- If a customer submits an email ticket for something that needs to be handled over the phone (e.g. password reset, BoilerKey, etc.), please send the customer a message in the ticket indicating that they need to call the CSC and then resolve the ticket. If and when the customer calls back in, at that point you can reopen the ticket and work it. If the customer does not call back in before the ticket closes in 7 days, then we will create a new ticket for them.
- If you have requested information from a customer in order to proceed with a ticket and they do not respond within 1 business day, you may resolve the ticket due to inactivity. There is a template that you can apply in these cases (PM.CSC Inactive Ticket) that will not send the customer a resolution notice, but rather a note requesting more information.
- If you are reasonably sure that you have provided accurate information to resolve a customer's issue or fulfill a request, go ahead and resolve the ticket at that time. If the customer doesn't feel the issue has been resolved or their request has not been filled, they can reply within 7 days to reopen it. We do not need to place tickets in Pending unless we truly need confirmation from the customer.
UPDATE:
- If a TC does not reply within 1 business day, you may resolve the ticket due to inactivity. You may let the customer know the TC has 7 days to send approval, or a new request will need to be submitted.
The CSC should be using the Schedule Date field in FootPrints when fulfilling a Service Request.
This field becomes mandatory for any status other than Assigned. Ideally, when you change the status to Pending, you've reached out to the customer and agreed upon a date and time to work on fulfilling the Service Request. If you are unable to agree upon a time prior to setting the status, please select a date 2-3 days in the future, giving you time to make contact with the customer and fulfill their request.
If you are fulfilling the request during first contact, please set the Schedule Date to the following day. For example, today being July 2, I would click the calendar for the Schedule Date and select July 3.
You should NOT be using the 'current date and time' checkbox, as this will use the current time, and by the time you save the ticket, you have already breached the agreed upon Schedule Date.
Please let me know if you have any questions. We have ITaP metrics around this field and when it is not set it properly, it appears that the CSC is not fulfilling requests in a timely manner.
Thanks everyone!