Login using Consumer Role

Landing Page

1. Upon logging into the HCL BigFix Service Management consumer homepage, you will see all the service offerings available for consumption.
2. Navigate to the top right of the BigFix Service Management page and click on Pending Surveys button, to view the surveys pending for your response.

My Surveys

1. Click on the request pending for survey response from the list view.
2. You may choose to click on the Request Details section towards the right and browse through the ticket information.
3. This is particularly useful if you have several requests pending for your survey to avoid confusion.
4. There are one of two actions that you can take on a request pending survey.
   1. The first is wherein you can give a rating of 4 or 5 stars via selection followed by providing satisfaction comments.
   2. Ignore this step so that you can view what happens when you give a lesser rating.
   3. You can always try giving a good rating in any of your future requests during this trial.

My View

Navigate to the top right of your page and click on My View button which will provide you an option to click and view the requests which you have raised for yourself or on behalf of someone.

Knowledge Center

HCL BigFix Service Management also has a knowledge management module which can be accessed by navigating to the top right of your page, followed by clicking on Knowledge Center button.

1. Click on this button to view the knowledge center.
2. The knowledge center will automatically open in a new tab on your browser.
3. Click on Log In followed by typing ‘unable to access applications’ in the search bar on the top right of the page, and then click on Enter.
4. An article which matches the keyword entered in will appear.
5. Click the article and it will open on your screen.
6. The article will appear on your screen.
7. HCL BigFix Service Management has this unique ability to use traditional knowledge management as well as crowd-sourced knowledge as a part of its knowledge management offering.
8. Click on the other tab on your browser to navigate back to the consumer homepage of HCL BigFix Service Management.

Landing Page

1. Upon navigating back to the HCL BigFix Service Management consumer homepage, you will see all the service offerings available for consumption.
2. Click on the Add to Cart button on the Global Claims offering under Featured section on the screen.

Shopping Cart

1. You will automatically receive a prompt to navigate to the Cart.
2. Alternatively, you can navigate to the top right of your page and click on the Shopping Cart option. This is the page that shows the offerings added to cart at any point in time.
3. Once you are in the shopping cart section, you can view the offering(s) added to cart and choose to Proceed to Checkout if required.
4. At some point in your trial, feel free to utilize this option as well.

My Profile – Consumer

1. Click on the My Account button (User icon) on the top right of your screen followed by clicking on My Profile.
2. You will land on the Organizational Information section, wherein you can view user organization details, personal and contact information. You also have the option of editing and updating a few details if needed.
3. Click on User Preferences section next.

My Delegations

1. Navigate to the top right of the page and click on the My Account button (User icon), followed by clicking on My Delegations.
2. HCL BigFix Service Management provides this useful feature to delegate service requests or change approvals for a specific time in your absence, via My Delegations page.
3. Upon landing on this page, you can click on plus button and create a delegation.
4. Type in ‘approver’ (the role you would like to delegate to) in the Delegatee field and select the Service Approver user option.