Agent/Admin Help Guides

Reviewing Jobs

Guide Overview This guide is designed to give agents and administrators a general overview of the following topics: Accessing and reviewing the different jobs that are running. Reviewing Jobs To access the different jobs or syncs that are running, go to the Administration tab and click on Jobs tabs. Here you can see all the syncs with your different …

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Managing Site Options

Guide Overview The following guide provides step-by-step instructions on how to manage various site options including: Default notification settings How agents and admins work and interact with tickets and ticket data Incident IQ training settings Usability and site functionality settings Guide Index You can use the following links below to quickly navigate to a specific …

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Managing Surveys

Guide Overview The following article is designed to give administrators and agents with the correct permission(s) a detailed overview of the following topics: Creating and applying surveys to resolved tickets Editing, deleting, and activating/deactivating existing surveys Accessing a survey’s response data Guide Index You can use the following links below to quickly navigate to a …

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Managing Rules Engine

Guide Overview The following guide is designed to give administrators an overview following Rules Engine topics: Accessing the Rules Engine The different types of rule triggers Creating a new rule How to edit, copy, delete, or enable/disable existing rules Using Rule Simulator Guide Index You can use the following links below to quickly navigate to …

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Managing Priorities

Guide Overview This guide is designed to give agents and administrators a general overview of the following topics: Managing the settings on the priorities page. Setting a default ticket priority on the site options page. Using rules to automatically set priority levels or increase/decrease priority values on tickets. Manually setting a priority on a ticket. …

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Managing Mapping Aliases

Guide Overview This guide is designed to give agents and administrators a general overview of the following topics: Mapping Aliases within Incident IQ Mapping Aliases When you manually import data into Incident IQ you will have to map the values from the import to target values in Incident IQ. After the imports are complete all …

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Managing Issues

Guide Overview The following article is designed to give administrators and agents with the correct permissions a detailed overview on how to manage: Models and issues, as well as visibility to users based on role The provisioning, network/wifi, and other issues and issue categories Available ticket categories in the Ticket wizard Guide Index You can use …

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Managing Custom Names

Guide Overview Incident IQ allows for districts to replace the nomenclature of models, issues, and categories with their own customized verbiage using the built-in custom names feature. The following guide is designed to give Administrators an overview of the following specific topics: Which elements can be changed with custom names during the ticket submission process. …

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Managing Custom Fields

Guide Overview The following guide is designed to give Administrators an overview of the following topics related to Custom Fields: How to create and edit a Custom Field How to add custom field groups to tickets, assets, or users Guide Index You can use the following links below to quickly navigate to a specific section in …

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