Improve your customer service with our efficient "Support Ticket Template" workflow, designed to streamline issue reporting, resolution, and post-resolution follow-ups.
1
Receive support ticket from Customer
2
Identify the issue category
3
Allocate issue to specific team
4
Technician reviews the support issue
5
Identifies potential solutions to issue
6
Approval: Technician
7
Implement appropriate solution
8
Test to verify issue has been resolved
9
Contact customer to inform of resolution
10
Update the support ticket details
11
Approval: Support Ticket Update
12
Close Ticket after final approval
13
Prepare report of issue and how it was resolved
14
Share report within team for learning
15
File ticket and resolution documentation
16
Check customer satisfaction after ticket closure
17
Review and update knowledge database with new found issue and its solution
18
Approval: Knowledge Database Update
19
Schedule a follow-up with customer if needed
20
Analyse and discuss report in next team meeting
Receive support ticket from Customer
When a customer submits a support ticket, it is important to promptly receive and acknowledge it. This task plays a vital role in initiating the support process. Its impact on the overall process ensures that customer issues are addressed in a timely manner. The desired result is to have all necessary details of the ticket collected accurately. Use the form fields below to capture the customer's name, email address, and a brief description of their issue.
Identify the issue category
Understanding the category of the support issue helps in efficiently allocating it to the right team. This task is crucial to ensure that issues are properly classified and assigned. By capturing the issue category through the form field below, we can streamline the support process and provide better assistance to customers.
1
Technical
2
Billing
3
Account
4
Product
Allocate issue to specific team
After identifying the issue category, it is necessary to assign it to the appropriate team. This task ensures that support tickets are directed to the team that specializes in resolving the particular issue. By using the form field below, assign the ticket to the respective team.
1
Technical Support
2
Billing Support
3
Account Management
4
Product Support
Technician reviews the support issue
In this task, the assigned technician will review the support issue. The technician should carefully analyze the details provided by the customer to gain a clear understanding of the problem. The analysis will help in devising an appropriate solution. How will the technician ensure a thorough review of the support issue? What challenges might arise during the review process?
Identifies potential solutions to issue
In this task, the technician will identify potential solutions to resolve the issue. The technician should brainstorm different approaches and evaluate their feasibility. Consider the expertise and resources available to the technician while exploring potential solutions. How will the technician ensure a comprehensive analysis of potential solutions? What challenges might arise during this process?
Approval: Technician
Implement appropriate solution
In this task, the technician will implement the appropriate solution to resolve the support issue. The technician should follow best practices and utilize their technical skills to ensure a successful implementation. Pay attention to any specific steps or instructions provided for the chosen solution. How will the technician ensure a smooth and efficient implementation? What challenges might arise during the implementation process?
Test to verify issue has been resolved
In this task, the technician will test the implemented solution to verify if the support issue has been successfully resolved. Use appropriate testing methods and tools to confirm the resolution. How will the technician conduct the necessary tests? What challenges might arise during the testing phase?
1
Issue Resolved
2
Issue Not Resolved
3
Partially Resolved
4
In Progress
5
Other
Contact customer to inform of resolution
In this task, you will contact the customer to inform them about the resolution of their support issue. Use a friendly and professional tone while providing clear and concise information. How will you ensure effective communication with the customer? What challenges might arise during the communication process?
Update the support ticket details
In this task, you will update the support ticket with the relevant details regarding the resolution of the issue. Make sure to include any additional information or steps taken during the resolution process. How will you ensure that all necessary information is accurately reflected in the support ticket? What challenges might arise when updating the ticket details?
Approval: Support Ticket Update
Will be submitted for approval:
Update the support ticket details
Will be submitted
Close Ticket after final approval
In this task, you will close the support ticket after receiving the final approval from the customer. Closing the ticket indicates that the issue has been successfully resolved and all necessary actions have been taken. How will you ensure that the customer is satisfied with the resolution before closing the ticket? What challenges might arise when seeking final approval?
1
Satisfied
2
Neutral
3
Dissatisfied
Prepare report of issue and how it was resolved
In this task, you will prepare a report detailing the support issue and how it was resolved. The report should provide a clear overview of the problem, the steps taken for resolution, and any findings or insights gained during the process. How will you structure the report to ensure clarity and readability? What challenges might arise when compiling the report?
Share report within team for learning
In this task, you will share the prepared report within the team to foster learning and knowledge sharing. The report will help team members understand the support issue, its resolution, and any lessons learned. How will you ensure effective sharing of the report? What challenges might arise during the sharing process?
File ticket and resolution documentation
In this task, you will file the support ticket and any relevant documentation related to the issue resolution. Proper filing ensures easy access to information for reference and future use. How will you organize and store the ticket and documentation? What challenges might arise during the filing process?
Check customer satisfaction after ticket closure
In this task, you will check the customer's satisfaction level after the support ticket closure. Follow up with the customer to ensure that they are satisfied with the resolution and address any remaining concerns. How will you gather feedback from the customer? What challenges might arise during the satisfaction check?
1
Satisfied
2
Neutral
3
Dissatisfied
Review and update knowledge database with new found issue and its solution
In this task, you will review the knowledge database and update it with the newly identified issue and its solution. Adding this information to the database will enhance future troubleshooting and support efforts. How will you review and update the knowledge database? What challenges might arise during the process?
Approval: Knowledge Database Update
Will be submitted for approval:
Review and update knowledge database with new found issue and its solution
Will be submitted
Schedule a follow-up with customer if needed
In this task, you will schedule a follow-up with the customer if further assistance or clarification is required. Scheduling a follow-up ensures that any remaining concerns or questions are addressed promptly. How will you schedule the follow-up? What challenges might arise during the scheduling process?
Analyse and discuss report in next team meeting
In this task, you will analyze and discuss the support issue report during the next team meeting. The analysis will help identify potential process improvements, share insights, and collectively learn from the experience. How will you facilitate the analysis and discussion in the team meeting? What challenges might arise during the meeting?