Implementation Assistant helps you customize the application for your specific business needs. It guides you through a DIY implementation plan that is customized based on your requirements for each module.
Role Required: SDAdmin
You can access Implementation Assistant under Getting Started in the application header.
Click Build your Plan and SetUp to create an implementation plan. Each help desk portal can have its own implementation plan.
Select the necessary modules and click Continue. The modules available for selection will depend on your license.
A questionnaire will be displayed to help develop your implementation plan. Choose appropriate responses. Navigate the questionnaire using the Next and Back buttons.
Click Finish after you have completed the questionnaire.
A DIY plan will be created for your help desk portal. You can access it through a floating bubble in the lower right corner of all pages.
Your progress will be monitored, enabling you to return and resume configuration at any time.
On the Implementation Plan pop-up window, click Configure to go to the respective configuration page in the application.
After configuring a setting, it will automatically be marked as completed and indicated by a green tick 
.
If you choose not to configure a setting, simply click Mark as Completed.
For further assistance with the configurations in the implementation plan, click the 
icon to start a support chat.