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Overview
Service requests are used to register problems that customers experience with their products and subscriptions and to check whether products are under warranty. Service request types support the responsible agent by predetermining the category, priority level and possible statuses of the fault.
Throughout its life cycle, a service request progresses through the following states:
- Pending: the service request is registered and is ready to be assigned to an agent or department. Requests assigned to a department must be accepted by an agent before they can be processed.
- Responded: the agent acknowledges receipt of the request and provides an initial response, which is communicated to the customer.
- Temporary Resolved or Final Resolved: the agent provides an interim or final solution to the issue and communicates it to the customer. Interim solutions must be followed by a final solution. The final solution has to be accepted by the customer; otherwise another solution must be provided.
- Completed: once the customer accepts the final solution, the service request is completed and no further processing can take place.
The handling priority of a service request depends on the impact of the issue on the customer's business as well as its urgency. Both values are provided by the agent when registering a new request and workflow rules can be established to assign requests of a particular priority to a specific agent. Additional actions necessary for the handling a service request, such as scheduling an appointment to repair a decoder or ordering a new one, can be planned directly through the service request page by using activities and jobs.
Communication with customers can be automated to take place each time progress is achieved. Customers can respond through links available in their communication or by calling their agent.
Setting Up Service Requests
Types
Types are used to determine the operational characteristics of service requests.
Configure the following entities before creating service request types and then add the ones you would like to make available from each type.
- Statuses are used to label service request life cycle states (used to progress a service request) in a way that is meaningful to your organisation.
- Categories are used to provide a business classification to the service request, such as, information or request for a change. These classifications provide the user with input on how to handle the request, and can also be used by the business to analyse the type of calls they receive.
- Response categories provide a business classification to responses provided to customers, and can be used by the business for future analysis. They are added to a service request when it progresses to a 'Responded' state. You can configure a response category to designate whether a response must be accepted by the customer before it can be temporarily or finally resolved.
- Final resolution categories provide a business classification for how the call was resolved, and can be used by the business for future analysis. They are added to a service request when it progresses to a 'Final Resolution' state.
- Temporary resolution categories provide an optional business classification for temporary solutions provided before the call is resolved, and can be used by the business for future analysis. They are added to a service request when it progresses to a state of 'Temporary Resolution'.
The users which will be authorised to create service requests of each type are designated by the 'Allowed Organisational Unit'.
Type Fields
The table describes the sections of the Service Request Type Data Entry page and explains how the fields in the page are used.
Mandatory
Configurable
| Main Information | |
|---|---|
How long it is expected to take before the request is completed, measured in minutes, hours, days, weeks and months. | |
Allowed Statuses & Categories | |
| This area is used to designate the configurations that will be available for use with each type of service request. A default from each field must be defined. Note: A default value for 'Temporary Resolution Categories' is only required where 'Allowed Statuses' include a status of a 'Temporary Resolved' state.
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| Allowed Products & Types | |
Physical Goods Services | The products and product types that the service request type (currently being created) can handle. For example, you can create a type for handling decoder issues and another for handling modem issues. These products are added in the service requests 'Affected Products' sections. If no products or types are selected, then all will be available. |
Activities are scheduled for additional actions necessary for handling a request. Several activity types may be configured in the system, such as 'Book an appointment' or 'Installation', but only the ones defined under Activity Types will be available in service requests when the 'Schedule Activity' action is used. | |
Jobs are planned for additional actions necessary for handling a request, such as ordering a new box or replacing an existing one. Several job types may be configured in the system, such as 'Order new box' or 'Order new card', but only the ones defined under Job Types will be available in service requests when the 'Plan a Job' action is used. | |
Status Transitions Defines the possible progression of status from each selected service request status. The next possible status depends on the current status of the request, the type of the request and on the user's or unit's authorisation. | |
| The initial status of the entity. There can only be one initial status and it must be included if allowed statuses are defined.
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Status Transitions | The series of predetermined status changes which a service request can progress through. Each entry consists of the following:
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Definitions
Service requests definitions are business rules which are used to control the behaviour of service requests throughout their life cycle. Allowed service request types must be specified in the definition. An active definition must be present to perform any service request process.There can only be one active definition at a time.
Definition Fields
This table contains an explanation of the sections of the Service Request Definition Data Entry page, a description of the usage of its fields and additional information.
Mandatory
Configurable
Name | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Allowed Types | |||||||||||||||||
| Defines the Types of service requests that can be used while creating new service requests. | ||||||||||||||||
| Prioritization Model | |||||||||||||||||
Use this section to establish the Impact available in service requests.
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Use this section to establish the Urgency available in service requests.
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| Use this section to create a label for Priority ranging from '1' to '10'. | ||||||||||||||||
The configuration settings which determine which combination of Impact and Urgency Levels determine the Priority Level.
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Related configuration areas
The following modules are related to service requests and may be configured for the service requests module to operate at its full capacity.
| Module Link | Area | Description |
|---|---|---|
Communication Templates
| Can be used in service request definitions and types to automatically create communications when certain events occur. | |
Communication Definitions | Provides configuration options for communications. Communication settings must be provided so that service requests can automatically create email and SMS messages. | |
| Configuring Workflow Rules | Workflow Rules | Used to apply actions on the entities below, under certain conditions. Each rule refers to one entity.
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Using Service Requests
CRM > Service Requests > Manage Service Requests
Service request fields
The table describes the sections of the Service Requests Data Entry page and explains how the fields in the page are used.
Mandatory
Configurable
Contact Information | |
|---|---|
The details of the customer that reported the issue. | |
Account Information | |
The account details of the customer that reported the issue. | |
Service Request Terms | |
Service Request Information |
Classification: Service request classifications are predefined in the system. They are calculated based on the selected category. Impact Level describes how important the request is for the customer. Urgency describes how quickly a resolution must be provided. Priority Level is set automatically and is based on the selected impact and urgency level, depending on the prioritisation model in the service request definition. Caller/contact is the customer who initiates a service request. The caller contact is selected from a contact list. The first and default choice is the account owner, followed by related contacts. Contact Email Address is the electronic address to which all communications will be sent. It can be typed by the agent or selected from a list of available contact addresses. Contact Phone is the phone number used to communicate with the contact. It can be typed by the agent or selected from a list of available phone numbers. |
Related Entities | Job / Subscription: Service requests can be related to a job or subscription. For example, an issue with poor signal can be related to a subscription and a request for an installation can be related to a job. |
| The dates and time frames that are relevant to the request: Start Date: The date on which the request was first saved. Expected Completion Date: The difference between the start date and expected completion date. It is editable and measured in minutes, hours, days, weeks, months, years. Actual Completion Date: The date on which the service request life cycle state is set to 'Completed'. Time to Completion: The time left up to the expected completion date. This information is dynamically calculated and updated based on the current date and the expected completion date. Estimated Completion Time: The difference between the start date and expected completion date. Time Overdue: The time past the expected completion date, calculated dynamically based on the expected completion date and the current date. |
Response | |
A section that confirms the receipt of a service request. The section appears on the page once the life cycle state of the request changes from 'Pending' to 'In progress'.
Description: Can be used to keep track of changes. Accepted by Contact: Only contact information related to the account owner can be selected. This information is visible and applicable if the selected response category requires customer acceptance. If customer acceptance is required but not provided, the service request cannot transit to a 'Temporary Resolved' or 'Final Resolved' life cycle state. | |
Resolution | |
Temporary Resolution | A section that indicates that an interim solution has been provided for the service request. The section appears on the page once the life cycle state changes to 'Temporary Resolved'.
Description: Can be used to keep track of changes by the user.
|
Final Resolution
| A section that indicates that the service request has been processed and the issue is resolved. The section appears on the page once the life cycle state changes to 'Final Resolved'.
Description: Can be used to keep track of changes by the user.
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Affected Products | |
Affected Physical Goods: A list of physical goods for which the request has been raised. The physical goods can be either traceable or non-traceable. Affected Services: A list of services for which the request has been raised. For example, a subscription TV channel for which a customer reported an issue. | |
Related Service Requests | |
In case a single service request is not enough for dealing with an issue, additional requests can be created and related to the initial request. The Related Service Request section includes the following subsections: Outward Relations: The service request chain created to handle related requests. You can either relate existing service requests or create new ones by clicking on the NEW link. Inward Relations: Service requests appended to the main request. | |
Activities | |
Displays the activities that have been scheduled for the Service Request and which can be filtered by life cycle state. | |
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Life Cycle State: The progression of steps of a service request from the time it is created until it is completed. For example, in order to be able to provide information on the final solution of a request, its status must be updated to one that has a 'Final Resolved' life cycle state. The state of the service request depends on the selected status set in the 'status configuration'; it is not manually set by the user. The allowed states are the following:
Shared Notes: Use this section to record information regarding the request. Every time the notes are updated the time and the name of the agent are registered. Owned by Group: Refers to the Group that is responsible for executing the request. The Group defaults to that of the currently signed in user or it is automatically set based on the geographical area of the contact. Refer to Groups for more information. |
| The unit and/or user responsible for dealing with the service request. The user field may be left empty, in which case users from the defined unit will be able to accept the service request. Refer to the Accepting Service Request Action. |
Service Request Actions | Actions: Used when further handling is required to complete a customer request without having to leave the service requests page. For example, an agent can check for the coverage of a malfunctioning Roku box and plan a job for a replacement through the same page.
View History: A link that provides additional information related to the service request.
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Creating and processing a service request
Actions are subject to validations which take place before an action is initiated (prerequisite) or after it is submitted (postcondition).
Selecting and creating a service request
Specify the criteria that match the requests you are interested in or use NEW from the Actions Menu to create a new request. Provide the mandatory information in the service requests fields table before you SUBMIT the request.
| New | |
|---|---|
| Prerequisites |
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Modifying a service request
Use EDIT from the Actions Menu to enter edit mode.
Additional Information
Whereas service requests that are assigned to a unit and are pending acceptance by a user can be modified, the 'Assigned to User' can only be set through the Accept action. Refer to Accepting Service Requests.
Prerequisites |
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|---|
Deleting a service request
Use DELETE from the Actions Menu to delete 'Pending' requests.
| Prerequisites |
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Accepting a service request
New service requests are assigned to a unit or a user. Requests assigned to a unit can be accepted by a unit member, by using the Accept action from the Actions Menu in the Data Entry page. For example, a request regarding an issue with a Roku box is assigned to the repairs department and then accepted by a specific agent.
| Postconditions | Users must be authorised to accept a service request ('Accept Service Request' action is enabled in their security profile) and they must be a member of a unit to which the service request is assigned to or a member of a unit in the same group. |
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Responding to a service request
A response is used to confirm the receipt of a request. The Response section, which the agent is required to complete, becomes available once the life cycle state is set to 'Responded'.
'Accepted By Contact' field is mandatory if defined in the configuration of the Response Category.
Additional Information
A communication is created when the request is responded, provided 'communication settings' are enabled in the active service request definition.
Customers can automatically accept responses through email/SMS links. Once the customer clicks the respective link, the response of a service request is set as 'Accepted by Contact'. For more information refer to the Communications manual.
| Prerequisites | The request's life cycle state is 'Responded' |
|---|
Resolving a service request
A solution to the request can take the form of a temporary or final resolution. The Temporary Resolution or Final Resolution sections, which the agent is required to complete, become available once the life cycle state is set to 'Temporary Resolved' or 'Final Resolved'.
Additional Information
Providing a temporary resolution is optional; service request types can be set up to skip this state.
A communication is created when the request is provided with a resolution, provided 'communication settings' are enabled in the active service request definition.
Customers can automatically accept solutions through email/SMS links. Once the customer clicks the respective link, the resolution of a service request is set as 'Accepted by Contact'. For more information refer to the Communications manual.
| Prerequisites |
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|---|---|
Postconditions | The resolution can only be accepted by the caller or a related contact. |
Completing a service request
Change the life cycle state of a service request to 'Completed' by selecting the appropriate status, indicating the issue is resolved.
Additional Information
A communication is created when the request is completed, provided 'communication settings' are enabled in the active service request definition.
| Postconditions |
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|---|
Changing the status of multiple requests
Multiple service requests can be handled and progressed simultaneously, through the service request Summary page.
- Select service requests with the same status.
- Click on Actions > Bulk Status Change
- Select the destination status and SUBMIT.
Additional Information
| Postconditions | Postconditions that apply to each destination status must be met. |
|---|
Applying business flows
Scheduling an activity for a service request
Use Schedule An Activity from the Action Panel area of the Data Entry page, in order to schedule additional necessary actions for service requests, such as scheduling an appointment.
View Activities for more information.
- The contact information and service request number are carried over onto the activity from the service request.
- Activities scheduled through the service request must be completed, deleted or cancelled to complete the request.
Planning a job to complete a service request
Use Plan A Job from the Action Panel area of the Data Entry page for actions that cannot be handled through service requests. For example, the registration of a new subscription or replacement of a box.
View Jobs for more information.
Additional Information
- The accounts receivable specified on the service request is carried over onto the job.
- Jobs planned through the service request must be completed, deleted or cancelled to complete the request.
| Prerequisites | The action is available if the service request is in a 'Responded', 'Temporary Resolved' or 'Final Resolved' state. |
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Approving a service request
Service requests can be set up to require approval from a specific user before they are further processed. This is done by setting up Approval Definitions and triggering Workflow Rules.
For more information on Approval Requests refer to Managing Approval Requests.
Relating service requests
Service requests can be related to similar or relevant requests of the same contact.
- Go to the Related Service Requests section in the service request Data Entry page
- Click on EDIT from the Actions Menu
- Click on NEW under Outward Relations to create a new request or ADD to select an existing request.
Communicating service requests
Customers and agents remain in contact throughout the processing of the service request. Pre-configured communication templates can be used to trigger messages when the life cycle state of a service request is modified. Refer to the 'Event Based Communications' available in Communications for more information. A service request can also be manually communicated by using the Communicate Service Request action available through the Actions Menu.
Links in email/SMS communications enable the customer to review the agent's responses and solutions and accept them.
You can use tags related to service requests (text that is automatically replaced by values specific to selected records) when creating communications. Tags are available for selection by typing '#'.
Refer to the Communications manual for a complete list of service request tags.
Applying warranties on service requests
Service requests can be used to check for the coverage of faulty hardware items, available when the item is under valid warranty.
ADD the faulty item in the Affected Physical Goods tab of the Affected Products section. Check for coverage by selecting the coverage reason from the drop-down menu. The Covered field indicates whether a free replacement is available.
Use service requests to check whether the good is under warranty and plan a job to replace it.
| Prerequisites | The physical good must be under valid warranty. |
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Applying workflows on service requests
The CRM.COM Workflows module can be used to automate processes. For example:
- Use Alerts to email or SMS users, when a specific value is entered in a service request field
- Schedule activities when a request of a specific type is created
- Assign high priority service requests to a specific user
For more information on workflow automation refer to Workflows.
Service Requests Analytics
Segmenting service requests
You can group service requests with common business characteristics. Use the lists in system business processes for identification of customers or for simple statistical calculations.
For more information on Segmentation and how you can create service request lists refer to Segmentation.
Dashboards
Dashboards make information regarding the key performance indicators of the progress of the service request available from a single integrated view. Dashboards are made up of components such as charts and summary tables. Refer to Dashboards for information on their use and set-up.
Service request dashboard components
Completed Service Requests per Type and Month
The component displays the service requests which were completed within each of the last 12 months, in a vertical stacked bar chart, grouped by service request type and month. The results can be filtered by service request type.
New Service Requests per Type and Month
The component displays the service requests whose processing was planned to start on a specific date in the last 12 months, in a vertical stacked bar chart, grouped by service request type and month. The results can be filtered by service request type.
Overdue Service Requests per Type
The component displays the service requests whose processing completion is overdue, i.e. the requests included in the component are not a 'Completed' state and are past their expected completion date. The results are displayed in a stacked bar chart, grouped by service request type and predefined period buckets (the difference between the current and expected completion date), and can be filtered by service request type.
Pending Service Requests per Type
The component displays pending service requests, i.e. those not a 'Completed' state, in a pie chart, grouped by service request type. The results can be filtered by service request type.
Service Requests assigned to logged in user
The component displays the pending service requests, i.e. those not a 'Completed' state, that are assigned to the logged in user, in a summary table. The results are sorted on expected completion date, starting from the date closest to the current date, and can be filtered by service request type.
Reports
Service Request information can be extracted in a structured format for analysis by using reports. The service requests included in the report are selected and grouped based on user defined criteria. The user can select the fields displayed in the report.
Refer to Reports for information on their use.
Service request status report
The report displays a list of service requests extracted based on their type and status.
Service Requests Business Example
Scenario
Mary is reporting that a fault in her Roku box is affecting the subscription TV channels.
Solution
As this type of service request is common, system presets are in place to support the agent in dealing with the issue effectively. Requests for technical support require customer acceptance to be completed.
Configuration
The basic configuration specific to the above business requirement should be as follows:
| Service Request Statuses (LFS- life cycle state) |
|
|---|---|
Service Request Categories |
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| Service Request Type | Technical Issue
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Service Request Definitions | Create and activate a service request definition and add the Technical Issue request type in the allowed types |
| Workflow rule | Create a rule to assign Technical Issue request type to 'Technical Department' |
User Process
- The agent creates a new service request of type 'Technical Issue' and adds the serial number of Mary's Roku box in the affected products.
- The call centre agent submits the service request which is automatically assigned to the technical department (according to the Workflow rules).
- An agent from the technical department accepts the request and informs Mary that her request is being processed by providing a response.
- The response is sent to Mary when the request is saved (according to the communication settings of the service request type).
- The agent calls Mary, identifies the issue, and guides her through the necessary steps for resetting her Roku box.
- The agent changes the status of the service request to one reflecting a 'Final Resolved' life cycle state.
- In the resolution description section, the agent reports that a reset of the Roku box resolved the issue Mary was experiencing.
- The final solution is sent to Mary when the request is saved (according to the communication settings of the service request type).
- The agent requests Mary to accept the solution by clicking on the respective email link.
- Mary replies by clicking the link in agent's email, confirming the issue she was experiencing has been resolved.
- The agent changes the status of the request to 'Completed' and closes the service request.
Notes
- If you are using a previous release, view CRM.COM Release Changes.
- Use the Service Requests WEB API to create and manage Service Requests from an external system, such as a customer portal. View the Service Requests WEB API for a complete list of actions available through the WEB API.
Glossary
| CRM.COM Term | Definition |
|---|---|
| Job | A small project initiated by the operator for customers, involving the delivery and billing of services, products and activities. Customer requests and orders, such as that for a new subscription, can be initiated and registered through a job. |
| Subscription | A collection of customer services billed on a recurring, usage or one-time basis. |
| Workflow | A set of tasks which are necessary to complete a bigger task, involving the definition, execution, and forwarding of the task among users for action, according to a set of workflow rules. |
| Activity | Small task or action that is either stand-alone or must be completed as part of a larger project. |
| Communication | Log interaction between customers and agents. Communications can support multiple Communication media such as Email, SMS, telephony, letters and others. |