How to Log a Cranstoun Case Management Helpdesk Ticket

  1. Visit the CMS Helpdesk Web site.
  2. Click the Submit a Ticket button.
  3. Choose the required ticket type from the list presented.
  4. Each ticket type contains a unique form that collects the required information, so you must select the correct category for your ticket.
    1. Client Data Change/Removal—This must be used for any request to change or remove client data.
    2. New Starter Request—This is used for any new staff who require an account. A manager or team leader should complete this request.
    3. Leaver Notification—To advise of any staff leaving the organisation, these can be completed ahead of time and held until required.
    4. Access Change - this requests a change in any staff member's access to any of the CMS.
    5. CarePath, Halo, Daisy, or In-Form problems—These tickets are for system issues that do not require changing or removing client data.
    6. Reporting Request - If you require a specific report to be created for your CMS.
    7. Subject Access Request - for any SAR request from any client.
    8. Data Protection Query - For any queries you require an answer to, excluding SARs.
  5. You will then be presented with a form to complete. Please complete all the details required.

    Important: The NAME and EMAIL fields at the top of the form should always be YOUR name and email, even when raising a ticket to change someone else's account, as this shows who raised the request.
  6. Click the Submit Ticket button to log the ticket on the helpdesk. You will receive an email confirming this and providing a unique reference code for your ticket.
  7. It is possible that the email went to your Spam or junk mailbox. This article explains how to resolve this.

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