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ITSS

• This overview contains three main sections

How to Register for ITSS Application Access• Contains guidance on how to create your profile and access the

Dashboard, SmarterTrack and other ITSS sites

How to Update your Profile• Contains guidance on how to update your profile to reflect your

project assignments and access the ITSS Dashboard

SmarterTrack Overview• Contains a walkthrough of common functions within SmarterTrack,

including how to create and handle a ticket

Welcome!

ITSS

How to Register for ITSS Application Access

June 18, 2014

ITSS Request Management Tool

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ITSSAccess ITSS Portal

https://psdc.deloitte.com/requests/Main/Default.aspx

- Visit this link to access Deloitte’s US Delivery Center Portal Page - This link is accessible via Deloitte, Internet or CWOPA network

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ITSS

Select ‘New User?’

Registering to use ITSS Dashboard and SmarterTrack

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ITSSRegistering to use ITSS Dashboard and SmarterTrack

Sign in using your Deloitte credentials

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ITSSRegistering to use ITSS Dashboard and SmarterTrack

Click on ‘Projects’. From the drop down list that appears, select the project(s) that you are a part of.

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ITSSRegistering to use ITSS Dashboard and SmarterTrack

To select, click on the necessary Project acronym

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ITSSRegistering to use ITSS Dashboard and SmarterTrack

Once you are certain you have selected the correct Project(s), click ‘Register’

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ITSSRegistering to use ITSS Dashboard and SmarterTrack

Congratulations, you have successfully registered for Project access!

ITSS

How to Update your Profile for Applications on ITSS Dashboard

June 18, 2014

ITSS Request Management Tool

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ITSSAccess ITSS Dashboard

https://psdc.deloitte.com/dashboard

- This link is accessible via Deloitte, Internet or CWOPA network

- Please log in with your Deloitte credentials

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ITSSUpdating your Profile on ITSS Dashboard

Sign in using your Deloitte credentials

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ITSSUpdating your Profile on ITSS Dashboard

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ITSSUpdating your Profile on ITSS Dashboard

Click the drop down arrow next to your user name and select ‘Update Profile’

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ITSSUpdating your Profile on ITSS Dashboard

Click on the ‘Projects’ drop down to see and edit from the list

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ITSSUpdating your Profile on ITSS Dashboard

Click next to each Project to select or deselect it from your profile, then click ‘SAVE’

ITSS

SmarterTrack 10x Overview

June 18, 2014

ITSS Request Management Tool

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ITSSAccess ITSS Portal

https://psdc.deloitte.com/requests/Main/Default.aspx

- This link is accessible via Deloitte, Internet or CWOPA network

- Please log in with your Deloitte credentials

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ITSSLogging on to SmarterTrack

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ITSSUpdating your Profile

You can edit your personal settings by clicking the drop down arrow next to your user name and selecting ‘My Settings’

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ITSSUpdating your Profile

Enter the email account that you wish to receive ticket confirmation to, then select ‘SAVE’ (CWOPA or Deloitte ONLY)

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ITSSSmarterTrack Home Screen

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ITSSSubmitting a Ticket

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ITSSSubmitting a Ticket

Click on ‘Start a New Ticket’ to begin the ticket creation process

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ITSSSubmitting a Ticket

* indicates mandatory fields

Click the drop down and select the Department from the list, then click ‘Continue’

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ITSSSubmitting a Ticket (Example)

* indicates mandatory fields

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ITSSSubmitting a Ticket

* indicates mandatory fields

Click each field and select your choice from the list, then click ‘Continue’

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ITSS

* indicates mandatory fields

Submitting a Ticket (Completed Example)

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ITSSSubmitting a Ticket

* indicates mandatory fields

Enter your details into the fields provided.

Please ensure that all information is accurate

and complete. Any additional instructions can be entered into the

Message Body field

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ITSSSubmitting a Ticket (Completed Example)

* indicates mandatory fields

Once you have accurately supplied the required

information, click ‘Start Ticket’

Notice – On the right side of the

screen, Knowledge

Base links are automatically provided to

assist in ticket creation

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ITSSTicket Confirmation

This screen will show confirmation that your ticket was successfully submitted, along with the ticket # and summary

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ITSSTicket Confirmation

You will also receive a confirmation email that your ticket was successfully submitted, including ticket #

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ITSSViewing/Replying to Tickets

Select the ticket you wish to View, Update or

Reply to

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ITSSViewing/Replying to Tickets

Add your message in the field provided, then click ‘Send Reply’

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ITSS

All updates, messages and replies will be

shown in descending order with the Date and

Timestamp for each

Viewing/Replying to Tickets

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ITSSClosing your Ticket

Type a brief message in the field provided, click the ‘This ticket can be closed’ checkbox then click ‘Send

Reply’

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ITSSClosing your Ticket

After your ticket has been closed by an ITSS agent, you will

receive a confirmation email and see your ticket on the My

Tickets screen showing it’s status as ‘Closed’

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ITSSFlow chart of your Ticket

SR submitted

ITSS receives SR

Does SR have all the required information?

SR will be returned to submitter

No SR updated and resubmitted

Does SR have all the required information?

No

SR processed and confirmation email sent

SR Closed

Yes

This flow chart provides a step by step look at the ticket validation and processing procedure followed by ITSS

Yes

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ITSSOther Features

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ITSSKnowledge Base

Search the Knowledge Base to find instructions, department descriptions, DPW guidelines, and other helpful information

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ITSSNews

Stay up to date on current news about supported projects and SmarterTrack

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ITSSCommunity Threads

This is a new feature that allows users to share ideas or resolutions to common problems. You can search for existing

topics, or create a new thread

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ITSSCommunity Threads

Select your option from the drop down list provided

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ITSSCommunity Threads

Enter a title. Then in the message body, state your question whilst providing as

many details as possible.

Once completed, select ‘Create

Thread’

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ITSSCommunity Threads (Completed Example)

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ITSSCommunity Threads

Your thread has been created and is posted on

the Community page

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ITSSCommunity Threads

Replying to a Thread- Enter your reply into the

message body, providing as many details as possible. Once completed, select

‘Post Reply’

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ITSSCommunity Threads

Your reply has been added to the thread, and a new

reply window is still available for additional

replies.

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ITSSCommunity Threads

You can click the ‘Subscribe’ button to receive an update by

email whenever a new post is added to the

thread

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ITSSCommunity Threads

When the question has

been answered correctly. The thread creator can select the

‘Answered’ button. Also,

‘Mark as Answered’ the

correct response from

the list of replies