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This overview contains three main sections How to Register for ITSS Application Access

Welcome !. This overview contains three main sections How to Register for ITSS Application Access Contains guidance on how to create your profile and access the Dashboard, SmarterTrack and other ITSS sites How to Update your Profile

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This overview contains three main sections How to Register for ITSS Application Access

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  1. Welcome! • This overview contains three main sections How to Register for ITSS Application Access • Contains guidance on how to create your profile and access the Dashboard, SmarterTrack and other ITSS sites How to Update your Profile • Contains guidance on how to update your profile to reflect your project assignments and access the ITSS Dashboard SmarterTrack Overview • Contains a walkthrough of common functions within SmarterTrack, including how to create and handle a ticket

  2. How to Register for ITSS Application Access ITSS Request Management Tool June 18, 2014

  3. Access ITSS Portal https://psdc.deloitte.com/requests/Main/Default.aspx - Visit this link to access Deloitte’s US Delivery Center Portal Page - This link is accessible via Deloitte, Internet or CWOPA network

  4. Registering to use ITSS Dashboard and SmarterTrack Select ‘New User?’

  5. Registering to use ITSS Dashboard and SmarterTrack Sign in using your Deloitte credentials

  6. Registering to use ITSS Dashboard and SmarterTrack Click on ‘Projects’. From the drop down list that appears, select the project(s) that you are a part of.

  7. Registering to use ITSS Dashboard and SmarterTrack To select, click on the necessary Project acronym

  8. Registering to use ITSS Dashboard and SmarterTrack Once you are certain you have selected the correct Project(s), click ‘Register’

  9. Registering to use ITSS Dashboard and SmarterTrack Congratulations, you have successfully registered for Project access!

  10. How to Update your Profile for Applications on ITSS Dashboard ITSS Request Management Tool June 18, 2014

  11. Access ITSS Dashboard https://psdc.deloitte.com/dashboard - This link is accessible via Deloitte, Internet or CWOPA network - Please log in with your Deloitte credentials

  12. Updating your Profile on ITSS Dashboard Sign in using your Deloitte credentials

  13. Updating your Profile on ITSS Dashboard

  14. Updating your Profile on ITSS Dashboard Click the drop down arrow next to your user name and select ‘Update Profile’

  15. Updating your Profile on ITSS Dashboard Click on the ‘Projects’ drop down to see and edit from the list

  16. Updating your Profile on ITSS Dashboard Click next to each Project to select or deselect it from your profile, then click ‘SAVE’

  17. SmarterTrack 10x Overview ITSS Request Management Tool June 18, 2014

  18. Access ITSS Portal https://psdc.deloitte.com/requests/Main/Default.aspx - This link is accessible via Deloitte, Internet or CWOPA network - Please log in with your Deloitte credentials

  19. Logging on to SmarterTrack

  20. Updating your Profile You can edit your personal settings by clicking the drop down arrow next to your user name and selecting ‘My Settings’

  21. Updating your Profile Enter the email account that you wish to receive ticket confirmation to, then select ‘SAVE’ (CWOPA or Deloitte ONLY)

  22. SmarterTrack Home Screen

  23. Submitting a Ticket

  24. Submitting a Ticket Click on ‘Start a New Ticket’ to begin the ticket creation process

  25. Submitting a Ticket Click the drop down and select the Department from the list, then click ‘Continue’ * indicates mandatory fields

  26. Submitting a Ticket (Example) * indicates mandatory fields

  27. Submitting a Ticket Click each field and select your choice from the list, then click ‘Continue’ * indicates mandatory fields

  28. Submitting a Ticket (Completed Example) * indicates mandatory fields

  29. Submitting a Ticket Enter your details into the fields provided. Please ensure that all information is accurate and complete. Any additional instructions can be entered into the Message Body field * indicates mandatory fields

  30. Submitting a Ticket (Completed Example) Notice – On the right side of the screen, Knowledge Base links are automatically provided to assist in ticket creation Once you have accurately supplied the required information, click ‘Start Ticket’ * indicates mandatory fields

  31. Ticket Confirmation This screen will show confirmation that your ticket was successfully submitted, along with the ticket # and summary

  32. Ticket Confirmation You will also receive a confirmation email that your ticket was successfully submitted, including ticket #

  33. Viewing/Replying to Tickets Select the ticket you wish to View, Update or Reply to

  34. Viewing/Replying to Tickets Add your message in the field provided, then click ‘Send Reply’

  35. Viewing/Replying to Tickets All updates, messages and replies will be shown in descending order with the Date and Timestamp for each

  36. Closing your Ticket Type a brief message in the field provided, click the ‘This ticket can be closed’ checkbox then click ‘Send Reply’

  37. Closing your Ticket After your ticket has been closed by an ITSS agent, you will receive a confirmation email and see your ticket on the My Tickets screen showing it’s status as ‘Closed’

  38. Flow chart of your Ticket SR submitted ITSS receives SR Does SR have all the required information? No SR will be returned to submitter SR updated and resubmitted No Yes Does SR have all the required information? Yes SR processed and confirmation email sent SR Closed This flow chart provides a step by step look at the ticket validation and processing procedure followed by ITSS

  39. Other Features

  40. Knowledge Base Search the Knowledge Base to find instructions, department descriptions, DPW guidelines, and other helpful information

  41. News Stay up to date on current news about supported projects and SmarterTrack

  42. Community Threads This is a new feature that allows users to share ideas or resolutions to common problems. You can search for existing topics, or create a new thread

  43. Community Threads Select your option from the drop down list provided

  44. Enter a title. Then in the message body, state your question whilst providing as many details as possible. Once completed, select ‘Create Thread’ Community Threads

  45. Community Threads (Completed Example)

  46. Community Threads Your thread has been created and is posted on the Community page

  47. Community Threads Replying to a Thread- Enter your reply into the message body, providing as many details as possible. Once completed, select ‘Post Reply’

  48. Your reply has been added to the thread, and a new reply window is still available for additional replies. Community Threads

  49. Community Threads You can click the ‘Subscribe’ button to receive an update by email whenever a new post is added to the thread

  50. When the question has been answered correctly. The thread creator can select the ‘Answered’ button. Also, ‘Mark as Answered’ the correct response from the list of replies Community Threads

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