Guide Overview

The following guide is designed to provide agents and administrators an overview of the following topics:

  • Installing and configuring the Screen Recorder app
  • Using video recordings when working tickets
  • Setting up a video recording custom field

 

Guide Index

You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index, simply use the Return to Index link located at the end of any section.

  1. App Installation and Configuration
  2. Using Video Recording when Working Tickets
  3. Applying Video Recording Custom Fields to Ticket Submissions

 

App Installation and Configuration

To install the video recording feature in Incident IQ, begin by selecting Incident IQ Apps > Browse from the left navigation bar. On the app browser, scroll down to the Utilities section and click on Screen Recorder.

Video_Recording_-_Installation_001.png

On the Screen Recorder Details page, click on Install near the top left of the screen to go to the app installer page.

Video_Recording_-_Installation_002.png

After completing the installation, you will want to click on the Manage App Settings near the bottom of the screen.

Video_Recording_-_Installation_003.png

On the app management page, you will need to select which user roles may use the video recording feature. Once activated, all users in the selected role may add video recordings to tickets.

Video_Recording_-_Installation_004.png

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Using Video Recording when Working Tickets

When enabled for their roles, agents and administrators can also add video recordings directly on tickets they are currently working. To do so, begin by clicking on the Record button below the Ticket Progress section on any ticket currently In Progress.

Video_Recording_-_Working_Tickets_001.png

This will open up the video recording tool. From here, you can:

  • Name your recording
  • Select an audio and video source
  • Take a screenshot
  • Record your video

When you click on Start Recording, you will be prompted to select which screen you wish to record on. Once selected, the video recording will begin immediately.

Video_Recording_-_Working_Tickets_002.png

After you have completed recording your video, the file will automatically attach to a new comment box. Simply fill in your additional text details and click Add Comment to complete the process.

Video_Recording_-_Working_Tickets_003.png

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Applying Video Recording Custom Fields to Ticket Submissions

Administrators may also set up video recording fields for use by requestors on ticket submission through the creation of a custom field. When the Screen Recorder app is installed, a new custom field type appears for selection: Screen Recording. Please note, when creating this custom field you may opt to make it required.

Video_Recording_-_Custom_Field_001.png

Once this custom field has been created, it can then be applied out to all, or some, ticket types in the Tickets tab.

Video_Recording_-_Custom_Field_002.png

When submitting tickets that match the filter criteria of your custom field, you will see the video recording tools appear directly on the final page of ticket submission. Additionally, to make this easier on users that may be unfamiliar with this feature, instructions on how to utilize this field will appear below the field name as well.

Video_Recording_-_Custom_Field_003.png

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