CCS SERVICE REQUEST 5.0

 

Configuration and Administration Manual

 

Crow Canyon Systems, Inc.

http://www.crowcanyon.com

support@crowcanyon.com

 

LICENSING and NAMED SEATS

The CCS Service Request program includes keys at two levels:

We send you the full Global and Local License Keys upon purchase of the program. Note that the Trial Version includes temporary License Keys that will expire on a pre-set date. The Trial Version is limited to four Service Areas at the Global level and three Named Seat in each Service Area.

To upgrade from the trial to the full release, you simply enter the Global key in the Service Area Manager and the Local keys in the License Utility for each Service Area. You will not lose any tickets, data, or configuration settings when going from trial to full release.

 

Service Area Manager (Global Key):

CCS Service Request includes a Service Area Manager utility in the Service Area Manager folder under the top-level Service Request folder.

This is used to manage the global licensing and the number of Service Areas.

To enter the Global license, press the “Enter or Update License” button, and then enter in the Key in the input box, then Save and Close the Utility. BE SURE TO ENTER THE FULL KEY.

If you see gibberish in the left-hand pane’s “This product is license to:” section, then the full key was not entered correctly or the key is missing some information.  Please re-enter the full key. If the gibberish persists, then please check with us to see if the key is correct.

The “Service Area Manager” section (the right-hand pane) is used to set up Service Areas. This is explained in more detail in the Service Areas section of the Admin Manual.

 

License Utility (Local Keys):    

CCS Service Request includes a License Utility in each Service Area to manage licensing and Named Seats at the individual Service Area level. The License Utility is in the License folder under the Utilities folder in each Service Area folder group.

License Utility:

 

To enter the Local license for the Service Area, press the “Enter or Update License” button, and then enter in the Key in the input box, then Save and Close the Utility. BE SURE TO ENTER THE FULL KEY.

If you see gibberish in the left-hand pane’s “This product is license to:” section, then the full key was not entered or the key is missing some information.  Please re-enter the full key. If the gibberish persists, then please check with us to see if the key is correct.

 

Named Seats

“Named Seats” are the staff members who are licensed to assign, modify, work on, close and otherwise manipulate tickets. They also can run reports and add to the Knowledge Base. The program is licensed by “Named Seats” and will only allow as many Seats as were purchased.

 Named Seats are added with the “Add new named seat” button. They are removed by checking the box next to the name (after they are added) and then pressing the “Remove” button.

Also, each Named Seat can have two other rights: “Edit Work Log” and “Global Approver”.

The “Edit Work Log” right means the Named Seat can go into an Assigned or Completed ticket and modify the Work Log. Usually it is best to have one person designated to do this so that misspellings or other mistakes can be corrected. Letting the full staff do this means the Work Log can be modified at will, and that may not be desirable if trying to track the history and processing of tickets by staff.

The “Global Approver” right means that the Named Seat can approve a ticket (if the ticket requires approval) without actually being the named Approver on the ticket. This is useful if the named Approver on a ticket is not available or does not take action. The Global Approver can move the ticket along by approving it, though caution must be used to ensure the integrity of the approval process and that approvals are not arbitrarily given out when unwarranted.