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Add files to User Management  XML
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[Post New]17/04/2012 09:11:10
    Subject: Add files to User Management
[Up]
Administrator
SysAider

SysAider from release 7.5
Joined: 16/11/2011
Messages: 2
Offline
We would like to use the User Management better than we are doing now.

We have documents we would like to add to a user. I want to look up a user, and find his documents I uploaded.
Can this be done using a custom field?
[Post New]07/05/2012 19:06:31
    Subject: Re:Add files to User Management
[Up]
Oded M
VP Product


Joined: 28/05/2008
Messages: 891
Offline
You can add attachments to the user form,
Simply customize the user form by clicking the cogwheel on the top from wihtin any user
Move attachment control from available to visible

Checkout the online aid page for more info: http://www.sysaid.com/help-page.htm?helpPageId=4233&edition=0


Good luck
Oded
[Post New]07/05/2012 21:43:59
    Subject: Re:Add files to User Management
[Up]
cooperspc
Super SysAider

SysAider from release 7 United States
Joined: 03/03/2011
Messages: 91
Online
An Option that i use (since v6)
I have created a status called information
then i create a information SR , I can add this information to the SR and any attachments
the SR can be added to an asset and/or a Submit user
I have added drivers and installation instructions this way, made it very easy for submit users to see the information quickly also

It gave it a more direct correlation to the asset or user than the Help Desk


[Post New]08/05/2012 06:36:01
    Subject: Re:Add files to User Management
[Up]
sarah
SysAid CEO


Meet me in Vegas - SysAid technology Conference - 28-30/4/2010
Joined: 14/04/2008
Messages: 547
Offline

Wow this is the kind of stuff I like because I get to showoff what SysAid can do.
In our enterprise edition you could show information from within any entity such as user or company on the SR itself.
Meaning you enter the information on the entity level but we pull it to the SR without having to drill down.
Look at the screenshot especially at the link to a different SR, we do something similar we have a SR where we document key events in a customer/account manager relationship things that will help us when specking to the customer or if he has anything unique in his configuration or implementation.
On every SR the customer will open regardless of the user (as we connected it to company) this SR will show and the information there will help us troubleshoot and assist the customer.
If you would have asked me what would be the best way to document information on user or asset level my answer will be CI, translate all your asset information and user information to CI.
And you could connect any SR to CI.
The benefits are: CI is a customizable form with 256 free custom fields which you could enjoy and design the form and the information you need if you use a SR its customization abilities are limited even though we I just said we use it but we wanted to use the activity function with is available for SR only.
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