Documentation below is an introduction to using TeamDynamix at UF.  The sandbox and production environments continue to be developed so the interfaces documented here may differ is some aspects from the current implementation.  Efforts will be made to update documentation as notable changes are made.

 

Important Concepts

Forms - Forms are an important field for technicians on a ticket.  Each service has a form which sets the service, adds the default responsible team, and adds custom fields, if any are applicable. 

Responsible - The Responsible field is where a ticket is assigned to a group (team) or individual.  By default, a ticket should be assigned to a group so a ticket does not get overlooked if a specific individual is unavailable.  The Responsible field makes it easy to search and select a Group without needing to navigate through tiers or categories. 

 

May 31st 2025 UI Update

TeamDynamix will be releasing an updated user interface for technicians this Saturday, Mary 31st.  With this new update you will experience a more modern look and feel while still working with the familiar ticket structure and functionality that you are accustomed to.  Among the benefits are more streamlined navigation, elimination of pop-up windows, and an enhanced dashboard system.   All existing reports, searches, and desktops/dashboards will be migrated and continue working

Please read about the 2025 UI updates to learn more.

 

 

Written Documentation - Pre-2025 update

How to Navigate TeamDynamix

Running Reports in TeamDynamix

Change Management in TeamDynamix

 

Training Videos - Pre-2025 update

How to Create a Ticket

How to Take a Ticket

How to Assign or Reassign a Ticket

How to Update a Ticket

How to Edit a Ticket

 

Training Sessions

Recording of June 24th 2024 Training

 

You can find additional documentation provided by TeamDynamix here**Please note that TeamDynamix documentation is not specific to our environment and may not contain the same features or suggest the same processes.