This tutorial shows CPM employees how to use workflows. The aim of using workflows is to allow employees to connect directly to a particular team to resolve issues. While workflows set up in any channel works similarly, this tutorial describes the workflows in the Tech-HelpDesk Channel.
The #tech-helpdesk channel has 3 different types of workflow options:
- Asset/Tech Request: Fill a form to request equipment or softare, to repair equipment, to report lost/stolen equipment, to transfer equipment, or to ask a technical question.
- Swivl Request: Fill a form to request swivl equipment to be sent to a particular school.
- Workshop New PIN request: Fill form to get a digital textbook Pin quickly.
- At the top of every channel, pinned documents and workflows may be present. If so, click the arrow and select any desired item.
- After selecting, follow the directions given. In many cases, a Slackbot will message you the information you need in your Direct Messages.
- Click on the button in the the Slack Bot message to get started. The information provided could be a link to a form or allow you to post a question directly to the Tech Team.
- Complete and submit the form (click the external link)/or questions provided.
- Click Finish in the Slackbot message.
- A Tech Team member will follow up and contact you ASAP.
- Click "Submit" on The Tech Request Form to access a list of forms to select from.
- Go to Direct Messages and click on the Slackbot
- Click on on of the forms.
Fill out the form and submit. The information will go directly to the Tech Team who will respond ASAP to your request.
- Fill out form and Submit.
- The Slackbot will appear in your Direct Messages.
- Click on the Slackbot to receive a confirmation notice.
- Fill out form and Submit.
- The Slackbot will appear in your Direct Messages.
- Click on the Slackbot to receive a confirmation notice.
