Quick Start Guide #

This guide walks through the minimum steps to get DMSI Service Management operational from a fresh installation.

Step 1: Activate Your License #

1. Go to Services > Settings > License.
2. Enter your license key and click Activate License.

Step 2: Create a Service Type #

Service types categorize requests. At least one service type is required before creating requests.

1. Go to Services > Service Types.
2. Click Add New.
3. Enter a name (for example, “General Support” or “Maintenance”).
4. Set a default hourly rate if billing applies.
5. Click Save.

Step 3: Create an SLA Template #

SLA templates define response and resolution time targets attached to contracts.

1. Go to Services > SLA Templates.
2. Click Add New.
3. Enter a name (for example, “Standard SLA”).
4. Set Response Time and Resolution Time in minutes.
5. Configure business hours and working days, or enable the 24/7 toggle.
6. Click Save.

Step 4: Create a Service Contract #

1. Go to Services > Contracts.
2. Click Add New.
3. Select the customer.
4. Enter hours allocated, start date, and expiration date.
5. Assign the SLA template you created.
6. Click Save. The contract is assigned a number in the format SVC-YYYY-NNNNN.

Step 5: Create Your First Service Request #

1. Go to Services > Requests.
2. Click Add New.
3. Select the customer and link the contract.
4. Choose a service type and set priority.
5. Enter a subject and description.
6. Click Save. The request is assigned a number beginning at SR-1001.

Step 6: Configure Email Notifications #

1. Go to Services > Settings > Notifications.
2. Review the 11 notification toggles and enable the ones relevant to your workflow.
3. Click Save Settings.

Once these steps are complete, you have a functioning contract with an attached SLA, a service request, and notifications in place.