Difference between revisions of "Service/en"

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==Client participant==
 
==Client participant==
Participant-rol kan:  
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Participant-role can:  
#dashboard gebruiken (per klant-groep kan 2Value voor alle gebruikers 1 dashboard instellen),
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#Use dashboard (2Value can set up 1 group dashboard for all users per client group),
#casetracker-calls inzien, comments inzien en plaatsen
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#View casetracker-calls, view and place comments
#Notifys versturen
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#Send notifications
#Attachments (files uploaden) bij comments
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#Upload Attachments at comments
#members inzien en hun eigen profiel en persoonlijke dashboard instellen
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#View members and set up their own profile and personal dashboard
#Reports draaien:
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#Manage Reports:
##interval instellen
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##Set up interval
##selectie van projecten
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##select projects
##per ingesteld interval kunnen uren voorafgaand (''before'') en na afloop (''After'') en de beschikbare uren op de strippenkaart (''Available'') worden ingezien.
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##Per set up interval hours can be viewed (''before'') and (''After'') and the available hours on the 'strippenkaart' (''Available'') can be viewed.
#Notebook kan niet worden ingezien (privacygevoelige informatie)
+
#Notebook can't be viewed (privacy sensitive information)
#Aangekochte strippenkaarten nazien
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#View purchased 'strippenkaarten'
 
#Detailed reports
 
#Detailed reports
  
{{Ambox|type=content|text=Participants kunnen met behulp van deze comments heel veel ''indirect'' bewerkstellingen met '''verzoeken''':<br/>
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{{Ambox|type=content|text=By using these comments participants can ''indirectly'' realize a lot with '''requests''':<br/>
nieuwe case aanmaken<br/>
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create a new case<br/>
case status wijzigen<br/>
+
change case status<br/>
case verwijderen<br/>
+
remove case<br/>
akkoord geven om case te sluiten (status=closed)<br>
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give the approval to close a case (status=closed)<br>
case toekennen aan een (ander) teamlid (assign)<br>
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appoint case to a (or another) team member (assign)<br>
<br/>de echte wijzigingen die daarmee gepaard gaan, worden uitgevoerd door [[#Associate_|associates]]}}
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<br/>the real changes that are involved with these actions will be executed by [[#Associate_|associates]]}}
  
 
==Partner==
 
==Partner==

Revision as of 03:07, 27 June 2011

Language: Nederlands


Servicetool

2Value has an Extranet available for customers, partners and associates to monitor projects and supportcases. There is also an opportunity to participate in the project.

FAQ and internal pages

  1. Public FAQ about the Servicetool
  2. The functional side of Calltracking: what can I do with it?
  3. Public FAQ about Call tracking
  4. Internal pages on the servicetool.

Which login roles are avaiable

End customers who are interested in status, progress, summaries, time and money have client-access permissions. The member name is an email adres.

People thatparticipate from within the client in the project are in the good books. 2Value recognizes the ambassadorship of these pioneers within their own organization. Participants mainly want to help steer the development and enable the process. client participant have privileges when it comes to status, progress, overview, time and money. They can be recognized from the member name in the form of an email address.

Employees of partner-organizations of 2Value that collaborate on a project have partner-privileges.

Associates of 2Value have the most functionalities at their disposal with associate-privileges. These members can be identified by the 2Value-Id.

Client

Client-role can:

  1. Use the dashboard (2Value can set up 1 group dashboard for all users per client group),
  2. Examine casetracker-calls
  3. View members and set up their own profile and personal dashboard,
  4. Manage reports:
    1. Set up intervals
    2. Select projects
    3. Per set up interval hours can be viewed (before) and (After) and the available hours on the 'strippenkaart' (Available) can be viewed.
  5. View purchased 'strippenkaarten'

Client participant

Participant-role can:

  1. Use dashboard (2Value can set up 1 group dashboard for all users per client group),
  2. View casetracker-calls, view and place comments
  3. Send notifications
  4. Upload Attachments at comments
  5. View members and set up their own profile and personal dashboard
  6. Manage Reports:
    1. Set up interval
    2. select projects
    3. Per set up interval hours can be viewed (before) and (After) and the available hours on the 'strippenkaart' (Available) can be viewed.
  7. Notebook can't be viewed (privacy sensitive information)
  8. View purchased 'strippenkaarten'
  9. Detailed reports

Partner

Partner-rol is voorjaar 2011 dezelfde als een associate.

Partner participant

Partner participant-rol is voorjaar 2011 dezelfde als een associate.

2Value associate

Associate kan alles wat een authenticated user in een standaard Open Atrium installatie kan worden toegekend. Uiteraard staat het de administrator van de 2Value servicetool vrij om deze rechten beperkter te maken. Maar globaal is het zo dat als je lid bent van één of meer group(s) je kunt wat een participant kan plus:

  1. Notebooks aanmaken
  2. Assignment, status en priority wijzigen
  3. Naam van cases veranderen
  4. Nieuwe cases aanmaken en cases verwijderen / archiveren
  5. Detailed reports (per teamlid filteren)

Wat kun je expliciet niet kunt als associate:

  1. Projectnamen veranderen
  2. Strippenkaarten veranderen