TDX Demand Management: Work with Demand Requests

Tags Demand

This article provides guidance for TeamDynamix (TDX) Agents on how to submit, track, and modify Demand Requests in the TDX platform.

In This Article:

 

What is Demand Tracking

When your customers want to use a new piece of software, or ask you for functions that don't exist in a service you provide, or in any situation where you want to keep track of how impactful or needed something is, a Demand ticket is a great option.  A Demand ticket can have child tickets. So whenever someone sends a ticket asking for that new feature, or software package, or configuration change, you can attach it to the Demand ticket. You can send a boilerplate answer to them, but be keeping track of how many tickets come in can help you understand the need, the demand and make good choices.

Typically you would create this ticket, attach any existing Incidents or Requests you might be holding on to, and close those. If you over time have considered resources, alternatives, or other information you want to remember, just keep it in the worklog.  If you eventually implement the thing the Demand ticket is about, you have a list of customers who want it just waiting in that list of closed tickets attached to the Demand!

Submit New Demand Requests

Here’s how you can create a new Demand request:

  1. In TD Work Management.
  2. On the Home tab, from the drop-down below the Home icon, select Reference Dashboard for Agents.
  3. In the Create New Ticket section of the dashboard, click +Known Issue.
  4. Select Demand option for the The Type.
  1. Fill out the rest of the fields as desired.
  1.  Click the Save button at the top to submit the request.

        

Track and Modify Submitted Demand Requests

Demand requests can be modified to make necessary corrections, such as adjusting dates, revising impact details, updating scope, and more.

Here’s how you can view and update a demand request to add or correct relevant information:

  1. Sign in to TD Work Management.
  2. Open the Tickets application.
  3. In the left navigation menu, under the Tickets link, click Known Issues.
  4. Click the Filter icon on the menu bar. A panel window will open on the right.
  5. Scroll to the bottom of the panel and expand Custom Fields.
  6. In the Add Filter field under Custom Field, enter KI-Type.
  7. In the KI-Type text box, select the Demand option.
  1. (Optional) Fill in other fields as needed, such as Requester.
  2. At the top, click Apply to display results.
  3. In the results list, Click the ID or Title of the demand request to open it.
  4. Click Edit to make changes.
  5. After making changes, click Save at the top.

 

 

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