Follow below for On Screen navigation or Watch full video Guide Here
1. Navigate to Service Desk 0:13
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Open ConnectWise.
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Navigate to the Service Desk section.
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Select your Service Board space.
2. Select Bluewater Board 0:29
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In the top right-hand corner, select the board named Bluewater (or the equivalent name in your system).
3. Open Ticket 0:38
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Locate the ticket for the customer you are working with.
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Click on the Procurement option to open the ticket.
4. Review Provisioning Information 1:06
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Check the initial description box for provisioning details.
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Note the following:
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Package type (e.g., Package 1 for a new connection).
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Carrier information.
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Any add-ons or network restrictions.
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Account number.
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SIM requirements (new or existing).
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5. Complete Order Details 2:05
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Scroll to the Configurations section.
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Click on the Order Package to open configuration items.
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Fill in the required fields:
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Service number.
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SIM number (if applicable).
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Attach QR code for eSIM if necessary.
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6. Finalize Order 3:06
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Add any additional comments or tracking links as needed.
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Change the status from In Progress to Completed.
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Save and close the ticket.
7. Update Ticket Status 3:29
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Ensure the ticket status reflects the completion of the order.
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If necessary, mark the ticket as Completed or Cancel based on your workflow.
Notes
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Ensure all mandatory fields are filled out before completing the order.
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Double-check the SIM number and service number for accuracy to avoid delays.
Tips for Efficiency
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Familiarize yourself with the layout of the Bluewater service board to navigate quickly.
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Use templates for common orders to save time on repetitive tasks.
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Keep a checklist of required information handy to ensure nothing is missed during the order process.