TDX Readiness Course Syllabus

Overview

The TeamDynamix Readiness Course was designed to empower you to hit the ground running when you start your project by providing some of the most basic TeamDynamix information in an easily digestible format. Each individual readiness module is intended to provide you with the knowledge you need to complete the action items required of you before you meet with your implementation consultant.

Each individual module will begin with learning objectives and will end with a series of action items that you must complete. These modules are not intended to teach you everything about TeamDynamix, but rather to teach you the basic understanding of TeamDynamix so that you can engage in meaningful conversation with your implementation consultant.

The first time you meet with your implementation consultant is intended to be about your specific configuration, whereas the Readiness Course teaches you the basics.

Module Descriptions

Module Title
Description
Applicable to ITSM or PPM?
Who Should Attend This Module?
Module
Length
Introduction to TDX
High level concepts within TeamDynamix
to give you a good baseline of knowledge
going into the subsequent sessions
  • ITSM
  • PPM
  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about the structure of TeamDynamix
Up to 2 hrs, averages 60 mins
Foundations
The essential building blocks of
TeamDynamix, e.g., Importing in
departments, building data, etc.
  • ITSM
  • PPM
  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about the foundational configuration of TeamDynamix
Up to 2 hrs, averages 110 mins
Core Integrations
SAML authentication setup, bulk user
management options, and email integration
tools within TeamDynamix
  • ITSM
  • PPM
  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Technical resources responsible for authentication, user management, and email management
  • Anyone interested in learning more about these integration areas in TeamDynamix
Up to 2 hrs, averages 80 mins
Client Portal Overview
Setting up the Client Portal within TeamDynamix,
which is customer-facing site for submitting
requests (projects and tickets), browsing the
knowledge base, and communicating relevant
information to customers about project and service
management
  • ITSM
  • PPM
  • Any user that will be a TeamDynamix administrator
  • Any web developer that you'd like to involve
Up to 2 hrs, averages 70 mins
Knowledge Management
How to create and manage KB articles, KB
categories, and KB article drafts inside
TeamDynamix. Also includes permissions for
internal vs external documentation.
  • ITSM
  • PPM
  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about the knowledge base of TeamDynamix
Up to 2 hrs, averages 90 mins
Service Catalog Management
How to build a Service Catalog within
TeamDynamix
  • ITSM
  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in learning more about setting up a service catalog
Up to 2 hrs, averages 90 mins
Ticketing Essentials
The essential configuration of ticket
management within TeamDynamix
  • ITSM
  • Any user that will be a TeamDynamix administrator
  • Project manager of an implementation
  • Anyone interested in setting up an application for tracking tickets in TeamDynamix
Up to 2 hrs. averages 90 mins
Office Hours
Optional workshop to ask questions
or revisit the content after attending the above courses
  • ITSM
  • PPM
  • Any and all are welcome to discuss anything TeamDynamix-related
Up to 2 hrs,, averages 60 mins
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Details

Article ID: 111732
Created
Tue 7/14/20 9:24 AM
Modified
Thu 11/12/20 9:47 AM