Practical tips and information about running an efficient service desk. News and information about HelpMaster, PRD Software and the ITSM industry.
When it comes to support ticketing, almost all customer support, regardless of industry revolves around a few basic concepts.
Depending on the nature of job, the life-cycle of a ticket will vary. Sometimes it’s just a simple open and close affair. Other times it requires a complex workflow and process to follow, and often it simply becomes an iterative matter of responding to client information and supplying information (see helpdesk tennis). This is where a generic support workflow loop can be handy.
The following workflow pattern can be used for a simple job that does not require any special workflow, or process, but just prompts the agent for the next step, giving a selection of common support options that are typical at any helpdesk.
Once the agent makes their selection and updates the ticket with the appropriate Action Templates, the workflow loops back to the multi-choice selection, ready for another round. The main part that prompts for agent input, and then initiates other workflow objects is the Multiple Choice item.
The options presented to the agent are:
The workflow system of HelpMaster is very powerful and very easy to use. It’s simply a matter of drag ‘n drop, setting some properties and connecting the objects together in a way that describes your process. There are currently over 50 workflow objects, with more being released with every version of HelpMaster. Here’s some ideas:
Add options for “Run a script” (SQL or Powershell). Scripts can be used to update databases, interact with Active Directory, perform file-based operations, reset password, or interact with other software/systems.
After selecting the option, and before imitating an Action Template, it may be appropriate to check some data first. Things like:
If you’re using version 19 of HelpMaster, you can download this sample workflow right now.
Once it has been downloaded, open the workflow.txt file in notepad and copy the contents to the clipboard. Then, log into HelpMaster, open a job, or a job template, click on the workflow tab, and paste the workflow. You will need to update the Action Template links to something suitable (double-click), or to adjust them to existing templates. If you get stuck, contact PRD Software for help.
Learn more about HelpMaster workflow in our formal HelpMaster training events. See Professional Services for details