT incident requests you ve made See below Sloan County Schools LICHE Locout Hep Work Request Schedule Request Inventory Request Trip Request My Requests p ASSIGNMENT SEARCH KNOWLEDGE BASE My Maint Requests My IT Requests My Schedule Requests My In
13. i DIRECT I I Direct User Manual Requester Version 2 0 SchoolDude com Inc SchoolDude Support Phone 1 877 883 8337 Email support schooldude com Table of Contents lon ir D l S0 VO fem Requester Now WHat oseese ee eSEE l IL You Are here The Incident Request Page ne ne 5 BENI IO E 1e cee E E er A E E 7 LUST Decide ER een een eine ie 10 VD EN NS EA 13 VS ac Ho Dee ee ee 15 VI ee 17 Requester Guidelines I So You re a Requester Now What Getting started with MySchoolBuilding com MySchoolbuilding com is where you as a Requester will go to make all of your new incident requests There are two ways that a Requester can be entered into the system e The ITDirect Administrator can add the Requester into the system e The Requester can add their self into the system If you are a new Requester you haven t been entered into the system before follow these steps to set up your Requester name and enter yourself into the system l Goto www myschoolbuilding com 2 You will see the following page Sloan County Schools EL Welcome To begin please enter your email address below Email Address This is the MySchoolBuilding com login page for your educational facility You will see your facility s name and or logo in the top left hand corner and the words MD Login in the top right See below
14. ou click on a problem type the page will refresh and your problem type will be highlighted with a red circle that says OK e Ifthisisan emergency check the Technology Emergency box below the problem types list e V Step 4 Describe your problem or request e Step5 Enter the Requested Completion Date Click the calendar icon next to the date field to choose a date from the calendar e Step 6 Include any attachments if necessary e Step 7 Enter your submittal password This password will be the same for all Requesters e Step 8 Click Submit gt You will then be taken to the My IT Requests page which will show listed among other requests the new incident request you just made We will cover this page in more detail in the next section 12 V My Requests Keeping Track of Your Requests The My Requests page gives you a look at all the work requests you ve made in II Direct You can reach the My Maint Requests page by clicking on the tab at the top of the Home page It should look something like this depending on how many requests you ve submitted Sloan County Schools LICHE Locour Hei Work Request Schedule Request Inventory Request Trip Request My Requests p ASSIGNMENT SEARCH KNOWLEDGE BASE My Maint Requests My IT Requests My Schedule Requests My Inventory Requests My Trip Requests My Maint Requests er Note Once the request is assigned to someone for approval you no longer ON
15. quest as detailed and helpful to those processing it as possible this can speed the process up a bit Here again is a view of the incident work request page see the next page 10 Work Request Schedule Request Inventory Request Trip Request My Requests Settings SEARCH KNOWLEDGE BASE Welcome To submit your request complete the following form v Indicates required information Step 1 Please be yourself click here if you are not Gena Dude First Name Last Name Sena Dude Phone Pager Step 2 Location V Select Location v Area Area Room Number Select Area v all Yes remember my area entries for my next new request entry Step 3 Select Problem Type V v OR Maintenance Technology Help Desk Help Desk Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue p Athletic Fields W Audio Visual FE Cafeteria T Carpentry Climate Control y Custodial Q Electrical 1 Food Services i Heating Ventilation Air g Lighting de Office Supplies u Plumbing Conditioning LH Windows Maintenance Emergency L1 Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone No contacts listed Technology Help Desk Click here for Technology Emergency Contacts _ Click on the problem type below that best des
16. rect by giving the answers to recurring questions to see if they can correct the current issue on their own The Administrator of your account has the ability to enter frequently asked questions along with their answers which you can then search to find the answers you need You can even search by answer Get started by clicking the Search Knowledge Base link shown near the top right hand side of your page It will look something like this depending on how much information your Administrator has entered to this point Sloan County Schools LICHE Locour eLp Work Request Schedule Request Inventory Request Trip Request My Requests Help ASSIGNMENT SEARCH KNOWLEDGE BASE HELP Knowledge Base Search Tip To select multiple choices in each list box use the Ctrl key to select Top 10 frequent used KB Project Purpose S Include All Purposes Blank Blank Playground Refurbishment Upgrade Problem Type Custom Category Include All Problem Types mA Include All Custom Category Blank a Blank Alarm Bell Antenna Work Audio Visual Blackboard Is CD Drive Closed Circuit TV Systems Data Repair E Email a Classification Type Include All Classifications Include All Types PC Dell Question Answer Keywords Sort By Question v 9 Ascending De
17. scending Search NOW In the boxes provided select the following from the options given Project Purpose Problem Type Custom Category Classification Iype 15 Next enter e Your question e Answer e Any Keywords you wish to include e Choose your Sort By category Question Answer Keyword Project Purpose Problem Type Custom Category Classification or Type e Then choose whether to sort by ascending or descending order e Click the Search Now button If a question fitting your criteria has been entered into the system you ll be taken to the Knowledge Base Search Results page which looks like this Sloan County Schools LICHE Locour eLp Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE Legend Click to sort table by that column Knowledge Base Search Results 1 3 of total 3 listed First Prev Next Last Project D Problem Type D Keywords D Question amp Classification 0 Purpose D Custom Category 0 Answer D Type 0 Support Desk Sample question 1 PC Upgrade Sample answer 1 Sample question 3 sample answer 3 Support Desk Sample queston 2 PC Upgrade Sample answer 2 F rst Prev Next Last i PrintThis 26 Print l rin m rint to Exce Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2007 SchoolDu
18. ventory Requests My Trip Requests My IT Requests E Note Once the request is assigned to someone for approval you no longer N can edit the request You can click on the current assigned person name to 1 ew send email and request changes on your request Request Search for Search this results for GO show AI m 1 1 of total 1 listed rrStatus rrLocation rrAction Taken DiComplete EIncident riDescription r Request Date pType New Request Sloan High School vr Laptop won t connect ae sie with the internet 12 05 08 PM Laptop D Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Each request you make will be added to this list where you can check its current status who it s been routed to the date you submitted it and any Action notes that have been made gt You can print your requests using the Print icon near the bottom left hand corner of the page gt To search your requests enter a key term in the Search field located just above your request list then click Go To show all requests after searching for work orders click the Show All link gt To view only requests of a certain status click the number next to the status under the Request Totals section near the top right hand corner 14 VI Search Knowledge Base Answers to Frequently Asked Questions The purpose of the Knowledge Base is to assist all users of ITDi
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