Practices, frameworks, and technologies that automate, improve efficiencies, and measure the effectiveness of business processes. Includes IT service management; ticket management; operations, business, sales, and marketing management platforms; document and signature management services; customer relationship management; job scheduling; and workflow management.

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Articles (36)

TeamDynamix - Privacy Statement

This online privacy statement is intended to inform you of the ways in which this tdx.msu.edu website ("Site") collects information, the uses to which that information will be put, and the ways in which we protect information you choose to provide us.

General Information About Transact Payments (formerly CashNet)

This article links to the main Transact Payments help page maintained by MSU staff.

TeamDynamix – Effort Reporting Definitions, Expectations and FAQs

This document provides an overview of key elements of Effort Reporting as well as new terminology and expectations to help ensure successful Effort Reporting engagement.

TeamDynamix - Ensuring Compliance with Ticket Response Service Level Agreement (SLA)

To ensure timely responses and maintain compliance with our Service Level Agreement (SLA), it's essential to update the status of tickets promptly. This article provides a clear explanation of the Ticket Response SLA criteria and includes guidance on how to manage ticket statuses to avoid SLA violations.

TeamDynamix – IT Services Glossary of Terms

This glossary defines common terms used when interacting with service management processes and tools. It contains definitions from various sources and is not intended to be a comprehensive list of service management-related terminology.

TeamDynamix - Scenario Guide to Ensure Proper Ticket Assignment Despite Multiple Support Group Memberships

Sometimes getting a ticket assigned to the correct User and/or Support Group can be a challenge depending on the User's group memberships and which one is set as their Primary Group. The table below will guide you through the steps needed to ensure the ticket is assigned correctly and as intended.

TeamDynamix - Support Group Standards

Standards for how Support Groups should be structured in TeamDynamix.

TeamDynamix - Training Resources

TeamDynamix is live
To log into TeamDynamix (TDX) as an analyst, visit tdx.msu.edu.

Log in with your MSU NetID credentials
Select Users to go to the TDNext analyst portal
Select Client Portal for our customer interface and to request services or search the knowledge base
The direct link to the client portal is ithelp.msu.edu.

TeamDynamix (TDX) - Frequently Asked Questions About the New User Interface

This article will collect questions about the new TeamDynamix User Interface (the v12 update).

TeamDynamix (TDX) - Ignore List for Emails Received into TeamDynamix

Emails sent with any of the conditions listed in this article will be prevented from creating a ticket in TeamDynamix. This is meant to sanitize inputs and prevent competing auto-replies from creating infinite loops in processing.

TeamDynamix (TDX) - Known Maintenance Windows

Lists out the known maintenance windows for TeamDynamix (TDX) from both the vendor and MSU IT.

TeamDynamix (TDX) - Onboarding Overview Video

This video covers the basics of TeamDynamix and how onboarding to it may improve your processes and workflows.

TeamDynamix (TDX) - Top Differences Between CA Service Desk and TeamDynamix - Internal Only

This article details the main differences between the formerly used CA Service Desk system and the new TeamDynamix (TDX) one.

TeamDynamix (TDX) - Working with Windows Plan Manager

Windows Plan Manager is a downloaded application that allows users to interact with, create, modify, and manage waterfall plans and tasks without needing to sign into a web interface and without having to worry about other users’ live actions affecting your view of a plan. There is a required sign-on before a project plan can be accessed, and once authenticated users can only access projects which they are a resource on or are the manager of.

This article links to the TDX KB for more.

Promapp - How to Request Access to the Promapp Process Mapping Tool at MSU

Following these steps will complete the prerequisites for getting access to the Promapp process mapping tool used at MSU.

TeamDynamix - How To Download and Install the TDX Mobile App

Following these steps will download and install the TeamDynamix Mobile App to your device.

TeamDynamix - How To Edit Time on a Ticket

Following these steps will update the time entered on a ticket in the TeamDynamix system.

TeamDynamix - How To Remove and Re-Add the Confidential Data Banner on the Client Portal

Following these steps will remove or re-add the confidential data banner from the TeamDynamix Client Portal homepage.

TeamDynamix - How To Report Effort on a Project

Following these steps will add time to a project for Effort Reporting.

TeamDynamix - How To Report Effort on a Ticket

Following these steps will add time and effort for reporting to a ticket in TeamDynamix (TDX).

TeamDynamix - How To Report Effort on Administrative Activities

Following these steps will add administrative time for Effort Reporting.

TeamDynamix - How To Report Out of Office Time

Following these steps will record your Out of Office time for Effort Reporting.

TeamDynamix - How to Request Additional Permissions for a User

How to request additional permissions be added or removed for a user in TeamDynamix (TDX) using the access request form.

TeamDynamix - Using the Briefcase

The Briefcase gives project team members the ability to add and share files and folders. Specifically, the briefcase allows for files to be uploaded to relative projects, portfolios, etc. without needing to create a ticket. By uploading to a project briefcase, for example, it become obvious the file is related to said project.

TeamDynamix (TDX) - How To Create a Ticket

Step-by-step Instructions of creating tickets in TeamDynamix

Transact Payments - Error Purchasing Items on iPhone Using Safari

This article provides a workaround for "An error has occurred. The problem has been logged for the system administrator."