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Moodle as Help Desk
Mary M Rydesky
Anchorage, Alaska, USA
iMoot 2015
Covered in this presentation…
 What’s a Help Desk?
 Features of the Moodle structure
 Suggestions for organizing categories
 Templates for standardization
 Guidelines for content
 Search-ability of content
What’s the value?
 Moodle manages content that is requested at different times
 Frequently Asked Questions (FAQs)
 In-depth orientation & training potential
 Visual, textual, audible, interactive features
 Enhances communication efficiently
What’s a Help Desk?
 Source of information to end frustration and enable full
functioning of task with little time wasted
 A ‘learning moment’
Help Desk Features
 FAQs for self help
 Live interaction when needed
 Ways to capture use statistics
 What questions are most frequent?
 Can we change this?
 Gateway to additional help
 Google or company-specific
 Statistics to determine interest
RequestTypes
 Set up a schema for types of requests
 Question - an inquiry rather than a problem that needs to be
solved
 Problem - an issue with your product or service that is likely to
be experienced by more than one user/customer
 Incident - occurrences of a problem that affects more than one
user
 Incident tickets are linked to a problem ticket
 when the problem ticket is solved all related incidents of that
problem are solved automatically
 Task - used to assign the ticket as a task to a specific tech
 Includes a target date of completion
Request Priority
 Low
 Normal
 High
 Burner (Urgent)
 Can be based on user profileOR passage of time since request
was submitted
Recurring Issues
 Moodle Perfect!
 Pre-written instruction or answer to an inquiry that is asked
frequently
 Example: My password isn’t working….
Example: ATech Portal & A User Portal
 Company wants two resources, one for the employed techs,
one for the end users/customers, dreams of a third one for
guests (sees promotional value)
 These would be parallel in terms of subjects
 Content varies by role
 Tech is expected to have higher levels of familiarity
 End users require clarity and specificity
 Guests are end users with limited levels of access + follow-up by
staff
Example: How do I open a spreadsheet?
 Through SEARCH, find your Moodle category for using Excel
or Numbers or other software of choice
 Include a lesson or unit indexed to opening or creating a
spreadsheet
 Short video
 Short step-by-step words
 Short step-by-step audio
 Offer chat/message for personal support
 Add links to other tools that might help if more is needed
 Include rating/feedback method to determine satisfaction
Example: How To Use this Service
 HowTo Use this Service
 When the Help Desk GuideYou Best
 When to and How to Submit aTicket
 When to Call theTechs for Live Help
 Email Basics
 From Sending Mail to Archiving Mail
 Security
 Do ItYourselfTrouble-shooting
Communication Entry Points
 Users/customers/staff communicate by…
 Sending email
 Completing a support request form on your web site/Moodle
 Telephone call
 Catching you in the hallway
 Text chat
 Tweeting
 Posting on Face Book page
 Moodle chat
 Think of these as ‘channels’ feeding in for ‘Help”
What Content Categories?
 Create a plan in outline form, including
 Every major component offered such as software programs
supported or online student learner services provided
 Divisions for various user groups (techs, clients, guests)
 Policy for create versus link to – what MUST be built internally?
 Relate to the audience for whom material is offered
 Consider an outline that can be expanded over time, and
remain manageable
Content Considerations
 Copyright and permissions
 Updating
 Privacy
 When to create content instead of linking to it
Moodle Structure
 Topical course structure
 Social course structure?
 Standard tools/resources
 Header block with topic, key words, date of last update
 Forum/discussion groups
 Chat
 Messaging
 Create html blocks
 Most frequent question
 Featured courses/live-sessions
Templates
 Standardize by creating templates for
 FAQs
 Orientation sessions
 In-depth courses
 Other, per your situation
 Create flowchart(s) of the process(es) you will follow for
 providing responses
 Creating new documentation
 Reviewing statistics
The BIGWin
 Documentation
 In IT, in Project Management, in Grants Management,
documentation is key….but not uniformly well done
 Cost of personnel
 Time
 Effort
 Moodle can become the tool of choice for your organization
The BIGGESTWIN
 Users can become self-sufficient, learning at a point of need
 Better user skill means fewer support requests that require
live intervention on repetitive or recurring questions
 Providing a “knowledge base and a community platform”
help users find solutions to problems independently
 That’s your Moodle!
Comments & Questions?
ThankYou
 Mary M. Rydesky
Anchorage Alaska
www.transitionmanagement.us
www.akdistancelearning.net
907-227-2393

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iMoot Help Desk

  • 1. Moodle as Help Desk Mary M Rydesky Anchorage, Alaska, USA iMoot 2015
  • 2. Covered in this presentation…  What’s a Help Desk?  Features of the Moodle structure  Suggestions for organizing categories  Templates for standardization  Guidelines for content  Search-ability of content
  • 3. What’s the value?  Moodle manages content that is requested at different times  Frequently Asked Questions (FAQs)  In-depth orientation & training potential  Visual, textual, audible, interactive features  Enhances communication efficiently
  • 4. What’s a Help Desk?  Source of information to end frustration and enable full functioning of task with little time wasted  A ‘learning moment’
  • 5. Help Desk Features  FAQs for self help  Live interaction when needed  Ways to capture use statistics  What questions are most frequent?  Can we change this?  Gateway to additional help  Google or company-specific  Statistics to determine interest
  • 6. RequestTypes  Set up a schema for types of requests  Question - an inquiry rather than a problem that needs to be solved  Problem - an issue with your product or service that is likely to be experienced by more than one user/customer  Incident - occurrences of a problem that affects more than one user  Incident tickets are linked to a problem ticket  when the problem ticket is solved all related incidents of that problem are solved automatically  Task - used to assign the ticket as a task to a specific tech  Includes a target date of completion
  • 7. Request Priority  Low  Normal  High  Burner (Urgent)  Can be based on user profileOR passage of time since request was submitted
  • 8. Recurring Issues  Moodle Perfect!  Pre-written instruction or answer to an inquiry that is asked frequently  Example: My password isn’t working….
  • 9. Example: ATech Portal & A User Portal  Company wants two resources, one for the employed techs, one for the end users/customers, dreams of a third one for guests (sees promotional value)  These would be parallel in terms of subjects  Content varies by role  Tech is expected to have higher levels of familiarity  End users require clarity and specificity  Guests are end users with limited levels of access + follow-up by staff
  • 10. Example: How do I open a spreadsheet?  Through SEARCH, find your Moodle category for using Excel or Numbers or other software of choice  Include a lesson or unit indexed to opening or creating a spreadsheet  Short video  Short step-by-step words  Short step-by-step audio  Offer chat/message for personal support  Add links to other tools that might help if more is needed  Include rating/feedback method to determine satisfaction
  • 11. Example: How To Use this Service  HowTo Use this Service  When the Help Desk GuideYou Best  When to and How to Submit aTicket  When to Call theTechs for Live Help  Email Basics  From Sending Mail to Archiving Mail  Security  Do ItYourselfTrouble-shooting
  • 12. Communication Entry Points  Users/customers/staff communicate by…  Sending email  Completing a support request form on your web site/Moodle  Telephone call  Catching you in the hallway  Text chat  Tweeting  Posting on Face Book page  Moodle chat  Think of these as ‘channels’ feeding in for ‘Help”
  • 13. What Content Categories?  Create a plan in outline form, including  Every major component offered such as software programs supported or online student learner services provided  Divisions for various user groups (techs, clients, guests)  Policy for create versus link to – what MUST be built internally?  Relate to the audience for whom material is offered  Consider an outline that can be expanded over time, and remain manageable
  • 14. Content Considerations  Copyright and permissions  Updating  Privacy  When to create content instead of linking to it
  • 15. Moodle Structure  Topical course structure  Social course structure?  Standard tools/resources  Header block with topic, key words, date of last update  Forum/discussion groups  Chat  Messaging  Create html blocks  Most frequent question  Featured courses/live-sessions
  • 16. Templates  Standardize by creating templates for  FAQs  Orientation sessions  In-depth courses  Other, per your situation  Create flowchart(s) of the process(es) you will follow for  providing responses  Creating new documentation  Reviewing statistics
  • 17. The BIGWin  Documentation  In IT, in Project Management, in Grants Management, documentation is key….but not uniformly well done  Cost of personnel  Time  Effort  Moodle can become the tool of choice for your organization
  • 18. The BIGGESTWIN  Users can become self-sufficient, learning at a point of need  Better user skill means fewer support requests that require live intervention on repetitive or recurring questions  Providing a “knowledge base and a community platform” help users find solutions to problems independently  That’s your Moodle!
  • 20. ThankYou  Mary M. Rydesky Anchorage Alaska www.transitionmanagement.us www.akdistancelearning.net 907-227-2393