1 Concur Doclink Adobe Acrobat Issue… Account Access… Request Access… Disable Account… Request Installation… Sales Person Requester Issue… Issues… Mobile App… Login Help… Request Access… Cylance Dropbox APD Issue… Create/Remove Account Login Help… Question… Folder Access… Mobile App… Issue… Data Transfer Login Help… Amazon Chime Mobile App… Move Files to Another Request Access… Location… Duo Issue… Mobile App… Decommission Request Access… Question… Issue… Removals… Question… Basecamp Transfer to New Phone… Desk Phone Request Access…. ESET Issue…. Call Quality… Question… Conference Phone Issue Issue… Forwarding… Question… Call Copy Headset… New User Guides… Uptivity Outage… Phone – No Dialtone… Add/Remove User… Phone – No Power… Change Number… Voicemail Issue… Issue… Voicemail Password Reset Existing Extension: Reconfig Chromebook New – Avaya Conference… New – Avaya Desk Phone Issue… Question… Desktop Clickshare Issue… Issue…
2 Email GPS Integration - Corp HQ (HR, Finance, Boxer Problem… Request Access… Cannot Receive… Issue… Accounting, Shared Services) Cannot Send… Question… New Integration… Conference Rooms… Integration Question… Create Alias… Hardware - New Integration Issue… Distribution Group – Integration Add/modify… Check Scanner… Modification… Email Alias… Chromebook… M&A Post Integration Legal Hold… Clickshare… Support… Mailbox Permission… Desktop… Mass Email to be Sent Out.., Docking Station – Laptop Integration – Message Trace… Docking Station – Surface Operations (Ops, Fleet, Modify Distribution Group… IGEL… New Distribution Group… Keyboard.. Safety) New Shared Mailbox… Laptop… New Integration… Outlook Problem… Logitech Meetup… Integration Question… Send AS Permission… Memory Upgrade… Integration Issue… SPAM Filter… Mobile Phone… Integration Mouse… Modification… Printer – Desktop… M&A Post Integration Printer – MFP… Support… Scanner…. Training Computer… Integration – Sales Webcam… Wyse Terminal… (Sales, Customer Care, Marketing, Pricing) Placeholder Headset New Integration… File Share Request,,, Integration Question… Issue… Integration Issue… Request Access… Integration Data Restore… IGEL Modification… Driving Map Issue… M&A Post Integration Issue… Support… Question… Internet/Wi-Fi – Internet/Wi-Fi – Cabling Wireless Access Point New Drops… Connectivity Problem… Relocate Data Ports… Request Config…
3 United Site Services Case Management Directory Internet/Wi-Fi Edition 1.0.0 Released 1/3/22 Connectivity Issue Placeholder Microsoft Outlook No Connection Wi-Fi – site…. Internet/Wi-Fi UPS Freeze/Crash… No Connection Wi-Fi – Issue… User… Issue…. Not Receiving Email… No Connection Wired - New….. Password… User… Replace Battery…. Question… No Connection Wires – Spam…. Site… Keyboard Slow Connection – Site… Microsoft Project Slow Connection – Issue… User… Request Access… Laptop Issue… Internet/Wi-Fi Guest Wi-Fi Activate Cellular… Microsoft Issue… Sharepoint Request Access… Power/Battery Problem Issue…. Request Access… Logitech Meetup Issue… Internet/Wi-Fi Outage Question… Issue…. Request Site Creation… Internal…. Question…. Undetermined Cause…. Microsoft Teams Vendor… Microsoft Office Apps Request Access… Internet/Wi-Fi Issues… Relocation Issue… Login Help… Mobile App… To new location 10+ Question… users… To new location 1-10 Microsoft Visio users…. Within Building 10+ Request Access… users… Issue… Within Building 1-10 users…. Mimecast Issue… Other…. Question…
United Site Services Case Management Directory 4 Edition 1.0.0 Released 1/3/22 Mobi Data Issue… Pricing Tool Enhancement… Battery Issue… General Ledger… Issue… Cannot Get Route… How to… Request Access… Login Help… Issue… Performance… Printer & Scanner Mobile Device Purchasing Requester… Reports… Configure New…. Device – Locate… Request Access… Defective Hardware…. Device – New/Replace… Routine Configuration… Printing Problem…. Device – Passcode/PIN… Scan to Email/Folder… Device – Reassign… New Hire Request Service Message…. Device – Return/Recycle… Toner Request…. Laptop SIM – Activate… Full Time User… Mobile App – Break/Fix… Limited User… Quickbooks Mobile App – New App Change Request… Request… Request Access…. Mobile Service – New Software Issue…. Activate/Suspend… Request Mobile Service – Break/Fix… Recognize Mobile Service – Port Not Listed…. Number… Request Access… Issue… Monitor OneLogin Mobile App… Damaged…. Single Sign On Relocation – Issue…. Desktop Hardware Request Access… Mouse Issue… Other…. Mobile App… Issue…. Question… Reporting – Corp HQ Two Factor Auth… (HR, Finance, Accounting, Navision Other (Applications) Shared Services) How To… Issue… New Report/Dashboard.. Issues…. Question… Report/Dashboard Reports… Questions…. Request… Report/Dashboard Issue Request Access… Report/Dashboard Modification…. Netsuite Placeholder Data Export Request (via Excel)… Accounts Payable…
5 United Site Services Case Management Directory Reporting – Ops Edition 1.0.0 Released 1/3/22 (Ops, Fleet, Safety) Salesforce CPQ Service Appointment – Navision… New Report/Dashboard... Amendment… Case Assignment… Report/Dashboard Transfers.,.. Enhancement Requests… Questions…. Cancelled USS FSL App… Report/Dashboard Issue… Orders - Zuora Still Maintenance Plan… Report/Dashboard Billing… Manual Completion… Modification…. Change Payment Map…. Data Export Request (via Methods… Operations…. Excel)… Customer Move… Relocate/Transfer… Enhancement Splitting Services…. Reporting – Sales Requests…. Jobsite Manager… Placeholder (Sales, Customer Care, Path to Order… Marketing, Pricing) Price Adjustments/ Salesforce IT Contract Pricing… Functions New Report/Dashboard... Price Disputes… Report/Dashboard Question… Salesforce New User Question… Replacement Access…. Report/Dashboard Issue... Orders/Quotes…. Report/Dashboard Zip Code Object Data Skype Modification…. Update…. Data Export Request (via Quantity or Service Request Access… Excel)… Mismatch… Address Book… Issues…. Salesforce Access Salesforce CRM Login Help… Question…. Login Help… Data Updates… Need Additional Enhancement Slack Access… Requests… Issue…. Create/Remove Account… Salesforce CLM Mobile App…. Issues… Questions…. Login Help… Agreement Approval… Reports…. Mobile App… Agreement Record Territory Update… Updates…. Account/Contract Snaggit Enhancement Requests Updates… Issue… Issue… Reports…. Salesforce FSL Question… Vendor Account Creation…. Service Appointment - FSL….
6 United Site Services Case Management Directory Smartsheet Edition 1.0.0 Released 1/3/22 Request Access… Tablet Tower –Tristate Create New Account… Training Disable Account… Device New/Replace,,, Issue… Issue… Issues… Login Help…. Login Help… Question… Telecloud Need Additional Access Software Removal Login Help… Update User Record Request Call Recording… Other Software… Profile Change (Name, Termination Request Title, Email, etc…)…. Stolen/Lost Asset Limited User… USS Art Laptop… Full User… Mobile Device… Issue…. Textline Request Access… Suspicious Activity Request Access…. USS Learn Suspicious Email Issue…. Received…. Mobile App… Issue…. Unauthorized Access Question… Request Access… Attempt…. Question… Tower - Mobile Symantec PGP USS Login Desktop Routes… Tablet Issue… Request Access… Issue… Cannot Login… Login Help… Tower - Southeast Password Reset… Tableau Issues… Login Help… Create New Account… Need Additional Access Disable Account… Issue… Tower –Tristate Login Help… Mobile App… Production Issues… Login Help… Need Additional Access
7 United Site Services Case Management Directory USS Remote (Citrix) Edition 1.0.0 Released 1/3/22 Request Access… Workplace Install Citrix…’ By Facebook Issue…. Login Help…. Issue… Question… Request Access… Mobile App… Vendor Work Wyse Terminal Century Link… Issue… Question….. Zoom Create/Remove Account… Issues… Login Help… Mobile App… Virus/Malware Need a Scan… VPN – Cisco Anyconnect Issue… WalkMe Other…. Web Browser (Chrome, Firefox, Edge,…) Issue… Question… Mobile App…
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Adobe Acrobat Click here to return to the index * Category * Sub-Category Applications Adobe Acrobat * Items Request Request installation of Adobe Acrobat. Requests a license and Installation approval. Review the list of Items to the right before making your selection Issue Any issues with Adobe Acrobat Request Access If you need Adobe Acrobat access, but don't have it ADP Click here to return to the index * Category * Sub-Category Applications ADP * Items Login Help Get Assistance logging in Mobile App Issues with the ADP Mobile App Review the list of Items to the right before making your selection 1
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Amazon Chime Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Amazon Chime * Items Request Access If you need Amazon Chime but don’t have it Issue Any issues with the Desktop version of Amazon Chime Review the list of Items to the right Any issues with the Mobile version of Amazon Chime before making your selection Mobile App Any questions about Amazon Chime Question Basecamp Click here to return to the index * Category * Sub-Category Applications Basecamp * Items Request Access If you need Basecamp but don’t have it Issue Any issues with the Desktop version of Basecamp Review the list of Items to the right Any questions about Basecamp before making your selection Question 2
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Call Copy (Uptivity) Click here to return to the index * Category * Sub-Category Applications Call Copy (Uptivity) * Items Add/Remove If you need to add or remove a user User Any issues with the Desktop version of Call Copy (Uptivity) Review the list of Items to the right If you need to request to change your number before making your selection Issue Change Number Chromebook Click here to return to the index * Category * Sub-Category Desktop Hardware Chromebook * Items Issue Any issues with the Desktop version of Chromebook Question Any questions about Chromebook Review the list of Items to the right before making your selection 3
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Clickshare Click here to return to the index * Category * Sub-Category Desktop Hardware Clickshare * Items Issue Any issues with the Desktop version of Clickshare Review the list of Items to the right before making your selection Concur Click here to return to the index * Category * Sub-Category Application Concur * Items Request Access If you need Concur but don’t have it Any issues with the Desktop version of Concur Review the list of Items to the right Issue Any issues with the Mobile version of Concur before making your selection Mobile App Sales Person Requestor Sales Person Requestor 4
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Cylance Click here to return to the index * Category * Sub-Category Applications Cylance * Items Issue Any issues with the Desktop version of Cylance Question Any questions about Cylance Review the list of Items to the right before making your selection Data Transfer Click here to return to the index * Category * Sub-Category User Access Data Transfer * Items Move Files to Another Location Request for Infrastructure/approval to move files to another location Review the list of Items to the right before making your selection 5
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Decommission Click here to return to the index * Category * Sub-Category Desktop Hardware Decommission * Items Removals Hardware such as printers, servers, or computers that are no longer needed and can be recycled. Review the list of Items to the right before making your selection Duo Click here to return to the index * Category * Sub-Category Desktop Hardware Duo * Items Request Access If you need access to Duo but don't have it Issue Any issues with Duo Review the list of Items to the right before making your selection Question Any questions regarding Duo Transfer to new Request for Infrastructure/approval to transfer to a new phone phone 6
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Desktop Click here to return to the index * Category * Sub-Category Desktop Hardware Desktop * Items Issue Any issues with your Desktop (hardware) Review the list of Items to the right before making your selection Doclink Click here to return to the index * Category * Sub-Category Applications Doclink * Items Account Access If you require access to your Doclink account Disable Account If you need to disable your Doclink account Review the list of Items to the right Any issues with the Desktop version of Doclink before making your selection Issue If you need. Help logging in (Username, password, other) Login Help 7
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Dropbox Click here to return to the index * Category * Sub-Category Applications Dropbox * Items Create/Remove Account Request to add/remove a user from Dropbox Folder Access Request folder access to Dropbox Review the list of Items to the right before making your selection Issue Any issues with Dropbox Login Help Get assistance with Dropbox login Mobile App Issues with the Dropbox USS mobile app ESET Click here to return to the index * Category * Sub-Category Applications ESET * Items Issue Any issues with the Desktop version of ESET Question Any questions about ESET Review the list of Items to the right before making your selection 9
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 File Share Click here to return to the index * Category * Sub-Category User Access File Share * Items Request Access Request access to file share. Data Restore Request to restore data. Requires infrastructure/approval. Review the list of Items to the right before making your selection Drive Mapping Issue Issues with drive mapping/map my drive. GPS Click here to return to the index * Category * Sub-Category Applications GPS * Items Request Access If you need GPS but don’t have it Issue Any issues with the Desktop version of GPS Review the list of Items to the right Any questions about GPS before making your selection Question 10
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Headset Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Headset * Items Request If you need a headset and don’t have one Issue Any issues with your headset Review the list of Items to the right before making your selection IGEL Click here to return to the index * Category * Sub-Category Desktop Hardware IGEL * Items Issue Any issues with the Desktop version of IGEL Question Any questions about IGEL Review the list of Items to the right before making your selection 11
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Integration - Corp HQ (HR, Finance, Accounting, Shared Services) * Category * Sub-Category Data Integration Integration - Corp HQ (HR, Finance, Accounting, Shared Services) * Items New Integration Request a new integration for HR, Finance, Accounting Integration Question or Shared Services related systems Review the list of Items to the right Ask a question about an HR, Finance, Accounting, Shared before making your selection Integration Issue Services data integration Report an issue with an HR, Finance, Accounting, Shared Services data integration Integration Request a change to an HR, Finance, Accounting or Modification Shared Services data integration M&A Post Integration Request post-integration M&A support in the area of HR, Support Finance, Accounting or Shared Services Click here to return to the index 12
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Integration - Operations (Ops, Fleet, Safety) Click here to return to the index * Category * Sub-Category Data Integration Integration - Operations (Ops, Fleet, Safety) * Items New Integration Request a new data integration for Operations, Fleet or Integration Question Safety related systems Review the list of Items to the right Ask a question about an Operations, Fleet or Safety data before making your selection Integration Issue integration Report an issue with an Operations, Fleet or Safety data integration Integration Request a change to an Operations, Fleet or Safety data Modification integration M&A Post Integration Request post-integration M&A support in the area of Support Operations, Fleet or Safety Click here to return to the index Integration - Sales (Sales, Customer Care, Marketing, Pricing) * Category * Sub-Category Data Integration Integration - Sales (Sales, Customer Care, Marketing, Pricing) * Items New Integration Request a new integration for Sales, Customer Care, Integration Question Marketing or Pricing related systems Review the list of Items to the right Ask a question about a Sales, Customer Care, Marketing before making your selection Integration Issue or Pricing data integration Report an issue with a Sales, Customer Care, Marketing or Pricing data integration Integration Request a change to a Sales, Customer Care, Marketing Modification or Pricing data integration M&A Post Integration Request post-integration M&A support in the area of Support Sales, Customer Care, Marketing or Pricing 13
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Internet/Wi-Fi Cabling Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Internet/Wi-Fi Cabling * Items New Drops New installation request Relocation installation Review the list of Items to the right Relocate Data before making your selection Ports Internet/Wi-Fi Connectivity problem Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Internet/Wi-Fi Connectivity Problem * Items No Connection Wi-Fi - Site No Connection Wi-Fi - User Review the list of Items to the right No Connection Wired - Site before making your selection No Connection Wired - User Slow Connection - Site Slow Connection - User 14
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Internet/Wi-Fi Guest Wi-Fi Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Internet/Wi-Fi Guest Wi-Fi * Items Request Access If you need Internet/Wi-Fi Guest Wi-Fi but don’t have it Issue Review the list of Items to the right Any issues with the Desktop version of Internet/Wi-Fi Guest before making your selection Wi-Fi Internet/Wi-Fi Outage Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Outage Internet/Wi-Fi Outage * Items Internal Report a wifi outage Review the list of Items to the right Undetermined Report a wifi outage - undetermined cause before making your selection Cause Vendor Report a wifi outage for a vendor 15
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Internet/Wi-Fi Relocation Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Internet/Wi-Fi Relocation * Items To New Location 10+ Users Relocation to a new building/location (10+ users) To New Location 1-10 Users Relocation to a new building/location (1-10 users) Review the list of Items to the right Relocation within building (10+ users) before making your selection Within Building 10+ Users Relocation within building (1-10 users) Within Building 1-10 Users Internet/Wi-Fi UPS Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Internet/Wi-Fi UPS * Items Replace Battery Replace a battery with UPS Issue Any issues with UPS Review the list of Items to the right New New UPS before making your selection 16
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Internet/Wi-Fi Wireless Access Point Click here to return to the index * Category * Sub-Category Internet/Wi-Fi Internet/Wi-Fi Wireless Access Point * Items Connectivity Connection problem with your wireless access point Problem Review the list of Items to the right before making your selection Request Config Experiencing issues and need to request reconfiguration 17
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Keyboard Click here to return to the index * Category * Sub-Category Desktop Hardware Keyboard * Items Issue Any issues with the keyboard Review the list of Items to the right before making your selection Laptop Click here to return to the index * Category * Sub-Category Desktop Hardware Laptop * Items Activate Request activation of cellular service on USS laptop Cellular Review the list of Items to the right before making your selection Issue Any issues with your laptop Power/Battery Power/battery issue with your laptop. Requires Dell Problem support/warranty check. 18
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Logitech Meetup Click here to return to the index * Category * Sub-Category Desktop Hardware Logitech Meetup * Items Issue Any issues with the Desktop version of Logitech Meetup Question Any questions about Logitech Meetup Review the list of Items to the right before making your selection Microsoft Office Apps Click here to return to the index * Category * Sub-Category Applications Microsoft Office Apps * Items Issue Any issues with the Desktop version of Microsoft Office Apps Review the list of Items to the right before making your selection 19
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Microsoft Outlook Click here to return to the index * Category * Sub-Category Applications Microsoft Outlook * Items Freeze/Crash If you need Microsoft Outlook but don’t have it Any issues with the Desktop version of Microsoft Outlook Review the list of Items to the right Issue before making your selection Not Receiving Any issues with the Mobile version of Microsoft Outlook Email Reset or change password for Microsoft Outlook Password Any questions about Microsoft Outlook Report issues, problems, etc for Microsoft Outlook Question Spam Microsoft Project Click here to return to the index * Category * Sub-Category Applications Microsoft Project * Items Request Access If you need Microsoft Project but don’t have it Issue Any issues with the Desktop version of Microsoft Project Review the list of Items to the right before making your selection 20
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Microsoft Sharepoint Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Microsoft Sharepoint * Items Request Access If you need Microsoft Sharepoint but don’t have it Issue Any issues with the Desktop version of Microsoft Sharepoint Review the list of Items to the right before making your selection Question Any questions about Microsoft Sharepoint Request Site Request site creation for Microsoft SharePoint. Requires Creation approval Microsoft Teams Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Microsoft Teams * Items Request Access If you need Microsoft Teams but don’t have it Issue Any issues with the Desktop version of Microsoft Teams Review the list of Items to the right If you need help logging into Microsoft Teams before making your selection Login Help Any issues with the Mobile version of Microsoft Teams Mobile App Any questions about Microsoft Teams Question 21
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Microsoft Visio Click here to return to the index * Category * Sub-Category Applications Microsoft Visio * Items Request Access If you need Microsoft Visio but don’t have it Issue Any issues with the Desktop version of Microsoft Visio Review the list of Items to the right before making your selection Mimecast Click here to return to the index * Category * Sub-Category Applications Mimecast * Items Issue Any issues with the Desktop version of Mimecast Other Any issues with the Mobile version of Mimecast Review the list of Items to the right Question Any questions about Mimecast before making your selection 22
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Mobi Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Mobi * Items Battery Issue Question/trying to locate an email Mobile App Battery issue with Mobi. Review the list of Items to the right Question Route not showing. before making your selection 23
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Monitor Click here to return to the index * Category * Sub-Category Desktop Hardware Monitor * Items Damaged If your Desktop monitor is damaged Issue Any issues with the Desktop monitor Review the list of Items to the right before making your selection Mouse Click here to return to the index * Category * Sub-Category Desktop Hardware Mouse * Items Issue Any issues with the Desktop version of your Mouse Review the list of Items to the right before making your selection 24
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Navision Click here to return to the index * Category * Sub-Category Applications Navision * Items How To Request for assistance on how to complete an action in Navision Review the list of Items to the right before making your selection Issue Any issues with the Desktop version of Navision Reports Any issues with the Mobile version of Navision Requests Any questions about Navision Request Access If you need Navision but don’t have it 25
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 New Hire Request Click here to return to the index * Category * Sub-Category User Access New Hire Request * Items Full Time User Request to onboard/provision a full user Review the list of Items to the right Limited Time User Do not include, they want to remove this before making your selection Change Request Request to modify a new user request previously submitted New Software Request Click here to return to the index * Category * Sub-Category Applications New Software Request * Items Not Listed Request for a new software that was not listed in the other categories Review the list of Items to the right before making your selection 26
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 OneLogin – Single Sign On Click here to return to the index * Category * Sub-Category Applications OneLogin – Single Sign On * Items Request Access If you need OneLogin - Single Sign On but don’t have it Issue Any issues with the Desktop version of OneLogin - Single Sign On Review the list of Items to the right before making your selection Mobile App Any issues with the Mobile version of OneLogin - Single Sign On Question Any questions about OneLogin - Single Sign On Two Factor Issue with two factor authentication and likely are not receiving Authorization texts Other Click here to return to the index * Category * Sub-Category Applications Other * Items Issue Any issues with the Desktop version of Other applications Question Any questions about Other applications Review the list of Items to the right before making your selection 27
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Pricing Tool Click here to return to the index * Category * Sub-Category Applications Pricing Tool * Items Request Access If you need Pricing Tool but don’t have it Issue Any issues with the Desktop version of Pricing Tool Review the list of Items to the right before making your selection Printer & Scanner Click here to return to the index * Category * Sub-Category Desktop Hardware Printer & Scanner * Items Configure New If you need Printer & Scanner access but don’t have it Defective Hardware Any issues with the hardware for Printer & Scanner Review the list of Items to the right Any issues printing with the Printer & Scanner before making your selection Printing Problem Any questions/issues about Printer & Scanner Scan to Email/Folder Report any service messages for Printer & Scanner Request Toner for Printer & Scanner Service Message Toner Request 28
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Quickbooks Click here to return to the index * Category * Sub-Category Applications Quickbooks * Items Request Access If you need Quickbooks but don’t have it Issue Any issues with the Desktop version of Quickbooks Review the list of Items to the right before making your selection Recognize Click here to return to the index * Category * Sub-Category Applications Recognize * Items Request Access If you need Recognize but don’t have it Issue Any issues with the Desktop version of Recognize Review the list of Items to the right Any issues with the Mobile version of Recognize before making your selection Mobile App 29
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Relocation – Desktop Hardware Click here to return to the index * Category * Sub-Category Desktop Hardware Relocation – Desktop Hardware * Items Other Any issues with your desktop Review the list of Items to the right before making your selection Click here to return to the index Reporting - Corp HQ (HR, Finance, Accounting, Shared Services) * Category * Sub-Category Reporting & Dashboards Reporting - Corp HQ (HR, Finance, Accounting, Shared Services) * Items New Report/Dashboard Any new report request for HR, Finance, Report /Dashboard Question Account, Shared Services Review the list of Items to the right Ask a question about an HR, Finance, before making your selection Report/Dashboard Issue Account, Shared Services report Report an issue with an HR, Finance, Account, Shared Services report Report/Dashboard Request a change to an existing HR, Finance, Modification Account, Shared Services report Data Export Request (via Request an Excel data export related to HR, Excel) Finance, Account, Shared Services data 30
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Reporting - Operations (Ops, Fleet, Safety) Click here to return to the index * Category * Sub-Category Reporting & Dashboards Reporting - Operations (Ops, Fleet, Safety) * Items New Any new report request for Operations, Fleet or Report/Dashboard Safety Review the list of Items to the right before making your selection Report /Dashboard Ask a question about an Operations, Fleet or Safety Question report Report/Dashboard Report an issue with an Operations, Fleet or Safety Issue report Report/Dashboard Request a change to an existing Operations, Fleet or Modification Safety report Data Export Request Request an Excel data export related to Operations, (via Excel) Fleet or Safety data Click here to return to the index Reporting - Sales (Sales, Customer Care, Marketing, Pricing) * Category * Sub-Category Reporting & Dashboards Reporting - Sales (Sales, Customer Care, Marketing, Pricing) * Items New Report/Dashboard Any new report request for Customer Care, Report /Dashboard Question Marketing, Pricing Review the list of Items to the right Ask a question about a Customer Care, before making your selection Report/Dashboard Issue Marketing, Pricing report Report an issue with a Customer Care, Marketing, Pricing report Report/Dashboard Request a change to an existing Customer Modification Care, Marketing, Pricing report Data Export Request (via Request an Excel data export related to Excel) Customer Care, Marketing, Pricing data 31
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Salesforce Access Click here to return to the index * Category * Sub-Category Salesforce Salesforce Access * Items Login Help Get assistance with Salesforce Login. FSL Review the list of Items to the right Need Additional Request additional Salesforce permissions (i.e. ability to before making your selection Resources view Libraries or Reports, create Quotes) Salesforce CLM Click here to return to the index * Category * Sub-Category Salesforce Salesforce CLM * Items Agreement Approval Need assistance with CLM Approval Requests Review the list of Items to the right Agreement Record before making your selection Updates Request assistance updating a Contract Record Enhancement Requests Request new CLM functionality Issue Report an issue with CLM Reports Get assistance with CLM Reports Vendor Account Need Vendor accounts created for CLM in Creation Salesforce 32
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Salesforce CPQ Click here to return to the index * Category * Sub-Category Salesforce Salesforce CPQ * Items Amendment Issues with Amend Order, Change Unit Quantity, Change Asset Location End Date, Create AdHoc Services, Suspend/Resume Review the list of Items to the right Order, etc. before making your selection Missing assets, incorrect assets, or product/service frequency is blank in Asset Locations. Cancelled USS USS Order that was cancelled and customer continues to Orders get billed. Change to Payment Issues/Errors when changing the Order to a new payment Methods method. Customer Move Address won't update for a Customer or USS Move. Enhancement Request new CPQ/OM functionality. Requests Jobsite Manager Issues adding new jobsite address, site placement or Path to Order allocating assets to jobsites. Issues/Error with Path To Order - document the steps performed and screen shot of error when possible. Price Adjustments. Customers billed a different price then quoted or Contract Contract Pricing Pricing is billing incorrectly. Price Disputes Customer submits a complaint or refuses to pay invoice when pricing is different than originally quoted. Question Assistance with CPQ not falling under any other category. Replacement Issues with Orders that can't be fixed due to errors, Orders/Quotes incorrect amendments or billing incorrect quantities/pricing. Zip Code Object Zip Codes showing in CPQ as non-serviceable. Data Update Quantity or Service Work Orders, Unit Quantities, Service Frequency, or Mismatch Customer Invoice doesn't match quantities on Order. Transfers Transfer an existing active USS Order from one customer to another to start billing new customer for units currently on-site. 33
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Salesforce FSL Click here to return to the index * Category * Sub-Category Salesforce Salesforce FSL * Items Service Use this for FSL issues relating to CPQ orders: Service Appointment - FSL Appointment/Work Orders issues Review the list of Items to the right before making your selection Service Appointment - Use this for all FSL issues relating to Navision orders Navision Case Assignment Any issues with case assignments in FSL Enhancement Request new Salesforce FSL functionality Requests FSL App Issues with the FSL USS mobile app Any issues with Maintenance Plans: creating duplicate Maintenance Plan Service Appointments, no MPs created, Wrong product on services Manual Use this to request a bulk update of Work Order status Completion Map Any map issues, including tech assignment or layers issues Operations Optimization, primary/secondary membership, dispatching Issues Relocate/Transfer Request to relocate or transfer techs / operations Splitting Services Request to split product services to be assigned to different techs 34
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Salesforce CRM Click here to return to the index * Category * Sub-Category Salesforce Salesforce CRM * Items Data Updates Request changes to Salesforce records (i.e. Opportunity Enhancement owner) Review the list of Items to the right before making your selection Requests Request new Salesforce functionality (i.e. Create a new Issue Sales Area, add or remove fields from a page - Not CLM/FSL/CPQ) Mobile App Report an issue with Salesforce (i.e. unable to request Tier Question change, Connectivity Error) Reports Get assistance with the Salesforce mobile app (i.e. logging into the app) Any general questions about Salesforce (Not CLM/FSL/CPQ) Any Salesforce report requests (i.e. creating new Reports/Dashboards, updating who appears on Reports) Territory Update Request to assign a Sales Rep to a Territory Code Account/Contact Request assistance with updating Accounts or Contacts Updates Salesforce IT Functions Click here to return to the index * Category * Sub-Category Salesforce Salesforce IT Functions * Items Salesforce new user access Review the list of Items to the right 35 before making your selection
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Skype Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Skype * Items Request Access If you need Skype access, but don't have it Address Book Skype address book is not syncing Review the list of Items to the right Issue Any issues with Skype before making your selection Login Help Get assistance with Skype login Question Any questions regarding Skype Slack Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Slack * Items Create/Remove If you need a Slack account but don’t have it Account Review the list of Items to the right Issue Any issues with the Desktop version of Slack before making your selection Any issues with the Mobile version of Slack Mobile App Any questions about Slack Login Help 36
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Smartsheet Click here to return to the index * Category * Sub-Category Applications Smartsheet Request Access If you need Smartsheet access, but don't have it * Items Create New Request access to Smartsheet Account Review the list of Items to the right before making your selection Disable Account Request to disable your Smartsheet access Issue Any issues with Smartsheet Login Help Get assistance with Smartsheet login Question Any questions regarding Smartsheet Snaggit Click here to return to the index * Category * Sub-Category Applications Snaggit * Items Issue Any issues with the Desktop version of Snaggit Question Any questions about Snaggit Review the list of Items to the right before making your selection 37
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Software Removal Click here to return to the index * Category * Sub-Category Applications Software Removal * Items Other Software To request software to be removed from your machine Review the list of Items to the right before making your selection Stolen/Lost Asset Click here to return to the index * Category * Sub-Category Desktop Hardware Stolen/Lost Asset * Items Laptop Report a lost or stolen laptop. Mobility Device Do not include, they want to remove this Review the list of Items to the right before making your selection 38
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Suspicious Activity Click here to return to the index * Category * Sub-Category Desktop Hardware Suspicious Activity * Items Suspicious Phishing alert Activity Review the list of Items to the right before making your selection Unauthorized You believe an unauthorized person was attempting to Access Attempt access your machine Symantec PGP Desktop Click here to return to the index * Category * Sub-Category Applications Symantec PGP Desktop * Items Issue Any issues with Symantec PGP Desktop Login Help Get assistance with Symantec PGP Desktop login Review the list of Items to the right before making your selection 39
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Tableau Click here to return to the index * Category * Sub-Category Applications Tableau * Items Create New Request access to Tableau Account Review the list of Items to the right before making your selection Disable Account Request to disable your Tableau access Issue Any issues with Tableau Login Help Get assistance with Tableau login Mobile App Issues with the Tableau USS mobile app Tablet Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Tablet * Items Device Request a Tower tablet New/Replace Review the list of Items to the right before making your selection Issue Any issues with your Tablet 40
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Telecloud Click here to return to the index * Category * Sub-Category Applications Telecloud * Items Login Help Get assistance with Telecloud login Review the list of Items to the right Request Call Request for call recording before making your selection Forwarding Termination Request Click here to return to the index * Category * Sub-Category User Access Termination Request * Items Limited User Request to terminate a limited user Full Time User Request to terminate a full user Review the list of Items to the right before making your selection 41
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Textline Click here to return to the index * Category * Sub-Category Mobility/Communications Tools Textline * Items Request Access If you need Textline access, but don't have it Issue Any issues with Textline Review the list of Items to the right before making your selection Mobile App Issues with Textline mobile app Question If you need Textline access, but don't have it Tower - Mobile Click here to return to the index * Category * Sub-Category Applications Tower - Mobile * Items Routes Notes are not populating Tablet Issue Tower App is not working Review the list of Items to the right before making your selection 42
Released 1/3/22 United Site Services Case Management Directory Edition 1.0.0 Tower - South East Click here to return to the index * Category * Sub-Category Applications Tower - South East * Items Issue Any issues with Tower - South East Review the list of Items to the right Login Help Get assistance with Tower - South East login before making your selection Need Additional Need more access than you currently have Resources Tower - Tristate Production Click here to return to the index * Category * Sub-Category Applications Tower - Tristate Production * Items Issue Any issues with Tower - Tristate Production Review the list of Items to the right Login Help Get assistance with Tower - Tristate Production login before making your selection Need Additional Need more access than you currently have Resources 43
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