Difference between revisions of "Service Desk/Queue Configuration"
(→Setting up Queues, Categories and Subcategories) |
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| − | {{DISPLAYTITLE: | + | {{DISPLAYTITLE: Queues, Categories and Subcategories}} |
= Overview = | = Overview = | ||
| − | + | When the service desk module is first enabled, and before tickets can be created, service providers need to set up: | |
* Queues | * Queues | ||
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This diagram shows a typical structure of queues, categories and subcategories. It is intended to be used as a guide only. Service providers can set up as many queues, categories and sub categories as needed. | This diagram shows a typical structure of queues, categories and subcategories. It is intended to be used as a guide only. Service providers can set up as many queues, categories and sub categories as needed. | ||
| − | [[file: Queue-structure.png]] | + | [[file: Queue-structure.png|1200px|]] |
= Queues = | = Queues = | ||
| Line 26: | Line 26: | ||
* configure the queue to assign a default priority and urgency. | * configure the queue to assign a default priority and urgency. | ||
| − | * configure a queue to be visible in the end user portal or not | + | * configure a queue to be visible in the end user portal or not (Retail Service Desk Only) |
| − | * configure a queue to be visible to your downstream service provider or not | + | * configure a queue to be visible to your downstream service provider or not (Wholesale Service Desk Only) |
| − | * Configure the | + | * Configure the type of queue it should be. |
| + | |||
| + | There are two queue types, each with their own underlying business rules. | ||
** Basic | ** Basic | ||
** TIO | ** TIO | ||
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== TIO Queues == | == TIO Queues == | ||
| − | This is a specific queue type that is designed exclusively for service providers that need to manage TIO cases. Customised behaviour underpins this queue is different to basic queues. | + | This is a specific queue type that is designed exclusively for service providers that need to manage TIO cases. Customised behaviour underpins this queue is different to basic queues. |
| + | |||
| + | === TIO Account Flag === | ||
| + | Accounts have a TIO flag to denote if a customer has a pending TIO complaint. The presence of an open TIO ticket for a customer will set this flag automatically. When the last TIO ticket for a customer has been closed, the flag will be automatically removed. | ||
| + | |||
| + | === Debt Collection Management === | ||
| + | The debt collection management events are configured to check for the existence of TIO tickets when they are triggered. Service Desk with a TIO queue is a prerequisite for this module. | ||
| + | |||
| + | === Automated Account Suspension === | ||
| + | The automated suspension and restriction module checks for the existence of TIO tickets before taking any action. | ||
= Categories and Subcategories = | = Categories and Subcategories = | ||
| − | Categories and subcategories help service desk teams organise their tickets. Each ticket must be assigned to a category and a subcategory at the time it is created. Categories and subcategories can also be configured to | + | Categories and subcategories help service desk teams organise their tickets. Each ticket must be assigned to a category and a subcategory at the time it is created. Categories and subcategories can also be configured to be available to end user portal users or in Cumulus only. |
= Setting up Queues, Categories and Subcategories = | = Setting up Queues, Categories and Subcategories = | ||
| − | Queues, categories and subcategories are set up for you by our Emersion customer service team. Service providers can define and configure queues, categories and subcategories using the excel template below. Send your completed template to our customer service team via a support ticket. Please take extreme care when configuring your service desk. Once the queues, | + | Queues, categories and subcategories are set up for you by our Emersion customer service team when you subscribe to the module, or during your onboarding implementation project when you commence with Emersion. |
| + | |||
| + | Service providers can define and configure queues, categories and subcategories using the excel template below. Send your completed template to our customer service team via a support ticket. Please take extreme care when configuring your service desk. Once the queues, categories and subcategories are created, any alterations is considered a work request and is subject to fees. No queue structure changes will be made to queues, categories and subcategories once tickets are created against them. | ||
[[media: Service-desk-queue-category-template v4.0.zip]] | [[media: Service-desk-queue-category-template v4.0.zip]] | ||
| + | |||
| + | = See Also = | ||
| + | * [[Service_Desk]] | ||
| + | * [[Service Desk/Mailbox Configuration|Service Desk Mailboxes]] | ||
Revision as of 13:22, 2 May 2017
Contents
Overview
When the service desk module is first enabled, and before tickets can be created, service providers need to set up:
- Queues
- Categories
- Subcategories
Do you have a multi-tier environment? If your subscription to the service desk module includes Wholesale Service Desk, you will need queues, categories and subcategories for both Retail and Wholesale levels. You also require additional configuration steps to ensure service tickets can move through all tiers correctly. See this article to learn more about service desk for Wholesale Service Providers.
The rest of this section assumes a single tier, i.e. You have a Retail Service Provider account with an End User Portal.
Business Rules
The following business rules apply to the configuration of your service desk module:
- There must be at least one queue.
- Each queue must have at least one category
- Each category must have at least one subcategory
This diagram shows a typical structure of queues, categories and subcategories. It is intended to be used as a guide only. Service providers can set up as many queues, categories and sub categories as needed.
Queues
Each ticket must be allocated to a service desk queue. When a new ticket is created, this a mandatory field. When creating a new queue, you can:
- configure the queue to assign a default priority and urgency.
- configure a queue to be visible in the end user portal or not (Retail Service Desk Only)
- configure a queue to be visible to your downstream service provider or not (Wholesale Service Desk Only)
- Configure the type of queue it should be.
There are two queue types, each with their own underlying business rules.
- Basic
- TIO
Basic Queues
Most queues are configured to be basic queues. They operate without TIO business rules Emersion has implemented in the TIO queue.
TIO Queues
This is a specific queue type that is designed exclusively for service providers that need to manage TIO cases. Customised behaviour underpins this queue is different to basic queues.
TIO Account Flag
Accounts have a TIO flag to denote if a customer has a pending TIO complaint. The presence of an open TIO ticket for a customer will set this flag automatically. When the last TIO ticket for a customer has been closed, the flag will be automatically removed.
Debt Collection Management
The debt collection management events are configured to check for the existence of TIO tickets when they are triggered. Service Desk with a TIO queue is a prerequisite for this module.
Automated Account Suspension
The automated suspension and restriction module checks for the existence of TIO tickets before taking any action.
Categories and Subcategories
Categories and subcategories help service desk teams organise their tickets. Each ticket must be assigned to a category and a subcategory at the time it is created. Categories and subcategories can also be configured to be available to end user portal users or in Cumulus only.
Setting up Queues, Categories and Subcategories
Queues, categories and subcategories are set up for you by our Emersion customer service team when you subscribe to the module, or during your onboarding implementation project when you commence with Emersion.
Service providers can define and configure queues, categories and subcategories using the excel template below. Send your completed template to our customer service team via a support ticket. Please take extreme care when configuring your service desk. Once the queues, categories and subcategories are created, any alterations is considered a work request and is subject to fees. No queue structure changes will be made to queues, categories and subcategories once tickets are created against them.
media: Service-desk-queue-category-template v4.0.zip
