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Service Desk Setup

Support Staff & TeamsJob QueuesClientsIncident ManagementResolutionsProblem ManagementBusiness Processes

Support Staff

The tier 1, 2 and 3 support engineers are configured into ServiceView and can log in using their central usernames and passwords. These are the people who will work on support requests or on associated tasks.

Teams

Each engineer is placed in a team. Teams are organised within ServiceView in the organisation hierarchy.

Adding & Removing Support Staff

Use the add/edit people feature to add and remove supprt staff.

Broken Link: ADD_EDIT_PEOPLE

Job Queues

Job queues are used to place Incidents and tasks awaiting engineer assignment. Job queues are a flat list.

Job Queue Subscriptions

Engineers and/or teams subscribe to job queues. If a team is subscribed all engineers within that team are automatically subscribed. New staff entering or leaving the team will be handled automatically.

Job Queue Alerting

When an incident or task is added to a job queue engineers subscribed to that queue can be alerted via email or notice within ServiceView.

Incident Clients

Incidents that are logged can be associated with a client or end user in ServiceView who is experiencing or has raised the issue/fault.

The following fields are stored against a client

Client Types

Incident clients are split into client types.



Different client types can be treated differently in the following ways

  • Default job queue can be different for each client type
  • Standard email response to new incidents can be different for each client type
  • Business (support) hours can be different for each client type
  • Target response times can be different for each client type

Client Identifiers

New incidents can be automatically assigned to a client using their email address or their username.

Incidents Management

Incident Types

Incidents are divided into types, usually Changes and Faults. Any number of types can be configured and may typically be used for reporting purposes.

Incident Priorities

Incidents are given a priority to determine the order the engineers should address them. Priorities can be configured to have a "breach" period either by:

  • Minutes to assign to an engineer.(Usually new incidents are automatically put onto job queues so that is not a good measure)
  • Minutes for the engineer to open the incident.
  • Minutes for the incident to be resolved

Note all minutes are measured in business hours, so in a typical Monday to Friday working week, one minute after 5pm on friday is 9:01 on Monday morning.

Incident Status Types

Incidents can fall into the following statuses:
DraftThe incident is in the process of being created.
Awaiting Job QueueThe incident is has not been assigned a job queue.
Awaiting EngineerThe incident is in a job queue but not assigned to an engineer.
In progressThe incident is in a job queue and has been assigned to an engineer.
ResolvedThe incident has been resolved

Incident Category

Incidents are given a category to help place them in the correct job queue. Categories are a 3 level hierarchical list which are selected when creating the incident.

Incident Location

The location of the incident is also recorded. As with categories this is a 3 tier hierarchical list allowing a specific location to be selected.

Locations can be given a default job queue allowing all incidents from a location to be placed in a specific job queue. A local support desk for instance.

A building name and room can optionally be specified if desired

Over-riding Locations

Some categories which are supported centrally should bypass location specific job queues. This can be specified when defining the category hierarchy.

Job Queue Auto-Suggestion

When a category and / or location is specified when entering or editing an incident, a job queue recommendation notice is displayed suggesting which is the most appropriate job queue for the incident to be placed in.

Incident Notes

As an incident progresses or is changed or updated, a note will be created in the Notes tab that records the change.

Notes can also be posted from this tab and will be recorded in the Past Notes section.