Workflow Example: creating a basic Helpdesk Space in Calipso
A very common business process implemented in Calipso is that of a Technical Support Department or Helpdesk. Space workflows in Calipso can be as complex as you need them to be, including multiple organizations, user role definitions and access rights. Calipso also offers rich asset management capabilities to link support cases to any kind of asset it relates to, while Key Performance Indicators, advanced reporting capabilities and spreadsheet applications support allow for easy SLA management.
Here's how you can create a Space for Helpdesk workflows in just a few simple steps:
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Login:
You can also retrieve a new password via email in case you cannot remember it. Passwords are encrypted in the database, while LDAP can also be used.
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Create a Space:
Go to Options / Manage Spaces and start creating a new Space for handling Help-desk tickets. You can also enable Asset Management for the space to associate help-desk tickets with assets like hardware, software, or anything that can be described as an Asset.
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Add Custom Fields:
You can optionally create custom fields for your tickets. The custom fields can be of type text, date or options. Here we define Priority as an "options" custom field.
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Edit your Custom Field:
Depending on the field type, further configuration may be necessary, such as validation rules. Here we define our custom options for the Priority field.
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Forget flowcharts!
You can easily add user roles and workflow states at any time, as well as define what state step may follow another based on role-specific actions. You can also define access rights for your custom fields per user and workflow state, as well as manage state durations, access rights on KPIs and other commonly used information.
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Add Users:
Allocate users and their roles in your new space.
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Space Overview:
You now have a new space available through your Dashboard. Here's a sample screenshot from a Helpdesk space overview, with a slightly more complex workflow.
