IntroductionAxiom’s AMS Portal has three main role definitions: Admin, Agent and Client. This guide will cover how a Client interacts with the AMS Portal.How Does the Portal Work?It’s never been easier to manage, organize and monitor your IT service contracts and assets in a centralized location for your entire organization. With an intuitive interface, multiple
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The Welcome PageAfter an AMS agent has created your account you will receive an email with information about how to create a password and log in to our system for the first time.This is an example of the email you will receive to activate your account: When you the link above, you will
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Your Dashboard:You will have one of two DASHBOARDS, the MULTI-LOCATION and the SINGLE-LOCATION.From either dashboard, you will have access to all of your contracts, assets and tickets.You can access all of your tickets, assets, contracts and more through the top menu bar.The six widgets in the MULTI-LOCATION DASHBOARD (shown below) provide information and filtered
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Contracts PageThe CONTRACTS PAGE will allow access to your contracts (and the more assets and locations you have, the more information the DASHBOARD will display).You can access your contracts by clicking "Contracts" in either the top menu row or by clicking the "Contracts" icon in the ICON BAR in the center of the screen.
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The Contracts Page, Part IIAny of the three highlighted areas in the previous screen will bring you to this CONTRACTS page view.The CONTRACTS page will list pertinent information for each contract you have with us. A FILTER BAR will allow you to narrow your view when searching for a specific contract. The search bar will allow more granularity when combined
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The Assets PageThe ASSETS PAGE is where you will access to all assets attached to your contracts.The FILTER BAR allows you to narrow your view by EXPIRATION DATE, MODEL # and more.The CREATE TICKET icon on the left side of the asset row will begin the process of opening a ticket against that particular asset.
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Submitting a TicketTicket creation is quick and simple. By clicking the "Create Ticket" icon from the ASSETS PAGE, all pertinent information is auto-populated in the fields of the ensuing screen. Simply fill in the SUBJECT and MESSAGE fields to help us understand the issue you are experiencing and click "SUBMIT" at the bottom of the screen. If necessary, you can also attach files
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Accessing Your TicketsAside from clicking the "VIEW TICKETS" link in the email you receive after successfully submitting a ticket, you can access your tickets by clicking the following links in your DASHBOARD:
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Your Open TicketsThis screen gives you quick access to the status, last activity, and last respondent, as well as ticket ID.Clicking on a ticket will allow you to view more detailed information about your ticket as well as give you the ability to communicate with your agent.
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NotificationsAll ticket communications will trigger an email notification to be sent to you and the agent. For example, if you leave a comment, your assigned agent will receive a notification alerting them to new activity. Likewise, when an agent responds, you will receive an email notification alerting you.
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Closing and Accessing Closed TicketsYou can close a ticket at any time should you decide. Likewise, you can re-open any previously closed ticket if the problem persists or reoccurs. These actions will trigger an email notification to both you and the assigned agent.You can also change the
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Accessing Your ProfileYou can access your profile by clicking "My Profile" in the upper right portion of the screen and clicking "Profile":Once you have accessed your profile it is possible to change your password, add a profile picture, or include business and/or mobile phone
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Miscellaneous - The Knowledge Base and PagesYou can find information about the portal, submitting and accessing tickets, your profile and much more by clicking "Knowledge Base" and/or "Pages" in the upper menu:
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