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Home » Support » IT Help Desk Features Checklist

IT Help Desk Features Checklist

Standard Edition

General Features
  • Easy web based access
  • Provision to create custom tracking fields
  • Minimal learning curve supported with simple user training
  • Configuration wizard to setup software
  • Data Archiving
  • Themes
  • Translations
ITIL Standards Support
  • Project Management [Optional]
Call Tracking/Request Management
  • Request modes [Email, Phone, Self-Service portal]
  • Multi-site Support
  • Manager Dashboard
  • Central repository to log and track issues
  • Auto-generation of tickets (Email, API & so on)
  • Announcements to display important crisis to the users
  • Send and receive email from the application
  • Send and receive SMS (short message services) from the application
  • Create tickets from incoming email
  • Email Parser
  • Automatic classification and routing of messages
  • Round Robin method to assign tickets
  • Ticket Load Balancing
  • Linking two similar requests
  • Request Form Customization
  • Rich text editor and ability to add attachments
  • Requests Scheduling
  • Technician Calendar
  • Technician access roles
  • Fine grained authorization
  • Creating multiple tasks for the request
  • Handling of dependent task
  • Email Spam Filter & Email Notification Filter
  • Classification and routing based on work groups
  • Instant request and workstation history
  • Request classification by category
  • Communicate priorities and severities along with the request
  • Automatic escalation of requests based on Business Rules
  • Trigger email when a business rule is matched
  • Apply business rule after editing a request
  • Continue with subsequent business rules after one rule is matched
  • Queue support to efficiently manage technicians
  • Provision to attach documents to a request
  • Manage, edit, assign, and close tickets as a group
  • Work orders for dispatching maintenance/service technicians
  • Request Closing Rules
Incident Management
  • Priority
  • Status (e.g., Open, On hold, Closed etc.)
  • Mailbox Management / Link an incident with an email
  • Incident Templates
Self-Service
  • Self-service portal included with the Help Desk
  • Is it web-based?
  • End users can create new requests
  • Check status and update existing requests
  • Update contact details
  • Search knowledge base for users
  • Access to Frequently Asked Questions (FAQs)
  • View Announcements
  • Take Approval Action
Knowledge Management
  • Access to knowledge management services for technicians
  • Approval for newly added solutions
  • Keyword search to find solutions based on request description
  • Indexed document search for faster results
  • Search history with previously resolved requests
  • Frequently Asked Questions (FAQs)
  • Rich text editor
Project Management [Optional]
  • Projects, Milestones & Tasks Integrations
  • Task Planning & Management
  • Project History
  • Effort Estimation
  • Notifications & Comments
  • Timesheet Management
  • Gantt View
  • Project Overview Map
SLA Management
  • Configure different levels of escalation
  • Automate escalations during escalation
  • First Response based SLA
  • Notify before SLA is breached
Reporting
  • Pre-built standard reports
  • Custom reports in tabular format
  • Query Builder for Reports
  • Flash Reports
  • Integration with third party reporting software like Crystal Reports
  • Reports to be exported as .csv,.xls and Pdf format
  • Reports Scheduler (Auto generation & distribution)
  • Analyze trends and performance levels
  • Real-time update on reports
  • Save and schedule customized reports
Surveys
  • Generate surveys
  • Customize questions for surveys
  • Schedule surveys
  • Set rules on when to send surveys (e.g. after so many requests from an user is closed)
  • Multi Language Surveys
Integration
  • Integration with LDAP, Active Directory (AD)
  • Integration with email and pagers
  • Apps for iPhone and android devices
  • Integration with short message services
  • Use of web services
  • APIs
Active Directory
  • Import users, rights from AD, LDAP
  • Scheduled import from Active Directory
Implementation
  • Quick and easy implementation
  • Support for open standards
  • No additional programming for client or database customization
  • Documented database
System Requirements
  • Operating Systems supported [Windows, Linux]
  • Databases supported [SQL, MySQL, Postgres]
  • Browsers supported [Firefox, Internet Explorer, Chrome]

Professional Edition

Includes all features of standard edition General Features
  • Supports ITIL Standards
ITIL Standards Support [Optional]
  • Service Catalog
  • Incident Management
  • Problem Management
  • Change Management
  • Project Management
  • Integrated CMDB [Add-On]
Call Tracking/Request Management
  • Maintenance contracts links
Service Catalog [Optional]
  • Provision to Showcase offered services
  • Service Request Templates
  • Pre - Configured Work Flow
  • Multi Stage Approval Process
  • Service Level Agreement ?Agreed upon Time
  • Integration with CMDB
  • Provision to add customized Service category, Resources & Services
  • Associate Multiple Tasks with dependencies to a Template
Incident Management
  • Link incidents to assets and CIs
Problem Management [Optional]
  • Problem detection and classification
  • Initiate new problem from incident
  • Initiate/Record new problem
  • Associate multiple incidents to a single problem
  • Problem Priority
  • Add analysis on root cause, impact etc.
  • Add workaround, solutions or known-error
  • Problem closure
Change Management [Optional]
  • Initiate/Record new change request
  • Initiate change request from incident/problem
  • Associate multiple incidents/problems to a change
  • Create Change Advisory Boards (CABs)
  • Send for approval to CAB members
  • Technician license required for Change request approval
  • Add impact analysis, root cause and symptoms
  • Record workarounds and solutions
  • Coordinate change implementation
  • Review changes
  • Make announcements to technicians and/or end users
Asset Management
  • Automatic discovery of workstations in the network
  • Discovery of all IP devices such as printer, scanner etc
  • Discovery and complete scan for Windows, Linux and Mac machines
  • Discovery with agents
  • Discovery without agents
  • Distributed workstation scan
  • Vendor and asset associations along with details
  • Assets and Asset relationships
  • Asset History along with the request
  • Software compliance
  • Software License Management
  • Software Agreement Management
  • Configure Asset Depreciation
  • Relationship chart explaining the relationship between assets, workstations, software, people, etc [Optional]
  • Define CI types and Relationship types [Optional]
  • Attaching documents for CIs [Optional]
  • Map view for the CI relationships [Optional]
  • Integration of incident, problem and change with CMDB [Optional]
Contracts Management
  • Create and manage contracts
  • Add information and attach documents related to contract
  • Associate contracts to Assets
  • Generate alarms before contracts expire
  • Track renewed contracts
Purchase Management
  • Manage purchase requests
  • Directly contact vendor from application
  • Integration with purchase, assets, and vendors
  • Purchase order approval system
Integration
  • Integration with Network Management software
  • Integration with remote control
  • Interface to integrate with external data
Active Directory
  • Scheduled import from LDAP

Enterprise Edition

Includes all features of professional edition General Features
  • Supports ITIL Standards
ITIL Standards Support
  • Service Catalog
  • Incident Management
  • Problem Management
  • Change Management
  • Project Management
  • Integrated CMDB
Service Catalog
  • Provision to Showcase offered services
  • Service Request Templates
  • Pre - Configured Work Flow
  • Multi Stage Approval Process
  • Service Level Agreement ?Agreed upon Time
  • Integration with CMDB
  • Provision to add customized Service category, Resources & Services
  • Associate Multiple Tasks with dependencies to a Template
Incident Management
  • Incident Classification
  • Record Service Requests
  • Impact
  • Priority Matrix
  • Urgency
Problem Management
  • Problem detection and classification
  • Initiate new problem from incident
  • Initiate/Record new problem
  • Associate multiple incidents to a single problem
  • Problem Priority
  • Add analysis on root cause, impact etc.
  • Add workaround, solutions or known-error
  • Problem closure
Change Management
  • Initiate/Record new change request
  • Initiate change request from incident/problem
  • Associate multiple incidents/problems to a change
  • Create Change Advisory Boards (CABs)
  • Send for approval to CAB members
  • Add impact analysis, root cause and symptoms
  • Record workarounds and solutions
  • Coordinate change implementation
  • Review changes
  • Make announcements to technicians and/or end users
Project Management
  • Projects, Milestones & Tasks Integrations
  • Task Planning & Management
  • Project History
  • Effort Estimation
  • Notifications & Comments
  • Timesheet Management
  • Gantt View
  • Project Overview Map
Asset Management
  • Relationship chart explaining the relationship between assets, workstations, software, people, etc
  • Define CI types and Relationship types
  • Attaching documents for CIs
  • Map view for the CI relationships
  • Integration of incident, problem and change with CMDB

Compare Different Editions of ServiceDesk Plus

Your Help Desk evaluation is not complete until you checkout the comparison between the different editions of
ServiceDesk Plus and the price. Here is a list prepared based on customer queries.

Features Standard Edition Professional Edition Enterprise Edition
General Features
Easy web based access ✓ ✓ ✓
Provision to create custom tracking fields ✓ ✓ ✓
Minimal learning curve supported with simple user training ✓ ✓ ✓
Supports ITIL Standards ✗ ✗ ✓
Configuration wizard to setup software ✓ ✓ ✓
Data Archiving ✓ ✓ ✓
Themes ✓ ✓ ✓
Translations ✓ ✓ ✓
ITIL Standards Support
Service Catalog ✗ Optional ✓
Incident Management ✗ Optional ✓
Problem Management ✗ Optional ✓
Change Management Add-on Optional ✓
Project Management Add-on Add-on ✓
Fail Over Service Add-on Add-on Add-on
Integrated CMDB ✓ Add-On ✓
Call Tracking/Request Management
Request modes
  • Email
  • Phone
  • Self-Service portal
✓ ✓ ✓
Multi-site Support ✓ ✓ ✓
Manager Dashboard ✓ ✓ ✓
Central repository to log and track issues ✓ ✓ ✓
Auto-generation of tickets (Email, API & so on) ✓ ✓ ✓
Announcements to display important crisis to the users ✓ ✓ ✓
Maintenance contracts links ✗ ✓ ✓
Send and receive email from the application ✓ ✓ ✓
Send and receive SMS (short message services) from the application ✓ ✓ ✓
Create tickets from incoming email ✓ ✓ ✓
Email Parser ✓ ✓ ✓
Automatic classification and routing of messages ✓ ✓ ✓
Round Robin method to assign tickets ✓ ✓ ✓
Ticket Load Balancing ✓ ✓ ✓
Linking two similar requests ✓ ✓ ✓
Request Form Customization ✓ ✓ ✓
Rich text editor and ability to add attachments ✓ ✓ ✓
Requests Scheduling ✓ ✓ ✓
Technician Calendar ✓ ✓ ✓
Technician access roles ✓ ✓ ✓
Fine grained authorization ✓ ✓ ✓
Creating multiple tasks for the request ✓ ✓ ✓
Handling of dependent task ✓ ✓ ✓
Email Spam Filter & Email Notification Filter ✓ ✓ ✓
Classification and routing based on work groups ✓ ✓ ✓
Instant request and workstation history ✓ ✓ ✓
Request classification by category ✓ ✓ ✓
Communicate priorities and severities along with the request ✓ ✓ ✓
Automatic escalation of requests based on Business Rules ✓ ✓ ✓
Trigger email when a business rule is matched ✓ ✓ ✓
Apply business rule after editing a request ✓ ✓ ✓
Continue with subsequent business rules after one rule is matched ✓ ✓ ✓
Queue support to efficiently manage technicians ✓ ✓ ✓
Provision to attach documents to a request ✓ ✓ ✓
Manage, edit, assign, and close tickets as a group ✓ ✓ ✓
Work orders for dispatching maintenance/service technicians ✓ ✓ ✓
Request Closing Rules ✓ ✓ ✓
Service Catalog
Provision to Showcase offered services ✗ Optional ✓
Service Request Templates ✗ Optional ✓
Pre - Configured Work Flow ✗ Optional ✓
Multi Stage Approval Process ✗ Optional ✓
Service Level Agreement ?Agreed upon Time ✗ Optional ✓
Integration with CMDB ✗ Optional ✓
Provision to add customized Service category, Resources & Services ✗ Optional ✓
Associate Multiple Tasks with dependencies to a Template ✗ Optional ✓
Incident Management
Incident Classification ✓ ✗ ✓
Record Service Requests ✗ ✗ ✓
Impact ✓ ✗ ✓
Priority Matrix ✗ ✗ ✓
Urgency ✓ ✗ ✓
Priority ✓ ✓ ✓
Status (e.g., Open, On hold, Closed etc.) ✓ ✓ ✓
Link incidents to assets and CIs ✗ ✓ ✓
Mailbox Management / Link an incident with an email ✓ ✓ ✓
Incident Templates ✓ ✓ ✓
Self-Service
Self-service portal included with the Help Desk ✓ ✓ ✓
Is it web-based? ✓ ✓ ✓
End users can create new requests ✓ ✓ ✓
Check status and update existing requests ✓ ✓ ✓
Update contact details ✓ ✓ ✓
Search knowledge base for users ✓ ✓ ✓
Access to Frequently Asked Questions (FAQs) ✓ ✓ ✓
View Announcements ✓ ✓ ✓
Take Approval Action ✓ ✓ ✓
Knowledge Management
Access to knowledge management services for technicians ✓ ✓ ✓
Approval for newly added solutions ✓ ✓ ✓
Keyword search to find solutions based on request description ✓ ✓ ✓
Indexed document search for faster results ✓ ✓ ✓
Search history with previously resolved requests ✓ ✓ ✓
Frequently Asked Questions (FAQs) ✓ ✓ ✓
Rich text editor ✓ ✓ ✓
Problem Management
Problem detection and classification ✗ Optional ✓
Initiate new problem from incident ✗ Optional ✓
Initiate/Record new problem ✗ Optional ✓
Associate multiple incidents to a single problem ✗ Optional ✓
Problem Priority ✗ Optional ✓
Add analysis on root cause, impact etc. ✗ Optional ✓
Add workaround, solutions or known-error ✗ Optional ✓
Problem closure ✗ Optional ✓
Change Management
Initiate/Record new change request Add-on Optional ✓
Initiate change request from incident/problem Add-on Optional ✓
Associate multiple incidents/problems to a change Add-on Optional ✓
Create Change Advisory Boards (CABs) Add-on Optional ✓
Send for approval to CAB members Add-on Optional ✓
Technician license required for Change request approval Add-on Optional ✗
Add impact analysis, root cause and symptoms Add-on Optional ✓
Record workarounds and solutions Add-on Optional ✓
Coordinate change implementation Add-on Optional ✓
Review changes Add-on Optional ✓
Make announcements to technicians and/or end users Add-on Optional ✓
Project Management
Projects, Milestones & Tasks Integrations Add-on Optional ✓
Task Planning & Management Add-on Optional ✓
Project History Add-on Optional ✓
Effort Estimation Add-on Optional ✓
Notifications & Comments Add-on Optional ✓
Timesheet Management Add-on Optional ✗
Gantt View Add-on Optional ✓
Project Overview Map Add-on Optional ✓
Asset Management
Automatic discovery of workstations in the network ✗ ✓ ✓
Discovery of all IP devices such as printer, scanner etc ✗ ✓ ✓
Discovery and complete scan for Windows, Linux and Mac machines ✗ ✓ ✓
Discovery with agents ✗ ✓ ✓
Discovery without agents ✗ ✓ ✓
Distributed workstation scan ✗ ✓ ✓
Vendor and asset associations along with details ✗ ✓ ✓
Assets and Asset relationships ✗ ✓ ✓
Asset History along with the request ✗ ✓ ✓
Software compliance ✗ ✓ ✓
Software License Management ✗ ✓ ✓
Software Agreement Management ✗ ✓ ✓
Configure Asset Depreciation ✗ ✓ ✓
Relationship chart explaining the relationship between assets, workstations, software, people, etc ✗ Optional ✓
Define CI types and Relationship types ✗ Optional ✓
Attaching documents for CIs ✗ Optional ✓
Map view for the CI relationships ✗ Optional ✓
Integration of incident, problem and change with CMDB ✗ Optional ✓
Contracts Management
Create and manage contracts ✗ ✓ ✓
Add information and attach documents related to contract ✗ ✓ ✓
Associate contracts to Assets ✗ ✓ ✓
Generate alarms before contracts expire ✗ ✓ ✓
Track renewed contracts ✗ ✓ ✓
Purchase Management
Manage purchase requests ✗ ✓ ✓
Directly contact vendor from application ✗ ✓ ✓
Integration with purchase, assets, and vendors ✗ ✓ ✓
Purchase order approval system ✗ ✓ ✓
SLA Management
Configure different levels of escalation ✓ ✓ ✓
Automate escalations during escalation ✓ ✓ ✓
First Response based SLA ✓ ✓ ✓
Notify before SLA is breached ✓ ✓ ✓
Reporting
Pre-built standard reports ✓ ✓ ✓
Custom reports in tabular format ✓ ✓ ✓
Query Builder for Reports ✓ ✓ ✓
Flash Reports ✓ ✓ ✓
Integration with third party reporting software like Crystal Reports ✓ ✓ ✓
Reports to be exported as .csv,.xls and Pdf format ✓ ✓ ✓
Reports Scheduler (Auto generation & distribution) ✓ ✓ ✓
Analyze trends and performance levels ✓ ✓ ✓
Real-time update on reports ✓ ✓ ✓
Save and schedule customized reports ✓ ✓ ✓
Surveys
Generate surveys ✓ ✓ ✓
Customize questions for surveys ✓ ✓ ✓
Schedule surveys ✓ ✓ ✓
Set rules on when to send surveys (e.g. after so many requests from an user is closed) ✓ ✓ ✓
Multi Language Surveys ✓ ✓ ✓
Integration
Integration with Network Management software ✗ ✓ ✓
Integration with LDAP, Active Directory (AD) ✓ ✓ ✓
Integration with email and pagers ✓ ✓ ✓
Apps for iPhone and android devices ✓ ✓ ✓
Integration with remote control ✗ ✓ ✓
Interface to integrate with external data ✗ ✓ ✓
Integration with short message services ✓ ✓ ✓
Use of web services ✓ ✓ ✓
APIs ✓ ✓ ✓
Active Directory
Import users, rights from AD, LDAP ✓ ✓ ✓
Scheduled import from Active Directory ✓ ✓ ✓
Scheduled import from LDAP ✗ ✓ ✓
Implementation
Quick and easy implementation ✓ ✓ ✓
Client Software ✗ ✗ ✗
Support for open standards ✓ ✓ ✓
No additional programming for client or database customization ✓ ✓ ✓
Documented database ✓ ✓ ✓
System Requirements
Operating Systems supported    
  • Linux
✓ ✓ ✓
  • Windows
✓ ✓ ✓
Databases supported      
  • Oracle
✗ ✗ ✗
  • SQL
✓ ✓ ✓
  • MySQL
✓ ✓ ✓
  • Postgres
✓ ✓ ✓
Browsers supported      
  • Firefox
✓ ✓ ✓
  • Internet Explorer
✓ ✓ ✓
  • Chrome
✓ ✓ ✓
Pricing
Number of Technicians Standard Edition
Free Forever
Professional Edition
2 Technicians & 250 assets Starts at $ 395
Enterprise Edition
2 Technicians & 250 assets Starts at $ 995
Number of Users (Callers, End users) Unlimited Unlimited Unlimited
Training available ✓ ✓ ✓
Large scale consulting and implementation ✓ ✓ ✓
Trial Software Version
Is a trial version available? ✓ ✓ ✓
No of days for trial version? 30 30 30
Are there any feature limits in the trial version? ✗ ✗ ✗
No of technicians supported in trial version 5 5 5
No of assets supported in trial version 200 200 200
Technical support available during evaluation ✓ ✓ ✓
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