Creating and Working an iPaaS-Enabled MoCode Ticket

How do I create and work an iPaaS-enabled MoCode ticket?

Creating a New iPaaS-Enabled MoCode Ticket:

1. Login to TeamDynamix TDWorkManagement .
2. Select the “DoIT – My Open Tickets and Tasks” option from the desktop menu in the upper left corner.
3. Use the “+ New Service Request” button at the top to create a new ticket.
4. Type "iPaaS" into the search feature of the Form field to find a form that ends in " - iPaaS."
5. Select one of the iPaaS forms from the list.
6. Click "OK" to the popup message that appears.
7. Click "Leave" to the next popup message that appears.
8. The iPaaS form will automatically open.
9. Fill out the required fields.
10. Click the "Submit" button at the bottom when finished.

Approval Pending Status Phase:

1. Once submitted, the ticket will go into an “Approval Pending” status.
2. An “Approval” activity will be added to the ticket at the start of this phase.
3. An approval request will be sent to the person designated as the Authorized Signer in the ticket.
4. Once the approval has been granted, the ticket will move to a "New" status.
5. If the approval is rejected, the ticket will move to a “Cancelled” status.

Working the Ticket:

1. After the “Approval Pending” status phase, the responsible team should perform the work needed to fulfill the service request like any other request.
2. Fields specific to the service request or financial information will be locked out in the TeamDynamix form.  If any fields specific to the service request need to edited, follow these steps:
   1. Login to TeamDynamix TDWorkManagement.
   2. Open the ticket via the tables on the default dashboard or by searching for the ticket number in the upper right corner.
   3. With the TeamDynamix form open, click on "Edit" button at the top.
   4. On the Edit screen, click on the "Edit iPaaS Form" at the top.
   5. The iPaaS form will automatically open.
   6. Edit any fields that need updating.
   7. If a field related to financial or MoCode information needs to be edited, click the "Update Financial Information" button in the upper right corner.
   8. Click the "Submit" button at the bottom when finished.
   9. If the "Update Financial Information" button was used, the Approval Pending status phase will be restarted.

Closing the Ticket:

1. Once the work is completed, the responsible person should resolve the ticket in TeamDynamix.
2. Login to TeamDynamix TDWorkManagement.
3. Open the ticket via the tables on the default dashboard or by searching for the ticket number in the upper right corner.
4. With the TeamDynamix form open, click the "Actions" button in the upper left corner of the ticket window.
5. Select the “Update” option.
6. In the new window, set the New Status field to “Resolved.”
7. Provide any Comments necessary.
8. Click the "Save" button at the top of the window.

Contact the Division of IT Enterprise Service Management team (servicemanagement@missouri.edu) if additional assistance is needed.