Free Account: Allows the creation of a secure demonstration account to evaluate World Desk Pro in your own organization. This will allow you to set up your own requesters, technicians, tasks, and dispatch rules and allow the rest of your organization to get involved in the product evaluation.

Automated Work Orders: From the Automated Work Order Form use the pull down menus to select the automated task to be completed, the due date, the priority, the employee to assign, and the individual requesting the work. Select the "Submit" Button at the top of the Automated Work Order Form to create the work order. The work order is created and the record is saved to the database.   You will be returned to the executive screen where you will be presented with a high level view of your support activity.

The Automated Work Order pulldown menus are configured by selecting the "Setup" hypertext on any of the forms and following the setup workflow. All existing predefined tasks, requesters, and technicians will be displayed in their appropriate form. Add information to the pull down menus by selecting the appropriate link. These tasks, requesters, and technicians will then be available in the pulldown menus on the  work order forms.

Executive Form: Select the "Executive" hypertext at the top of any form and you will be presented with the World Desk Pro Executive Form. This form will give you a high level view of the current status of your activity. At the top left of the form is a silver box with hypertext links to the work orders, FAQ's, and Setup forms.  Below is a white box loaded with reports that you can run by selecting the appropriate hypertext. To the right of that is a graph depicting the current status of your organizations work in progress. Below this is a series of select lists that allow you to filter your work orders based on specific criteria as defined in the pull downs. Select the "Apply Filter" Button and the new filtered list of work tickets will be displayed. By selecting the work order number from the work order list you are provided with a quick update form that allows you to quickly change work order status or add information using pull down menus.  By selecting the work order number one more time you will be provided a detailed view of the task to be completed with adhoc edit capability.  All changes in both forms are saved by selecting the submit button. 

The Executive Form provides robust reporting capability.  By selecting any of the column headers on the form the data is sorted by that column.  By selecting either a requester's name or a technician's name you a presented with a work report for that individual.  All reports provide drill down OLAP capability by simply selecting the work ticket number.

The Search hypertext allows the user to search the work order table and the knowledge base for specific information.  Select 'Search' from the executive form and enter the search term you are looking for in the search box and select either the knowledge base or the work orders or both to search from.  The results are presented on this form and provide drill down capability.

The pulldown menus on all forms are configured by selecting the "Setup" hypertext at the top of any of the forms and following the setup instructions. All existing predefined tasks, requesters, and technicians will be displayed on the setup form. Add information behind the pull down menus by selecting the appropriate hypertext. Automate tasks by defining your most common activities on these pages. These tasks will then be available in the pulldown menus on the automated work order form. Your full list of automated tasks are displayed in the table on the setup page. Tasks can be deleted from the list by selecting the delete hypertext at the right of the task.

Adhoc Work Orders: The Adhoc Work Order can be accessed from the "Adhoc" hypertext link at the top of all forms in the World Desk Pro Application. The form has two required fields, a task, and a due date. All additional fields are optional. Once the task is adequately defined select the "Submit" Button at the top of the form and the record will be written to the database.

Creating your Free Account: From the home page select the "Free Account" hypertext. You will be presented with the Account Application Form. For a demonstration account you are required to accurately complete the top portion of the form. Company name, user name, password, and email address are required. Remember this information as it will be necessary to access your account. You will also receive a confirmation email which will contain your login information and links to your account.  Select the "Submit" Button and your account will become active.

You are then presented with the Executive Dashboard which contains sample work orders, requesters, technicians, and tasks. You can begin to create and dispatch demonstration work orders immediately sing the hypertext links to the automated and requester work order forms.  Each time you create a work order you are once again returned to the executive dashboard where live account information is presented in an abbreviated format.  By selecting the setup hypertext you have the ability to replace the sample individuals and tasks with your live organizational information so you can do meaningful work with world desk pro.

Configuration:  (for setup on your own server, not required for hosted accounts)

Database

• SQL Server 7.0 or Higher
• Worlddeskpro SQL setup script

IIS

• Standard Configuration running on NT, 2000, XP Professional

World Desk Pro

• Worlddeskpro pages
• Setup script

WDP Configuration:

1. Configure server with baseline-required software as describe above in the Database and IIS sections of the requirements.
2. Create a database called “wdp”.
3. In the MS SQL Security folder create a login called "TBD" with a password of "TBD". Give this user database access for the “wdp” database.
4. Load the worlddeskpro forms in the directory defined as the home directory for IIS.
5. Run the wdpalltables.sql script against the “wdp” database using the SQL Query Analyzer.
6. In the control panel select administrative tools, then ODBC Data sources. Set up a DSN for “wdp” that points to the appropriate SQL Server.
7. Open a browser and load the wdpsetup.asp form. If the database and DSN are correctly setup this simple form will load.
8. Setup the text boxes with the appropriate information for the system administrator and execute the page. This will populate the database with
9. enough information to make the software functional. This page can be removed after this task is completed.
10. Open your index page and log in to the administrator section of the software. From here setup tasks, requesters, technicians, etc. to get the
11. solution ready for production.
12. For support call us 24x7 directly at 310.658.0922 or via email at info@Worlddeskpro.com
     

Email Notification

When loading worlddeskpro on your own server setup IIS to properly address your default SMTP Mail Server using the following procedure.