Description:
There are various departments that utilize the TeamDynamix (TDX) ticketing system for processes requiring approvals or other actionable steps. These items will appear on the ticket details page when assigned to you.
Note: You will need to be signed into the Help Desk Portal to view the ticket and information. If you are not auto-logged in when using the emailed links, click Sign In in the upper right.
Instructions:
Accessing the Approval
You will receive an email from the ticketing system when an approval or step has been assigned to you. This will appear as from "Area Name - TDX Tickets". For example, a step from a CIS Help Desk process will display as "Help Desk - TDX Tickets".
- Click the View Ticket and Act link to open the tickets details page.
- Click My Approvals to open a list of all items currently assigned to you, including items previously completed. (See Related Articles for instructions on the My Approvals page).
Completing the Approval
- Review the information on the ticket details page, including any attachments or comments in the ticket Feed.
- Click Comment to add any questions or comments that need to be included.
- If you need more information to approve or reject, ask for more details and do not complete your step until you are ready! Be sure to include the person your question is for in the "Notify" field.
- Under Workflow Activities, take action on the step assigned to you by selecting Approve or Reject
- ⇒ Note: This section will be either on the right side of the screen or the bottom of the screen, below the Ticket Feed, depending on the screen size of your device.
- You've completed your step!
Additional Info/Resources:
See 'Related Articles' for additional information.
Having trouble? Submit a ticket using the Submit Request / Report Issue button.