Introduction to the company's Managed Service Provider (MSP) policies
3
Understanding the levels and types of support offered within the Ticketing System
4
Training on how to use and navigate the MSP Ticketing System
5
Approval: Manager on learned skills
6
Guidance on handling client queries and complaints on the Ticketing System
7
Understanding the company's criteria for ticket prioritization
8
Review and understand the Service Level Agreement (SLA) and how it relates to the ticketing system
9
Training on the escalation process for complicated or high priority tickets
10
Role-playing exercises for the handling of different ticket scenarios
11
Approval: Training Supervisor on role-playing exercises
12
Review of relevant company policies related to the Job
13
Review of the procedures to report technical issues within the Ticketing System
14
Training on how to create and maintain ticket reports
15
Understanding the department's KPIs and how they relate to ticket handling
16
Training on how to handle confidential and sensitive information
17
Approval: HR on understanding of company policies and procedures
18
Orientation on the company culture and values
19
Meet and greet with the members of the MSP team
20
Final assessment and feedback from the Manager
Setup of work account and access credentials
To get started, we need to set up your work account and provide you with access credentials. This will allow you to log in and access the company's systems and tools. What username would you like to use for your work account? Please provide a username that is easy to remember and is not already taken by another user.
Introduction to the company's Managed Service Provider (MSP) policies
In this task, you will be introduced to the company's Managed Service Provider (MSP) policies. These policies outline the rules and guidelines that govern our MSP operations. By understanding these policies, you will be able to align your work activities with the company's overall objectives. Please review the MSP policies document provided and answer the following questions.
1
Service Level Agreement (SLA)
2
Ticketing System guidelines
3
Escalation process
4
Confidentiality and privacy
5
Code of Conduct
Understanding the levels and types of support offered within the Ticketing System
To provide effective support, it is crucial to understand the various levels and types of support offered within the Ticketing System. This knowledge will enable you to appropriately assist clients based on their specific needs. Please review the support levels and types document provided and answer the following questions.
1
Technical support
2
Billing support
3
Hardware support
4
Software support
5
Network support
1
Level 1
2
Level 2
3
Level 3
4
Level 4
5
Level 5
Training on how to use and navigate the MSP Ticketing System
In this task, you will receive training on how to use and navigate the MSP Ticketing System. This system is the primary tool for managing and resolving client issues and requests. Familiarity with the system's features and functions is essential for efficient ticket handling. Let's dive in! During the training session, please complete the following tasks using the MSP Ticketing System.
1
Create a new ticket
2
Assign a ticket to a support agent
3
Update the status of a ticket
4
Add comments to a ticket
5
Close a ticket
Approval: Manager on learned skills
Will be submitted for approval:
Training on how to use and navigate the MSP Ticketing System
Will be submitted
Guidance on handling client queries and complaints on the Ticketing System
Handling client queries and complaints is a key responsibility when working with the Ticketing System. Clear communication and effective problem-solving skills are essential for providing excellent customer service. Let's review some scenarios and discuss the best approach to handle client inquiries and complaints.
Understanding the company's criteria for ticket prioritization
Ticket prioritization is crucial for efficiently addressing client issues. In this task, you will gain an understanding of the company's criteria for ticket prioritization. By considering urgency and impact, we can allocate resources effectively and provide timely assistance to clients. Please review the ticket prioritization guidelines document provided and answer the following questions.
1
Urgency
2
Impact
3
Ticket category
4
Client's location
5
Support agent's availability
Review and understand the Service Level Agreement (SLA) and how it relates to the ticketing system
The Service Level Agreement (SLA) outlines the agreed-upon level of service that the company will provide to its clients. In this task, you will review and understand the SLA and how it relates to the ticketing system. This knowledge will ensure that you can meet client expectations and deliver services within the defined SLA parameters. Please review the SLA document provided and answer the following questions.
1
To define response and resolution times
2
To assign tickets to support agents
3
To track ticket status
4
To generate reports
5
To provide training materials
Training on the escalation process for complicated or high priority tickets
In some cases, tickets may require escalation to ensure timely and appropriate resolutions. This task provides training on the escalation process for complicated or high priority tickets. Understanding when and how to escalate tickets is essential for maintaining client satisfaction and resolving complex issues. Let's go through the escalation process together!
1
Assess the complexity and impact of the ticket
2
Notify the team lead or supervisor
3
Provide detailed information for escalation
4
Follow up on the escalated ticket
5
Review the resolution with the client
Role-playing exercises for the handling of different ticket scenarios
Role-playing exercises provide an opportunity to practice handling different ticket scenarios and develop effective communication and problem-solving skills. In this task, you will participate in role-playing exercises where you will act as both the support agent and the client. Let's get started!
Approval: Training Supervisor on role-playing exercises
Will be submitted for approval:
Role-playing exercises for the handling of different ticket scenarios
Will be submitted
Review of relevant company policies related to the Job
To ensure compliance and alignment with company policies, it is essential to review relevant policies related to the job. This task will provide an overview of the policies that directly impact your role. Please review the policy documents provided and answer the following questions.
1
Data security and privacy
2
Time and attendance
3
Performance evaluation
4
Code of Conduct
5
Social media usage
Review of the procedures to report technical issues within the Ticketing System
Technical issues can impact the smooth operation of the Ticketing System. It is important to be familiar with the procedures for reporting and resolving technical issues promptly. Please review the technical issue reporting procedures document provided and answer the following questions.
1
Document the issue in detail
2
Notify the IT department
3
Attempt basic troubleshooting
4
Escalate the issue to the vendor
5
Follow up on the issue resolution
Training on how to create and maintain ticket reports
Creating and maintaining ticket reports is essential for tracking performance, identifying trends, and making data-driven decisions. In this task, you will receive training on how to create and maintain ticket reports using the reporting module within the Ticketing System. Let's explore the reporting capabilities together!
1
Generate a ticket report for the past month
2
Filter the report by ticket category
3
Export the report in CSV format
4
Analyze ticket response times
5
Identify ticket trends
Understanding the department's KPIs and how they relate to ticket handling
Key Performance Indicators (KPIs) provide valuable insights into the performance of the department and individual support agents. Understanding the KPIs and their relation to ticket handling will enable you to track performance, set goals, and continuously improve. Please review the KPIs document provided and answer the following questions.
1
First Response Time
2
Ticket Resolution Time
3
Customer Satisfaction Score
4
Ticket Backlog
5
Average Ticket Handle Time
Training on how to handle confidential and sensitive information
Handling confidential and sensitive information is a responsibility that comes with the job. In this task, you will receive training on how to handle and protect confidential and sensitive information while working with the Ticketing System. Let's ensure the privacy and security of our clients' data!
1
Identify types of confidential and sensitive information
2
Apply proper security measures to access and store information
3
Handle and share information with care
4
Report any breaches or incidents
5
Complete the Confidentiality Agreement form
Approval: HR on understanding of company policies and procedures
Will be submitted for approval:
Review of relevant company policies related to the Job
Will be submitted
Orientation on the company culture and values
As a new member of the MSP team, it's important to feel connected to the company culture and values. In this task, you will receive an orientation on our company culture and values. Understanding and embracing our culture and values will help you build positive relationships and contribute to a healthy work environment. Let's dive in!
Meet and greet with the members of the MSP team
Building relationships within the MSP team is essential for effective collaboration and a positive work environment. In this task, you will have the opportunity to meet and greet the members of the MSP team. Let's create a welcoming and supportive atmosphere!
Final assessment and feedback from the Manager
This is the final task of the onboarding process. Your manager would like to assess your understanding of the MSP Ticketing System and gather feedback on your onboarding experience. Please complete the assessment and provide any additional feedback or suggestions you may have.