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BMC Remedyforce: Using Self Service Portal (WBT)

The BMC Remedyforce: Using Self Service Portal online course is designed for BMC Remedyforce client users. This self-paced course introduces participants to the features, concepts, and procedures of the Self Service portal. These concepts and procedures will help client users to use the Self Service portal to manage tickets, create service requests, and work with approvals, quick links, and Broadcasts, in BMC Remedyforce.

  • Key Roles
  • Course Objectives
  • Syllabus

Administrators

  • Install, configure, and customize BMC Remedy force
  • Perform system-level troubleshooting
  • Set up users and Sales force organization
  • Grant permissions to users
  • Manage workflows, approvals, and other processes
  • Configure email conversation, knowledge articles, dashboard, and reports
  • Manage licenses and storage
  • Configure the console layout

Change Managers

  • Manage a Change Approval Board that is responsible for accepting or rejecting
  • Change Requests
  • Create and manage Change Requests
  • Assesse Change Requests
  • Create and view change schedule
  • Send Change Requests through the appropriate stages of the change management process or send notifications at each stage of the change process
  • Close a rejected Change Request

Release Coordinators

  • Create and manage Release records
  • Use Release manifest

Staff Users

  • Create and manage Incidents and Tasks
  • Assign Incidents and Tasks to the appropriate queue or staff user
  • Resolve requests
  • Create and manage Problem records
  • Track the progress of requests
  • Handle Incident escalation
  • Close requests

Client Users

  • Report issues to the service desk or submit a request
  • Track the status of open Incidents and service requests
  • Search for solutions in self-help articles to resolve common issues based on previous solutions
  • View a list of commonly used service requests or tickets
  • Update profile information
  • Create and manage tickets
  • Describe the methods to create a ticket
  • Use the My Cart feature
  • Search for requests and templates
  • Create service requests
  • Search for and view Self Help articles
  • Report an issue using common tickets
  • View Broadcasts
  • Use the Chatter feature
  • Manage approvals
  • Use quick links
  • View and edit your profile information

1. USING THE SELF SERVICE PORTAL 

  • Managing Tickets and Service Requests
  • Working with Service Requests
  • Working with Quick Links and Broadcasts
 BMC
  • Course Code: SPPT-RFSS-0100
  • Duration : 2 Hours
  • Certified by: BMC

The BMC Remedyforce: Using Self Service Portal online course is designed for BMC Remedyforce client users. This self-paced course introduces participants to the features, concepts, and procedures of the Self Service portal. These concepts and procedures will help client users to use the Self Service portal to manage tickets, create service requests, and work with approvals, quick links, and Broadcasts, in BMC Remedyforce.

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