Familiarizing with the Interface

On this page, you can learn about various features and functionalities to familiarize yourself with the app.

Log in to ServiceDesk Plus Cloud 

You can log in to the ServiceDesk Plus Cloud app by providing the application URL, email address, and password. If login is successful, you will be directed to the home page of your default instance.

Home Page  

The home page is the default landing page after login. On this page, you can switch between instances, view notifications, customize the home page, search through instances, create requests, access Zia, and view request summary, approval summary, announcements, and solutions.

 

 

Quick Links

Customize Home Page

Select the widgets that should be displayed on the home page. Using simple drag and drop actions, you can reorder the widgets as required.

Add/Remove/Reorder Widgets

 

 

Switch Between Instances  

Based on your admin configuration, you might have access to other help desk instances either as a technician or as a requester. To switch between instances, tap the instance name on the top-left on your home page and choose your preferred instance from the list.

 

 

Set your help desk instance as default by tapping Favorite .

 

Multiple instances are available only when your organization has set up multiple help desk instances with an appropriate ESM license.

Notifications 

Access all push notifications by tapping Notifications on the top-right of the screen.

 

 

Predefined Filters

On the home screen, you have 3 predefined filters: My Pending Requests, My Pending Approvals, and My Pending Tasks.

 

Tap on the filter to access the corresponding module requests.

  

Announcements Widget 

Displays announcements from your organization.

 

 

Request Summary 

Displays performance metrics and the count of the following:

 

 

Tap a label to view the corresponding request list view with the filter applied. For example, if you tap My Pending Requests, you will be redirected to the request list view with My Pending Requests filter applied to it.

 

  

 

Approval Summary 

Displays the count of pending approvals across modules for the logged-in technician. Currently, pending approvals for Request, Change, and Release are displayed. 

 

Tap a label to navigate to the corresponding approval list view. For example, if you tap Request Approvals, you will be redirected to the approval list view with My Pending Request Approvals filter applied to it.

 

 

Search Across Instances 

You can search for request templates, solutions, and announcements across all instances from the home page. To do this, enter your preferred keyword in the search box.

To limit searches to specific instances, tap Filter  and select or deselect instances as required.

 

 

Solutions

Tap on a solution to view its details. Based on your permission, you can perform actions on the solution details screen.

 

 

Create Requests

To create requests from the home page,

 

  

Zia

Zia is an AI-powered assistant that allows you to perform several actions and tasks using voice commands or text-based conversations.

To initiate a chat,

  1. Go to Home and tap Chat on the Zia widget.

  2. To perform an action, type keywords in the message box and tap Send . Alternatively, you can use pre-defined keywords by tapping Help  on the bottom-left and choose your preferred command.

  3. To drop the ongoing conversation, send Stop message.

 

 

To use voice assistant,

  1. Go to Home and tap Voice on the Zia widget.

  2. Speak out some keywords to perform an action. Alternatively, you can use pre-defined keywords from the Help menu.