Managing Service Requests

Navigate to CRM > Service Requests

Select the queue to view the Service Requests for. Service Requests are visible in either Kanban view or List view, switch between the views using the icon in the top right-hand corner.

Creating a Service Request

When a Service Request is being created it’s mandatory to provide the queue, relate it to a Contact and provide a description of the issue.

Queues

A queue consists of a set of statuses which a Service Request progresses through during it’s life cycle. Multiple queues can be setup to cater for different types of Service Requests, when a Service Request is created it’s assigned to a specific queue which determines it’s course.

Assign Owner

The owner is the person (a system user) to whom the Service Request will be assigned to. If not assigned, then the Service Request will by default be assigned to the logged-in user.

Linked Service Requests

It is possible to link a service request to another if the service requests are related.

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Categories

Categories provide a business classification to the service request, multiple categories can be defined for a single Service Request.

Tags

Assign tags associated to the Service Request. Tags can be used as a filtering option on summary screens and can be configured via Settings > Platform > Tags.

Priority

The priority of a Service Request will be based on the Impact and Urgency selection, which is calculated based on the priority matrix set up in Settings.

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Affected Services

If the contact is a subscription service member, and the Service Request is being raised for a particular service, then select the +Add Services options button (…) > Edit option to specify the service.

Categories

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Activities

An Activity can be created if any type of task needs to be scheduled as part of the Service Request. To create an Activity navigate to options (…) > Create Activity.

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Notes

Create notes relevant to the Service Request for internal use. Important notes can be pinned to appear at the top of the list of notes.

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Attachments

Upload any attachment related to the Service Request for easy referencing.

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Charges

Any applicable charges can be stated on the Service Request, the Contact will only be invoiced for these charges once the Service Request has been closed Closed and marked as resolved Resolved.

Ad hoc Discount

It is possible to apply a discount An amount or percentage discount can be applied on the total amount of all charges applicable to a service request. This The discount can be is applied on the total - it and will be distributed equally between the charges in the service request. It can be based on a percentage or an amount.

Assign Owner

The owner is the person (a system user) to whom the Service Request will be assigned to, search and select from the list provided. If not assigned, then the Service Request will by default be assigned to the logged-in user.

Assign Priority

The priority of a service request will be based on the impact and urgency selection and calculated based on the priority matrix set up in settings.

Linked Service Requests

It is possible to link a service request to another if the service requests are related.

Tags

It is possible to assign tags associated to a service request. The tags will be configured in the platform module. These tags can be used for quick filtering in summary screens.

Handling a Service Request

Select a Service Request from the Summary screen.

Progressing & Regressing a Service Request

To progress a Service Request simply select the next stage in the queue. A service request Service Request can only progress progressed to the next status following the current status. Alternatively, the service request Service Request can simply be closed Closed.

To regress a Service Request, simply select the previous stage in the queue, the user will have to provide a reason for regressing. The history of regression of a service request shall be is displayed below the progress bar.

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Progressing and regressing a Service Request can also be done from the summary screen using the hamburger icon to drag-and-drop the request to the desired queue stage.

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Closing a Service Request

Close a Service Request by selecting the Close button either from the summary screen or from the Service Request screen itself. The user will be prompted to specify if the request has been resolved or not, if resolved, then the Contact will be billed for the itemised charges on the Service Request, if not resolved, then no charges will be applied.

Progressing and regressing a

Delete

A Service Request in any queue status can

be deleted. This action is not reversible.

Service Request Settings

To configure Service Request settings click on your logged-in user name in the top right-hand-corner of the screen > Settings > CRM > Service Requests.

Queues

Queues define the stages that a Service Request will progress through until it’s closed. Multiple queues can be defined, and one of these must be assigned to each Service Request when it’s created.

The New and Closed stages exist by default and it’s not compulsory to define any additional stages if not required. The New stage will be automatically assigned to a Service Request upon creation, and Closed is always the final stage where a request terminates. A description and colour code must be provided for each status.

Once a Queue has been saved, 3 additional options are available to the user:

• Edit alert times for queue

• Edit completion times for queue

• Configure application settings

Edit

Alert Times for

Queue

Configure alerts to notify users when a Service Request has not progressed from the New stage yet. The alert times can vary depending on the priority of the Service Request.

Notifications for overdue progression will appear as below on the Service Request.

The overdue notification will also display appear on the Service request card in on the summary screen.

Edit

Completion Times for

Queue

Set how long a Service Request should take to be completed from time of creation based on it’s priority.

Closure dates are calculated and shown as below on the Service Request.

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Application-Settings Application-Settings

Configure

Application Settings

If you will be allowing your Contacts to create Service Requests themselves for this queue (using another platform such as an app or portal), then you will need to enable the Self Service is feature and complete the following information:

• Classification - define Define the classification option available to Contacts the Contacts will see and be able to select for their request. Upon creation, the service request will be created in the Queue that respective queue related to the classification selected by the contact .

• Resource - set Set the system user to whom the requests of this queue will be automatically assigned to

• Default priority - set Set the impact and urgency to calculate the priority of requests assigned to this queue

• Default tags - select Select the optional tags to be assigned to all requests of this queue

Numbering Schemes

Select the numbering format for Service Requests. Each new Service Request will be assigned a sequential number based on the given format.

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Priorities Priorities

Priorities

Set up the model to be used by the system for prioritising Service Requests. Select the priority based on impact/urgency combination.

• Impact - represents Represents how important the request is for the customer  

• Urgency - relates Relates to how quickly a resolution must be provided 

Categories

Define Optionally setup Categories to classify provide a business classification for Service Requests, categories can be defined in a hierarchical structure, and a . Service Request can be assigned multiple categories, and can be used for reporting purposes.

Closure Reasons

Setup the closure reasons that will be available to the select from, if a Service Request is closed without being resolved.

Reference Material

You may also find it useful to refer to the following manuals for further reading in relation to Service Requests.

Contacts

Contacts

Activities

Activities

Applications

Configure application Settings for consumer app

Platform

Tags