Workflows (Advising Training and Development)

Orientation setup - process to forward Access Request tickets to Mike
ATD staff completes all steps they are able including orientation dashboard enrollment - For Advisors/ASCs, they also get access to http://advising.colo...
Tue, 18 Oct, 2022 3:23 AM
20221216-ATD-helpdesk-workflow-V2
Fri, 16 Dec, 2022 10:38 AM
Advising Newsletter - ticket process workflow
ticket should come in through the Communication request form any type of ticket can be a request to include in the newsletter steps to label and sort...
Fri, 23 Feb, 2024 12:42 PM
Ticket Handoff to Assessment and technology Team (aka MIKE)
Supporting tickets with the issues assignment SAN Updates to Mike's team the current tickets coming to ATD is fine when ATD has a question send a n...
Fri, 23 Feb, 2024 12:43 PM
ATD workflow for Open tickets
Updated 2/23/24 visit "open" tickets on Freshservice home page: assign ticket to "Advising Training/ Development..." and fil...
Tue, 5 Mar, 2024 11:39 AM
How to do a batch unenroll of inactive employees
1. First - export a list of active users, send to HR (Matt Smith) to get a report of who is inactive, then do following steps to batch unenroll them (that a...
Thu, 2 May, 2024 6:55 PM
How to create a ticket with someone else as the 'requester'
1. - email the issue to the ATD ticket email, atpd@csucollaborative.freshservice.com - you will be the requester of the ticket - go ahead and change ...
Thu, 2 May, 2024 10:54 AM
Projects tracking workflow - V3
Projects tracking workflow - V3         Defining Projects A project is a temporary endeavor undertaken to create a unique product, service or result....
Fri, 17 May, 2024 11:46 AM
Advising Newsletter - workflow
Thu, 26 Sep, 2024 1:40 PM