Managed Services
Managed services connects the client workspace to the ProjectDesk operations team. It is used when a team needs help resolving a field, data, coordination, or workflow issue. Open Operations, then select Services.What Managed Services Is For
Use managed services when normal workspace activity needs direct support from the ProjectDesk team. Examples:- Field data needs quality review.
- Evidence appears inconsistent.
- A location is falling behind.
- A team needs help understanding the workflow.
- A manager wants ProjectDesk to investigate an operational issue.
Service Cases
A service case is a support request inside a workspace. When creating a case, enter:| Field | Meaning |
|---|---|
| Title | The issue that needs help |
| Priority | Low, normal, high, or urgent |
Priority Levels
| Priority | Use when |
|---|---|
| Low | The issue is useful to resolve but not blocking work |
| Normal | The issue needs attention during regular operations |
| High | The issue could delay important work |
| Urgent | The issue needs immediate attention to prevent serious disruption |
Resolving Cases
ProjectDesk services users can mark service cases as resolved. A case should be resolved only when:- The issue has been addressed.
- The requester can continue work.
- Any needed follow-up has been recorded elsewhere in the workspace.
What Managed Services Is Not
Managed services should not replace normal workspace records. Use the correct area first:- Use Evidence for field submissions.
- Use Reporting for indicators and reports.
- Use Risks and blockers for operational risks.
- Use Team for access changes.