# Ticketing - Helpdesk Customer User Guide

# How to: access Helpdesk Platform

<span lang="EN-GB" style="font-size: 10.0pt; line-height: 110%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-GB; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">To access the customer support and ticketing platform within the DOME project, simply open a web browser and navigate to the following address: <span class="TextRun Underlined SCXW100111446 BCX8" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW100111446 BCX8" data-ccp-charstyle="Hyperlink">[https://ticketing.dome-marketplace-dev.org/](https://ticketing.dome-marketplace-dev.org/)</span></span></span>

# How to: create new account

<span lang="EN-GB">To create a new user account, the customer should follow these steps:</span>

- <span lang="EN-GB">Open a web browser and navigate to the URL: [https://ticketing.dome-marketplace-dev.org/](https://ticketing.dome-marketplace-dev.org/) </span>
- Look for "**Register as a new user"**<span style="text-indent: -18pt;"> option at the bottom of the login page, as you can see from the screenshot below.</span>

[![image.png](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/scaled-1680-/nqLimage.png)](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/nqLimage.png)

- Fill in the necessary information for creating your account. This tipically includes your email address, username, and password. Then, click on "Create my account" button.

[![image.png](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/scaled-1680-/1NDimage.png)](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/1NDimage.png)

- After entering the required information, the system requires email verification. Check your email for a confirmation link and follow the instructions.
- <span lang="EN-US" style="mso-ansi-language: EN-US;">Once your account is created and verified, return to the login page and log in using your newly created credentials.</span>

# Breakdown of key features on Helpdesk main page

<span lang="EN-US" style="mso-ansi-language: EN-US;">Here's a breakdown of the key features within the DOME Hepldesk landing page:</span>

- **<span lang="EN-US" style="mso-ansi-language: EN-US;">My Tickets</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: View a list of all your submitted tickets, with their status, priority, and last update.</span>
- **<span lang="EN-US">My Organization Tickets</span>**<span lang="EN-US">: View a list of all tickets by users belonging to same Organization, with related info.</span>
- **<span lang="EN-US">Filter and Search</span>**<span lang="EN-US">: Easily find specific tickets by using filters based on various parameters such as ticket ID, subject, status, etc.</span>
- **<span lang="EN-US">Knowledge Base</span>**<span lang="EN-US">: Users can find self-help articles directly accessing documentation repository (i.e., Bookstack).</span>
- **<span lang="EN-US">Ticket Submission</span>**<span lang="EN-US">: Submit new tickets with clear fields for describing your issue, selecting categories, and attaching relevant files.</span>
- **<span lang="EN-US">Profile Settings</span>**<span lang="EN-US">: Users can usually manage their account settings, update contact information, and change preferences.</span>

# How to: open a new request

<span lang="EN-GB">Creating a new ticket within the DOME project's customer support and ticketing platform is a straightforward process that allows customers to swiftly communicate their inquiries or report issues. Customers should follow these steps to initiate a new ticket:</span>

- **<span lang="EN-GB">Login</span>**<span lang="EN-GB">: ensure you are logged into the platform using your credentials. If you're a new user, refer to the "Access and Navigation" section for guidance on account creation.</span>
- **<span lang="EN-GB">Navigate to Ticket Creation</span>**<span lang="EN-GB" style="text-indent: -18pt;">: locate and select the "Create New Ticket" option represented by "+" button, accessible from the main navigation menu.</span>

[![image.png](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/scaled-1680-/oJtimage.png)](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/oJtimage.png)

- <span lang="EN-GB" style="text-indent: -18pt;">**Fill in Ticket Details:** complete the required fields, providing detailed information about your request. The process of opening a new ticket involves the customer filling out the following form, indicating in this order:</span><span lang="EN-GB" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">i.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-GB">Group membership,</span>
    
    <span lang="EN-GB" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">ii.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-GB">Problem (subgroup that best categorizes their request),</span>
    
    <span lang="EN-GB" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">iii.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-GB">Title, </span>
    
    <span lang="EN-GB" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">iv.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-GB">Text (description of the issue),</span>
    
    <span lang="EN-GB" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">v.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-GB">Any attached files or documents,</span>
    
    <span lang="EN-GB" style="mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">vi.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-GB">Click on "Create" button.</span>

[![image.png](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/scaled-1680-/9ZHimage.png)](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/9ZHimage.png)

- Upon successful submission, the Customerr will receive a confirmation message (via email) and his newly created ticket will be visible within the "My Tickets" section in the "Overviews" Dashboard reachable from main page.

<span lang="EN-US" style="mso-ansi-language: EN-US;">By following these steps, the process ensure that any concern is promptly addressed by specific Group of the support team. For this reason, it is important that the customer, during the ticket creation phase, fills out the fields correctly.</span>

# How to: see ticket details and receive an update on request status

<span lang="EN-GB">Once a ticket is submitted, customers can track its status, keeping them informed about the progress of their request. By clicking on a ticket from the list in the "Overviews" section, the user access to the specific details page. To view the details of a specific ticket, click on the "My Tickets" button in the main menu . The list will display all customer's tickets with essential details such as the ticket ID, subject, status and creation date. Click on the ticket title or ID to access the full details of a ticket.</span>

<span lang="EN-GB">Through the ticket details page the Customer can add question on open tickets by clicking on the text message box and typing the question.</span>

<span lang="EN-GB">![](http://85.215.243.214:6875/uploads/images/gallery/2024-03/embedded-image-1ie8ivc9.png)</span>

# How to: respond to a Ticket

<span lang="EN-GB">Upon reaching the complete details page within the "My Tickets" section, customers will discover the "Add Comment" text-box located at the bottom.</span>

<span lang="EN-GB">By clicking on it, the customer is allowed to either attach comments (i) or files (ii). In the "Activity" section you can keep track of the ticket's history and review the chronological log of actions, comments, and status changes (see blue box in the below screenshot).</span>

<span lang="EN-GB">All changes made on the detail page must be confirmed by clicking the "Update" button located at the bottom right of the Ticket details page.</span>

[![image.png](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/scaled-1680-/ssHimage.png)](https://knowledgebase.dome-marketplace-dev.org/uploads/images/gallery/2024-05/ssHimage.png)

# How to: use attributes for advanced search

To search for specific items in the Customer Care platform fill the search bar on the top of the left-sided panel in the main page.

You can use attributes as follow:

- <span lang="EN-GB">Number: Search for a Ticketnumber (Example: number:1118566, number:11185\*).</span>
- Title: If you need to use spacings in the search phrase, use quotes. Search engine will do a AND-Search over the given words. You can also use a single keyword without quotation (Example: title:'some title', title:Printer, title: 'some ti\*').
- Created\_at: You can either use a simple date, a date-range or &gt;now-xh. Please note that the date format needs to be YYYY-MM-DD (Example: created\_at:2018-11-18, created\_at:\[2018-11-15 TO 2018-11-18\], created\_at:&gt;now-1h).
- State.name: You can filter for specific ticket states (and even combine them with an OR). Please note that you need to use the english namings for states, unless you have custom ticket states defined in your instance. (Example: state.name: new, state.name:new OR open).
- Article.from: Shows all tickets that contain articles from 'xxx' (Example: article.from:'xxx').
- Article.body: Shows every ticket containing the word 'zzz' - you can also use the fuzzy operator '~' to search for similar words. The system will also allow you to use regular expressions (Example: article.body:heat, article.body:heat~).

<span lang="EN-GB">For more details on search attributes you can into System Documentation at https://docs.zammad.org/en/latest/install/elasticsearch/indexed-attributes.html</span>

# How to: access Knowledge Base

<span lang="EN-US" style="mso-ansi-language: EN-US;">Customers can always navigate directly to the Knowledge Base when they have a query. Here, they can search through existing explanatory texts, guides, and checklists. </span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Customers can directly access the Knowledge Base by clicking on the "Knowledge Base" button on the left side of the platform's main page. </span>[![image.png](http://85.215.243.214:6875/uploads/images/gallery/2024-03/scaled-1680-/71himage.png)](http://85.215.243.214:6875/uploads/images/gallery/2024-03/71himage.png)

<span lang="EN-US" style="font-size: 10.0pt; line-height: 110%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 'Times New Roman'; mso-fareast-theme-font: minor-fareast; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">For more information on navigating the Knowledge Base repository, please refer to the document ???*How to: navigate the platform knowledge base*'</span>

# How to: manage User settings

<span lang="EN-GB">Customers may reach out the page dedicated to User Settings by clicking on the corresponding icon (see red square in the screenshot below) at the bottom left of the main navigation menu and selecting "Profile" option.</span>

[![image.png](https://knowledgebase.dome-marketplace-dev2.org/uploads/images/gallery/2024-11/scaled-1680-/image.png)](https://knowledgebase.dome-marketplace-dev2.org/uploads/images/gallery/2024-11/image.png)

By clicking on the corresponding option in the "Profile" section Customers can customise:

- **<span lang="EN-GB">Appearance</span>**<span lang="EN-GB">: Customers can effortlessly customize the appearance settings, allowing them to choose a color scheme and layout that aligns with their preferences.</span>
- **<span lang="EN-GB">Language</span>**<span lang="EN-GB" style="text-indent: -18pt;">: Customers can select their preferred language, ensuring that they can interact with the platform in a way that is most comfortable for them.</span>
- **<span lang="EN-GB">Avatar</span>**<span lang="EN-GB" style="text-indent: -18pt;">: Whether it's a picture or an icon, this feature allows customers to visually represent their identity within the system.</span>
- **<span lang="EN-GB">Linked Accounts</span>**<span lang="EN-GB" style="text-indent: -18pt;">: Customers can connect their accounts with other platforms, streamlining the login process and providing a cohesive experience across various systems. This feature adds convenience to user interactions and simplifies account management.</span>