How to Use TeamDynamix

What Is It?

The I.T. technical support ticketing site.

Table Of Contents:

Note: If you want to skip all the text and watch a video explaining this click here.

  1. Accessing the TDX Client Page
  2. Home
  3. Service
    1. Selecting a Service
    2. Requesting a Service or Reporting a Problem
    3. Filling out the Form
  4. Knowledge Base
  5. Search Bar
  6. How to Video

Who Can Use It?

Any Montana Tech Students, Faculty, and Staff

You will see more articles and services after you sign in.

 Accessing The TDX Client Page

You can find a link to it at the bottom of the main Montana Tech site or by pressing the Tech Support button on MyMTech.

Figure 1-1

Montana Tech Site

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Figure 1-2

My MTech Site

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  1. . Have a question about information technology? Head over to the Knowledge Base, browse through the categories or view the recent and popular articles. You'll find how-to guides, training resources, troubleshooting information, common questions, information about ongoing problems and more.
  2. Need to request something? Head over to the Services, browse through our services or view the popular services. An example of this process is In the Services section outlined in Figures 3-1-1 and 3-2-1
  3. What is a Ticket? When you "Request Service" or "Report a Problem"(Figure 3-2-1) a new ticket in created, containing all the relevant information such as: how to contact you, correspondence related to the request, specifics about the nature of your request, and information on the progress made on your request.
  4.  Not finding what you're looking for? Click the "Search the client portal" box at the top and perform a quick search. Click on the globe to the left of the search box to limit your search to just the Knowledge Base or Service Catalog. Make sure your are signed in, some articles will not be available to the public.

Figure 2-1

TeamDynamix Homepage

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The Services Section of the site is where users can get a explanation on the Service they need. As well as put in a Request a Service or Report a Problem to the help desk.  To do so navigate to the section you need assistance with.

Selecting a Service

  1. Navigate through until you get to the Specific service you need Figure 3-1-1 3-1-2 

    1. Figure 3-1-1 shows the categories of our services.

    2. Figure 3-1-2 shows more specified services from each of those categories.

Requesting a Service or Reporting a Problem

  1. Get a brief overview and put in your “Request a Service” or “Report a Problem” shown in Figure 3-2-1

Filling out a Form

  1. After clicking on either “Request a Service” or “Report a Problem” there will be a form that appears. (Figure 3-3-1) Fill out the contents of the form and submit it to generate the ticket. 

NOTE: Each form will have different requirements that will need to be filled out.

Figure 3-1-1

Categories for all the Services

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Figure 3-1-2

Then select the specific sub-category you're inquiring about

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Figure 3-2-1

Then, If the provided information doesn't answer your question or fix your issue, click, "Request Service" or "Report Problem."

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Figure 3-3-1

After selecting the "Request Service" or "Report a Problem" action button, you may be asked to enter your authorization credentials (username & password) and then the form will appear. Complete the form and your ticket will be sent to the help desk.

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Knowledge Base

The Knowledge Base Section of our site contains detailed information on many topics.  To use the knowledge base simply click on it from the homepage (Figure 2-1), and then navigate to the category you have a question about.


Figure 4-1

 The Knowledge Base categories work the same way as the Service Catalog categories.

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Search Bar

Users can use the search portal to find the topic they're looking for.  Ensure that full and specific words are used when searching for a topic.  Users can also search for specific areas of the site.  Click the drop-down menu with the globe on the left to do so. 

Figure 5-1

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How To Video

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Article ID: 76200
Tue 4/16/19 1:40 PM
Tue 5/16/23 3:05 PM

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