AggieService Reference Guides

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AggieService Resources

The Shared Services Organization service desk creates and maintains training material and help guides to assist with using AggieService. We continually look for ways to enhance and improve our user experience, much of which we do through client feedback. If you have any AggieService system related questions or concerns, please contact the SSO Service Desk Team.

User Reference Guides

How to Request Access for AggieService (PDF)
An overview of steps needed to gain Submitter access to AggieService.
AggieService Reference Guide - Lightning (PDF)
This user manual has information on logging in, submitting a case, navigating through the system, and how to communicate in a case.
AggieService Approver Guide (PDF)
Only intended for the users that approve AggieService cases.
AggieService Workflow Chart (PDF)
An overall view of what cases users can submit in AggieService using our Community Portal.
H ow to Create a Report (PDF)
Included information on creating and customizing reports and dashboards
H ow to Create a Custom List View (Word)
What to do to create and customize case list views

AggieService Job Aids for UC Davis Health submitters

Staff Actions - Health
Academic Actions - Health
- Non-Faculty
- Faculty
Health AggieService Intro Training for Staff Actions

Service Provider Reference Guides

The following guides are intended for Case Owners in AggieService, not case submitters.

Service Provider Manual (PDF)
A guide to using AggieService for Service Providers.
Best Practices for Service Providers (PDF)
Quick reference tip sheet for Service Providers in AggieService.
Service Console Overview (PDF)
The Service Console is designed to boost productivity in a fast-paced service environment.
Case Owner Console - Classic to Lightning (Google Doc)
Highlighting Key differences of going from Classic to Lightning for Case Owners
Creating Lightning Email Templates (Word)
Step-by-step instructions for creating Lightning email templates (video included)