Overview of New Behind the Blackboard for Blackboard Customers APRIL 2012 TM Forward-Looking Statements Statements regarding our product development initiatives, including new products and future product upgrades, updates or enhancements represent our current intentions, but may be modified, delayed or abandoned without prior notice and there is no assurance that such offering, upgrades, updates or functionality will become available unless and until they have been made generally available to our customers. 2 Goals • Understand goals for redesign of Behind the Blackboard™ (BtBb) • Become familiar with new and updated BtBb functionality (knowledge search, access to community resources, case management) • Understand where you can find additional resources regarding the new BtBb 3 Topics • • • • • • • • BtBb Re-design Background Design Fundamentals Account Settings Self Service Community Resources Case Management Student and Faculty (Public) Access Troubleshooting and Resources 4 Background What is Behind the Blackboard ®? • • Blackboard’s case management and knowledge base repository for Learn (Bb Learn, ANGEL, CE/Vista) and Transact clients Where Blackboard system administrators: • • • • Find support Download software Obtain reference materials Manage their Blackboard account 6 Why Re-design? 7 What We’re Striving For • Updated Behind the Blackboard delivers new level of customer CARE: • • • • Comprehensive access to resources Ability to find what you need Relevant information tied to you Easy to use and navigate 8 Customer Involvement in BtBb Design Focus Group Usability Testing Suggestion Squad/ Sandbox Over 200 customers actively participated in helping design, validate and test the new BtBb Pilot 9 Design Fundamentals Home Page: Three Tiers of “Help” 1 2 3 11 Home Page: What’s New Ability to select a specific product to get all articles relevant a product Recently published Support Bulletins, Product Updates, Latest Articles and Announcements appear in the “What’s New” area 12 Home Page: Managed Hosting Features Access to Insight Report and Managed Hosting Links Resources link visible only to MH customers 13 Home Page: Xythos Customers Customers can view the Xythos portal by using this drop down and selecting “Xythos” Only 4 links are visible in the Self Service section for customers on the Xythos-only view of the portal Only 2 links are visible in the Community Resources section for customers on the Xythos-only view of the portal 14 Home Page: Transact Customers Customers can view the Transact portal (old BtBb) by using this drop down and selecting “Transact” 15 Header, Footer and Navigation Standard header is visible across all BtBb pages. Ability to search knowledge base on every page HEADER FOOTER Footer includes many more useful resources outside of BtBb. 16 Account Settings My Account Ability to select a variety of settings 18 My Profile Ability to edit the information required to access BtBb Ability to edit all of these fields Ability to select a “Default Product” to show you content related to your system of interest 19 My Institution Ability to select the specific institution that the user is associated with Ability to update current information about an institution’s help desk allows Bb to re-direct end users who call Bb List of all environments and ability to nickname them; MH customers will have environment information autopopulated Others from the institution who have access to BtBb 20 My Subscriptions Ability to subscribe to different types of notification for your product of interest 21 Self-Service Self Service – Knowledge Base Ability to search knowledge base on every page All categories link to KB Search 23 Self Service – Search Results Clicking on “Documentation” from the Home Page renders a Knowledge Base search of available documentation 24 Self Service – Multiple Search Search filters are listed at the top of your screen. Click the “x” to remove a filter. Ability to perform searches against multiple article type categories 25 Self Service – External Links External websites – not yet integrated in Search Engine 26 Community Resources Community Resources External websites – not yet integrated in BtBb Search Engine 28 Community Resources Click on Community Resources to view descriptions of various programs 29 Case Management Bb Support – Case Management Click on Create a case button for creating new case Easy to create a case Key customer documents regarding support process are oneclick away To view more cases or perform a search, click here 31 Case Creation • Case creation is a 3-step process 1. 2. 3. 4. Create case by filling out essential case details (required) Add case attachments (optional) View/rate relevant articles (optional) Edit the case (optional) 32 Bb Support – Create a New Case Click on Create a case button for creating new case Click on Create a case button for creating new case 33 Bb Support – Create a New Case Select the institution that you’d like create a case for Customer may change these selections if the build for this case is different from what Bb has on file. If customer changes the Version/Source Build, a pop up window will appear giving them the option to update their Environment with this information (for non-hosted environments only). Environments for the selected Account appear as selections here Issue Topic, Functional Area, and Category are nested drop-downs based on the Environment selected that guide the customer into selecting an appropriate category for this case. Blackboard Support will be using Category for Root Cause Analysis, Knowledge Base gap analysis and Case Routing. 34 Bb Support – Add Attachments and View Relevant Articles Add relevant case attachments if needed Click on the Case Number to be taken to the Manage Your Case Page Click on any article to review the content of the article 35 Bb Support – View Relevant Articles Customers can rate articles to help the system identify which content is helpful for helping resolve cases. Clicking on “Problem Solved” closes the case. 36 Bb Support – View/Manage Case Click on a Case to navigate to its Manage Your Case page Case status and next actions are clearly listed at the top of the Manage Your Case page Expandable categories Expandable/ collapsible menu 37 Bb Support – View/Manage Case Click on a Case to navigate to its Manage Your Case page Collapsed menu Customer can do one of 3 things once the case has been submitted This page defaults to a collapsed “Case Details” section, and a list of all case activity. As communication is added to the case, those actions will be recorded here. 38 Bb Support – Add Comments Adding comments is a 3-step process 1 Ability to add attachments to the case here (optional). 2 2 3 39 Bb Support – View Relevant Articles 1 Articles that may be relevant to you case are shown by clicking on “Relevant Articles” 2 40 Bb Support – View Case Activity History Recent communication and activity on the case is available in the activity history section. You can filter by the type of case activity or use the search field to look for a specific communication. 41 Bb Support – View Attachments Attachments that have been added by the customer or a Bb Support team member are also visible in this section 42 Bb Support – View Solutions The status of the case changes to “Solution Suggested” when the support technician suggests a solution to the case. Any presented solution will be displayed in the Activity Details section of the case. Youhave the ability to Accept or Decline the solution. 43 Bb Support – Close Case 1 2 3 44 Bb Support – Survey (Optional) Survey page will open after clicking on the “Submit” button to close the case. The Satisfaction Survey is not required. 45 Bb Support – Re-Open Case Cases that have been closed can be reopened for up to 3 months after they have been closed by clicking on the “Reopen” button. 46 Bb Support – Search Cases Click on “Search and View All Cases” to search all cases logged 47 Bb Support – Search Cases Export this case data in Excel or PDF format Click on Column Header to select the field for sorting Ability to select which data is shown per case in the results table below Enter search terms 48 What’s Next? Future Plans • We’re going to treat Behind the Blackboard just like a product • • Ongoing maintenance Ongoing development • Eventually all Blackboard administrators will use the same system • • Today Blackboard Learn™, Blackboard Mobile™, and Xythos Coming soon: Blackboard Analytics™, Blackboard Transact™, and Blackboard Collaborate™ 50