# SysAid Cloud

> Knowledge base documentation for SysAid Cloud.

## Spaces

- [Release Notes](https://documentation.sysaid.com/docs/release-notes.md)
- [August 13, 2026](https://documentation.sysaid.com/docs/august-13-2026.md)
- [July 8, 2026](https://documentation.sysaid.com/docs/july-8-2026.md)
- [May 17, 2026](https://documentation.sysaid.com/docs/may-17-2026.md)
- [April 20, 2026](https://documentation.sysaid.com/docs/april-20-2026.md)
- [March 6, 2026](https://documentation.sysaid.com/docs/march-6-2026.md)
- [January 14, 2026](https://documentation.sysaid.com/docs/january-14-2026.md)
- [December 17, 2025](https://documentation.sysaid.com/docs/december-17-2025.md)
- [November 26, 2025](https://documentation.sysaid.com/docs/november-26-2025.md)
- [November 10, 2025](https://documentation.sysaid.com/docs/november-10-2025.md)
- [October 10, 2025](https://documentation.sysaid.com/docs/october-10-2025.md)
- [September 10, 2025](https://documentation.sysaid.com/docs/september-10-2025.md)
- [August 11, 2025](https://documentation.sysaid.com/docs/august-11-2025.md)
- [July 10, 2025](https://documentation.sysaid.com/docs/july-10-2025.md)
- [June 15, 2025](https://documentation.sysaid.com/docs/june-15-2025.md)
- [May 10, 2025](https://documentation.sysaid.com/docs/may-release-notes.md)
- [April 9, 2025](https://documentation.sysaid.com/docs/april-9-2025.md)
- [March 25,2025](https://documentation.sysaid.com/docs/march-252025-1.md)
- [February 25,2025](https://documentation.sysaid.com/docs/february-252025.md)
- [January 30, 2025](https://documentation.sysaid.com/docs/january-30-2025.md)
- [January 8, 2025](https://documentation.sysaid.com/docs/january-8-2025.md)
- [A cleaner, more crisp SysAid Spaces](https://documentation.sysaid.com/docs/sysaid-spaces-modernization-hub-md.md)
- [SysAid Cloud Setup](https://documentation.sysaid.com/docs/setup.md): SysAid offers several integration options, which help you enrich your SysAid experience.
- [SysAid Getting Started Guide](https://documentation.sysaid.com/docs/getting-started-guide.md): Getting Started Guide shows you how to use SysAid's basic features.
- [SysAid Cloud System Requirements](https://documentation.sysaid.com/docs/sysaid-cloud-system-requirements.md)
- [Cloud Edition Advanced Setup Guide](https://documentation.sysaid.com/docs/cloud-edition-advanced-setup-guide.md): SysAid's Cloud servers are not on the same network as the rest of your computers.
- [Submitting Feature Ideas via SysAid Community](https://documentation.sysaid.com/docs/submitting-feature-ideas-via-sysaid-community.md)
- [SysAid IP Filter](https://documentation.sysaid.com/docs/sysaid-ip-filter.md): Set up an IP filter to determine which IP addresses can connect to SysAid.
- [My Calendar](https://documentation.sysaid.com/docs/my-calendar.md): SysAid Calendar displays all time relevant information within SysAid in one, centralized location.
- [Syncing the SysAid Calendar with Microsoft or Google](https://documentation.sysaid.com/docs/calendar-sync.md): This page allows you to integrate SysAid with your Exchange O365 or Google for the purpose of synchronizing your Sys aid calendar with your Outlook or Google calendars.
- [Configuring My Calendar Settings](https://documentation.sysaid.com/docs/my-calendar-settings.md): The Calendar Settings page controls which calendar items are synchronized with Exchange/Office 365 and how far back in time the calendar syncs.
- [Managing Your Calendar in SysAid](https://documentation.sysaid.com/docs/managing-your-calendar-in-sysaid.md)
- [Adding Change Events to Your Calendar](https://documentation.sysaid.com/docs/adding-change-events-to-your-calendar.md)
- [Guide to the SysAid Remote Discovery Service (RDS)](https://documentation.sysaid.com/docs/guide-to-the-sysaid-remote-discovery-service-rds.md): SysAid Remote Discovery Service is the only node on the local network that communicates directly with the SysAid server or cloud.
- [Network Discovery Guide](https://documentation.sysaid.com/docs/network-discovery-guide-1.md): SysAid offers several different ways to discover your network.SysAid allows you to import all of your Windows based computers by performing a WMI scan.
- [Setting Up the Self-Service Portal](https://documentation.sysaid.com/docs/self-service-portal-admin-guide.md): The Self-Service Portal allows you to fully and easily customize your end-users' experience with SysAid.
- [Email](https://documentation.sysaid.com/docs/email-integration-list.md): SysAid can integrate with multiple incoming and outgoing email profiles.
- [Setting Up an Email Integration in SysAid Spaces](https://documentation.sysaid.com/docs/setting-up-an-email-integration-in-sysaid-spaces.md)
- [Email Integration Form](https://documentation.sysaid.com/docs/email-integration-form.md): Set up your email integration and view or create new email integrations using the Email Integration Form.
- [Google Email Integration with OAuth 2.0](https://documentation.sysaid.com/docs/google-email-integration-with-oauth-2-0.md): You can set up email integration with the OAuth 2.0 protocol with or Google.The instructions below can be applied to incoming or outcoming email integration or both.
- [Microsoft 365 Email Setup with OAuth 2.0 in SysAid Spaces](https://documentation.sysaid.com/docs/microsoft-365-email-setup-with-oauth-20-in-sysaid.md): You can set up email integration with the OAuth 2.0 protocol with Microsoft 365 or.The instructions below can be applied to incoming or outcoming email integration or both.
- [Required Network Access](https://documentation.sysaid.com/docs/required-network-access.md): SysAid has cloud environments in the United States, Canada, Europe, Israel, and Australia.You must enable communication between the SysAid Cloud servers and the computers on your network.
- [SysAid Email Integration Best Practices](https://documentation.sysaid.com/docs/sysaid-email-integration-best-practices.md)
- [LDAP Integration](https://documentation.sysaid.com/docs/ldap-integration.md): This page allows you to integrate SysAid with your LDAP.Integration with LDAP provides the following benefits:Import all users and user groups into Sys Aid automatically to save time.
- [LDAP Configuration for SysAid Cloud Edition](https://documentation.sysaid.com/docs/ldap-configuration-for-sysaid-cloud-edition.md): Customers integrate SysAid with their LDAP servers for two main purposes:Importing their users to Sys aid.
- [LDAP Form - General Tab](https://documentation.sysaid.com/docs/ldap-form-general-tab.md): This page describes the fields and options displayed in the General tab in the LDAP Integration form.
- [LDAP Form - Filters Tab](https://documentation.sysaid.com/docs/ldap-form-filters-tab.md): Use the Filters Tab page to access information and define the filters used in your LDAP integration.
- [LDAP Form - User Roots Tab](https://documentation.sysaid.com/docs/ldap-form-user-roots-tab.md): Use the User Roots tab to organize units to query for user data.
- [LDAP Form - Group Roots Tab](https://documentation.sysaid.com/docs/ldap-form-group-roots-tab.md): Add organization units to query for group data using the Group Roots tab.
- [LDAP Form - Attribute Mapping Tab](https://documentation.sysaid.com/docs/ldap-form-attribute-mapping-tab.md): Admins can map relevant LDAP Active Directory fields to their corresponding fields in SysAid using the attribute mapping tab.
- [SysAid Mobile App for Agents](https://documentation.sysaid.com/docs/sysaid-mobile-app-for-agents.md)
- [Text Messages](https://documentation.sysaid.com/docs/text-messages.md): Enter details of your SMS provider in the Text Messages page to send SMSes to your administrators' mobile phones.
- [Multi-Factor Authentication](https://documentation.sysaid.com/docs/mfa.md)
- [SysAid Agent Deployment Guide](https://documentation.sysaid.com/docs/agent-deployment-guide.md): The SysAid Agent is a client-side application that resides on each of your computers and runs quietly in the background.
- [Settings](https://documentation.sysaid.com/docs/settings-section.md): Use the Settings Section to access all your settings on SysAid, which are grouped based on the feature or module they are associated with. You can click on one of these groups to view all the settings for that section.
- [Customization](https://documentation.sysaid.com/docs/settings-section-customize.md): SysAid enables you to customize practically any module, form, list or feature to suit your own specific needs by removing fields, adjusting translations, redefining forms, and more.
- [General Service Desk Customizations for SysAid Spaces](https://documentation.sysaid.com/docs/general-service-desk-customizations-for-sysaid-spaces.md)
- [Templates & Fields](https://documentation.sysaid.com/docs/clone-templates-fields.md): There are several setting pages settings pages required to create and edit your Incident, Request, Change, and Problem Templates. You can find them all in the Service Desk Templates page.
- [Priorities](https://documentation.sysaid.com/docs/priorities.md): The priorities page allows you to specify certain conditions under which a service record will receive a priority other than the helpdesk default priority.
- [Custom Fields](https://documentation.sysaid.com/docs/fields-customization.md): SysAid Full Edition allows you to add your own custom fields to any supported entities.These fields will then show up for use in the appropriate lists and forms.
- [Custom Fields in Spaces](https://documentation.sysaid.com/docs/custom-fields.md)
- [Create Custom Fields](https://documentation.sysaid.com/docs/customize-entity-column.md): Add custom fields to your forms and lists using the Customize Entity Column.
- [Create/Edit Custom Entity Column](https://documentation.sysaid.com/docs/createedit-custom-entity-column.md): Create and modify custom fields in SysAid on the Create/Edit Custom Entity Column.
- [Customizing Lists and Field Values in Spaces](https://documentation.sysaid.com/docs/customizing-lists-and-field-values-in-spaces.md)
- [Automatically Updating Linked Incident Statuses (Status Settings)](https://documentation.sysaid.com/docs/status-settings.md)
- [Service Record Templates in Spaces](https://documentation.sysaid.com/docs/templates-docs.md)
- [Template Fields](https://documentation.sysaid.com/docs/template-fields.md)
- [Incident Templates](https://documentation.sysaid.com/docs/incident-templates.md): By selecting a template when creating a new incident, all fields on the incident will be automatically filled out as they appear in the template.
- [Edit Incident Template](https://documentation.sysaid.com/docs/edit-incident-template.md): This page allows you to edit an incident template. All but the first two fields on this page are identical to the fields on the incident form.
- [Change Templates](https://documentation.sysaid.com/docs/change-templates.md): Use the following page to learn how to create and modify change templates.
- [Edit Change Template](https://documentation.sysaid.com/docs/edit-change-template.md): SysAid's Workflow designer allows you to quickly and easily add and edit Workflow tabs and action items.
- [Problem templates](https://documentation.sysaid.com/docs/problem-templates.md): Problems are based on templates. The problem templates list allows you to create and modify problem templates.
- [Edit Problem Template](https://documentation.sysaid.com/docs/edit-problem-template.md): Problem templates are designed to give you a standard procedure for problem solving.Not all problems are of the same type or size, so the same template may not be suitable for all problems.
- [Request Templates](https://documentation.sysaid.com/docs/request-templates.md): Each request in SysAid's system is based upon a template that determines whether there are approvals and whether there are any other workflow components. Read on to learn how you can create your own Request Templates.
- [Edit Request Template](https://documentation.sysaid.com/docs/edit-request-template.md): Each request template is based upon a sub type.A sub type determines two things: 1) which fields appear on the non-workflow tabs, and 2) how many workflow tabs there are.
- [Service Desk Templates](https://documentation.sysaid.com/docs/miscellaneous-service-desk-templates.md): Find a list of the different out-of-the-box templates for that you can use for your service records, including Failed Patches, Request Templates, Access Shared Folder, and more.
- [Template Sections](https://documentation.sysaid.com/docs/template-sections.md)
- [Template List](https://documentation.sysaid.com/docs/template-list.md): Where Admins view and manage Templates. It displays all Out of the Box Incident Templates as well as Templates you created and customized.
- [Service Record Template Designer](https://documentation.sysaid.com/docs/template-designer.md): Where Admins view and manage Templates. It displays all Out of the Box Incident Templates as well as Templates you created and customized.
- [Managing Service Record Templates](https://documentation.sysaid.com/docs/manage-templates.md): This document explains how to use the Template Designer to design Templates for recurring use in SysAid.
- [Workflows](https://documentation.sysaid.com/docs/workflows.md)
- [Workflow Designer](https://documentation.sysaid.com/docs/workflow-designer.md): SysAdmins designing Request, Change, or Problem Templates in the Template Designer can create Workflows using the Workflow Designer.
- [Configuring Action Items](https://documentation.sysaid.com/docs/configure-action-items.md)
- [Fulfilling Action Items](https://documentation.sysaid.com/docs/fulfill-action-items.md)
- [Setting Workflow Notifications](https://documentation.sysaid.com/docs/setting-workflow-notifications.md): Use the Edit/Create New Notification page to edit your change and problem notifications.
- [Service Desk Action Items](https://documentation.sysaid.com/docs/service-desk-action-items.md): The Service Desk Action Items page offers you a variety of action items to use for your Request, Change, and Problem workflows.
- [Action Item Fields](https://documentation.sysaid.com/docs/action-items-fields.md): A list containing a variety of action item fields that you can use
- [Categories](https://documentation.sysaid.com/docs/categories.md): A category is an entity attribute that enables admins to properly classify service records and configuration items.Categories also help admins in sorting, searching, reporting, and other operations.
- [Category Form](https://documentation.sysaid.com/docs/category-form.md): This page allows you to create or edit a category record.Click Done to save any changes or click Save and New to save your changes and open a new category form based on the category you just saved.
- [Importing Categories via CSV](https://documentation.sysaid.com/docs/import-categories.md): In the following page you can easily import a list of new categories from a .csv. file.
- [Setting Category Visibility](https://documentation.sysaid.com/docs/categories-by-user-groups.md): The Categories by User Groups feature allows you to determine exactly which categories are accessible to your various groups of end users.
- [Reminders](https://documentation.sysaid.com/docs/reminders.md): This page allows you to set reminders for the various date fields in SysAid.A reminder is a notification that's launched in advance of the date recorded in any date field.
- [Routing Rules List](https://documentation.sysaid.com/docs/routing-rules-list.md): Routing rules allow SysAid to automatically assign service records to administrators or admin groups.The more specific a rule is, the earlier it runs.
- [Routing Rules Form](https://documentation.sysaid.com/docs/routing-rules-form.md): Routing rules allow SysAid to automatically assign service records to administrators or admin groups.This is useful in cases where you know in advance who will work on a specific service record.
- [Email Rules](https://documentation.sysaid.com/docs/email-rules.md): This page allows you to manage your email rules.Email rules enable you to automatically set field values in service records created from an incoming email.
- [Edit Email Rules](https://documentation.sysaid.com/docs/edit-email-rules.md): This page allows you to build or edit the parameters of an.The page is composed of three sections, which determine:Each rule should have a unique name and is only applied if it is enabled.
- [Escalation Rules](https://documentation.sysaid.com/docs/escalation-rules.md): This page shows you a list of all escalation rules that exist for your Service Desk.Escalation rules allow you to automatically perform actions on service records when predefined criteria are met.
- [Creating a New Escalation Rule](https://documentation.sysaid.com/docs/new-escalation-rule.md): This page allows you to build or edit an.The page is composed of three sections, which determine:You can also name the escalation rule and choose if it's enabled or not.
- [Creating and Managing Timers](https://documentation.sysaid.com/docs/timer-forms.md): Service record timers allow you to measure the amount of time a service record spends in a particular state.The Timers form contains all of the information required to set up a timer.
- [Creating Automations with SysAid AI](https://documentation.sysaid.com/docs/creating-automations-with-sysaid-ai.md)
- [Notifications](https://documentation.sysaid.com/docs/customize-notifications.md): Access different types of notifications on the Customer Notifications list and reset their text to the default text.
- [Custom Notification Form](https://documentation.sysaid.com/docs/custom-notification-form.md): The Notification form allows you to edit the text of a notification's subject and body or reset the notification text to the default text.
- [Edit Notifications](https://documentation.sysaid.com/docs/edit-notifications.md): This page has four tabs.On the General tab, you give your notification a name and choose the notification method.
- [Reminder Notifications](https://documentation.sysaid.com/docs/reminder-notifications.md): Using the Reminder Notifications page you can manage your reminder notifications, customize your list, create new reminder notifications, and delete one or more reminder notifications.
- [Setting Workflow Notifications](https://documentation.sysaid.com/docs/editcreate-new-notification.md): Use the Edit/Create New Notification page to edit your change and problem notifications.
- [My Menu](https://documentation.sysaid.com/docs/my-menu.md): Use My Menu to view the logged-in administrator's name and photo if they have uploaded one through My Settings.
- [Send Message](https://documentation.sysaid.com/docs/send-message.md): SysAid allows you to send emails, SMSes, instant messages, and broadcasts.You can access the Send Message page by going to My Menu > Send Message or by clicking from within a service record.
- [My Settings](https://documentation.sysaid.com/docs/my-settings.md): Enter your name here as you would like it displayed throughout SysAid.
- [Account information](https://documentation.sysaid.com/docs/about.md): This page shows you information about your SysAid license.The functions and details on this page vary based on your permissions and version of Sys Aid.Click on a link to expand a section.
- [Navigation Bar](https://documentation.sysaid.com/docs/navigation-bar.md): Access all of SysAid's different areas and modules from the Navigation Bar. There are four main groups on the Navigation Bar Service Desk, Assets, Analytics, and Tools.
- [Instant Message](https://documentation.sysaid.com/docs/instant-message.md): Instant message announcements let you know if a new service record has been assigned to you, or if another admin sent you a message.
- [Menu Customization](https://documentation.sysaid.com/docs/menu-customization.md): To customize any of the four main menus first click on that menu and then click on Menu Customization at the bottom right of the menu.
- [Favorites List](https://documentation.sysaid.com/docs/favorites-list.md): Easily access any page in SysAid, without having to navigate through the main menu by creating a Favorites List.
- [Edit or Add Favorites ](https://documentation.sysaid.com/docs/edit-or-add-favorites.md): This page enables you to edit or add favorites. You can also set your added favorite page as your default homepage.
- [Phone Call](https://documentation.sysaid.com/docs/phone-call.md): Rather than using the main SR form, use this page to open a simpler and faster service record after receiving a phone call.
- [SysAid Chat Guide](https://documentation.sysaid.com/docs/chat-guide.md): SysAid Chat gives you and your end users a live, real-time communication channel.The Chat Console is where you receive and manage all of your chats.
- [Chat Console](https://documentation.sysaid.com/docs/chat-console.md): The SysAid Chat console is where you will spend most of your time administering chats.Click on a number in the picture to jump to a description of that section.
- [Chat Sessions](https://documentation.sysaid.com/docs/chat-sessions.md): On the Chat Sessions list you can view all the chats that have occurred in SysAid, except for those still active.
- [Closed Chat](https://documentation.sysaid.com/docs/closed-chat.md): This page shows a transcript of a closed chat, as well as all relevant details for that chat.You can use the print icon to export the chat to.pdf format for ease of printing.
- [Chat Queues List](https://documentation.sysaid.com/docs/chat.md): The Chat Queues List page gives you access to all of your chat queues and enables you to create and modify them.
- [Edit Chat Queues](https://documentation.sysaid.com/docs/edit-chat-queues.md): The chat queue configuration page allows you to control the vast majority of the settings for SysAid Chat.The icon is dynamic, and will automatically reflect the online status of your administrators.
- [Tasks and Projects Guide](https://documentation.sysaid.com/docs/tasks-and-projects-guide.md): The Tasks and Projects module is designed to help you be proactive in your IT management.Tasks are the individual work items in a project, and each task belongs to one project.
- [Task & Project Notifications List](https://documentation.sysaid.com/docs/notifications-list.md): Manage your task notifications which will be available for all tasks using the Notifications List.
- [Tasks and Projects Activities](https://documentation.sysaid.com/docs/tasks-and-projects-activities.md): View all your task and project activities, when they started and ended, who the user was, and more.
- [Project Settings](https://documentation.sysaid.com/docs/project-settings.md): The following page controls settings for the Task and Project module.Notify users when they are assigned a task Notifies a user when that user is assigned to a task.
- [Project List](https://documentation.sysaid.com/docs/project-list.md): Here you can view a list of all your projects and their associated tasks.Clicking on a task's row will allow you to view details for that task.A task displays up to 10 activities on the list.
- [Project Form](https://documentation.sysaid.com/docs/project-form.md): The project form allows you to view and edit details for an individual project. You can also see all tasks that make up the project. The project form is divided into tabs, each with its own purpose.
- [Process Monitor](https://documentation.sysaid.com/docs/process-monitor.md): Check the history of Automate Joe processes in your account on the Process Monitor page.
- [Integrating OneLogin User Repository with SysAid](https://documentation.sysaid.com/docs/onelogin-user-repository.md): SysAid’s OneLogin User Repository integration allows you to more efficiently manage the users in your company from one central location.It automatically pulls user data from OneLogin to SysAid.
- [SSO Connector](https://documentation.sysaid.com/docs/sso-connector.md): Allows admins to configure SysAid to support Single-Sign On across multi-tenanted authentication platforms.Set up the SSO Connector add-on.
- [Integrating Okta Repository with SysAid](https://documentation.sysaid.com/docs/okta-repository.md): SysAid’s Okta Repository integration allows you to more efficiently manage the users in your company from one central location.It automatically pulls user data from Okta to SysAid.
- [Task](https://documentation.sysaid.com/docs/task.md): Here you can view a list of all your tasks.Click on any task to view details for that task.For more information about creating and editing tasks, please go.
- [Task Form](https://documentation.sysaid.com/docs/task-form.md): The task form allows you to view and edit details for an individual task.You can also see all activities that have been logged on a task.The task form is divided into tabs, each with its own purpose.
- [Using SysAid Lists](https://documentation.sysaid.com/docs/using-sysaid-lists.md): Each list page in SysAid shows a different entity, but all lists use the same basic format.
- [Special Lists](https://documentation.sysaid.com/docs/special-lists.md)
- [Customizing Table Columns in SysAid](https://documentation.sysaid.com/docs/customize-a-list.md)
- [Creating a Drop-down Filter](https://documentation.sysaid.com/docs/new-dropdown-filter.md): If you have added new custom list fields from, you may want to filter your lists by this new field.SysAid allows you to add a drop-down filter to the list view for just this purpose.
- [List Icons](https://documentation.sysaid.com/docs/list-icons.md): In SysAid, there are several icons that appear on the upper menu bar.Creating different views allows you to change which fields and filters appear.
- [Expression Builder](https://documentation.sysaid.com/docs/expression-builder.md): The Expression Builder is used to filter list results and report results.It is also used to create escalation rules.To create a filter, choose the field, expression, and desired value for the field.
- [List Views](https://documentation.sysaid.com/docs/list-views.md)
- [Modifying Forms (Design Form)](https://documentation.sysaid.com/docs/customize-customize-forms.md): Almost all of the form pages in SysAid can be customized using the Design form window.
- [Survey Introduction](https://documentation.sysaid.com/docs/survey-introduction.md): The SysAid survey provides you an easy-to-use tool for collecting feedback from your users.Any ticket you close will send a survey link to the associated end user so that they can give you feedback.
- [Service Record Survey](https://documentation.sysaid.com/docs/service-record-survey.md): This page shows a list of your survey questions.You can add or delete questions, and you can choose the order in which your questions appear in the survey.
- [Edit/New Survey Question](https://documentation.sysaid.com/docs/editnew-survey-question.md): Edit a survey question and add an answer on the Edit/New Survey Question page.
- [SLA/SLM Guide](https://documentation.sysaid.com/docs/sla-slm-guide.md): Service Level Agreement is a contract that specifies the quality and speed of service that the IT team is expected to provide.
- [Setting Up a Service Agreement (SLA/SLM)](https://documentation.sysaid.com/docs/modify-agreement.md): Routing rules allow you to have specific service records automatically assigned to administrators or admin groups without having to even look at them.
- [Service Management Dashboard Overview](https://documentation.sysaid.com/docs/service-management.md): The service management dashboard is your central location for monitoring your helpdesk performance vs.your SLAs.You do not enter any data directly into this screen.
- [Creating and Managing Timers](https://documentation.sysaid.com/docs/timers.md): Service record timers allow you to measure the amount of time a service record spends in a particular state.The Timers form contains all of the information required to set up a timer.
- [Due Dates](https://documentation.sysaid.com/docs/due-dates.md): Due date rules automatically assign due dates to your service records.Any service record that matches all of the requirements in one of your due date rules will receive the due date you specify.
- [Creating and Managing Due Date Rules](https://documentation.sysaid.com/docs/due-dates-form.md): The Due Dates form contains all of the information required to apply a due date to an SR.
- [Adding Dynamic Due Dates to Service Records](https://documentation.sysaid.com/docs/adding-dynamic-due-dates-to-service-records.md)
- [Measurements Introduction](https://documentation.sysaid.com/docs/measurements-introduction.md): In this Measurements Introduction you will learn about how SysAid allows you to measure your performance against your SLAs.
- [Measurements](https://documentation.sysaid.com/docs/measurements.md): Manage your individual SLA measurements within SysAid on the Measurements Overview page.
- [Measurement Edit](https://documentation.sysaid.com/docs/measurement-edit.md): This page allows you to create new measurements for your SLA.Click OK or Apply when you've finished to save your work.
- [Measurement Lists](https://documentation.sysaid.com/docs/measurement-lists.md): Use the Measurement Lists page to manage your data lists.
- [Measurement List Edit](https://documentation.sysaid.com/docs/measurement-list-edit.md): This page allows you to create new data lists for your measurements.Following is an explanation of each field on this page.Click OK or Apply when you've finished to save your work.
- [Automatic Texts (Canned Responses)](https://documentation.sysaid.com/docs/automatic-texts.md): Use the Automatic Texts page to learn how to create small snippets of text that you can insert into your emails/broadcasts/instant messages with the click of a button.
- [Publishing Announcements in SysAid Spaces (News)](https://documentation.sysaid.com/docs/publishing-announcements-in-sysaid-spaces.md)
- [Advanced Reporting](https://documentation.sysaid.com/docs/advanced-reporting.md): To customize your Dashboard charts access Advanced Reporting on your Settings
- [Design Dashboard](https://documentation.sysaid.com/docs/design-dashboard.md): Each Manager Dashboard view can have its own charts.Many charts have filtering options so that you can focus the results displayed in the chart.
- [Managing BI Analytics Settings](https://documentation.sysaid.com/docs/managing-bi-analytics-settings.md): Mשp additional fields to be displayed in your BI Analytics module using the BI Analytics Setting page.
- [Event Logs](https://documentation.sysaid.com/docs/event-logs.md): View all events that have occurred in SysAid by visiting the Event Log page.
- [New Manual Event](https://documentation.sysaid.com/docs/new-manual-event.md): While the SysAid Audit Log may be automatically updated, you can use the New Manual Event page to add your own custom events.
- [Change and Problem Management Overview](https://documentation.sysaid.com/docs/guide-to-sysaid-change-management-and-problem-management.md): Guide to SysAid Change Management and Problem Management.This guide is designed to introduce administrators to the functionalities of the modules.
- [Setting Up Change and Problem Management](https://documentation.sysaid.com/docs/change-management-and-problem-management-location-guide-and-faq.md): This page is designed to guide you through the initial setup of Change and Problem Management.There are two types of changes and problems-- linked and unlinked.
- [Example of a Change from Start to Finish](https://documentation.sysaid.com/docs/example-of-a-change-from-start-to-finish.md): SysAid Change Management lets you manage a change through a predefined process.The process is represented by the workflow tabs and associated action items.
- [Adding Change Events to Your Calendar](https://documentation.sysaid.com/docs/adding-change-events-to-your-calendar-1.md)
- [Service Record Queue](https://documentation.sysaid.com/docs/queue.md)
- [Working with the Service Record Queue](https://documentation.sysaid.com/docs/working-with-the-queue.md)
- [Filtering and Sorting the Queue](https://documentation.sysaid.com/docs/queue-filters.md)
- [Configuring Queue Columns](https://documentation.sysaid.com/docs/columns.md): Reorder, remove, or add Columns using the Queue's Column Configuration Panel
- [Creating and Managing Queue Views](https://documentation.sysaid.com/docs/queue-views.md): Queue Views are sets of configured Columns, Filters, and sorting that a user defines inside the } to save for future use.
- [Discover Service Records in Spaces](https://documentation.sysaid.com/docs/spaces-sr.md)
- [Creating Service Records](https://documentation.sysaid.com/docs/create-a-sr.md)
- [Duplicating Service Records in Spaces](https://documentation.sysaid.com/docs/duplicating-service-records-in-spaces.md)
- [Merging Service Records in Spaces](https://documentation.sysaid.com/docs/merging-service-records-in-spaces.md)
- [Convert Incident to Request in Spaces](https://documentation.sysaid.com/docs/service-record-actions-in-spaces.md)
- [Archiving a Service Record in Spaces](https://documentation.sysaid.com/docs/archiving-a-service-record-in-spaces.md)
- [Service Record Actions List in Spaces](https://documentation.sysaid.com/docs/service-record-actions-list-in-spaces.md): The Service Record Actions menu shows a list of all action items in your service desk.By using the filters, an administrator can easily see all active action items assigned to him or her.
- [Service Record Fields](https://documentation.sysaid.com/docs/service-record-fields.md)
- [Exporting Service Records](https://documentation.sysaid.com/docs/export-sr.md)
- [Service Record Related Items in Spaces](https://documentation.sysaid.com/docs/service-record-related-items-in-spaces.md)
- [Setting Up Service Record Weight in Spaces](https://documentation.sysaid.com/docs/setting-up-service-record-weight-in-spaces.md)
- [Printing Service Records in Spaces](https://documentation.sysaid.com/docs/print-service-records.md)
- [Submitting Service Records](https://documentation.sysaid.com/docs/submitting-service-records.md)
- [Service Records Overview](https://documentation.sysaid.com/docs/service-record-docs.md)
- [Changing a Service Record Template](https://documentation.sysaid.com/docs/changing-a-service-record-template.md)
- [Service Record Journey](https://documentation.sysaid.com/docs/journey-docs.md)
- [Sending Messages from the Service Record](https://documentation.sysaid.com/docs/messages.md)
- [Service Record Activities](https://documentation.sysaid.com/docs/activities.md)
- [Reading & Writing Notes](https://documentation.sysaid.com/docs/read-and-write-notes.md)
- [Notes Notifications](https://documentation.sysaid.com/docs/notes-notifications.md)
- [Service Record Attachments](https://documentation.sysaid.com/docs/view-attachments.md)
- [Managing Service Record Attachments](https://documentation.sysaid.com/docs/manage-attachments.md)
- [Resolving a Service Record](https://documentation.sysaid.com/docs/resolve-a-service-record.md)
- [Managing Service Record Resolutions](https://documentation.sysaid.com/docs/manage-resolutions.md)
- [Knowledge Base](https://documentation.sysaid.com/docs/articles.md): SysAid's Knowledge Base or Articles page enables you to build your end-users a useful guideline to help them find solutions and solve them independently without having to contact the help desk team.
- [Knowledge Base](https://documentation.sysaid.com/docs/knowledge-base.md): The SysAid Knowledge Base allows you to build a central repository of information that's useful for administrators and end users in finding shared solutions to common problems.
- [Edit Knowledge Base Article](https://documentation.sysaid.com/docs/edit-knowledge-base-article.md): This page allows you to view and edit Knowledge Base articles.To create a new Knowledge Base article, fill out the following fields and then click OK/Apply.
- [SysAid Remote Control Guide](https://documentation.sysaid.com/docs/remote-control-guide.md): SysAid Remote Control allows you to provide service to everywhere from whereever you are.
- [Asset Management](https://documentation.sysaid.com/docs/asset-management.md): Optimally manage your overall IT environment by learning everything you need to know about SysAid's complete asset management system.
- [Getting Started with Asset Management in SysAid](https://documentation.sysaid.com/docs/getting-started-with-asset-management-in-sysaid.md)
- [Asset Management Dashboard](https://documentation.sysaid.com/docs/asset-management-dashboard.md): The SysAid Asset Management Dashboard gives you a birds-eye view of your asset inventory.View assets by type, location, department, and more.
- [Asset Settings](https://documentation.sysaid.com/docs/assets-settings.md): The Assets Management page allows you to create and manage your Patch Management policies, including Registry Keys, Notifications, Remote Control Settings, and more.
- [Asset Types](https://documentation.sysaid.com/docs/asset-types.md): Customize your asset types and add new ones on the Asset Types page.
- [Importing Assets](https://documentation.sysaid.com/docs/import-assets.md): This page allows you to easily import a list of assets from a.csv file.You can also update existing assets by reimporting them with updated information.To automatically sync your assets with a.
- [Registry Keys](https://documentation.sysaid.com/docs/registry-keys.md): You can extract up to five registry keys using the Registry Keys Tab and view the contents of the registry keys on the asset form.
- [Remote Control Settings](https://documentation.sysaid.com/docs/remote-control-settings.md): Choose your Remote Control Settings by selecting SysAid Remote Control Gateway (RCG) or Always ask. Then decide whether or not to give permissions to all computers in your network.
- [Vendor Management](https://documentation.sysaid.com/docs/vendor-management.md): If you are undeploying or redeploying the agent directly from the asset list, the Vendor Management page will assist you in automatically connecting an asset with its manufacturer.
- [Vendor Form](https://documentation.sysaid.com/docs/vendor-form.md): Automatically identify an asset's vendor and view assets by their manufacturer using the Vendor Form.
- [Asset List](https://documentation.sysaid.com/docs/asset-list.md): This page includes a full list of your assets.By clicking any row entry you can reach the full details of each asset.For general instructions for using list pages in SysAid, see.
- [Working with the Asset List](https://documentation.sysaid.com/docs/working-with-the-asset-list.md)
- [Viewing and Editing an Asset](https://documentation.sysaid.com/docs/asset-form.md)
- [Asset Field Reference](https://documentation.sysaid.com/docs/asset-field-reference.md)
- [Asset Groups](https://documentation.sysaid.com/docs/asset-groups.md): This page allows you to view your assets by group, to create new groups, and to move assets from one group to another.If you have a lot of assets, this page can take a long time to load.
- [Asset Availability](https://documentation.sysaid.com/docs/asset-availability.md): This list shows you downtime for all assets whose availability you are monitoring.To open the actions list, select one or more availability records using the tickboxes at the left end of each row.
- [Software Products](https://documentation.sysaid.com/docs/software-products.md): If you've registered a software product in SysAid you can view it here.
- [New Software Product](https://documentation.sysaid.com/docs/new-software-product.md): This page allows you to register your software products in SysAid.Once registered, Sys aid tells you how many copies of a software are installed throughout your network.
- [Guide to Patch Management](https://documentation.sysaid.com/docs/patch-management-guide.md): SysAid Patch Management allows IT administrators to manage software patches on their computers.SysAid's Patch Management solution integrates state-of-the-art OEM Patch Management technology.
- [Patch Management Settings](https://documentation.sysaid.com/docs/patch-management-settings.md): Patch Management settings allow you to configure default settings for SysAid Patch Management.Automatically assign computers to Patch Management Policies.
- [Patch Management List](https://documentation.sysaid.com/docs/patch-management-list.md): Each patch managed in SysAid Patch Management applies to a specific issue on a given software product.A patch is only relevant for assets that have the product installed.
- [Patch Management Notifications](https://documentation.sysaid.com/docs/notifications.md): SysAid software notifications notify you if you exceed your registered number of licenses or if an unapproved software product is detected on your network.
- [Asset Management Events](https://documentation.sysaid.com/docs/asset-management-events.md): This page allows you to configure notifications for asset management.
- [Notifications List](https://documentation.sysaid.com/docs/asset-notifications-list.md): Manage your asset notifications on the Notifications List.
- [Patch Management Policies](https://documentation.sysaid.com/docs/patch-management-policies.md): The Patch Management Policies list lets you see when was the last scan and patch deployment, how many Patch Management policies with the number of attached assets there are, and more.
- [Edit a Patch Management Policy](https://documentation.sysaid.com/docs/edit-a-patch-management-policy.md): The Patch Management Policy form allows you to specify the following key settings for computers attached to a given policy.
- [Microsoft Windows Patch Management Requirements](https://documentation.sysaid.com/docs/patch-management-requirements.md): When using the SysAid server and/or the RDS, take the Patch Management Requirements into consideration.
- [Catalog](https://documentation.sysaid.com/docs/catalog.md): This page shows you a list of all of your catalog items.A catalog item reflects a certain model of a particular IT device.Some catalog items are created automatically when the creates asset entries.
- [Edit Catalog Items](https://documentation.sysaid.com/docs/edit-catalog-items.md): This page allows you to edit a catalog item.Click OK/Apply to save any changes you make.Click on a version number to open a new screen with a snapshot of the supplier at that revision.
- [Supplier List ](https://documentation.sysaid.com/docs/supplier-list.md): Keep a record of all of your suppliers on the Supplier List page.
- [Edit/Add New Supplier](https://documentation.sysaid.com/docs/edit-add-new-supplier.md): This page allows you to create or edit a record for one of your suppliers.Enter the details of your supplier on the General Details tab and then click OK/Apply to save the information.
- [Online Users](https://documentation.sysaid.com/docs/online-users.md): This list shows you in real-time which users are logged on to your network.In order for a user to appear on this list, the computer they are using must have the SysAid Agent installed on it.
- [History](https://documentation.sysaid.com/docs/history.md): On this page you'll be able to view logins from any computer that has the SysAid agent installed on it,
- [Introduction to SysAid Monitoring](https://documentation.sysaid.com/docs/monitoring.md): Learn how to create monitoring configurations using SysAid's introduction to monitoring.
- [Monitoring Settings](https://documentation.sysaid.com/docs/monitor-settings.md): The Monitoring Configuration Page shows four items: ping time out, TCP/IP connection time out, HTTP connection time out, and maximum time without data from the agent.
- [Alerts](https://documentation.sysaid.com/docs/alerts.md): View all active monitoring warnings and errors on SysAid's Alerts Menu.
- [Event Log](https://documentation.sysaid.com/docs/event-log.md): A monitoring event is when a monitored device triggers a monitoring rule. Monitor your events on the Event Log Records page.
- [Workstation/Server Templates](https://documentation.sysaid.com/docs/workstationserver-templates.md): In the Workstation/Server Templates page you can find a list of all the workstation or server templates that you've created.
- [Edit Workstation Server Template](https://documentation.sysaid.com/docs/workstation-server-templates.md): This page allows you to create monitoring templates for your workstations. A template is a that is applied to multiple assets. Read more about monitoring templates in the.
- [Last Poll](https://documentation.sysaid.com/docs/last-poll.md): Track your monitoring rules you've created on the Last Poll page.
- [Monitoring Notifications](https://documentation.sysaid.com/docs/monitoring-notifications.md): On this page you can manage your monitoring notifications as well as create and use a particular notification for any monitoring rule.
- [Edit Monitoring Notifications](https://documentation.sysaid.com/docs/edit-monitoring-notifications.md): There are three notification methods, and you can choose any or all of them for each notification you create. Each notification method corresponds to a tab on this page.
- [Workstations/Servers/Network Devices](https://documentation.sysaid.com/docs/workstations-servers-network-devices.md): Check out the Workstations/Servers/Network Devices page to access a list with all the workstations, servers, or network devices that have a monitoring configuration attached to them.
- [Workstations/Servers](https://documentation.sysaid.com/docs/workstations-servers.md): Monitoring data is reported to the asset's designated every five minutes.URL Monitoring allows you to monitor the availability of any web page or web application accessible to the SysAid Server.
- [Network Discovery Guide](https://documentation.sysaid.com/docs/network-discovery-guide.md): SysAid offers several different ways to discover your network.SysAid allows you to import all of your Windows-based computers by performing a WMI scan.
- [General](https://documentation.sysaid.com/docs/network-discovery-guide-general.md): Use this page to get an overview of the three asset discovery methods offered to you by SysAid: WMI scans, Agent deployments, and SNMP scans.
- [WMI Scan](https://documentation.sysaid.com/docs/wmi-scan.md): Discover all of your Windows based computers without needing to install the SysAid agent on the WNI Scan page.
- [WMI Scan Form](https://documentation.sysaid.com/docs/wmi-scan-form.md): Discover, access or delete WMI assets using the WMI Scan Form.
- [Network Discovery Wizard](https://documentation.sysaid.com/docs/network-discovery-wizard.md): The Network Discovery Wizard is launched automatically the first time you log into SysAid.
- [SNMP Scan](https://documentation.sysaid.com/docs/snmp-scan-list.md): SNMP scanning allows you to discover all SNMP capable devices on your network.
- [Ensure SNMP Readiness](https://documentation.sysaid.com/docs/ensure-snmp-readiness.md)
- [Run an SNMP Scan](https://documentation.sysaid.com/docs/snmp-asset-managemnet-guide.md): SNMP is used by devices as a method of communicating basic and real-time information across a network.Each device contains OIDs, variables that communicate data about the device.
- [SNMP OIDs Settings](https://documentation.sysaid.com/docs/snmp-oids-settings.md): OID mapping allows you to map data imported from an SNMP scan into a corresponding field on the asset form.To add a new OID, enter the OID and a display name that defines the function of that OID.
- [Update Asset Data](https://documentation.sysaid.com/docs/update-asset-data.md): The Update Asset Data tab allows you to poll an asset that has been imported into SysAid by WMI, SNMP, or the agent.Any inventory changes detected are updated in Sys aid.
- [Upgrade SysAid Agent Sofware Version](https://documentation.sysaid.com/docs/upgrade-agents-version.md): The Update Agents Version tab allows you to ensure that all of your assets are running the latest version of the SysAid agent.
- [RDS](https://documentation.sysaid.com/docs/rds.md): The RDS tab lists all RDS nodes that are reporting to your SysAid server.This tab allows you to remove nodes, upgrade nodes when a new version of RDS is released, and download updated logs.
- [Deploy Agents from the RDS](https://documentation.sysaid.com/docs/deploy-agents-from-the-rds.md): When you select an RDS from the RDS list, you can select assets to manually deploy the agent on.The RDS deploys the agents using the credentials stored in the.
- [Publish Settings Configuration Policies to the Agents](https://documentation.sysaid.com/docs/publish-settings-configuration-policies-to-the-agents.md): The zero-configuration networking service between RDS and SysAid Max and Linux agents enables several functionalities.
- [Agent Deployment Plan](https://documentation.sysaid.com/docs/agent-deployment-plan.md): The Agent Deployment Plan list displays all of your plans for scheduled agent deployments.For general instructions for using list pages in SysAid, see.create a new deployment plan, click.
- [Agent Deployment Plan Form](https://documentation.sysaid.com/docs/agent-deployment-plan-form.md): Use the Agent Deployment Plan form to get all the information required to deploy or undeploy the agents on a set of assets.
- [Agent Deployment Troubleshooting](https://documentation.sysaid.com/docs/troubleshooting.md): The SysAid Agent can be deployed using the Service Control Manager.The Remote Registry service has to be running on all target computers.
- [Network Discovery Tools Download](https://documentation.sysaid.com/docs/downloads.md): The Downloads page gives you multiple options for deploying the SysAid agent.
- [Network Discovery Logs](https://documentation.sysaid.com/docs/log.md): Track your past and current scans and network discovery tasks on the SysAid log.
- [Agent Settings Management](https://documentation.sysaid.com/docs/agent-settings-management.md): Use the Agent Settings Management list to view all of your Agent Setting configurations that you can apply to assets or agent deployments.
- [Agent Settings Form](https://documentation.sysaid.com/docs/agent-settings-form.md): Use this page to set all of the specific settings for a given agent setting configuration.
- [Credentials List](https://documentation.sysaid.com/docs/credentials-list.md): Store admin credentials for all of the domains you need to access on the Credentials List.
- [Credential Form](https://documentation.sysaid.com/docs/credential-form.md): Find all the information required to deploy the SysAid agent via the RDS on the credentials form,
- [My Desktop Guide](https://documentation.sysaid.com/docs/my-desktop-guide.md): With SysAid My Desktop, there's no need to configure a VPN connection or to install a client.
- [Main](https://documentation.sysaid.com/docs/main.md): This page allows you to do the following: enable My Desktop, view the number of active My Desktop sessions, and view registered users and accessible assets.
- [Active Sessions](https://documentation.sysaid.com/docs/active-sessions.md): My Desktop active sessions information including source host, target host, session ID and RCG
- [Registered Users](https://documentation.sysaid.com/docs/registered-users.md): You can view all the users that are registered for My Desktop through the Registered Users Page.
- [Accessible Assets](https://documentation.sysaid.com/docs/accessible-assets.md): Accessible assets for at least one My Desktop user
- [Audit Logs](https://documentation.sysaid.com/docs/audit-logs.md): View all the activities that occur in the My Desktop module through the My Desktop Audit Logs.
- [Configuration Management Database (CMDB) Guide](https://documentation.sysaid.com/docs/cmdb.md): The SysAid Configuration Management Database allows you to map out your entire IT infrastructure.By keeping your CMDB up-to-date, you can easily see a complete map of your network.
- [Managing Configuration Items](https://documentation.sysaid.com/docs/configuration-items-list.md)
- [CI Type List](https://documentation.sysaid.com/docs/ci-types.md): Any item that you record in your CMDB is called a CI, and each CI is classified by type. Use this page to create new CI types and modify existing types.
- [Edit CI Types](https://documentation.sysaid.com/docs/ci-types-3.md): Edit your CI Types by typing in a name and description for your new CI type in the following page.
- [CI Sub Types](https://documentation.sysaid.com/docs/ci-sub-types.md): CI types in SysAid can have their own subtypes. This page enables you to classify the CIs that fall into general categories.
- [CI Templates](https://documentation.sysaid.com/docs/ci-templates.md): Save time when adding a group of new CIs of the same type to your CMDB by checking out the CI Templates page.
- [Managing CI Templates](https://documentation.sysaid.com/docs/new-template.md): This page allows you to create/edit CI templates and to create new CIs from a template. Fill in the details that will be shared by all CIs created from this template.
- [CI Relation Types](https://documentation.sysaid.com/docs/ci-relation-types.md): CI relationships work in two directions: what the CI affects, and what's affected by the CI.
- [Creating a New CI Relation Type](https://documentation.sysaid.com/docs/new-ci-relation-type.md): Describe the connections between CIs in your SysAid CMDB by adding new CI relation types.
- [Importing CIs Overview](https://documentation.sysaid.com/docs/importing-cis-overview.md)
- [Import Settings](https://documentation.sysaid.com/docs/import-settings.md): Determine the settings for importing CIs into your CMDB by checking the boxes.
- [Importing System Items](https://documentation.sysaid.com/docs/import-system-items.md): On the Import System Items page you can import all of your assets, software products, users, companies, and catalog items into the CMDB.
- [Import Asset to CI Settings](https://documentation.sysaid.com/docs/import-asset-to-ci-settings.md): Import assets to CI settings by choosing the asset fields you would like copied to the CI, and then choose the destination fields on the CI to receive the copied data from the asset.
- [Importing CI Relations](https://documentation.sysaid.com/docs/import-ci-relations.md): This page allows you to easily map CI Relations by importing a CSV list of commands to be applied to your CMDB.To import a list of CIs create a.
- [Importing CIs from a Delimited File](https://documentation.sysaid.com/docs/import-cls-from-a-delimited-file.md): This page allows you to easily import a list of CIs from a.csv file.You can also update existing CIs by reimporting them with updated information.
- [Setting Up the Self-Service Portal](https://documentation.sysaid.com/docs/setting-up-the-self-service-portal.md): The Self-Service Portal allows you to fully and easily customize your end-users' experience with SysAid.
- [Self-Service Portal General Settings](https://documentation.sysaid.com/docs/self-service-portal-general-settings.md): This page enables you to configure the general settings of the Self-Service Portal.
- [Configuring Portal Layout (Portal Settings)](https://documentation.sysaid.com/docs/self-service-portal-settings.md): This page allows you to configure settings for the Self-Service Portal.Be sure to click Save when you are done making changes to this page.
- [Customizing the "My Settings" Form in the Self-Service Portal](https://documentation.sysaid.com/docs/settings-form.md): The Settings Form is viewed by end-users when they select My Settings from their profile menu in the Self-Service Portal.
- [Themes](https://documentation.sysaid.com/docs/themes-list.md): Select an item on the list to open the theme.You can apply a theme as the default for all users in your account or so that the theme is displayed for any user who belongs to that company.
- [Theme Colors](https://documentation.sysaid.com/docs/theme-colors.md): This page guides you how to select the theme colors to get the look you want for your Self-Service Portal.
- [Banners List](https://documentation.sysaid.com/docs/banners-list.md): Customize your Self-Service Portal to align with your organization brand and themes by adding banners.
- [Service Catalog](https://documentation.sysaid.com/docs/service-catalog.md): The Service Catalog provides your end users with quick access to various services, functions, and resources.
- [Self-Service Portal for End Users](https://documentation.sysaid.com/docs/self-service-portal.md): Congrats! Your company now uses SysAid! You can access the software using the Self-Service Portal. Learn more about what it offers you in the Self-Service Portal guide.
- [Self-Service Portal Guide](https://documentation.sysaid.com/docs/self-service-portal-guide.md): As an end user, you access SysAid using the Self-Service Portal.If you need the IT department to help you resolve a problem, you can submit an incident.
- [Get Started with AI Chatbot](https://documentation.sysaid.com/docs/ai-chatbot.md): The AI Chatbot enables end users to promptly report issues and receive real-time support from their organization's ITSM resources and personnel.
- [Chat with the AI Chatbot](https://documentation.sysaid.com/docs/chat-with-the-ai-chatbot.md)
- [AI Chatbot via Microsoft Teams](https://documentation.sysaid.com/docs/use-ai-chatbot-for-teams.md)
- [Viewing a Ticket in the Self-Service Portal](https://documentation.sysaid.com/docs/ticket-view.md): The Ticket View page shows you the details regarding your previously submitted service records.
- [Incident Submission Form](https://documentation.sysaid.com/docs/incident-submission-form.md): SysAid allows you to customize the Self-Service Portal Submit Incident form.You can create multiple versions of the form that end users can select depending upon the type of incident to be submitted.
- [Request Submission Form](https://documentation.sysaid.com/docs/request-submission-form.md): SysAid allows you to customize the Self-Service Portal Submit Request form.You can create multiple versions of the form that end users can select depending upon the type of request to be submitted.
- [Submitting Service Records](https://documentation.sysaid.com/docs/submit-service-records.md)
- [Submit an Incident](https://documentation.sysaid.com/docs/submit-an-incident.md): This page allows you to submit incidents to your IT staff when you need help that isn't related to a component failure or error.
- [Submit a Request](https://documentation.sysaid.com/docs/submit-a-request.md): This page allows you to submit requests to your IT staff when you need help that isn't related to a component failure or error.
- [My Settings](https://documentation.sysaid.com/docs/my-settings.md): Enter your name here as you would like it displayed throughout SysAid.
- [Self-Service Portal Language](https://documentation.sysaid.com/docs/language.md)
- [Login Methods](https://documentation.sysaid.com/docs/login.md): This page discusses logging into the SysAid Self-Service Portal.For a full explanation of features available to you in the Self- service Portal, please read the.
- [Scoreboard](https://documentation.sysaid.com/docs/scoreboard.md): You can toggle between displayed tabs on the Scoreboard to view different SR categories including: My requests, recently closed, supervised requests, and workflow actions.
- [Frequently Asked Questions](https://documentation.sysaid.com/docs/frequently-asked-questions.md): The Frequently Asked Questions page gives you an opportunity to find answers to commonly asked questions.Always make sure to check the FAQ before submitting a service record.
- [FAQ](https://documentation.sysaid.com/docs/faq.md): Before submitting a service record on the self-service portal make sure you check the FAQ page to find answers to commonly asked questions without needing to contact the IT department.
- [View FAQ Article](https://documentation.sysaid.com/docs/view-faq-article.md): On this page you will get to see the content of an FAQ (Frequently Asked Questions) article.
- [Action Items](https://documentation.sysaid.com/docs/action-items.md): Work on action items that have been assigned to you using the Action Items page.
- [Toolbox](https://documentation.sysaid.com/docs/toolbox-widget-list.md): You can choose to open a Toolbox Item, add a new one, or delete one from your list, and you can even move it up/down or duplicate it on the Toolbox Widget List page.
- [Toolbox Items](https://documentation.sysaid.com/docs/self-service-portal-toolbox-items.md): Easily access various functions in the Self-Service Portal via the Toolbox Items section. These include activities, specific SR templates, and Password Self Service, as well as external links.
- [Self-Service Portal Search](https://documentation.sysaid.com/docs/sspsearch.md): When you search a term in the Self-Service Portal the results are split up by area that they are located in.
- [Password Self Service](https://documentation.sysaid.com/docs/password-self-service.md): This is the SysAid Password Self Service Wizard main page.From this page, you can launch the Unlock Account Wizard or the Reset Password Wizard.
- [Step 1 - Reset Password/Unlock Account](https://documentation.sysaid.com/docs/step1-reset-password-unlock-account.md): This is step 1 of the Password Self Service Wizard, which is identical for both Reset Password and Unlock Account.
- [Step 2 - Reset Password/Unlock Account](https://documentation.sysaid.com/docs/step-2-reset-passwordunlock-account.md): Step 2 of the Password Self-Service Wizard is identical for both Reset Password and Unlock Account.
- [Step 3 - Reset Password](https://documentation.sysaid.com/docs/step-3-reset-password.md): Step 3 out of 4 of the Reset Password wizard only appears if your administrator has given you permission to choose your own new password. Be sure to review the Domain Password Policy Requirements before setting your new password.
- [Final Step - Reset Password/Unlock Account ](https://documentation.sysaid.com/docs/final-step-reset-passwordunlock-account.md): If your attempt to unlock your account is not successful, it's possible that your account was not locked.If you are still unable to log in, please contact your IT administrator.
- [Administrator Guide](https://documentation.sysaid.com/docs/administrator-guide.md): The SysAid Administrator guide includes instructions to assist you in making system level changes.
- [Reset the Main SysAid Administrator Password](https://documentation.sysaid.com/docs/reset-the-main-sysaid-administrator-password.md): SysAid allows you to reset your password if you've forgotten it.This is true for any password stored in SysAid except for the main administrator password.
- [User Management](https://documentation.sysaid.com/docs/settings-user-management.md): Learn what the Settings > User Management menu can enable you to do on SysAid.
- [Managing Admins and End Users](https://documentation.sysaid.com/docs/managing-admins-and-end-users.md)
- [Editing User Profiles](https://documentation.sysaid.com/docs/editing-user-profiles.md)
- [Managing Agent and Admin Permissions](https://documentation.sysaid.com/docs/managing-agent-permissions.md)
- [Importing End Users via CSV](https://documentation.sysaid.com/docs/importing-end-users.md)
- [Managing Groups](https://documentation.sysaid.com/docs/managing-groups.md)
- [Managing Companies](https://documentation.sysaid.com/docs/managing-companies.md)
- [Importing Companies via CSV](https://documentation.sysaid.com/docs/importing-companies-via-csv.md)
- [SSL Configuration for SysAid In-House Edition](https://documentation.sysaid.com/docs/ssl-configuration-for-sysaid-in-house-edition.md): There are two options for enabling SSL access to SysAid.If you are using a keystore certificate, you may self-sign your certificate or have an official certification authority sign your certificate.
- [Translation](https://documentation.sysaid.com/docs/translation.md): SysAid contains one translation file for every single language that appears in the Language drop-down list.
- [Operating Times](https://documentation.sysaid.com/docs/operating-times.md): Service desk operating times are the hours that your service desk is in operation.Due dates, escalation rules, and automatic emails are all affected by your operating times.
- [Modify Operating Times](https://documentation.sysaid.com/docs/modify-operating-times.md): A set of operating times specifies the operating days and hours of the help desk for a company, an agreement, or for the helpdesk default.Holidays can be specifically excluded.
- [Password Services](https://documentation.sysaid.com/docs/password-services.md): Password Services is a self service module for your end users.It allows them to:Reset their own password in the event that they've forgotten it.
- [Password Services Guide](https://documentation.sysaid.com/docs/password-services-guide.md): Password Services is a self service module for your end users.It allows them to:Reset their own password in the event that they've forgotten it.
- [Main](https://documentation.sysaid.com/docs/password-services-guide-main.md): SysAid's main Password Services module allows you to enable or disable the Unlock Account wizard and the Reset Password wizard.
- [Audit Log](https://documentation.sysaid.com/docs/audit-log.md): Find a list including both end-user and administrator activity on the Password Services Audit Log.
- [Security Questions](https://documentation.sysaid.com/docs/security-questions.md): This page allows you to manage the available security questions that end users can choose from.Click to create a new security question.Click on the row of an existing security question to edit it.
- [Edit Security Question](https://documentation.sysaid.com/docs/edit-security-question.md): Use the following page to learn how to edit an end-user's security question as well as make it visible or mandatory.
- [Password Services](https://documentation.sysaid.com/docs/settings-general.md): This page allows you to configure settings for Password Services.This determines the method by which the Reset Password wizard provides the end user with his or her new password.
- [Password Services Notifications](https://documentation.sysaid.com/docs/settings-notifications.md): Manage your Password Services notifications and check out the menu bar for more options.
- [Account Defaults](https://documentation.sysaid.com/docs/account-defaults.md): Use this page to set your account defaults - you can choose a language, time zone, data input style, and more.
- [Appearance](https://documentation.sysaid.com/docs/appearance.md): Determine the look of various elements throughout your SysAid interface.You can always return to the Sys aid appearance defaults by clicking Return to Default.
- [Web Forms](https://documentation.sysaid.com/docs/web-forms.md): Creating a web form generates HTML code that allows you to embed the into any website of your choosing.
- [Admin Language](https://documentation.sysaid.com/docs/admin-language-1.md)
- [Language Settings](https://documentation.sysaid.com/docs/language-settings-1.md)
- [Translations](https://documentation.sysaid.com/docs/translation-1.md)
- [Analytics Overview](https://documentation.sysaid.com/docs/introduction.md): In this Introduction you will get a complete overview of SysAid's many tools through various dashboards and reports.
- [Admin Portal](https://documentation.sysaid.com/docs/admin-portal.md): This is the first page administrators see when they log into SysAid, It includes an overview of the state of affairs in your SysAid.
- [Dashboard](https://documentation.sysaid.com/docs/dashboard.md): The Dashboard is a visual display, showing up to six charts at once.It provides you with real-time updates for key performance indicators.
- [Matrix](https://documentation.sysaid.com/docs/matrix.md): Matrix allows you to easily see the distribution of your service records, whether by status, administrator, category, priority, or any other variable.
- [Customize and Run a Report](https://documentation.sysaid.com/docs/customize-and-run-a-report.md): View all the reports you have permissions for and customize and run a report or change the format in which it is displayed on your screen.
- [My Reports](https://documentation.sysaid.com/docs/customize-and-run-a-report-my-reports.md): On the My Reports tab you can see the reports for which you've saved parameters so that you don't have to re-enter them each time you run the report.
- [Recent Reports](https://documentation.sysaid.com/docs/recent-reports.md): The Recent Reports page shows you the last 50 reports you ran, and enables you to download a report or open a source report.
- [Scheduled Reports](https://documentation.sysaid.com/docs/scheduled-reports.md): SysAid lets you run, email and edit reports.You can run a report from the Action menu or from the Report form.SysAid creates a record of the report in the All Reports tab.
- [Reports](https://documentation.sysaid.com/docs/reports.md): Evaluate the performance of your help desk and track inventories, and measure the progress of your various tasks and projects are only some of the things that you can do with SysAid's large variety of Reports.
- [Design a Report](https://documentation.sysaid.com/docs/design-report.md): Use our out-of-the-box reports to evaluate, track and measure you help desk, assets, users and more. In addition, you can create your own reports, and customize them as needed.
- [Edit Reports](https://documentation.sysaid.com/docs/edit-reports.md): Activate the edit mode to edit reports and categories. You can also change the format in which your reports are being displayed.
- [Organize Reports](https://documentation.sysaid.com/docs/organize-reports.md): All the reports in SysAid are organized in categories.These help in grouping together similar reports and make it easier to find the reports you are looking for.
- [Report Form](https://documentation.sysaid.com/docs/report-form.md): The report form allows you to run a report or modify almost any aspect of a report provided you have the necessary.It also displays a dynamic preview of the report output that you can modify.
- [Build a Report](https://documentation.sysaid.com/docs/build-a-report.md): The Report form allows you to control almost any element of your report.This page includes information about editing your report features.
- [Report Types](https://documentation.sysaid.com/docs/report-types.md): SysAid allows you to include a variety of charts and graphs in your reports to present your data in a clear way.
- [IT Benchmarks](https://documentation.sysaid.com/docs/it-benchmarks.md): With IT Benchmarks, you can instantly compare the performance of your IT department to other IT departments around the world.
- [BI Analytics](https://documentation.sysaid.com/docs/bi-analytics.md): The SysAid BI Analytics module enables you to uncover the potential of your Help Desk data using the Qlik Sense platform.
- [Filter BI Data](https://documentation.sysaid.com/docs/filter-bi-data.md): All selected filter items are displayed on the top of the sheet.To filter by a field value, click the field and click the values you want to include in the filter.
- [BI Analytics Chart Option](https://documentation.sysaid.com/docs/bi-analytics-chart-options.md): The Open SR Overview chart is unique in that it allows you to select what field you want to measure in your open SRs.Certain options are available for specific chart types.
- [BI Analytics Presentation](https://documentation.sysaid.com/docs/bi-analytics-presentation.md): You can create presentations that include images of charts from your system.These presentations can be helpful in discussing the data or proving what course of action the data points to.
- [Managing BI Analytics Settings](https://documentation.sysaid.com/docs/bi-analytics-settings.md): Mשp additional fields to be displayed in your BI Analytics module using the BI Analytics Setting page.
- [License Manager](https://documentation.sysaid.com/docs/license-manager-overview-page.md)
- [Managing Contracts with SysAid](https://documentation.sysaid.com/docs/managing-contracts-with-sysaid.md)
- [Importing Contracts via CSV](https://documentation.sysaid.com/docs/importing-contracts.md)
- [Managing Contract Custom Fields](https://documentation.sysaid.com/docs/managing-contract-custom-fields.md)
- [Application Discovery Overview](https://documentation.sysaid.com/docs/application-discovery-overview.md)
- [Discovering Applications via Microsoft Entra ID](https://documentation.sysaid.com/docs/application-discovery-via-microsoft-entra-id.md)
- [Deploying the SysAid Browser Extension in Edge (Windows)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-edge-windows.md)
- [Deploying the SysAid Browser Extension in Chrome via Microsoft Intune (macOS)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-microsoft-intune-macos.md)
- [Deploying the SysAid Browser Extension in Edge via Microsoft Intune (Windows)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-edge-via-microsoft-intune-windows.md)
- [Deploying the SysAid Browser Extension in Chrome via Microsoft Intune (Windows)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-microsoft-intune-windows.md)
- [Deploying the SysAid Browser Extension in Edge (macOS)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-edge-macos.md)
- [Deploying the SysAid Browser Extension in Chrome via Google Admin and CBCM](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-google-admin-and-cbcm.md)
- [Deploying the SysAid Browser Extension via VMware Workspace ONE](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-via-vmware-workspace-one.md)
- [Deploying the SysAid Browser Extension in Chrome via Windows Registry](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-windows-registry.md)
- [Deploying the SysAid Browser Extension in Chrome via PowerShell (Windows)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-powershell-windows.md)
- [Deploying the SysAid Browser Extension in Chrome via Jamf (macOS)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-jamf-macos.md)
- [Deploying the SysAid Browser Extension in Chrome via Addigy (macOS)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-addigy-macos.md)
- [Deploying the SysAid Browser Extension in Chrome via Mosyle (macOS)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-mosyle-macos.md)
- [Deploying the SysAid Browser Extension in Chrome via Group Policy (Windows)](https://documentation.sysaid.com/docs/deploying-the-sysaid-browser-extension-in-chrome-via-group-policy-windows.md)
- [Managing an Application](https://documentation.sysaid.com/docs/viewing-an-application.md)
- [SysAid Browser Extension](https://documentation.sysaid.com/docs/sysaid-browser-extension.md)
- [Application Discovery Permissions & Data Access Overview](https://documentation.sysaid.com/docs/application-discovery-permissions-data-access-overview.md)
- [SysAid Copilot](https://documentation.sysaid.com/docs/sysaid-ai.md)
- [General](https://documentation.sysaid.com/docs/general-2.md)
- [SysAid AI Security & Trust Overview](https://documentation.sysaid.com/docs/sysaid-copilot-security.md)
- [SysAid's AI Chatbot Response Mechanism](https://documentation.sysaid.com/docs/sysaids-chatbot-ai-response-mechanism.md)
- [Language Support](https://documentation.sysaid.com/docs/language-support.md)
- [AI Chatbot via Microsoft Teams](https://documentation.sysaid.com/docs/ai-chatbot-ms-teams.md)
- [SysAid Copilot Usage Dashboard Overview](https://documentation.sysaid.com/docs/sysaid-copilot-usage-dashboard-overview.md)
- [AI Agents Usage Dashboard Overview](https://documentation.sysaid.com/docs/ai-agents-usage-dashboard-overview.md)
- [Copilot Setup](https://documentation.sysaid.com/docs/copilot-setup.md)
- [SysAid Copilot General Settings Overview](https://documentation.sysaid.com/docs/copilot-general-settings-overview.md)
- [Guardrails](https://documentation.sysaid.com/docs/configure-chatbot.md): SysAid Copilot's AI Chatbot for End Users utilizes organizational data combined with Large Language Models to generate intelligent, solution-oriented responses to user queries in chat threads.
- [AI Statuses](https://documentation.sysaid.com/docs/ai-statuses.md)
- [AI Emailbot](https://documentation.sysaid.com/docs/ai-emailbot-1.md): Use SysAid Copilot's AI Emailbot to communicate with the AI Chatbot via email.
- [AI Author](https://documentation.sysaid.com/docs/ai-author.md)
- [AI Emotion](https://documentation.sysaid.com/docs/ai-emotion.md)
- [AI Case Summarization](https://documentation.sysaid.com/docs/ai-summarization.md): AI Case Summarization is a quick recap of lengthy content in each Service Record – visible from either the Queue or the SR.
- [Category Suggest](https://documentation.sysaid.com/docs/ai-categorization.md): AI Intelligent Categorization suggests the most relevant Category Sets for a Service Record, based on its Title and Description Fields.
- [Category Escalation Rule](https://documentation.sysaid.com/docs/ai-intelligent-categorization-rule.md)
- [Data Pool](https://documentation.sysaid.com/docs/data-pool.md)
- [Creating a Dataset](https://documentation.sysaid.com/docs/create-a-dataset.md)
- [Advanced Dataset Configurations](https://documentation.sysaid.com/docs/data-pool-config.md)
- [Configuring the SharePoint Dataset Connector](https://documentation.sysaid.com/docs/config-sharepoint-dataset-connector.md)
- [Configuring the Confluence Dataset Connector](https://documentation.sysaid.com/docs/configuring-the-confluence-dataset-connector.md)
- [Monitoring AI Chatbot Queries and Answers](https://documentation.sysaid.com/docs/monitoring-ai-chatbot-queries-and-answers.md)
- [Quality Score Calculation Overview](https://documentation.sysaid.com/docs/quality-score-calculation-overview.md)
- [AI Insights](https://documentation.sysaid.com/docs/ai-insights.md)
- [AI Chatbot for End Users](https://documentation.sysaid.com/docs/ai-chatbot-for-end-users-1.md)
- [AI Chatbot for End Users Overview](https://documentation.sysaid.com/docs/ai-chatbot-for-endusers.md)
- [End User Access to the AI Chatbot](https://documentation.sysaid.com/docs/grant-ai-chatbot-access-to-end-users.md)
- [Conversational Ticketing](https://documentation.sysaid.com/docs/ai-created-service-records.md)
- [Customize AI Chatbot for End Users](https://documentation.sysaid.com/docs/customize-ai-chatbot.md)
- [AI Emailbot](https://documentation.sysaid.com/docs/ai-emailbot.md): Use SysAid Copilot's AI Emailbot to communicate with the AI Chatbot via email.
- [Activating the AI Chatbot via Microsoft Teams](https://documentation.sysaid.com/docs/activate-ai-chatbot-for-teams.md)
- [AI Chatbot for Agents](https://documentation.sysaid.com/docs/ai-chatbot-for-agents.md)
- [Configuring the Agent AI Chatbot](https://documentation.sysaid.com/docs/customize-ai-chatbot-for-agents.md)
- [Task Advisor](https://documentation.sysaid.com/docs/ai-chatbot-task-advisor.md)
- [AI Agent Builder Guide](https://documentation.sysaid.com/docs/ai-builder-studio-guide-beta-1.md)
- [Prebuilt AI Agents Overview](https://documentation.sysaid.com/docs/prebuilt-ai-agents-overview-1.md)
- [SysAid AI Agents](https://documentation.sysaid.com/docs/ai-agents.md)
- [AI Agent Setup](https://documentation.sysaid.com/docs/ai-agent-setup.md)
- [Prebuilt AI Agents Overview](https://documentation.sysaid.com/docs/prebuilt-ai-agents-overview.md)
- [AI Agent Center Overview](https://documentation.sysaid.com/docs/ai-agent-center-overview.md)
- [AI Connections](https://documentation.sysaid.com/docs/ai-connections.md)
- [Connecting Slack to The SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-slack-to-the-sysaid-ai-agent-builder.md)
- [Connecting HiBob to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-hibob-to-the-sysaid-ai-agent-builder.md)
- [Connecting Twilio to The SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-twilio-to-the-sysaid-ai-agent-builder.md)
- [Connecting Perplexity to The SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-perplexity-to-the-sysaid-ai-agent-builder.md)
- [Connecting Salesforce to the AI Agent Builder](https://documentation.sysaid.com/docs/connecting-salesforce-to-the-ai-agent-builder.md)
- [Connecting Splashtop to The SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-splashtop-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Entra ID Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/configuring-azure-sysaids-ai-builder-connector-block.md)
- [Connecting Microsoft SharePoint Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-sharepoint-graph-api-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Intune Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-microsoft-intune-graph-api-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft License Management to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-microsoft-365-to-the-sysaid-ai-agent-builder.md)
- [Connecting BitLocker to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-bitlocker-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Outlook Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-microsoft-outlook-graph-api-to-the-sysaid-ai-agent-builder.md)
- [Connecting MS Teams to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-ms-teams-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Exchange Online to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder.md)
- [Configuring the Confluence Dataset Connector](https://documentation.sysaid.com/docs/configuring-the-confluence-dataset-connector-1.md)
- [Connecting Level.io to the SysAid AI Agent Builder](https://documentation.sysaid.com/docs/connecting-levelio-to-the-sysaid-ai-agent-builder.md)
- [AI Agent Builder](https://documentation.sysaid.com/docs/ai-agent-builder.md)
- [AI Agent Builder Guide](https://documentation.sysaid.com/docs/ai-agent-builder-guide.md)
- [Writing Effective Prompts for AI Agent Creation](https://documentation.sysaid.com/docs/writing-effective-prompts-for-ai-agent-creation.md)
- [SysAid Connect](https://documentation.sysaid.com/docs/marketplace.md): SysAid offers several integration options, which help you enrich your SysAid experience.
- [SysAid Integrations Powered by Workato](https://documentation.sysaid.com/docs/sysaid-integrations-powered-by-workato.md)
- [Creating Your First Recipe in Workato](https://documentation.sysaid.com/docs/creating-your-first-recipe-in-workato.md)
- [Configuring the Workato On-Prem Agent (OPA)](https://documentation.sysaid.com/docs/workato-on-prem-agent-opa.md)
- [My Add-ons](https://documentation.sysaid.com/docs/add-ons.md): Access the third-party integrations that you have acquired from the Marketplace or with the assistance of your account manager through the My Apps page.
- [Set up SysAid for MS Teams (Microsoft Teams)](https://documentation.sysaid.com/docs/microsoft-teams.md): SysAid for Teams allows users to submit SysAid tickets from within Microsoft Teams.This allows for easier collaboration within organizations that use Microsoft Teams for internal communication.
- [Use SysAid for Teams](https://documentation.sysaid.com/docs/use-ai-service-desk.md): Once SysAid for Teams is set up, every ticket includes a Microsoft Teams tab. The tab allows you to send a message in Microsoft Teams to an individual user or group of users.
- [Tags for SysAid Notifications in Microsoft Teams](https://documentation.sysaid.com/docs/ai-service-desk-tags-for-sysaid-notifications-ms-teams.md): The full list of tags for SysAid Notifications in Microsoft Teams
- [Update App Permissions in SysAid for Teams](https://documentation.sysaid.com/docs/sysaid-for-teams-app-permissions.md): How to update App Permissions for SysAid for Teams
- [Jira Integration with SysAid Spaces](https://documentation.sysaid.com/docs/jira-integration-with-sysaid-spaces.md)
- [Microsoft Intune Integration with SysAid](https://documentation.sysaid.com/docs/microsoft-intune-integration-with-sysaid.md): ysAid’s Microsoft Intune integration allows you to automatically and securely pull information from your Intune Inventory to SysAid. 

This provides centralized access to asset information; enhancing your capability to quickly service the devices in your network and improve efficiency as part of the ITSM process.
- [Setting Up Microsoft Entra ID (Azure)](https://documentation.sysaid.com/docs/azure.md): SysAid’s Azure integration allows you to more efficiently manage the users in your company from one central location.
- [Import Azure Data](https://documentation.sysaid.com/docs/import-azure-data.md)
- [Google User Repository Integration](https://documentation.sysaid.com/docs/google-user-repository-integration.md)
- [Set up Google User Repository Integration in Google Workplace](https://documentation.sysaid.com/docs/set-up-google-user-repository-integration.md)
- [Chromebooks](https://documentation.sysaid.com/docs/chromebook.md): SysAid’s Chromebook integration allows admins to automatically and securely pull information from G-Suite Inventory to SysAid.This provides them with centralized access to their asset information.
- [Google Apps](https://documentation.sysaid.com/docs/google-apps.md): The Google Apps integration allows you to sync SysAid with your Google account.You must first create two Client IDs for your desktop account and another ID for your mobile account.
- [SysAid Asset Management via Lansweeper](https://documentation.sysaid.com/docs/lansweeper-integration-with-sysaid.md)
- [Microsoft Intune Integration with SysAid](https://documentation.sysaid.com/docs/microsoft-intune-integration-with-sysaid-2.md): ysAid’s Microsoft Intune integration allows you to automatically and securely pull information from your Intune Inventory to SysAid. 

This provides centralized access to asset information; enhancing your capability to quickly service the devices in your network and improve efficiency as part of the ITSM process.
- [Configure Asset Warranty Integration](https://documentation.sysaid.com/docs/configure-asset-warranty-integration.md)
- [Dell Asset Warranty](https://documentation.sysaid.com/docs/dell-asset-warranty.md)
- [Office 365](https://documentation.sysaid.com/docs/office-365.md): The Office 365 integration allows you to sync SysAid with your Office 365 account.You can automatically log in to Sys aid whenever you are logged in to Office 365.
- [Integrating WorkSafe App with SysAid](https://documentation.sysaid.com/docs/worksafe-app.md): SysAid’s Worksafe app provides your employees with a simple way to report on their health statuses.
- [Slack](https://documentation.sysaid.com/docs/slack.md): The Slack integration allows you to create a Slack channel from an SR, pull Slack data into SysAid, and more.For further information, see Set up the Slack integration.
- [Use the Slack Integration in SysAid](https://documentation.sysaid.com/docs/use-the-slack-integration-in-sysaid.md): SysAid integration lets you attach a SysAid ticket to a Slack channel.You can also use slash commands in Slack to send Slack direct messages from Sys aid.
- [SysAid CTI (Computer Telephony Integration)](https://documentation.sysaid.com/docs/sysaid-cti-computer-telephony-integration.md): SysAid CTI allows your PBX to open service records in SysAid and prepopulate the Request User field.
- [Integrating ADFS with SysAid](https://documentation.sysaid.com/docs/adfs.md): The ADFS integration allows you to sync SysAid with your ADFS account.The ADFS server must be properly running on your system in addition to Windows Server 2012 R2 or above.Sys aid version 15.2.
- [CAS Integration with SysAid](https://documentation.sysaid.com/docs/cas.md): To automatically log into SysAid whenever you are logged into CAS, use the following page to sync your SysAid account with your CAS account
- [Okta](https://documentation.sysaid.com/docs/okta.md): The Okta integration allows you to sync SysAid with your Okta account so you can automatically log in to Sys aid whenever you log in.For this integration to work, you must be running Sysaid 16.1.
- [OneLogin](https://documentation.sysaid.com/docs/onelogin.md): The OneLogin integration allows you to sync SysAid with your OneLogin account.You can automatically log in to Sysaid whenever you log in.For this integration to work, you must be running Sys aid 16.1.
- [Shibboleth](https://documentation.sysaid.com/docs/shibboleth.md): Shibboleth integration allows you to sync SysAid with your Shibboleth account.This means you can automatically log in to Sys aid whenever you are logged in to ShibboleTH.
- [Zapier](https://documentation.sysaid.com/docs/zapier.md): SysAid’s Zapier integration allows you to easily connect SysAid to thousands of your favorite business apps.No code required – perform tasks without depending on developers.
- [Power BI Extract](https://documentation.sysaid.com/docs/power-bi-extract.md): SysAid’s Power BI Extract integration allows you to regularly export your SysAid SR data to OneDrive where you can display it in MS PowerBI.
- [Nagios Integration with SysAid](https://documentation.sysaid.com/docs/nagios.md): The Nagios integration allows you to automatically generate, update, and close SRs based on events that Nagios detects on a given host or service in your network.
- [Setup Nagios Core Integration](https://documentation.sysaid.com/docs/setup-nagios-core-integration.md): The first two of the three scripts you generated allow Nagios to automatically create SRs for events and alerts relating to hosts and services you are monitoring.
- [  Configure Nagios XI Integration](https://documentation.sysaid.com/docs/configure-nagios-xi-integration.md): The first two of the three scripts you generated allow Nagios to automatically create SRs for events and alerts relating to hosts and services you are monitoring.
- [Access Nagios in SysAid Asset Management](https://documentation.sysaid.com/docs/access-nagios-in-sysaid-asset-management.md): Set up Nagios integration and then access the Nagios dashboard from within SysAid to access all of your assets imported from Nagios, or any information for specific assets in the asset form.
- [TeamViewer Embedded Service](https://documentation.sysaid.com/docs/teamviewer-embedded-service.md): TeamViewer integration allows admins to initiate a TeamViewer remote control session with their end users from any machine.You must be running SysAid version 17.2.40 or above to use the integration.
- [SolarWinds](https://documentation.sysaid.com/docs/solarwinds.md): SolarWinds integration allows you to automatically generate, update, and close SRs based on events that SolarWinds detects on a given asset in your network.
- [SysAid API](https://documentation.sysaid.com/docs/sysaid-api.md): SysAid REST API was designed to help you meet two specific needs.Display, store, and process help desk data in a way that is best for your organization.Interface SysAid with third party applications.
- [Managing Your App Keys](https://documentation.sysaid.com/docs/managing-your-app-keys.md)
- [Enterprise Service Management (ESM)](https://documentation.sysaid.com/docs/enterprise-service-management-esm.md)
- [Space Templates Overview](https://documentation.sysaid.com/docs/spaces-templates-overview.md)
- [Creating a New Space in SysAid](https://documentation.sysaid.com/docs/creating-a-new-space-in-sysaid.md)

## Classic

- [SysAid Cloud Setup](https://documentation.sysaid.com/classic/docs/setup.md): SysAid offers several integration options, which help you enrich your SysAid experience.
- [SysAid Getting Started Guide](https://documentation.sysaid.com/classic/docs/getting-started-guide.md): Getting Started Guide shows you how to use SysAid's basic features.
- [SysAid Cloud System Requirements](https://documentation.sysaid.com/classic/docs/sysaid-cloud-system-requirements.md)
- [Submitting Feature Ideas via SysAid Community](https://documentation.sysaid.com/classic/docs/submitting-feature-ideas-via-sysaid-community.md)
- [SysAid IP Filter](https://documentation.sysaid.com/classic/docs/sysaid-ip-filter.md): Set up an IP filter to determine which IP addresses can connect to SysAid.
- [Text Messages](https://documentation.sysaid.com/classic/docs/text-messages.md): Enter details of your SMS provider in the Text Messages page to send SMSes to your administrators' mobile phones.
- [Calendar Sync](https://documentation.sysaid.com/classic/docs/calendar-sync.md): This page allows you to integrate SysAid with your Exchange O365 or Google for the purpose of synchronizing your Sys aid calendar with your Outlook or Google calendars.
- [Guide to the SysAid Remote Discovery Service (RDS)](https://documentation.sysaid.com/classic/docs/guide-to-the-sysaid-remote-discovery-service-rds.md): SysAid Remote Discovery Service is the only node on the local network that communicates directly with the SysAid server or cloud.
- [Network Discovery Guide](https://documentation.sysaid.com/classic/docs/network-discovery-guide-1.md): SysAid offers several different ways to discover your network.SysAid allows you to import all of your Windows based computers by performing a WMI scan.
- [Cloud Edition Advanced Setup Guide](https://documentation.sysaid.com/classic/docs/cloud-edition-advanced-setup-guide.md): SysAid's Cloud servers are not on the same network as the rest of your computers.
- [Email](https://documentation.sysaid.com/classic/docs/email-integration-list.md): SysAid can integrate with multiple incoming and outgoing email profiles.
- [Email Integration Edit in SysAid Classic](https://documentation.sysaid.com/classic/docs/email-integration-setup.md): The Email Integration Edit enables you to view all of your email integrations as well as set up new ones.
- [Required Network Access](https://documentation.sysaid.com/classic/docs/required-network-access.md): SysAid has cloud environments in the United States, Canada, Europe, Israel, and Australia.You must enable communication between the SysAid Cloud servers and the computers on your network.
- [SysAid Email Integration Best Practices](https://documentation.sysaid.com/classic/docs/sysaid-email-integration-best-practices.md)
- [Outgoing Email Integration Form in SysAid Classic](https://documentation.sysaid.com/classic/docs/outgoing-email-integration-form.md): Gain several important benefits when you configure outgoing email integration using the following form.
- [Microsoft 365 Email Setup with OAuth 2.0 in SysAid Classic](https://documentation.sysaid.com/classic/docs/microsoft-365-email-integration-with-oauth-2-0-classic.md): You can set up email integration with the OAuth 2.0 protocol with Microsoft 365 or.The instructions below can be applied to incoming or outcoming email integration or both.
- [Incoming Email Integration Form in Classic](https://documentation.sysaid.com/classic/docs/incoming-email-integration-form.md): Using the Incoming Email Integration Form you can automatically create service records from incoming emails, automatically log all end user responses within a service record, and more.
- [Google Email Integration with OAuth 2.0](https://documentation.sysaid.com/classic/docs/google-email-integration-with-oauth-2-0.md): You can set up email integration with the OAuth 2.0 protocol with or Google.The instructions below can be applied to incoming or outcoming email integration or both.
- [Email Integration Form](https://documentation.sysaid.com/classic/docs/email-integration-form.md): Set up your email integration and view or create new email integrations using the Email Integration Form.
- [Patch Management Requirements for Microsoft Windows](https://documentation.sysaid.com/classic/docs/patch-management-guide.md): SysAid Patch Management allows IT administrators to manage software patches on their computers.SysAid's Patch Management solution integrates state-of-the-art OEM Patch Management technology.
- [SysAid Self-Service Portal Admin Guide](https://documentation.sysaid.com/classic/docs/self-service-portal-admin-guide.md): The Self-Service Portal allows you to fully and easily customize your end-users' experience with SysAid.
- [LDAP Integration](https://documentation.sysaid.com/classic/docs/ldap-integration.md): This page allows you to integrate SysAid with your LDAP.Integration with LDAP provides the following benefits:Import all users and user groups into Sys Aid automatically to save time.
- [LDAP Form - General Tab](https://documentation.sysaid.com/classic/docs/ldap-form-general-tab.md): This page describes the fields and options displayed in the General tab in the LDAP Integration form.
- [LDAP Form - Filters Tab](https://documentation.sysaid.com/classic/docs/ldap-form-filters-tab.md): Use the Filters Tab page to access information and define the filters used in your LDAP integration.
- [LDAP Form - User Roots Tab](https://documentation.sysaid.com/classic/docs/ldap-form-user-roots-tab.md): Use the User Roots tab to organize units to query for user data.
- [LDAP Form - Group Roots Tab](https://documentation.sysaid.com/classic/docs/ldap-form-group-roots-tab.md): Add organization units to query for group data using the Group Roots tab.
- [LDAP Form - Attribute Mapping Tab](https://documentation.sysaid.com/classic/docs/ldap-form-attribute-mapping-tab.md): Admins can map relevant LDAP Active Directory fields to their corresponding fields in SysAid using the attribute mapping tab.
- [LDAP Configuration for SysAid Cloud Edition](https://documentation.sysaid.com/classic/docs/ldap-configuration-for-sysaid-cloud-edition.md): Customers integrate SysAid with their LDAP servers for two main purposes:Importing their users to Sys aid.
- [SysAid Migration to Cloud](https://documentation.sysaid.com/classic/docs/sysaid-cloud-migration.md): The SysAid Cloud Migration tool allows you to migrate your on-premise environment to the cloud.First try out the migration on a and then speak to your account manager to schedule a migration to a.
- [Multi-Factor Authentication](https://documentation.sysaid.com/classic/docs/mfa.md)
- [SysAid Agent Deployment Guide](https://documentation.sysaid.com/classic/docs/agent-deployment-guide.md): The SysAid Agent is a client-side application that resides on each of your computers and runs quietly in the background.
- [SysAid Remote Control Guide](https://documentation.sysaid.com/classic/docs/remote-control-guide.md): SysAid Remote Control allows you to provide service to everywhere from whereever you are.
- [Classic](https://documentation.sysaid.com/classic/docs/help-desk.md): The Help Desk list enables you to filter and view the different service records that are registered in your helpdesk.
- [Changes](https://documentation.sysaid.com/classic/docs/creating-and-working-on-changes.md): The Change form has three primary purposes:Edit and review the non-workflow tabs on a change, namely: Change Details, Close, and History.
- [Problems](https://documentation.sysaid.com/classic/docs/creating-and-working-on-problems.md): The problem form has three primary purposes:Edit and review the non-workflow tabs on a problem, namely: Problem Details, Close, and History.
- [Requests](https://documentation.sysaid.com/classic/docs/request-form.md): The Request form allows you to to create new requests and to work on any requests that have been submitted by your users.SysAid includes two default request templates: Basic and Advanced.
- [Incidents](https://documentation.sysaid.com/classic/docs/incident-management-overview.md): Submitting an incident from the End-User Portal is an option for end users.Administrators can submit incidents from the administrator portion of SysAid.
- [SR Form - Introduction](https://documentation.sysaid.com/classic/docs/sr-form-introduction.md): The SR form is divided into three sections, the top panel, the bottom panel, and the insights panel.
- [SR Fields](https://documentation.sysaid.com/classic/docs/sr-fields.md): The top panel is intended for high-level information, such as the SR's category, assigned admin, and status.To optimize space on your screen, the fields in the top panel appear side-by-side.
- [SR Fields Actions](https://documentation.sysaid.com/classic/docs/sr-field-actions.md): Main Asset allows you to connect an asset to the service record.Any asset attached to a service record in this fashion is included in the Service Desk tab on the asset form.
- [SR Form Actions](https://documentation.sysaid.com/classic/docs/sr-form-actions.md): Find all the actions that you can perform on a service record on the SR Form Actions page.
- [SR Form - SR History](https://documentation.sysaid.com/classic/docs/sr-form-sr-history.md): On the SR Form you can see a list of all changes that have been made to the SR.
- [SR Form - Related Items](https://documentation.sysaid.com/classic/docs/sr-form-related-items.md): This tab allows you to manage the relationships between the service record and other entities within SysAid.
- [SR Form Solutions](https://documentation.sysaid.com/classic/docs/sr-form-solutions.md): Once you've finished working on a service record use the SR Form Solutions page.
- [SR Form Chats](https://documentation.sysaid.com/classic/docs/sr-form-chats.md): View a list of all SR Form Chats that are attached to the service record.
- [SR Business Impact](https://documentation.sysaid.com/classic/docs/sr-business-impact.md): The Business Impact tab shows you which this service record is connected to Main CI.This allows you to predict other IT problems that might arise because of the open service record.
- [SR Form - Custom Printout](https://documentation.sysaid.com/classic/docs/sr-form-custom-printout.md): A custom SR printout is simply an Excel spreadsheet of your design that SysAid populates with all necessary fields from the service record.
- [Customize Forms](https://documentation.sysaid.com/classic/docs/customize-forms.md): Design form page in SysAid Full Edition, SR form.Almost all of the form pages can be customized using the Design form window.
- [Service Record Actions List in Classic](https://documentation.sysaid.com/classic/docs/service-record-actions.md): The Service Record Actions menu shows a list of all action items in your service desk.By using the filters, an administrator can easily see all active action items assigned to him or her.
- [Triggers](https://documentation.sysaid.com/classic/docs/triggers.md): Triggers allowyou to automatically perform your own custom operations.For each SysAid entity, you can create form events called triggers.
- [Templates & Fields](https://documentation.sysaid.com/classic/docs/service-desk-templates.md): There are several setting pages settings pages required to create and edit your Incident, Request, Change, and Problem Templates. You can find them all in the Service Desk Templates page.
- [SR Weight](https://documentation.sysaid.com/classic/docs/sr-weight.md): The SR Weight feature allows IT Management to determine the order in which the IT staff handles SRs based on true business priority.
- [Import Content Pack](https://documentation.sysaid.com/classic/docs/import-content-pack.md): Add out-of the box categories, templates, workflows, and process mappings for carrying out specific automated processes via Automate Joe.
- [Edit Workflow Template](https://documentation.sysaid.com/classic/docs/edit-workflow-template.md): Workflow Designer allows process managers to design, create, and modify processes with simple drag-and-drop functionality.
- [Incident Templates](https://documentation.sysaid.com/classic/docs/incident-templates.md): By selecting a template when creating a new incident, all fields on the incident will be automatically filled out as they appear in the template.
- [Edit Incident Template](https://documentation.sysaid.com/classic/docs/edit-incident-template.md): This page allows you to edit an incident template. All but the first two fields on this page are identical to the fields on the incident form.
- [Change Templates](https://documentation.sysaid.com/classic/docs/change-templates.md): Use the following page to learn how to create and modify change templates.
- [Edit Change Template](https://documentation.sysaid.com/classic/docs/edit-change-template.md): SysAid's Workflow designer allows you to quickly and easily add and edit Workflow tabs and action items.
- [Problem templates](https://documentation.sysaid.com/classic/docs/problem-templates.md): Problems are based on templates. The problem templates list allows you to create and modify problem templates.
- [Edit Problem Template](https://documentation.sysaid.com/classic/docs/edit-problem-template.md): Problem templates are designed to give you a standard procedure for problem solving.Not all problems are of the same type or size, so the same template may not be suitable for all problems.
- [Request Templates](https://documentation.sysaid.com/classic/docs/request-templates.md): Each request in SysAid's system is based upon a template that determines whether there are approvals and whether there are any other workflow components. Read on to learn how you can create your own Request Templates.
- [Edit Request Template](https://documentation.sysaid.com/classic/docs/edit-request-template.md): Each request template is based upon a sub type.A sub type determines two things: 1) which fields appear on the non-workflow tabs, and 2) how many workflow tabs there are.
- [Advanced Configurations](https://documentation.sysaid.com/classic/docs/advanced-configurations.md): Check out the help files concerning advanced configurations for SysAid.
- [SSL Configuration for SysAid In-House Edition](https://documentation.sysaid.com/classic/docs/ssl-configuration-for-sysaid-in-house-edition.md): There are two options for enabling SSL access to SysAid.If you are using a keystore certificate, you may self-sign your certificate or have an official certification authority sign your certificate.
- [Administrator Guide](https://documentation.sysaid.com/classic/docs/administrator-guide.md): The SysAid Administrator guide includes instructions to assist you in making system level changes.
- [Reset the Main SysAid Administrator Password](https://documentation.sysaid.com/classic/docs/reset-the-main-sysaid-administrator-password.md): SysAid allows you to reset your password if you've forgotten it.This is true for any password stored in SysAid except for the main administrator password.
- [Analytics Overview](https://documentation.sysaid.com/classic/docs/introduction.md): In this Introduction you will get a complete overview of SysAid's many tools through various dashboards and reports.
- [Admin Portal](https://documentation.sysaid.com/classic/docs/admin-portal.md): This is the first page administrators see when they log into SysAid, It includes an overview of the state of affairs in your SysAid.
- [Dashboard](https://documentation.sysaid.com/classic/docs/dashboard.md): The Dashboard is a visual display, showing up to six charts at once.It provides you with real-time updates for key performance indicators.
- [Matrix](https://documentation.sysaid.com/classic/docs/matrix.md): Matrix allows you to easily see the distribution of your service records, whether by status, administrator, category, priority, or any other variable.
- [Customize and Run a Report](https://documentation.sysaid.com/classic/docs/customize-and-run-a-report.md): View all the reports you have permissions for and customize and run a report or change the format in which it is displayed on your screen.
- [My Reports](https://documentation.sysaid.com/classic/docs/customize-and-run-a-report-my-reports.md): On the My Reports tab you can see the reports for which you've saved parameters so that you don't have to re-enter them each time you run the report.
- [Recent Reports](https://documentation.sysaid.com/classic/docs/recent-reports.md): The Recent Reports page shows you the last 50 reports you ran, and enables you to download a report or open a source report.
- [Scheduled Reports](https://documentation.sysaid.com/classic/docs/scheduled-reports.md): SysAid lets you run, email and edit reports.You can run a report from the Action menu or from the Report form.SysAid creates a record of the report in the All Reports tab.
- [Reports](https://documentation.sysaid.com/classic/docs/reports.md): Evaluate the performance of your help desk and track inventories, and measure the progress of your various tasks and projects are only some of the things that you can do with SysAid's large variety of Reports.
- [Design a Report](https://documentation.sysaid.com/classic/docs/design-report.md): Use our out-of-the-box reports to evaluate, track and measure you help desk, assets, users and more. In addition, you can create your own reports, and customize them as needed.
- [Edit Reports](https://documentation.sysaid.com/classic/docs/edit-reports.md): Activate the edit mode to edit reports and categories. You can also change the format in which your reports are being displayed.
- [Organize Reports](https://documentation.sysaid.com/classic/docs/organize-reports.md): All the reports in SysAid are organized in categories.These help in grouping together similar reports and make it easier to find the reports you are looking for.
- [Report Form](https://documentation.sysaid.com/classic/docs/report-form.md): The report form allows you to run a report or modify almost any aspect of a report provided you have the necessary.It also displays a dynamic preview of the report output that you can modify.
- [Build a Report](https://documentation.sysaid.com/classic/docs/build-a-report.md): The Report form allows you to control almost any element of your report.This page includes information about editing your report features.
- [Report Types](https://documentation.sysaid.com/classic/docs/report-types.md): SysAid allows you to include a variety of charts and graphs in your reports to present your data in a clear way.
- [IT Benchmarks](https://documentation.sysaid.com/classic/docs/it-benchmarks.md): With IT Benchmarks, you can instantly compare the performance of your IT department to other IT departments around the world.
- [Animated Summary](https://documentation.sysaid.com/classic/docs/animated-summary.md): Create your very own fun animated video summary displaying your IT Help Desk statistics.
- [SLA/SLM Guide](https://documentation.sysaid.com/classic/docs/sla-slm-guide.md): Service Level Agreement is a contract that specifies the quality and speed of service that the IT team is expected to provide.
- [Service Management](https://documentation.sysaid.com/classic/docs/service-management.md): The service management dashboard is your central location for monitoring your helpdesk performance vs.your SLAs.You do not enter any data directly into this screen.
- [BI Analytics](https://documentation.sysaid.com/classic/docs/bi-analytics.md): The SysAid BI Analytics module enables you to uncover the potential of your Help Desk data using the Qlik Sense platform.
- [Filter BI Data](https://documentation.sysaid.com/classic/docs/filter-bi-data.md): All selected filter items are displayed on the top of the sheet.To filter by a field value, click the field and click the values you want to include in the filter.
- [BI Analytics Chart Option](https://documentation.sysaid.com/classic/docs/bi-analytics-chart-options.md): The Open SR Overview chart is unique in that it allows you to select what field you want to measure in your open SRs.Certain options are available for specific chart types.
- [BI Analytics Presentation](https://documentation.sysaid.com/classic/docs/bi-analytics-presentation.md): You can create presentations that include images of charts from your system.These presentations can be helpful in discussing the data or proving what course of action the data points to.
- [Fields Available in BI Analytics](https://documentation.sysaid.com/classic/docs/fields-available-in-bi-analytics.md): BI Analytics draws information from the following SR fields in your help desk. There are several available fields including Account ID, Admin group, Agreement, Archive, Asset type, and many more.
- [Tools](https://documentation.sysaid.com/classic/docs/tools-introduction.md): The Tools page helps you better plan and streamline your helpdesk processes.
- [Tasks and Projects Guide](https://documentation.sysaid.com/classic/docs/tasks-and-projects-guide.md): The Tasks and Projects module is designed to help you be proactive in your IT management.Tasks are the individual work items in a project, and each task belongs to one project.
- [Tasks and Projects Activities](https://documentation.sysaid.com/classic/docs/tasks-and-projects-activities.md): View all your task and project activities, when they started and ended, who the user was, and more.
- [Project List](https://documentation.sysaid.com/classic/docs/project-list.md): Here you can view a list of all your projects and their associated tasks.Clicking on a task's row will allow you to view details for that task.A task displays up to 10 activities on the list.
- [Project Form](https://documentation.sysaid.com/classic/docs/project-form.md): The project form allows you to view and edit details for an individual project. You can also see all tasks that make up the project. The project form is divided into tabs, each with its own purpose.
- [Manager Portal Introduction](https://documentation.sysaid.com/classic/docs/manager-portal-introduction.md): The Manager Portal is SysAid's management module.It gives you access to both real-time charts and graphs and to more in-depth reporting.You can also design reports, and modify existing reports.
- [Business Value Dashboard](https://documentation.sysaid.com/classic/docs/business-value-dashboard.md): SysAid's Business Value Dashboard displays specific and clear information regarding the value of your IT department.
- [Process Monitor](https://documentation.sysaid.com/classic/docs/process-monitor.md): Check the history of Automate Joe processes in your account on the Process Monitor page.
- [Integrating OneLogin User Repository with SysAid](https://documentation.sysaid.com/classic/docs/onelogin-user-repository.md): SysAid’s OneLogin User Repository integration allows you to more efficiently manage the users in your company from one central location.It automatically pulls user data from OneLogin to SysAid.
- [SSO Connector](https://documentation.sysaid.com/classic/docs/sso-connector.md): Allows admins to configure SysAid to support Single-Sign On across multi-tenanted authentication platforms.Set up the SSO Connector add-on.
- [Integrating Okta Repository with SysAid](https://documentation.sysaid.com/classic/docs/okta-repository.md): SysAid’s Okta Repository integration allows you to more efficiently manage the users in your company from one central location.It automatically pulls user data from Okta to SysAid.
- [Task](https://documentation.sysaid.com/classic/docs/task.md): Here you can view a list of all your tasks.Click on any task to view details for that task.For more information about creating and editing tasks, please go.
- [Task Form](https://documentation.sysaid.com/classic/docs/task-form.md): The task form allows you to view and edit details for an individual task.You can also see all activities that have been logged on a task.The task form is divided into tabs, each with its own purpose.
- [Password Services Guide](https://documentation.sysaid.com/classic/docs/password-services-guide.md): Password Services is a self service module for your end users.It allows them to:Reset their own password in the event that they've forgotten it.
- [Main](https://documentation.sysaid.com/classic/docs/password-services-guide-main.md): SysAid's main Password Services module allows you to enable or disable the Unlock Account wizard and the Reset Password wizard.
- [Audit Log](https://documentation.sysaid.com/classic/docs/audit-log.md): Find a list including both end-user and administrator activity on the Password Services Audit Log.
- [Security Questions](https://documentation.sysaid.com/classic/docs/security-questions.md): This page allows you to manage the available security questions that end users can choose from.Click to create a new security question.Click on the row of an existing security question to edit it.
- [Edit Security Question](https://documentation.sysaid.com/classic/docs/edit-security-question.md): Use the following page to learn how to edit an end-user's security question as well as make it visible or mandatory.
- [My Calendar](https://documentation.sysaid.com/classic/docs/my-calendar.md): SysAid Calendar displays all time relevant information within SysAid in one, centralized location.
- [My Calendar Settings](https://documentation.sysaid.com/classic/docs/my-calendar-settings.md): The Calendar Settings page controls which calendar items are synchronized with Exchange/Office 365 and how far back in time the calendar syncs.
- [Adding Change Events to Your Calendar](https://documentation.sysaid.com/classic/docs/adding-change-events-to-your-calendar.md)
- [Articles](https://documentation.sysaid.com/classic/docs/articles.md): SysAid's Knowledge Base or Articles page enables you to build your end-users a useful guideline to help them find solutions and solve them independently without having to contact the help desk team.
- [Knowledge Base](https://documentation.sysaid.com/classic/docs/knowledge-base.md): The SysAid Knowledge Base allows you to build a central repository of information that's useful for administrators and end users in finding shared solutions to common problems.
- [Edit Knowledge Base Article](https://documentation.sysaid.com/classic/docs/edit-knowledge-base-article.md): This page allows you to view and edit Knowledge Base articles.To create a new Knowledge Base article, fill out the following fields and then click OK/Apply.
- [Asset Management](https://documentation.sysaid.com/classic/docs/asset-management.md): Optimally manage your overall IT environment by learning everything you need to know about SysAid's complete asset management system.
- [Getting Started with Asset Management in SysAid](https://documentation.sysaid.com/classic/docs/getting-started-with-asset-management-in-sysaid.md)
- [Asset Management Dashboard](https://documentation.sysaid.com/classic/docs/asset-management-dashboard.md): The SysAid Asset Management Dashboard gives you a birds-eye view of your asset inventory.View assets by type, location, department, and more.
- [Asset List](https://documentation.sysaid.com/classic/docs/asset-list.md): This page includes a full list of your assets.By clicking any row entry you can reach the full details of each asset.For general instructions for using list pages in SysAid, see.
- [Asset Form](https://documentation.sysaid.com/classic/docs/asset-form.md): The asset form allows you to record and view all information relevant to a particular asset.
- [Asset Groups](https://documentation.sysaid.com/classic/docs/asset-groups.md): This page allows you to view your assets by group, to create new groups, and to move assets from one group to another.If you have a lot of assets, this page can take a long time to load.
- [Software Products](https://documentation.sysaid.com/classic/docs/software-products.md): If you've registered a software product in SysAid you can view it here.
- [New Software Product](https://documentation.sysaid.com/classic/docs/new-software-product.md): This page allows you to register your software products in SysAid.Once registered, Sys aid tells you how many copies of a software are installed throughout your network.
- [Patch Management List](https://documentation.sysaid.com/classic/docs/patch-management-list.md): Each patch managed in SysAid Patch Management applies to a specific issue on a given software product.A patch is only relevant for assets that have the product installed.
- [Catalog](https://documentation.sysaid.com/classic/docs/catalog.md): This page shows you a list of all of your catalog items.A catalog item reflects a certain model of a particular IT device.Some catalog items are created automatically when the creates asset entries.
- [Edit Catalog Items](https://documentation.sysaid.com/classic/docs/edit-catalog-items.md): This page allows you to edit a catalog item.Click OK/Apply to save any changes you make.Click on a version number to open a new screen with a snapshot of the supplier at that revision.
- [Asset Availability](https://documentation.sysaid.com/classic/docs/asset-availability.md): This list shows you downtime for all assets whose availability you are monitoring.To open the actions list, select one or more availability records using the tickboxes at the left end of each row.
- [Supplier List ](https://documentation.sysaid.com/classic/docs/supplier-list.md): Keep a record of all of your suppliers on the Supplier List page.
- [Edit/Add New Supplier](https://documentation.sysaid.com/classic/docs/edit-add-new-supplier.md): This page allows you to create or edit a record for one of your suppliers.Enter the details of your supplier on the General Details tab and then click OK/Apply to save the information.
- [Online Users](https://documentation.sysaid.com/classic/docs/online-users.md): This list shows you in real-time which users are logged on to your network.In order for a user to appear on this list, the computer they are using must have the SysAid Agent installed on it.
- [History](https://documentation.sysaid.com/classic/docs/history.md): On this page you'll be able to view logins from any computer that has the SysAid agent installed on it,
- [Introduction to SysAid Monitoring](https://documentation.sysaid.com/classic/docs/introduction-to-sysaid-monitoring-1.md): Learn how to create monitoring configurations using SysAid's introduction to monitoring.
- [Alerts](https://documentation.sysaid.com/classic/docs/alerts.md): View all active monitoring warnings and errors on SysAid's Alerts Menu.
- [Event Log](https://documentation.sysaid.com/classic/docs/event-log.md): A monitoring event is when a monitored device triggers a monitoring rule. Monitor your events on the Event Log Records page.
- [Last Poll](https://documentation.sysaid.com/classic/docs/last-poll.md): Track your monitoring rules you've created on the Last Poll page.
- [Workstations/Servers/Network Devices](https://documentation.sysaid.com/classic/docs/workstations-servers-network-devices.md): Check out the Workstations/Servers/Network Devices page to access a list with all the workstations, servers, or network devices that have a monitoring configuration attached to them.
- [Workstations/Servers](https://documentation.sysaid.com/classic/docs/workstations-servers.md): Monitoring data is reported to the asset's designated every five minutes.URL Monitoring allows you to monitor the availability of any web page or web application accessible to the SysAid Server.
- [My Desktop Guide](https://documentation.sysaid.com/classic/docs/my-desktop-guide.md): With SysAid My Desktop, there's no need to configure a VPN connection or to install a client.
- [Main](https://documentation.sysaid.com/classic/docs/main.md): This page allows you to do the following: enable My Desktop, view the number of active My Desktop sessions, and view registered users and accessible assets.
- [Active Sessions](https://documentation.sysaid.com/classic/docs/active-sessions.md): My Desktop active sessions information including source host, target host, session ID and RCG
- [Registered Users](https://documentation.sysaid.com/classic/docs/registered-users.md): You can view all the users that are registered for My Desktop through the Registered Users Page.
- [Accessible Assets](https://documentation.sysaid.com/classic/docs/accessible-assets.md): Accessible assets for at least one My Desktop user
- [Audit Logs](https://documentation.sysaid.com/classic/docs/audit-logs.md): View all the activities that occur in the My Desktop module through the My Desktop Audit Logs.
- [Configuration Management Database (CMDB) Guide](https://documentation.sysaid.com/classic/docs/configuration-management-database-cmdb-guide.md): The SysAid Configuration Management Database allows you to map out your entire IT infrastructure.By keeping your CMDB up-to-date, you can easily see a complete map of your network.
- [Configuration Items List](https://documentation.sysaid.com/classic/docs/configuration-items-list.md): View and search through all of the CIs in your CMDB on the Configuration Items List page.
- [Edit CI Properties](https://documentation.sysaid.com/classic/docs/edit-ci-properties.md): Use this page to keep track of any CI information that is relevant to your network map. The General Details tab allows you to enter and view details about your CI.
- [Settings](https://documentation.sysaid.com/classic/docs/settings-section.md): Use the Settings Section to access all your settings on SysAid, which are grouped based on the feature or module they are associated with. You can click on one of these groups to view all the settings for that section.
- [Customization](https://documentation.sysaid.com/classic/docs/settings-section-customize.md): SysAid enables you to customize practically any module, form, list or feature to suit your own specific needs by removing fields, adjusting translations, redefining forms, and more.
- [Templates & Fields](https://documentation.sysaid.com/classic/docs/clone-templates-fields.md): There are several setting pages settings pages required to create and edit your Incident, Request, Change, and Problem Templates. You can find them all in the Service Desk Templates page.
- [Status Settings](https://documentation.sysaid.com/classic/docs/sr-status-settings.md): SysAid allows you to automatically update the status of any attached incidents.
- [Custom Fields](https://documentation.sysaid.com/classic/docs/fields-customization.md): SysAid Full Edition allows you to add your own custom fields to any supported entities.These fields will then show up for use in the appropriate lists and forms.
- [Create Custom Fields](https://documentation.sysaid.com/classic/docs/customize-entity-column.md): Add custom fields to your forms and lists using the Customize Entity Column.
- [Create/Edit Custom Entity Column](https://documentation.sysaid.com/classic/docs/createedit-custom-entity-column.md): Create and modify custom fields in SysAid on the Create/Edit Custom Entity Column.
- [News Items](https://documentation.sysaid.com/classic/docs/edit-news.md): If you happen to be an administrator with specific permissions, you could create and edit news items. Here's how to do it.
- [Add/Edit News Item](https://documentation.sysaid.com/classic/docs/addedit-news-item.md): You can edit news items in SysAid, their description, insert time, and who they'll be presented to on the Add/Edit News Item page.
- [SysAid Chat Guide](https://documentation.sysaid.com/classic/docs/chat-guide.md): SysAid Chat gives you and your end users a live, real-time communication channel.The Chat Console is where you receive and manage all of your chats.
- [Chat Console](https://documentation.sysaid.com/classic/docs/chat-console.md): The SysAid Chat console is where you will spend most of your time administering chats.Click on a number in the picture to jump to a description of that section.
- [Chat Sessions](https://documentation.sysaid.com/classic/docs/chat-sessions.md): On the Chat Sessions list you can view all the chats that have occurred in SysAid, except for those still active.
- [Closed Chat](https://documentation.sysaid.com/classic/docs/closed-chat.md): This page shows a transcript of a closed chat, as well as all relevant details for that chat.You can use the print icon to export the chat to.pdf format for ease of printing.
- [Dynamic Forms](https://documentation.sysaid.com/classic/docs/dynamic-forms.md): SysAid's Dynamic Form feature allows you to set an appropriate template to dynamically load in a service record form.
- [Categories by User Groups](https://documentation.sysaid.com/classic/docs/categories-by-user-groups.md): The Categories by User Groups feature allows you to determine exactly which categories are accessible to your various groups of end users.
- [Solution Model](https://documentation.sysaid.com/classic/docs/solution-model.md): Use the SR form field to view links to Solution Models, in the form of knowledge base articles.
- [Service Desk Templates](https://documentation.sysaid.com/classic/docs/miscellaneous-service-desk-templates.md): Find a list of the different out-of-the-box templates for that you can use for your service records, including Failed Patches, Request Templates, Access Shared Folder, and more.
- [Service Desk Action Items](https://documentation.sysaid.com/classic/docs/service-desk-action-items.md): The Service Desk Action Items page offers you a variety of action items to use for your Request, Change, and Problem workflows.
- [Action Item Fields](https://documentation.sysaid.com/classic/docs/action-items-fields.md): A list containing a variety of action item fields that you can use
- [Change Service Record Prefix](https://documentation.sysaid.com/classic/docs/change-sr-prefix.md): By default, all SR IDs in SysAid begin with the # character as the ID prefix.
- [Using Lists](https://documentation.sysaid.com/classic/docs/using-lists.md): Each list page in SysAid shows a different entity, but all lists use the same basic format.
- [Sub Types](https://documentation.sysaid.com/classic/docs/sub-types.md): There are two groupings of sub types that have slightly different functionalities: Incident sub types and Change/Problem/Request sub types.
- [New Edit Sub Type](https://documentation.sysaid.com/classic/docs/new-edit-sub-type.md): There are two groupings of sub types: incident sub types and change/problem/request sub types.Each sub type can have its own fields and tabs.
- [Priorities](https://documentation.sysaid.com/classic/docs/priorities.md): The priorities page allows you to specify certain conditions under which a service record will receive a priority other than the helpdesk default priority.
- [SR Weight](https://documentation.sysaid.com/classic/docs/sr-weight-2.md): The SR Weight feature allows IT Management to determine the order in which the IT staff handles SRs based on true business priority.
- [Incident Templates](https://documentation.sysaid.com/classic/docs/incident-templates.md): By selecting a template when creating a new incident, all fields on the incident will be automatically filled out as they appear in the template.
- [Edit Incident Template](https://documentation.sysaid.com/classic/docs/edit-incident-template-1.md): This page allows you to edit an incident template. All but the first two fields on this page are identical to the fields on the incident form.
- [Change Templates](https://documentation.sysaid.com/classic/docs/change-templates.md): Use the following page to learn how to create and modify change templates.
- [Edit Change Template](https://documentation.sysaid.com/classic/docs/edit-change-template-1.md): SysAid's Workflow designer allows you to quickly and easily add and edit Workflow tabs and action items.
- [Problem templates](https://documentation.sysaid.com/classic/docs/problem-templates.md): Problems are based on templates. The problem templates list allows you to create and modify problem templates.
- [Edit Problem Template](https://documentation.sysaid.com/classic/docs/edit-problem-template-1.md): Problem templates are designed to give you a standard procedure for problem solving.Not all problems are of the same type or size, so the same template may not be suitable for all problems.
- [Request Templates](https://documentation.sysaid.com/classic/docs/request-templates.md): Each request in SysAid's system is based upon a template that determines whether there are approvals and whether there are any other workflow components. Read on to learn how you can create your own Request Templates.
- [Edit Request Template](https://documentation.sysaid.com/classic/docs/edit-request-template-1.md): Each request template is based upon a sub type.A sub type determines two things: 1) which fields appear on the non-workflow tabs, and 2) how many workflow tabs there are.
- [Edit Workflow Template](https://documentation.sysaid.com/classic/docs/edit-workflow-template-1.md): Workflow Designer allows process managers to design, create, and modify processes with simple drag-and-drop functionality.
- [Import Content Pack](https://documentation.sysaid.com/classic/docs/import-content-pack-1.md): Add out-of the box categories, templates, workflows, and process mappings for carrying out specific automated processes via Automate Joe.
- [Customize a List in SysAid Classic](https://documentation.sysaid.com/classic/docs/lists.md): Every single list in SysAid can be customized.This page allows you to customize these lists.Any changes made to a list here will affect that list in every place it appears.
- [Categories](https://documentation.sysaid.com/classic/docs/categories.md): A category is an entity attribute that enables admins to properly classify service records and configuration items.Categories also help admins in sorting, searching, reporting, and other operations.
- [Category Form](https://documentation.sysaid.com/classic/docs/category-form.md): This page allows you to create or edit a category record.Click Done to save any changes or click Save and New to save your changes and open a new category form based on the category you just saved.
- [Import Categories](https://documentation.sysaid.com/classic/docs/import-categories.md): In the following page you can easily import a list of new categories from a .csv. file.
- [Reminders](https://documentation.sysaid.com/classic/docs/reminders.md): This page allows you to set reminders for the various date fields in SysAid.A reminder is a notification that's launched in advance of the date recorded in any date field.
- [Routing Rules List](https://documentation.sysaid.com/classic/docs/routing-rules-list.md): Routing rules allow SysAid to automatically assign service records to administrators or admin groups.The more specific a rule is, the earlier it runs.
- [Routing Rules Form](https://documentation.sysaid.com/classic/docs/routing-rules-form.md): Routing rules allow SysAid to automatically assign service records to administrators or admin groups.This is useful in cases where you know in advance who will work on a specific service record.
- [Email Rules](https://documentation.sysaid.com/classic/docs/email-rules.md): This page allows you to manage your email rules.Email rules enable you to automatically set field values in service records created from an incoming email.
- [Edit Email Rules](https://documentation.sysaid.com/classic/docs/edit-email-rules.md): This page allows you to build or edit the parameters of an.The page is composed of three sections, which determine:Each rule should have a unique name and is only applied if it is enabled.
- [Escalation Rules](https://documentation.sysaid.com/classic/docs/escalation-rules.md): This page shows you a list of all escalation rules that exist for your Service Desk.Escalation rules allow you to automatically perform actions on service records when predefined criteria are met.
- [New Escalation Rule](https://documentation.sysaid.com/classic/docs/new-escalation-rule.md): This page allows you to build or edit an.The page is composed of three sections, which determine:You can also name the escalation rule and choose if it's enabled or not.
- [Run Escalation Rules on Workflow Action Items](https://documentation.sysaid.com/classic/docs/run-escalation-rules-on-workflow-action-items.md): With a bit of configuration you can generate an escalation rule to run on workflow action items in SysAid.
- [SLA/SLM Guide](https://documentation.sysaid.com/classic/docs/slaslm-guide.md): Service Level Agreement is a contract that specifies the quality and speed of service that the IT team is expected to provide.
- [Service Agreement](https://documentation.sysaid.com/classic/docs/service-agreement.md): This page allows you to manage your different SLAs within SysAid.For more information about creating and editing SLAs, please go.
- [Modify Agreement](https://documentation.sysaid.com/classic/docs/modify-agreement.md): Routing rules allow you to have specific service records automatically assigned to administrators or admin groups without having to even look at them.
- [Measurements Introduction](https://documentation.sysaid.com/classic/docs/measurements-introduction.md): In this Measurements Introduction you will learn about how SysAid allows you to measure your performance against your SLAs.
- [Measurements](https://documentation.sysaid.com/classic/docs/measurements.md): Manage your individual SLA measurements within SysAid on the Measurements Overview page.
- [Measurement Edit](https://documentation.sysaid.com/classic/docs/measurement-edit.md): This page allows you to create new measurements for your SLA.Click OK or Apply when you've finished to save your work.
- [Measurement Lists](https://documentation.sysaid.com/classic/docs/measurement-lists.md): Use the Measurement Lists page to manage your data lists.
- [Measurement List Edit](https://documentation.sysaid.com/classic/docs/measurement-list-edit.md): This page allows you to create new data lists for your measurements.Following is an explanation of each field on this page.Click OK or Apply when you've finished to save your work.
- [Due Dates](https://documentation.sysaid.com/classic/docs/due-dates.md): Due date rules automatically assign due dates to your service records.Any service record that matches all of the requirements in one of your due date rules will receive the due date you specify.
- [Due Date Form](https://documentation.sysaid.com/classic/docs/due-dates-form.md): The Due Dates form contains all of the information required to apply a due date to an SR.
- [Adding Dynamic Due Dates to Service Records](https://documentation.sysaid.com/classic/docs/adding-dynamic-due-dates-to-service-records.md)
- [Service Desk Settings](https://documentation.sysaid.com/classic/docs/service-desk-settings.md): Service Desk settings allow you to control various automation settings for your service desk.SysAid comes with a number of preconfigured service record categories.
- [Service Desk General Settings](https://documentation.sysaid.com/classic/docs/general.md): The general settings page in SysAid provides you with many different options.
- [Alerts](https://documentation.sysaid.com/classic/docs/service-desk-settings-alerts.md): Keep a look out for SysAid's Alerts - our way to inform you about service records meeting certain predetermined conditions.
- [Automatic Texts](https://documentation.sysaid.com/classic/docs/automatic-texts.md): Use the Automatic Texts page to learn how to create small snippets of text that you can insert into your emails/broadcasts/instant messages with the click of a button.
- [Manage Attachments Storage](https://documentation.sysaid.com/classic/docs/manage-attachments-storage.md): SysAid's Attachment Storage Management page helps admins stay within their allowed attachments data capacity.admins can filter, export, and delete data.
- [Chat Queues List](https://documentation.sysaid.com/classic/docs/chat.md): The Chat Queues List page gives you access to all of your chat queues and enables you to create and modify them.
- [Edit Chat Queues](https://documentation.sysaid.com/classic/docs/edit-chat-queues.md): The chat queue configuration page allows you to control the vast majority of the settings for SysAid Chat.The icon is dynamic, and will automatically reflect the online status of your administrators.
- [Merge Service Records](https://documentation.sysaid.com/classic/docs/merge-service-records.md): Set your default settings for merging service records and your admin permissions on the Merge Service Records page.
- [Survey Introduction](https://documentation.sysaid.com/classic/docs/survey-introduction.md): The SysAid survey provides you an easy-to-use tool for collecting feedback from your users.Any ticket you close will send a survey link to the associated end user so that they can give you feedback.
- [Service Record Survey](https://documentation.sysaid.com/classic/docs/service-record-survey.md): This page shows a list of your survey questions.You can add or delete questions, and you can choose the order in which your questions appear in the survey.
- [Edit/New Survey Question](https://documentation.sysaid.com/classic/docs/editnew-survey-question.md): Edit a survey question and add an answer on the Edit/New Survey Question page.
- [SR Activities Settings](https://documentation.sysaid.com/classic/docs/sr-activities-settings.md): Set what fields are included in the SR Activities Settings page by selecting fields from the Available fields area to the Visible fields area.
- [Insights Panel Widget List](https://documentation.sysaid.com/classic/docs/insights-panel-widget-list.md): View graphic measurements that provide relevant information about the logged-in admin and/or the current SR on the Insights Panel Widget List.
- [Side Widgets Panel Form](https://documentation.sysaid.com/classic/docs/side-widgets-panel-form.md): A widget can appear in the Insights Panel of the Side Widgets Panel Form. You can then select whether you'd like to enable the widget.
- [Timers](https://documentation.sysaid.com/classic/docs/timers.md): The Timers page enables you to measure the amount of time a service record spends in a particular state. There are two default timers.
- [Timer Forms](https://documentation.sysaid.com/classic/docs/timer-forms.md): Service record timers allow you to measure the amount of time a service record spends in a particular state.The Timers form contains all of the information required to set up a timer.
- [Notifications](https://documentation.sysaid.com/classic/docs/customize-notifications.md): Access different types of notifications on the Customer Notifications list and reset their text to the default text.
- [Custom Notification Form](https://documentation.sysaid.com/classic/docs/custom-notification-form.md): The Notification form allows you to edit the text of a notification's subject and body or reset the notification text to the default text.
- [Edit Notifications](https://documentation.sysaid.com/classic/docs/edit-notifications.md): This page has four tabs.On the General tab, you give your notification a name and choose the notification method.
- [Reminder Notifications](https://documentation.sysaid.com/classic/docs/reminder-notifications.md): Using the Reminder Notifications page you can manage your reminder notifications, customize your list, create new reminder notifications, and delete one or more reminder notifications.
- [Workflow Notifications](https://documentation.sysaid.com/classic/docs/workflow-notifications.md): Create notifications for the action items in change requests and problems on the Workflow Notifications page.
- [Edit/Create New Notification](https://documentation.sysaid.com/classic/docs/editcreate-new-notification.md): Use the Edit/Create New Notification page to edit your change and problem notifications.
- [Account Defaults](https://documentation.sysaid.com/classic/docs/account-defaults.md): Use this page to set your account defaults - you can choose a language, time zone, data input style, and more.
- [Appearance](https://documentation.sysaid.com/classic/docs/appearance.md): Determine the look of various elements throughout your SysAid interface.You can always return to the Sys aid appearance defaults by clicking Return to Default.
- [Web Forms](https://documentation.sysaid.com/classic/docs/web-forms.md): Creating a web form generates HTML code that allows you to embed the into any website of your choosing.
- [Tasks & Projects](https://documentation.sysaid.com/classic/docs/tasks-and-projects.md): The following page provides access to general settings for the Tasks and Projects module as well as to the Task Notifications list.
- [Project Settings](https://documentation.sysaid.com/classic/docs/project-settings.md): The following page controls settings for the Task and Project module.Notify users when they are assigned a task Notifies a user when that user is assigned to a task.
- [Notifications List](https://documentation.sysaid.com/classic/docs/notifications-list.md): Manage your task notifications which will be available for all tasks using the Notifications List.
- [Default Lists](https://documentation.sysaid.com/classic/docs/default-lists.md)
- [Special Lists](https://documentation.sysaid.com/classic/docs/special-lists.md)
- [Help Desk List](https://documentation.sysaid.com/classic/docs/all.md): This is the Help Desk list.This list allows you to filter and view the different service records that are registered in your helpdesk.You can also create new service records here.
- [Using SysAid Lists](https://documentation.sysaid.com/classic/docs/using-sysaid-lists.md): Each list page in SysAid shows a different entity, but all lists use the same basic format.
- [Customize List Form](https://documentation.sysaid.com/classic/docs/customize-a-list.md)
- [Clone - Custom Fields](https://documentation.sysaid.com/classic/docs/clone-custom-fields.md): SysAid Full Edition allows you to add your own custom fields to any supported entities.These fields will then show up for use in the appropriate lists and forms.
- [Customize Entity Column](https://documentation.sysaid.com/classic/docs/customize-entity-column-1.md): Add custom fields to your forms and lists using the Customize Entity Column.
- [Create/Edit Custom Entity Column](https://documentation.sysaid.com/classic/docs/createedit-custom-entity-column-1.md): Create and modify custom fields in SysAid on the Create/Edit Custom Entity Column.
- [News Items](https://documentation.sysaid.com/classic/docs/edit-news.md): If you happen to be an administrator with specific permissions, you could create and edit news items. Here's how to do it.
- [Add/Edit News Item](https://documentation.sysaid.com/classic/docs/addedit-news-item-1.md): You can edit news items in SysAid, their description, insert time, and who they'll be presented to on the Add/Edit News Item page.
- [SysAid Chat Guide](https://documentation.sysaid.com/classic/docs/chat-guide.md): SysAid Chat gives you and your end users a live, real-time communication channel.The Chat Console is where you receive and manage all of your chats.
- [Chat Console](https://documentation.sysaid.com/classic/docs/chat-console-1.md): The SysAid Chat console is where you will spend most of your time administering chats.Click on a number in the picture to jump to a description of that section.
- [Chat Sessions](https://documentation.sysaid.com/classic/docs/chat-sessions.md): On the Chat Sessions list you can view all the chats that have occurred in SysAid, except for those still active.
- [Closed Chat](https://documentation.sysaid.com/classic/docs/closed-chat-1.md): This page shows a transcript of a closed chat, as well as all relevant details for that chat.You can use the print icon to export the chat to.pdf format for ease of printing.
- [Dynamic Forms](https://documentation.sysaid.com/classic/docs/dynamic-forms-1.md): SysAid's Dynamic Form feature allows you to set an appropriate template to dynamically load in a service record form.
- [Categories by User Groups](https://documentation.sysaid.com/classic/docs/categories-by-user-groups-1.md): The Categories by User Groups feature allows you to determine exactly which categories are accessible to your various groups of end users.
- [SR Weight](https://documentation.sysaid.com/classic/docs/sr-weight-1.md): The SR Weight feature allows IT Management to determine the order in which the IT staff handles SRs based on true business priority.
- [Solution Model](https://documentation.sysaid.com/classic/docs/solution-model-1.md): Use the SR form field to view links to Solution Models, in the form of knowledge base articles.
- [Service Desk Templates](https://documentation.sysaid.com/classic/docs/miscellaneous-service-desk-templates-1.md): Find a list of the different out-of-the-box templates for that you can use for your service records, including Failed Patches, Request Templates, Access Shared Folder, and more.
- [Service Desk Action Items](https://documentation.sysaid.com/classic/docs/service-desk-action-items-1.md): The Service Desk Action Items page offers you a variety of action items to use for your Request, Change, and Problem workflows.
- [Action Item Fields](https://documentation.sysaid.com/classic/docs/action-items-fields-1.md): A list containing a variety of action item fields that you can use
- [Change SR Prefix](https://documentation.sysaid.com/classic/docs/change-sr-prefix-1.md): By default, all SR IDs in SysAid begin with the # character as the ID prefix.
- [Using Lists](https://documentation.sysaid.com/classic/docs/using-lists-1.md): Each list page in SysAid shows a different entity, but all lists use the same basic format.
- [Create a Dropdown Filter](https://documentation.sysaid.com/classic/docs/new-dropdown-filter.md): If you have added new custom list fields from, you may want to filter your lists by this new field.SysAid allows you to add a drop-down filter to the list view for just this purpose.
- [List Filters](https://documentation.sysaid.com/classic/docs/list-filters.md)
- [List Icons](https://documentation.sysaid.com/classic/docs/list-icons.md): In SysAid, there are several icons that appear on the upper menu bar.Creating different views allows you to change which fields and filters appear.
- [List Views](https://documentation.sysaid.com/classic/docs/list-views.md)
- [Miscellaneous](https://documentation.sysaid.com/classic/docs/miscellaneous.md): Each list page in SysAid shows a different entity, but all lists use the same basic format.
- [Expression Builder](https://documentation.sysaid.com/classic/docs/expression-builder.md): The Expression Builder is used to filter list results and report results.It is also used to create escalation rules.To create a filter, choose the field, expression, and desired value for the field.
- [My Menu](https://documentation.sysaid.com/classic/docs/my-menu.md): Use My Menu to view the logged-in administrator's name and photo if they have uploaded one through My Settings.
- [Send Message](https://documentation.sysaid.com/classic/docs/send-message.md): SysAid allows you to send emails, SMSes, instant messages, and broadcasts.You can access the Send Message page by going to My Menu > Send Message or by clicking from within a service record.
- [My Settings](https://documentation.sysaid.com/classic/docs/my-settings.md): Enter your name here as you would like it displayed throughout SysAid.
- [Account information](https://documentation.sysaid.com/classic/docs/about.md): This page shows you information about your SysAid license.The functions and details on this page vary based on your permissions and version of Sys Aid.Click on a link to expand a section.
- [Self-Service Portal Guide](https://documentation.sysaid.com/classic/docs/self-service-portal-guide.md): As an end user, you access SysAid using the Self-Service Portal.If you need the IT department to help you resolve a problem, you can submit an incident.
- [Navigation Bar](https://documentation.sysaid.com/classic/docs/navigation-bar.md): Access all of SysAid's different areas and modules from the Navigation Bar. There are four main groups on the Navigation Bar Service Desk, Assets, Analytics, and Tools.
- [Instant Message](https://documentation.sysaid.com/classic/docs/instant-message.md): Instant message announcements let you know if a new service record has been assigned to you, or if another admin sent you a message.
- [Menu Customization](https://documentation.sysaid.com/classic/docs/menu-customization.md): To customize any of the four main menus first click on that menu and then click on Menu Customization at the bottom right of the menu.
- [Favorites List](https://documentation.sysaid.com/classic/docs/favorites-list.md): Easily access any page in SysAid, without having to navigate through the main menu by creating a Favorites List.
- [Edit or Add Favorites ](https://documentation.sysaid.com/classic/docs/edit-or-add-favorites.md): This page enables you to edit or add favorites. You can also set your added favorite page as your default homepage.
- [Phone Call](https://documentation.sysaid.com/classic/docs/phone-call.md): Rather than using the main SR form, use this page to open a simpler and faster service record after receiving a phone call.
- [Self-Service Portal General Settings](https://documentation.sysaid.com/classic/docs/self-service-portal-general-settings.md): This page enables you to configure the general settings of the Self-Service Portal.
- [End User Portal Settings](https://documentation.sysaid.com/classic/docs/end-user-portal-settings.md): This page allows you to configure settings for the EUPS.Be sure to click Save when you are done making changes to this page.Enable requests submission from the user portal.
- [Self-Service Portal Settings](https://documentation.sysaid.com/classic/docs/self-service-portal-settings.md): This page allows you to configure settings for the Self-Service Portal.Be sure to click Save when you are done making changes to this page.
- [Incident Submission Form](https://documentation.sysaid.com/classic/docs/incident-submission-form.md): SysAid allows you to customize the Self-Service Portal Submit Incident form.You can create multiple versions of the form that end users can select depending upon the type of incident to be submitted.
- [Request Submission Form](https://documentation.sysaid.com/classic/docs/request-submission-form.md): SysAid allows you to customize the Self-Service Portal Submit Request form.You can create multiple versions of the form that end users can select depending upon the type of request to be submitted.
- [Settings Form](https://documentation.sysaid.com/classic/docs/settings-form.md): The Settings Form is viewed by end-users when they select My Settings from their profile menu in the Self-Service Portal.
- [Service Catalog](https://documentation.sysaid.com/classic/docs/service-catalog.md): The Service Catalog provides your end users with quick access to various services, functions, and resources.
- [Banners List](https://documentation.sysaid.com/classic/docs/banners-list.md): Customize your Self-Service Portal to align with your organization brand and themes by adding banners.
- [Toolbox Widget List](https://documentation.sysaid.com/classic/docs/toolbox-widget-list.md): You can choose to open a Toolbox Item, add a new one, or delete one from your list, and you can even move it up/down or duplicate it on the Toolbox Widget List page.
- [Toolbox Widget Form  ](https://documentation.sysaid.com/classic/docs/toolbox-widget-form.md): You can create a widget item that opens an incident or request form with a predefined template or limited set of available categories.
- [Themes List  ](https://documentation.sysaid.com/classic/docs/themes-list.md): Select an item on the list to open the theme.You can apply a theme as the default for all users in your account or so that the theme is displayed for any user who belongs to that company.
- [Theme Colors](https://documentation.sysaid.com/classic/docs/theme-colors.md): This page guides you how to select the theme colors to get the look you want for your Self-Service Portal.
- [Customize Forms](https://documentation.sysaid.com/classic/docs/customize-customize-forms.md): Almost all of the form pages in SysAid can be customized using the Design form window.
- [Account Languages](https://documentation.sysaid.com/classic/docs/account-language.md)
- [Admin Language](https://documentation.sysaid.com/classic/docs/admin-language.md)
- [Translation](https://documentation.sysaid.com/classic/docs/translation.md): SysAid contains one translation file for every single language that appears in the Language drop-down list.
- [Operating Times](https://documentation.sysaid.com/classic/docs/operating-times.md): Service desk operating times are the hours that your service desk is in operation.Due dates, escalation rules, and automatic emails are all affected by your operating times.
- [Modify Operating Times](https://documentation.sysaid.com/classic/docs/modify-operating-times.md): A set of operating times specifies the operating days and hours of the help desk for a company, an agreement, or for the helpdesk default.Holidays can be specifically excluded.
- [Password Services](https://documentation.sysaid.com/classic/docs/password-services.md): Password Services is a self service module for your end users.It allows them to:Reset their own password in the event that they've forgotten it.
- [Password Services](https://documentation.sysaid.com/classic/docs/settings-general.md): This page allows you to configure settings for Password Services.This determines the method by which the Reset Password wizard provides the end user with his or her new password.
- [Password Services Notification](https://documentation.sysaid.com/classic/docs/password-services-notification.md): This page allows you to configure administrator notifications for the different events in Password Services.
- [Password Services Notifications](https://documentation.sysaid.com/classic/docs/settings-notifications.md): Manage your Password Services notifications and check out the menu bar for more options.
- [User Management](https://documentation.sysaid.com/classic/docs/settings-user-management.md): Learn what the Settings > User Management menu can enable you to do on SysAid.
- [End Users](https://documentation.sysaid.com/classic/docs/end-users.md): This page shows a list of all of your end users.You can navigate to the general details page of any end user by clicking the row entry of that end user in the list.
- [Edit End User](https://documentation.sysaid.com/classic/docs/edit-end-user.md): In this form you can create a new end user or edit the information of an existing end user.
- [Import Users](https://documentation.sysaid.com/classic/docs/user-managament-import-users.md): This page allows you to easily import a list of users from a.CSV file.You can also update existing users by reimporting them with updated information or automatically syncing SysAid with your.
- [Administrators](https://documentation.sysaid.com/classic/docs/administrators.md): This page shows a list of all of your administrators.You can navigate to the General Details page of any administrator by clicking the admin in the list.
- [Edit Administrator](https://documentation.sysaid.com/classic/docs/edit-administrator.md): This form allows you to create a new administrator or edit the profile of an existing administrator.SysAid gives you a tremendous amount of control over permissions for each individual administrator.
- [Companies](https://documentation.sysaid.com/classic/docs/companies.md): This page includes a list of companies that your users belong to.The companies that appear in this list appear anywhere the company drop-down list appears throughout SysAid.
- [Company Edit](https://documentation.sysaid.com/classic/docs/company-edit.md): On this page you can edit a company's profile.The General Details tab contains the company's name, address, contact information, and any general notes about the company.
- [Import Companies](https://documentation.sysaid.com/classic/docs/import-companies.md): This page allows you to easily import a list of companies from a.CSV file.You can also update existing companies by reimporting them with updated information.To automatically sync your companies with a.
- [User Groups](https://documentation.sysaid.com/classic/docs/user-groups.md): Groups in SysAid can be of three types:Administrator groups, that contain only administrators, end user groups, and general groups.There is no limit to the number of groups a user can belong to.
- [Group Edit](https://documentation.sysaid.com/classic/docs/group-edit.md): This page allows you to form groups and configure them.Make sure to click Save after making any changes.General groups can include both administrators and end users.
- [Advanced Reporting](https://documentation.sysaid.com/classic/docs/advanced-reporting.md): To customize your Dashboard charts access Advanced Reporting on your Settings
- [Design Dashboard](https://documentation.sysaid.com/classic/docs/design-dashboard.md): Each Manager Dashboard view can have its own charts.Many charts have filtering options so that you can focus the results displayed in the chart.
- [BI Analytics Settings](https://documentation.sysaid.com/classic/docs/bi-analytics-settings.md): Mשp additional fields to be displayed in your BI Analytics module using the BI Analytics Setting page.
- [Event Logs](https://documentation.sysaid.com/classic/docs/event-logs.md): View all events that have occurred in SysAid by visiting the Event Log page.
- [New Manual Event](https://documentation.sysaid.com/classic/docs/new-manual-event.md): While the SysAid Audit Log may be automatically updated, you can use the New Manual Event page to add your own custom events.
- [Setup & Monitoring](https://documentation.sysaid.com/classic/docs/monitoring.md): The SysAid monitoring module gives you a way to proactively monitor your computer and SNMP assets.
- [Monitoring Settings](https://documentation.sysaid.com/classic/docs/monitor-settings.md): The Monitoring Configuration Page shows four items: ping time out, TCP/IP connection time out, HTTP connection time out, and maximum time without data from the agent.
- [Workstation/Server Templates](https://documentation.sysaid.com/classic/docs/workstationserver-templates.md): In the Workstation/Server Templates page you can find a list of all the workstation or server templates that you've created.
- [Edit Workstation Server Template](https://documentation.sysaid.com/classic/docs/workstation-server-templates.md): This page allows you to create monitoring templates for your workstations. A template is a that is applied to multiple assets. Read more about monitoring templates in the.
- [Monitoring Notifications](https://documentation.sysaid.com/classic/docs/monitoring-notifications.md): On this page you can manage your monitoring notifications as well as create and use a particular notification for any monitoring rule.
- [Edit Monitoring Notifications](https://documentation.sysaid.com/classic/docs/edit-monitoring-notifications.md): There are three notification methods, and you can choose any or all of them for each notification you create. Each notification method corresponds to a tab on this page.
- [Asset Management](https://documentation.sysaid.com/classic/docs/assets-management.md): The Assets Management page allows you to create and manage your Patch Management policies, including Registry Keys, Notifications, Remote Control Settings, and more.
- [Asset Types](https://documentation.sysaid.com/classic/docs/asset-types.md): Customize your asset types and add new ones on the Asset Types page.
- [Importing Assets](https://documentation.sysaid.com/classic/docs/import-assets.md): This page allows you to easily import a list of assets from a.csv file.You can also update existing assets by reimporting them with updated information.To automatically sync your assets with a.
- [Patch Management Settings](https://documentation.sysaid.com/classic/docs/patch-management-settings.md): Patch Management settings allow you to configure default settings for SysAid Patch Management.Automatically assign computers to Patch Management Policies.
- [Patch Management Notifications](https://documentation.sysaid.com/classic/docs/notifications.md): SysAid software notifications notify you if you exceed your registered number of licenses or if an unapproved software product is detected on your network.
- [Asset Management Events](https://documentation.sysaid.com/classic/docs/asset-management-events.md): This page allows you to configure notifications for asset management.
- [Notifications List](https://documentation.sysaid.com/classic/docs/asset-notifications-list.md): Manage your asset notifications on the Notifications List.
- [Patch Management Policies](https://documentation.sysaid.com/classic/docs/patch-management-policies.md): The Patch Management Policies list lets you see when was the last scan and patch deployment, how many Patch Management policies with the number of attached assets there are, and more.
- [Edit a Patch Management Policy](https://documentation.sysaid.com/classic/docs/edit-a-patch-management-policy.md): The Patch Management Policy form allows you to specify the following key settings for computers attached to a given policy.
- [Microsoft Windows Patch Management Requirements](https://documentation.sysaid.com/classic/docs/patch-management-requirements.md): When using the SysAid server and/or the RDS, take the Patch Management Requirements into consideration.
- [Registry Keys](https://documentation.sysaid.com/classic/docs/registry-keys.md): You can extract up to five registry keys using the Registry Keys Tab and view the contents of the registry keys on the asset form.
- [Remote Control Settings](https://documentation.sysaid.com/classic/docs/remote-control-settings.md): Choose your Remote Control Settings by selecting SysAid Remote Control Gateway (RCG) or Always ask. Then decide whether or not to give permissions to all computers in your network.
- [Vendor Management](https://documentation.sysaid.com/classic/docs/vendor-management.md): If you are undeploying or redeploying the agent directly from the asset list, the Vendor Management page will assist you in automatically connecting an asset with its manufacturer.
- [Vendor Form](https://documentation.sysaid.com/classic/docs/vendor-form.md): Automatically identify an asset's vendor and view assets by their manufacturer using the Vendor Form.
- [CMDB](https://documentation.sysaid.com/classic/docs/cmdb.md): There are several items on the CMDB Settings menu, including CI Types, CI Relation Types, CI Templates, and more.
- [CI Type List](https://documentation.sysaid.com/classic/docs/ci-types-2.md): Any item that you record in your CMDB is called a CI, and each CI is classified by type. Use this page to create new CI types and modify existing types.
- [Edit CI Types](https://documentation.sysaid.com/classic/docs/ci-types.md): Edit your CI Types by typing in a name and description for your new CI type in the following page.
- [CI Sub Types](https://documentation.sysaid.com/classic/docs/ci-sub-types.md): CI types in SysAid can have their own subtypes. This page enables you to classify the CIs that fall into general categories.
- [CI Relation Types](https://documentation.sysaid.com/classic/docs/ci-relation-types.md): CI relationships work in two directions: what the CI affects, and what's affected by the CI.
- [Creating a New CI Relation Type](https://documentation.sysaid.com/classic/docs/new-ci-relation-type.md): Describe the connections between CIs in your SysAid CMDB by adding new CI relation types.
- [CI Templates](https://documentation.sysaid.com/classic/docs/ci-templates.md): Save time when adding a group of new CIs of the same type to your CMDB by checking out the CI Templates page.
- [Managing CI Templates](https://documentation.sysaid.com/classic/docs/new-template.md): This page allows you to create/edit CI templates and to create new CIs from a template. Fill in the details that will be shared by all CIs created from this template.
- [Importing System Items](https://documentation.sysaid.com/classic/docs/import-system-items.md): On the Import System Items page you can import all of your assets, software products, users, companies, and catalog items into the CMDB.
- [Importing CIs from a Delimited File](https://documentation.sysaid.com/classic/docs/import-cls-from-a-delimited-file.md): This page allows you to easily import a list of CIs from a.csv file.You can also update existing CIs by reimporting them with updated information.
- [Import Settings](https://documentation.sysaid.com/classic/docs/import-settings.md): Determine the settings for importing CIs into your CMDB by checking the boxes.
- [Import Asset to CI Settings](https://documentation.sysaid.com/classic/docs/import-asset-to-ci-settings.md): Import assets to CI settings by choosing the asset fields you would like copied to the CI, and then choose the destination fields on the CI to receive the copied data from the asset.
- [Importing CI Relations](https://documentation.sysaid.com/classic/docs/import-ci-relations.md): This page allows you to easily map CI Relations by importing a CSV list of commands to be applied to your CMDB.To import a list of CIs create a.
- [Network Discovery Guide](https://documentation.sysaid.com/classic/docs/network-discovery-guide.md): SysAid offers several different ways to discover your network.SysAid allows you to import all of your Windows-based computers by performing a WMI scan.
- [General](https://documentation.sysaid.com/classic/docs/network-discovery-guide-general.md): Use this page to get an overview of the three asset discovery methods offered to you by SysAid: WMI scans, Agent deployments, and SNMP scans.
- [WMI Scan](https://documentation.sysaid.com/classic/docs/wmi-scan.md): Discover all of your Windows based computers without needing to install the SysAid agent on the WNI Scan page.
- [WMI Scan Form](https://documentation.sysaid.com/classic/docs/wmi-scan-form.md): Discover, access or delete WMI assets using the WMI Scan Form.
- [Network Discovery Wizard](https://documentation.sysaid.com/classic/docs/network-discovery-wizard.md): The Network Discovery Wizard is launched automatically the first time you log into SysAid.
- [SNMP Scan](https://documentation.sysaid.com/classic/docs/snmp-scan-list.md): SNMP scanning allows you to discover all SNMP capable devices on your network.
- [Ensure SNMP Readiness](https://documentation.sysaid.com/classic/docs/ensure-snmp-readiness.md)
- [Run an SNMP Scan](https://documentation.sysaid.com/classic/docs/snmp-asset-managemnet-guide.md): SNMP is used by devices as a method of communicating basic and real-time information across a network.Each device contains OIDs, variables that communicate data about the device.
- [SNMP Scan Form](https://documentation.sysaid.com/classic/docs/snmp-scan-form.md): Discover SNMP assets on the SNMP Scan Form.
- [SNMP OIDs Settings](https://documentation.sysaid.com/classic/docs/snmp-oids-settings.md): OID mapping allows you to map data imported from an SNMP scan into a corresponding field on the asset form.To add a new OID, enter the OID and a display name that defines the function of that OID.
- [Update Asset Data](https://documentation.sysaid.com/classic/docs/update-asset-data.md): The Update Asset Data tab allows you to poll an asset that has been imported into SysAid by WMI, SNMP, or the agent.Any inventory changes detected are updated in Sys aid.
- [Upgrade SysAid Agent Sofware Version](https://documentation.sysaid.com/classic/docs/upgrade-agents-version.md): The Update Agents Version tab allows you to ensure that all of your assets are running the latest version of the SysAid agent.
- [RDS](https://documentation.sysaid.com/classic/docs/rds.md): The RDS tab lists all RDS nodes that are reporting to your SysAid server.This tab allows you to remove nodes, upgrade nodes when a new version of RDS is released, and download updated logs.
- [Deploy Agents from the RDS](https://documentation.sysaid.com/classic/docs/deploy-agents-from-the-rds.md): When you select an RDS from the RDS list, you can select assets to manually deploy the agent on.The RDS deploys the agents using the credentials stored in the.
- [Publish Settings Configuration Policies to the Agents](https://documentation.sysaid.com/classic/docs/publish-settings-configuration-policies-to-the-agents.md): The zero-configuration networking service between RDS and SysAid Max and Linux agents enables several functionalities.
- [Agent Deployment Plan](https://documentation.sysaid.com/classic/docs/agent-deployment-plan.md): The Agent Deployment Plan list displays all of your plans for scheduled agent deployments.For general instructions for using list pages in SysAid, see.create a new deployment plan, click.
- [Agent Deployment Plan Form](https://documentation.sysaid.com/classic/docs/agent-deployment-plan-form.md): Use the Agent Deployment Plan form to get all the information required to deploy or undeploy the agents on a set of assets.
- [Agent Deployment Troubleshooting](https://documentation.sysaid.com/classic/docs/troubleshooting.md): The SysAid Agent can be deployed using the Service Control Manager.The Remote Registry service has to be running on all target computers.
- [Newtwork Discovery Tools Download](https://documentation.sysaid.com/classic/docs/downloads.md): The Downloads page gives you multiple options for deploying the SysAid agent.
- [Network Discovery Logs](https://documentation.sysaid.com/classic/docs/log.md): Track your past and current scans and network discovery tasks on the SysAid log.
- [Agent Settings Management](https://documentation.sysaid.com/classic/docs/agent-settings-management.md): Use the Agent Settings Management list to view all of your Agent Setting configurations that you can apply to assets or agent deployments.
- [Agent Settings Form](https://documentation.sysaid.com/classic/docs/agent-settings-form.md): Use this page to set all of the specific settings for a given agent setting configuration.
- [Credentials List](https://documentation.sysaid.com/classic/docs/credentials-list.md): Store admin credentials for all of the domains you need to access on the Credentials List.
- [Credential Form](https://documentation.sysaid.com/classic/docs/credential-form.md): Find all the information required to deploy the SysAid agent via the RDS on the credentials form,
- [Guide to SysAid Change Management and Problem Management](https://documentation.sysaid.com/classic/docs/guide-to-sysaid-change-management-and-problem-management.md): Guide to SysAid Change Management and Problem Management.This guide is designed to introduce administrators to the functionalities of the modules.
- [Introduction to Change and Problem Management](https://documentation.sysaid.com/classic/docs/introduction-to-change-and-problem-management.md): SysAid Change Management is modeled after the Change Management principles of the ITIL standard.
- [Change Management and Problem Management Location Guide and FAQ](https://documentation.sysaid.com/classic/docs/change-management-and-problem-management-location-guide-and-faq.md): This page is designed to guide you through the initial setup of Change and Problem Management.There are two types of changes and problems-- linked and unlinked.
- [Example of a Change from Start to Finish](https://documentation.sysaid.com/classic/docs/example-of-a-change-from-start-to-finish.md): SysAid Change Management lets you manage a change through a predefined process.The process is represented by the workflow tabs and associated action items.
- [SysAid Mobile App for Agents](https://documentation.sysaid.com/classic/docs/sysaid-mobile-app-for-agents.md)
- [AI Chatbot via Microsoft Teams](https://documentation.sysaid.com/classic/docs/use-ai-chatbot-for-teams.md)
- [Self-Service Portal](https://documentation.sysaid.com/classic/docs/self-service-portal.md): Congrats! Your company now uses SysAid! You can access the software using the Self-Service Portal. Learn more about what it offers you in the Self-Service Portal guide.
- [Login Methods](https://documentation.sysaid.com/classic/docs/login.md): This page discusses logging into the SysAid Self-Service Portal.For a full explanation of features available to you in the Self- service Portal, please read the.
- [Submit an Incident](https://documentation.sysaid.com/classic/docs/submit-an-incident.md): This page allows you to submit incidents to your IT staff when you need help that isn't related to a component failure or error.
- [Submit a Request](https://documentation.sysaid.com/classic/docs/submit-a-request.md): This page allows you to submit requests to your IT staff when you need help that isn't related to a component failure or error.
- [Get Started with AI Chatbot](https://documentation.sysaid.com/classic/docs/ai-chatbot.md): The AI Chatbot enables end users to promptly report issues and receive real-time support from their organization's ITSM resources and personnel.
- [Chat with the AI Chatbot](https://documentation.sysaid.com/classic/docs/chat-with-the-ai-chatbot.md)
- [Scoreboard](https://documentation.sysaid.com/classic/docs/scoreboard.md): You can toggle between displayed tabs on the Scoreboard to view different SR categories including: My requests, recently closed, supervised requests, and workflow actions.
- [Frequently Asked Questions](https://documentation.sysaid.com/classic/docs/frequently-asked-questions.md): The Frequently Asked Questions page gives you an opportunity to find answers to commonly asked questions.Always make sure to check the FAQ before submitting a service record.
- [FAQ](https://documentation.sysaid.com/classic/docs/faq.md): Before submitting a service record on the self-service portal make sure you check the FAQ page to find answers to commonly asked questions without needing to contact the IT department.
- [View FAQ Article](https://documentation.sysaid.com/classic/docs/view-faq-article.md): On this page you will get to see the content of an FAQ (Frequently Asked Questions) article.
- [Action Items](https://documentation.sysaid.com/classic/docs/action-items.md): Work on action items that have been assigned to you using the Action Items page.
- [Toolbox Items](https://documentation.sysaid.com/classic/docs/self-service-portal-toolbox-items.md): Easily access various functions in the Self-Service Portal via the Toolbox Items section. These include activities, specific SR templates, and Password Self Service, as well as external links.
- [My Settings](https://documentation.sysaid.com/classic/docs/my-settings.md): Enter your name here as you would like it displayed throughout SysAid.
- [Self-Service Portal Language](https://documentation.sysaid.com/classic/docs/language.md)
- [Self-Service Portal Search](https://documentation.sysaid.com/classic/docs/sspsearch.md): When you search a term in the Self-Service Portal the results are split up by area that they are located in.
- [Viewing a Ticket in the Self-Service Portal](https://documentation.sysaid.com/classic/docs/ticket-view.md): The Ticket View page shows you the details regarding your previously submitted service records.
- [SysAid Calendar](https://documentation.sysaid.com/classic/docs/sysaid-calendar.md): The SysAid calendar allows you to see all IT events that your IT administrators have scheduled for you.You can also see request times and due dates for the service records you've submitted.
- [Password Self Service](https://documentation.sysaid.com/classic/docs/password-self-service.md): This is the SysAid Password Self Service Wizard main page.From this page, you can launch the Unlock Account Wizard or the Reset Password Wizard.
- [Step 1 - Reset Password/Unlock Account](https://documentation.sysaid.com/classic/docs/step1-reset-password-unlock-account.md): This is step 1 of the Password Self Service Wizard, which is identical for both Reset Password and Unlock Account.
- [Step 2 - Reset Password/Unlock Account](https://documentation.sysaid.com/classic/docs/step-2-reset-passwordunlock-account.md): Step 2 of the Password Self-Service Wizard is identical for both Reset Password and Unlock Account.
- [Step 3 - Reset Password](https://documentation.sysaid.com/classic/docs/step-3-reset-password.md): Step 3 out of 4 of the Reset Password wizard only appears if your administrator has given you permission to choose your own new password. Be sure to review the Domain Password Policy Requirements before setting your new password.
- [Final Step - Reset Password/Unlock Account ](https://documentation.sysaid.com/classic/docs/final-step-reset-passwordunlock-account.md): If your attempt to unlock your account is not successful, it's possible that your account was not locked.If you are still unable to log in, please contact your IT administrator.
- [SysAid Copilot](https://documentation.sysaid.com/classic/docs/sysaid-ai.md)
- [General](https://documentation.sysaid.com/classic/docs/general-2.md)
- [SysAid AI Security & Trust Overview](https://documentation.sysaid.com/classic/docs/sysaid-copilot-security.md)
- [SysAid's AI Chatbot Response Mechanism](https://documentation.sysaid.com/classic/docs/sysaids-chatbot-ai-response-mechanism.md)
- [Language Support](https://documentation.sysaid.com/classic/docs/language-support.md)
- [SysAid Copilot ESM use cases](https://documentation.sysaid.com/classic/docs/sysaid-copilot-esm-use-cases.md)
- [AI Chatbot via Microsoft Teams](https://documentation.sysaid.com/classic/docs/ai-chatbot-ms-teams.md)
- [SysAid Copilot Usage Dashboard Overview](https://documentation.sysaid.com/classic/docs/sysaid-copilot-usage-dashboard-overview.md)
- [AI Agents Usage Dashboard Overview](https://documentation.sysaid.com/classic/docs/ai-agents-usage-dashboard-overview.md)
- [Copilot Setup](https://documentation.sysaid.com/classic/docs/copilot-setup.md)
- [SysAid Copilot General Settings Overview](https://documentation.sysaid.com/classic/docs/copilot-general-settings-overview.md)
- [Modify AI Chatbot Prompts](https://documentation.sysaid.com/classic/docs/modify-ai-chatbot-prompts.md)
- [Guardrails](https://documentation.sysaid.com/classic/docs/configure-chatbot.md): SysAid Copilot's AI Chatbot for End Users utilizes organizational data combined with Large Language Models to generate intelligent, solution-oriented responses to user queries in chat threads.
- [AI Statuses](https://documentation.sysaid.com/classic/docs/ai-statuses.md)
- [AI Author](https://documentation.sysaid.com/classic/docs/ai-author.md)
- [AI Emotion](https://documentation.sysaid.com/classic/docs/ai-emotion.md)
- [AI Case Summarization](https://documentation.sysaid.com/classic/docs/ai-summarization.md): AI Case Summarization is a quick recap of lengthy content in each Service Record – visible from either the Queue or the SR.
- [Category Suggest](https://documentation.sysaid.com/classic/docs/ai-categorization.md): AI Intelligent Categorization suggests the most relevant Category Sets for a Service Record, based on its Title and Description Fields.
- [Category Escalation Rule](https://documentation.sysaid.com/classic/docs/ai-intelligent-categorization-rule.md)
- [Data Pool](https://documentation.sysaid.com/classic/docs/data-pool.md)
- [Creating a Dataset](https://documentation.sysaid.com/classic/docs/create-a-dataset.md)
- [Advanced Dataset Configurations](https://documentation.sysaid.com/classic/docs/data-pool-config.md)
- [Configuring the SharePoint Dataset Connector](https://documentation.sysaid.com/classic/docs/config-sharepoint-dataset-connector.md)
- [Configuring the Confluence Dataset Connector](https://documentation.sysaid.com/classic/docs/configuring-the-confluence-dataset-connector.md)
- [Monitor and Fine-tune](https://documentation.sysaid.com/classic/docs/monitor-ft-1.md)
- [Monitoring AI Chatbot Queries and Answers](https://documentation.sysaid.com/classic/docs/monitoring-ai-chatbot-queries-and-answers.md)
- [Quality Score Calculation Overview](https://documentation.sysaid.com/classic/docs/quality-score-calculation-overview.md)
- [AI Insights](https://documentation.sysaid.com/classic/docs/ai-insights.md)
- [AI Chatbot for End Users](https://documentation.sysaid.com/classic/docs/ai-chatbot-for-end-users-1.md)
- [AI Chatbot for End Users Overview](https://documentation.sysaid.com/classic/docs/ai-chatbot-for-endusers.md)
- [End User Access to the AI Chatbot](https://documentation.sysaid.com/classic/docs/grant-ai-chatbot-access-to-end-users.md)
- [Conversational Ticketing](https://documentation.sysaid.com/classic/docs/ai-created-service-records.md)
- [Conversational Ticketing](https://documentation.sysaid.com/classic/docs/ai-created-service-records-1.md)
- [Customizing the End User AI Chatbot](https://documentation.sysaid.com/classic/docs/customize-ai-chatbot.md)
- [AI Emailbot](https://documentation.sysaid.com/classic/docs/ai-emailbot.md): Use SysAid Copilot's AI Emailbot to communicate with the AI Chatbot via email.
- [Activating the AI Chatbot via Microsoft Teams](https://documentation.sysaid.com/classic/docs/activate-ai-chatbot-for-teams.md)
- [AI Chatbot for Agents](https://documentation.sysaid.com/classic/docs/ai-chatbot-for-agents.md)
- [Configuring the Agent AI Chatbot](https://documentation.sysaid.com/classic/docs/customize-ai-chatbot-for-agents.md)
- [Task Advisor](https://documentation.sysaid.com/classic/docs/ai-chatbot-task-advisor.md)
- [SysAid AI Agents](https://documentation.sysaid.com/classic/docs/ai-agents.md)
- [AI Agent Setup](https://documentation.sysaid.com/classic/docs/ai-agent-setup.md)
- [Prebuilt AI Agents Overview](https://documentation.sysaid.com/classic/docs/prebuilt-ai-agents-overview.md)
- [AI Agent Center Overview](https://documentation.sysaid.com/classic/docs/ai-agent-center-overview.md)
- [AI Connections](https://documentation.sysaid.com/classic/docs/ai-connections.md)
- [Connecting Slack to The SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-slack-to-the-sysaid-ai-agent-builder.md)
- [Connecting HiBob to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-hibob-to-the-sysaid-ai-agent-builder.md)
- [Connecting Twilio to The SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-twilio-to-the-sysaid-ai-agent-builder.md)
- [Connecting Perplexity to The SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-perplexity-to-the-sysaid-ai-agent-builder.md)
- [Connecting Salesforce to the AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-salesforce-to-the-ai-agent-builder.md)
- [Connecting Splashtop to The SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-splashtop-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Entra ID Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/configuring-azure-sysaids-ai-builder-connector-block.md)
- [Connecting Microsoft SharePoint Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-sharepoint-graph-api-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Intune Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-microsoft-intune-graph-api-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft License Management to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-microsoft-365-to-the-sysaid-ai-agent-builder.md)
- [Connecting BitLocker to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-bitlocker-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Outlook Graph API to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-microsoft-outlook-graph-api-to-the-sysaid-ai-agent-builder.md)
- [Connecting MS Teams to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-ms-teams-to-the-sysaid-ai-agent-builder.md)
- [Connecting Microsoft Exchange Online to the SysAid AI Agent Builder](https://documentation.sysaid.com/classic/docs/connecting-microsoft-exchange-online-to-the-sysaid-ai-agent-builder.md)
- [AI Agent Builder](https://documentation.sysaid.com/classic/docs/ai-agent-builder.md)
- [AI Agent Builder Guide](https://documentation.sysaid.com/classic/docs/ai-agent-builder-guide.md)
- [Writing Effective Prompts for AI Agent Creation](https://documentation.sysaid.com/classic/docs/writing-effective-prompts-for-ai-agent-creation.md)
- [My Add-ons](https://documentation.sysaid.com/classic/docs/add-ons.md): Access the third-party integrations that you have acquired from the Marketplace or with the assistance of your account manager through the My Apps page.
- [Set up SysAid for MS Teams (Microsoft Teams)](https://documentation.sysaid.com/classic/docs/microsoft-teams.md): SysAid for Teams allows users to submit SysAid tickets from within Microsoft Teams.This allows for easier collaboration within organizations that use Microsoft Teams for internal communication.
- [Use SysAid for Teams](https://documentation.sysaid.com/classic/docs/use-ai-service-desk.md): Once SysAid for Teams is set up, every ticket includes a Microsoft Teams tab. The tab allows you to send a message in Microsoft Teams to an individual user or group of users.
- [Tags for SysAid Notifications in Microsoft Teams](https://documentation.sysaid.com/classic/docs/ai-service-desk-tags-for-sysaid-notifications-ms-teams.md): The full list of tags for SysAid Notifications in Microsoft Teams
- [Update App Permissions in SysAid for Teams](https://documentation.sysaid.com/classic/docs/sysaid-for-teams-app-permissions.md): How to update App Permissions for SysAid for Teams
- [Jira integration with SysAid Classic](https://documentation.sysaid.com/classic/docs/jira.md): The Jira integration allows you to sync information between Jira and SysAid.This can contribute to streamlined collaboration between the service desk, DevOps, and operations.
- [Microsoft Intune Integration with SysAid](https://documentation.sysaid.com/classic/docs/microsoft-intune-integration-with-sysaid.md): ysAid’s Microsoft Intune integration allows you to automatically and securely pull information from your Intune Inventory to SysAid. 

This provides centralized access to asset information; enhancing your capability to quickly service the devices in your network and improve efficiency as part of the ITSM process.
- [Setting Up Microsoft Entra ID (Azure)](https://documentation.sysaid.com/classic/docs/azure.md): SysAid’s Azure integration allows you to more efficiently manage the users in your company from one central location.
- [Import Azure Data](https://documentation.sysaid.com/classic/docs/import-azure-data.md)
- [Google User Repository Integration](https://documentation.sysaid.com/classic/docs/google-user-repository-integration.md)
- [Set up Google User Repository Integration in Google Workplace](https://documentation.sysaid.com/classic/docs/set-up-google-user-repository-integration.md)
- [Chromebooks](https://documentation.sysaid.com/classic/docs/chromebook.md): SysAid’s Chromebook integration allows admins to automatically and securely pull information from G-Suite Inventory to SysAid.This provides them with centralized access to their asset information.
- [Google Apps](https://documentation.sysaid.com/classic/docs/google-apps.md): The Google Apps integration allows you to sync SysAid with your Google account.You must first create two Client IDs for your desktop account and another ID for your mobile account.
- [SysAid Asset Management via Lansweeper](https://documentation.sysaid.com/classic/docs/lansweeper-integration-with-sysaid.md)
- [Configure Asset Warranty Integration](https://documentation.sysaid.com/classic/docs/configure-asset-warranty-integration.md)
- [Dell Asset Warranty](https://documentation.sysaid.com/classic/docs/dell-asset-warranty.md)
- [Office 365](https://documentation.sysaid.com/classic/docs/office-365.md): The Office 365 integration allows you to sync SysAid with your Office 365 account.You can automatically log in to Sys aid whenever you are logged in to Office 365.
- [Slack](https://documentation.sysaid.com/classic/docs/slack.md): The Slack integration allows you to create a Slack channel from an SR, pull Slack data into SysAid, and more.For further information, see Set up the Slack integration.
- [Use the Slack Integration in SysAid](https://documentation.sysaid.com/classic/docs/use-the-slack-integration-in-sysaid.md): SysAid integration lets you attach a SysAid ticket to a Slack channel.You can also use slash commands in Slack to send Slack direct messages from Sys aid.
- [Integrating WorkSafe App with SysAid](https://documentation.sysaid.com/classic/docs/worksafe-app.md): SysAid’s Worksafe app provides your employees with a simple way to report on their health statuses.
- [Trello](https://documentation.sysaid.com/classic/docs/trello.md)
- [SysAid CTI (Computer Telephony Integration)](https://documentation.sysaid.com/classic/docs/sysaid-cti-computer-telephony-integration.md): SysAid CTI allows your PBX to open service records in SysAid and prepopulate the Request User field.
- [Integrating ADFS with SysAid](https://documentation.sysaid.com/classic/docs/adfs.md): The ADFS integration allows you to sync SysAid with your ADFS account.The ADFS server must be properly running on your system in addition to Windows Server 2012 R2 or above.Sys aid version 15.2.
- [CAS Integration with SysAid](https://documentation.sysaid.com/classic/docs/cas.md): To automatically log into SysAid whenever you are logged into CAS, use the following page to sync your SysAid account with your CAS account
- [Okta](https://documentation.sysaid.com/classic/docs/okta.md): The Okta integration allows you to sync SysAid with your Okta account so you can automatically log in to Sys aid whenever you log in.For this integration to work, you must be running Sysaid 16.1.
- [OneLogin](https://documentation.sysaid.com/classic/docs/onelogin.md): The OneLogin integration allows you to sync SysAid with your OneLogin account.You can automatically log in to Sysaid whenever you log in.For this integration to work, you must be running Sys aid 16.1.
- [Shibboleth](https://documentation.sysaid.com/classic/docs/shibboleth.md): Shibboleth integration allows you to sync SysAid with your Shibboleth account.This means you can automatically log in to Sys aid whenever you are logged in to ShibboleTH.
- [Zapier](https://documentation.sysaid.com/classic/docs/zapier.md): SysAid’s Zapier integration allows you to easily connect SysAid to thousands of your favorite business apps.No code required – perform tasks without depending on developers.
- [Power BI Extract](https://documentation.sysaid.com/classic/docs/power-bi-extract.md): SysAid’s Power BI Extract integration allows you to regularly export your SysAid SR data to OneDrive where you can display it in MS PowerBI.
- [Nagios Integration with SysAid](https://documentation.sysaid.com/classic/docs/nagios.md): The Nagios integration allows you to automatically generate, update, and close SRs based on events that Nagios detects on a given host or service in your network.
- [Setup Nagios Core Integration](https://documentation.sysaid.com/classic/docs/setup-nagios-core-integration.md): The first two of the three scripts you generated allow Nagios to automatically create SRs for events and alerts relating to hosts and services you are monitoring.
- [  Configure Nagios XI Integration](https://documentation.sysaid.com/classic/docs/configure-nagios-xi-integration.md): The first two of the three scripts you generated allow Nagios to automatically create SRs for events and alerts relating to hosts and services you are monitoring.
- [Access Nagios in SysAid Asset Management](https://documentation.sysaid.com/classic/docs/access-nagios-in-sysaid-asset-management.md): Set up Nagios integration and then access the Nagios dashboard from within SysAid to access all of your assets imported from Nagios, or any information for specific assets in the asset form.
- [LogMeIn Rescue](https://documentation.sysaid.com/classic/docs/logmein-rescue.md): Use the LogMeIn Rescue integration to initiate a LogMeIn Rescue remote control session with your end-users from any incident record.
- [TeamViewer](https://documentation.sysaid.com/classic/docs/teamviewer.md): TeamViewer integration allows you to initiate a TeamViewer remote control session with your end users from any service record.
- [TeamViewer Embedded Service](https://documentation.sysaid.com/classic/docs/teamviewer-embedded-service.md): TeamViewer integration allows admins to initiate a TeamViewer remote control session with their end users from any machine.You must be running SysAid version 17.2.40 or above to use the integration.
- [SolarWinds](https://documentation.sysaid.com/classic/docs/solarwinds.md): SolarWinds integration allows you to automatically generate, update, and close SRs based on events that SolarWinds detects on a given asset in your network.
- [Bomgar](https://documentation.sysaid.com/classic/docs/bomgar.md): The Bomgar integration allows you to initiate a Bomgar Remote Control session with your end users from any incident or asset record.
- [Automate Joe](https://documentation.sysaid.com/classic/docs/automate-joe.md): SysAid's Automate Joe embedded service is a service desk orchestration tool.
- [Automate Joe Onboarding Guide](https://documentation.sysaid.com/classic/docs/automate-joe-onboarding-guide.md): This guide is designed to help you get up and running with SysAid's Automate Joe service orchestration service.
- [Run a Powershell script via Automate Joe](https://documentation.sysaid.com/classic/docs/powershell-automate-joe.md): You must place the Powershell scripts in a folder on the machine of the Automate Joe agent.
- [Automate Joe Processes](https://documentation.sysaid.com/classic/docs/automate-joe-processes.md): Fill out the parameter mapping for your Automate Joe processes using this page.
- [ABots Guide](https://documentation.sysaid.com/classic/docs/abots-guide.md): ABots are a series of add-ons that allows admins to free up a significant percentage of their workload.
- [ABots - Active Directory User Management - On\\Offboarding](https://documentation.sysaid.com/classic/docs/abots-active-directory-user-management.md): Learn how to configure the ABots - Active Directory User Management - On\Offboarding to save time for both IT admin and the employee who needs the update.
- [ABots - Azure User Management -On/Offboarding](https://documentation.sysaid.com/classic/docs/abots-azure-user-management.md): Azure User Management On\Offboarding ABot can automatically run user management processes in your Azure active directory.This saves time and for both the IT admin and the employee who needs the update.
- [ABots - Active Directory User Management - Groups and OU](https://documentation.sysaid.com/classic/docs/abots-active-directory-user-management-2.md): Configure the ABots - Active Directory User Management - Groups and OU so that you automatically run user management processes in your active directory related to inclusion of users in groups in response to workflow tickets opened in SysAid.
- [ABots - Azure AD User Management - Licensing](https://documentation.sysaid.com/classic/docs/abots-azure-ad-user-management-licensing.md): Azure User Management Licensing ABot can automatically run licensing processes in your Azure active directory.This saves time and for both the IT admin and the employee who needs the update.
- [ABots - Microsoft Exchange - User Management - Distribution Groups](https://documentation.sysaid.com/classic/docs/abots-microsoft-exchange-user-management.md): The Microsoft Exchange - User Management Distribution Groups ABot can automatically run user management processes on your On Premises Exchange servers.
- [ABots - Exchange Online - Mailbox Management - New Mailbox](https://documentation.sysaid.com/classic/docs/abots-microsoft-exchange-user-management-distribution-groups.md): Exchange Online Mailbox Management- New Mailbox ABot can automatically run mailbox creation processes in your Exchange Online.
- [ABots - Exchange Online - User Management - Groups](https://documentation.sysaid.com/classic/docs/abots-exchange-online-user-management-groups.md): Once configured, the Exchange Online - User Management- Groups ABot can automatically add or remove users to distribution groups in your Exchange Online.
- [Automate Joe Setup Guide](https://documentation.sysaid.com/classic/docs/automate-joe-setup-guide.md): SysAid's Automate Joe embedded service is a service desk orchestration tool.It allows admins to free up a significant percentage of their workload by automatically running a script-based processes.
- [Spaces](https://documentation.sysaid.com/classic/docs/spaces.md): Reduce MTTR with a consolidated, intuitive Service Record and Queue.Streamline Service Record management with the Queue: a more efficient and organized Service Desk.
- [What is Spaces?](https://documentation.sysaid.com/classic/docs/spaces-the-brand-new-sysaid-experience.md)
- [Navigate Spaces](https://documentation.sysaid.com/classic/docs/navigate-spaces.md)
- [Meet the Spaces Queue](https://documentation.sysaid.com/classic/docs/meet-the-spaces-queue.md)
- [Discover Service Records in Spaces](https://documentation.sysaid.com/classic/docs/spaces-sr.md)
- [Activating Spaces](https://documentation.sysaid.com/classic/docs/activate-spaces.md)
- [Use Hybrid Features](https://documentation.sysaid.com/classic/docs/hybrid-features.md)
- [Use Spaces Hybrid Mode](https://documentation.sysaid.com/classic/docs/switch-between-spaces-classic.md)
- [Use Advanced Filters in Hybrid Mode](https://documentation.sysaid.com/classic/docs/advanced-filters.md)
- [SysAid Integrations](https://documentation.sysaid.com/classic/docs/marketplace.md): SysAid offers several integration options, which help you enrich your SysAid experience.
- [SysAid API](https://documentation.sysaid.com/classic/docs/sysaid-api.md): SysAid REST API was designed to help you meet two specific needs.Display, store, and process help desk data in a way that is best for your organization.Interface SysAid with third party applications.
- [SysAid API](https://documentation.sysaid.com/classic/docs/sysaid-api-legacy.md): SysAid API allows you to connect third party programs and code to your SysAid.
- [SysAid REST API Details](https://documentation.sysaid.com/classic/docs/rest-api-details.md): Parameters, return values definitions, payloads, etc. for SysAid REST API.
- [SysAid Copilot REST API Guide](https://documentation.sysaid.com/classic/docs/sysaid-copilot-rest-api-guide.md)