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Understanding Pando: Features, Setup, and Roadmap Overview

This agenda provides a comprehensive overview of Pando's key features and functionalities. It covers topics including user setup, ticket management, and the integration of Aspen for submitting tickets. The document outlines the steps to create an admin account, log and resolve tickets, and utilize automatic notifications. Additionally, it explores project management and asset management capabilities, customization options, and invites feedback on desired features. Discover how Pando can streamline your organization’s workflow and manage resources efficiently.

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Understanding Pando: Features, Setup, and Roadmap Overview

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  1. Scott McHugh PandoSIS13

  2. Agenda • The Who, What, and Why of Pando • Using Pando • Roadmap

  3. The Who, What, and Why of Pando

  4. Quick Tour https://www.x2dev.net/pando

  5. Helpdesk (1 of 6) • Setup: • Contact X2 to set up your admin account in Pando. • Create users: • Pando > Admin > Users

  6. Helpdesk (2 of 6) • Tickets • Logging • Resolving • Escalating • Automatic notifications • Instant • Aging statistics

  7. Helpdesk (3 of 6) • Submitting tickets from Aspen

  8. Helpdesk (4 of 6) • Submitting tickets from Aspen • Find your Aspen authentication code: • Pando > Admin > Preferences Remote Ticket Logging

  9. Helpdesk (5 of 6) • Submitting tickets from Aspen • Set code in Aspen: • District View > District > Preferences > Ticket Reporting

  10. Helpdesk (6 of 6) • Submitting tickets from Aspen • Grant privilege • District View > Admin > Security Roles • Customize reference tables (Optional) • District View > Admin > Data Dictionary > Reference

  11. Project Management • Organizing tasks • Moving a ticket to a task

  12. Asset Management • Recording assets • Linking hardware and software

  13. Knowledge Base • Browsing

  14. Recent Additions • Tasks support activities and notifications • Ability to flag a ‘solution’ • Online Help in Pando

  15. Pando Roadmap Highlights • Allow customization of ‘Report a Problem’ page in Aspen • New ticket option: ‘Request more information’ • Pando portlet in Aspen • Advanced triage routing rules • License management – # deployed vs. available • Scope KB and Resources by organization • Community resource sharing • Project management enhancements

  16. Discussion • What is the most compelling feature you’d like to see from the previous list? • What features would you like to see that haven’t yet been mentioned?

  17. Pando Roadmap (full) https://www.x2dev.net/pando

  18. smchugh@x2dev.com Thank you.

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