State Flow
Procedure | Status | Description |
|---|---|---|
| Logging | Registered | The state for a newly created service request. Possible transitions are In Progress, Authorization, Assigned, or Completed. |
| Categorization | Assigned | A request is categorized and assigned to a relevant person or group. |
| Categorization | Authorization | A request must be reviewed and authorized by the responsible persons or groups. |
| Resolution | In Progress | A request is in the process of implementation. When the work is over, the state has to be changed to Completed. |
| Closure | Completed | When a request is in this state, a caller can perform the tests and provide feedback based on the results of the implementation. After this, change the state to Closed or Rejected by User. Also, when a request is completed, the caller can evaluate how the agent did his job and the service level as a whole. For this, the following steps need to be completed:
Rejected by User waiting status means that the caller is not satisfied with the work on the request. |
| Closure | Closed | All activities on this service request are over and cannot be reopened. |
Service Requests Prioritization
The priority of a Service Request can be figured out based on its impact and urgency using a priority matrix.
The impact of a service request indicates the potential damage or effect that will be caused to the business user or service or CI.
In SimpleOne, the impact metric can be categorized as:
- Low
- Medium
- High
- Very High.
The urgency metric can be categorized as:
- Low
- Medium
- High
- Very High.
Based on priority, service requests can be categorized as:
- Low
- Moderate
- High
- Critical.
The priority matrix
| Impact / Urgency | Low | Medium | High | Very High |
|---|---|---|---|---|
| Low | Low | Low | Moderate | High |
| Medium | Low | Moderate | Moderate | High |
| High | Moderate | Moderate | High | Critical |
| Very High | High | High | Critical | Critical |
Assigning and Updating Service Requests
How to assign a service request
- Open the service request you need to assign.
- Click on the magnifier icon
next to the Assigned User or the Assigned Group field.
- Select the responsible person or group to assign the service request.
- Click Save or Save and Exit to apply changes.
How to update a service request
- Open a service request;
- Change the fields you want to update;
- Click Save or Save and Exit to apply changes.
Creating Request Tasks
If solving a service request requires the participation of different departments, you can create a Request Task for each of them. For more information, please refer to the Request Task Management page.
Creating Relationships
You can create relationships between service requests and other types of tasks. To do this, please complete the following steps:
- Open the service request you want to work on.
- Scroll down the page, then open the Related Records tab.
- Click on the magnifier icon
- In the new window that appears, pick the option you want.
- Click Save or Save and Exit to apply changes.
Relationship Types
| Type | Description |
|---|---|
| Slave Requests | Pick a slave request that your request will be the master of. |
| Master Request | Pick a master request that your request will be the slave for. |
| Related Inquiry | Inquiry related to the request. |
| Solved by Changes | The request can be solved by the changes specified. |
| Related Incident | Incident related to the request. |
Closure Information
Once the service request has been fully processed, it has to be closed. When closing the service request, the responsible person must provide the closure code.
Closure code
This code specifies an option for closure. SimpleOne has the following options:
| Option | Description |
|---|---|
| Solved 1st Level | Solved 1st Level - the request was resolved by the 1st level of service agents without functional or hierarchical escalation. |
| Solved 2nd Level | The request was resolved by the 2nd level of service agents (1st level of service agents was unable to solve it). |
| Not Solved (Refused) | The caller wasn't satisfied with the service delivery. |
| Not Solved (Dropped) | This closure code is chosen by the agent when the caller's request is not a service request. |
