Quick Actions

Quick Actions  in the header serves as a centralized menu for accessing frequently used help desk actions and records.

The supported quick actions are grouped into the following categories:

Create New: Create various records, such as incident, problem, change, release, project, solution, asset booking, asset, product, software license, CMDB, purchase order, purchase request, contract, and vendor, by using corresponding add forms, without navigating through modules.

Scheduler: View technicians' schedule related information.

• My Schedule: Access My Schedule, a calendar view that displays your assigned requests, tasks, problems, change, and projects. Click here to know more.
• Tech Availability Chart: Use this option to view technician availability and assigned open requests in a monthly matrix view. Click here to know more.
• Logged-in Technicians: Technicians with SDAdmin, SDSiteAdmin, or SDCoordinator roles can use this option to view the technicians who are currently logged in to the application. Click here to know more.
• Mark Unavailability: Use this option to mark your unavailability. Click here to know more.

Tasks: Create and view tasks.

• My Tasks: View the list of tasks assigned to you. Click here to know more.
• View All Tasks: View the list of all tasks added across the application. Click here to know more.
• Add New: Create tasks.

Reminders: Manage reminders.

• My Reminders: View a list of completed and upcoming reminders. Click here to know more.
• Add New: Schedule new reminders. 

Communication: Use Broadcast Message to communicate important messages to all technicians or specific site or group users. Click here to know more.

Asset Groups: Create and manage asset groups.

• Manage Groups: Edit or delete asset groups. Click here to know more.
• New Group: Create asset groups that suit your IT needs. Click here to know how.

Archived Requests: View archived requests and related settings.

• Archived Requests: Use this option to view archived requests. You can also view them by selecting Archived from the requests list view filter.
• Schedule Data Deletion and Archive (SDAdmin-Only): Use this option to automate request archival and deletion by configuring request criteria and conditions. Click here to learn more.

Reply Templates (SDAdmin-Only) : Create and manage reply templates.

Scan: Initiate asset discovery scans.

• Windows Domain Scan: Use this option to add, edit, delete domains, and scan them to discover assets. Click here to know more.
• Network Scan: Use this option to add and manage networks and scan them to discover assets. Click here to know more.
• Workstation Scan: Use this option to scan for devices across specific IP ranges. You can narrow down the scan to specific device type, such as Windows, Linux, Mac, SNMP devices, and more.  

Support: Access troubleshooting and diagnostic tools.

• Support File: Generate support file containing all server data. You can use it to log your queries to the support team.
• Thread Dump: Generate a thread dump file and save it on the log folder as a text document. You can use this document to handle performance issues in the application.
• System Log Viewer: Use this option to view error log generated by the application. Click here to know more.
• Health Meter: Assess the application's health and identify potential performance or system issues. Click here to know more.

You can also access the support file, thread dump, system log viewer, and health meter from Community.