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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. An agent must accept requests assigned to a department 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 or temporary solution may need to be accepted by the customer; if not accepted 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. The agent provides both values when registering a new request. 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

Configuration > CRM Application> Service Requests

Definitions

Service requests definitions are business rules that are used to provide the main supported characteristics and general behavior of requests throughout their life cycle.

Definition Fields

Mandatory Configurable

Statuses

Statuses are used to label service request life cycle states (used to progress a service request) in a way that is meaningful to your organization. The life cycle is used to progress each lead. Provide at least one status for each available life cycle state.

Types

Types are used to determine the operational characteristics of service requests. The 'Allowed Organisational Unit' designates the users that will be authorized to create service requests of each type.

Type Fields

Mandatory Configurable

Main Information
Estimated Completion Time	How long it is expected to take before the request is completed, measured in minutes, hours, days, weeks and months.
Allowed Attributes
Statuses Categories Response Categories Temporary Resolution Categories	This area is used to designate the configurations that will be available for use with each type of service request. A default must be defined for each field. For Allowed Statuses it is mandatory to select a status from each required life cycle state ('Pending', 'Responded', 'Final Resolved', 'Completed'), which will also be set as the default status for each service request state. Note: A default value for 'Temporary Resolution Categories' is only required where 'Allowed Statuses' include a status of a 'Temporary Resolved' state.
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.
Activity Types	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.
Job Types	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, its type, and the authorization of the user or unit.
Status	The initial status of the entity. There can only be one initial status and it must be included if allowed statuses are defined.

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
Communications	Communication Templates	Can be used in service request definitions and types to automatically create communications when certain events occur.
Communications	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. Activities Jobs Service Requests Subscriptions

Module Link

Area

Description

Communications

Communication Templates

Can be used in service request definitions and types to automatically create communications when certain events occur.

Communications

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.

Activities
Jobs
Service Requests
Subscriptions

Using Service Requests

Service Requests can be accessed from: CRM > Service Requests > Manage Service Requests

Service request fields

This table contains an explanation of the sections of the service requests Data Entry page, a description of the usage of its fields and additional information.

Mandatory Configurable

Response
Account Name: The account details of the customer that reported the issue. Owner: The details of the customer that reported the issue. The contacts cannot be changed once the request is saved but their details can be updated. 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. A contact can be related to the account owner in the Contact Information module. Email 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. The address is mandatory if there are communication settings enabled in the service request types. 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. The phone number is mandatory if there are communication settings enabled in the service request types.
Service Request Information	Type determines the attributes available for service requests and their default values, as well as the automation of communications from the agent to the customer. Category is a label that describes the purpose of the request. For example, Information, Technical support. 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. The default Impact Level depends on the type of service request. Urgency describes how quickly a resolution must be provided. The default Urgency Level depends on the type of request. Priority Level is set automatically and is based on the selected impact and urgency level, depending on the prioritization model in the service request definition. Set workflow rules based on priority to assign the request to specific users. Related 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.
Key Dates	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, and 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.
A section that confirms the receipt of a service request. The section appears on the page once the action 'Respond' is executed Response Category: Set to the type's default response category. Response Date: Defaults to the time and date on which the response category is added. Responded By: Defaults to the current logged in user editing the request. 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 action 'Temporary Resolve' is executed Temporary Resolution Category: Defaults to the type's default temporary resolution category. Temporary Resolution Date: The date and time on which the temporary resolution is created. Temporarily Resolved By: Defaults to the current logged in User editing request. Description:* Can be used to keep track of changes by the user. Accepted by Contact: Only contact information related to the account owner can be selected.
Final Resolution	A section that indicates that the service request was processed and the issue resolved. The section appears on the page once the action 'Final Resolve' is executed. Final Resolution Category: Defaults to the type's default response category. Final Resolution Date: The date and time on which the final resolution is created and the final resolution category is selected. Final Resolved By: Defaults to the current logged in user editing the service request. Description: Can be used to keep track of changes by the user. Accepted by Contact: Only contact information related to the account owner can be selected.
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. Note: If the product is under warranty, additional fields allow you to check whether a free replacement is possible. 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 Entities
Outward/Inward Relations 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.
Jobs	Displays the jobs that have been planned for the Service Request and which can be filtered by life cycle state.
Action Panel
Status & Notes	Status: The status of the service request also defines its life cycle state and allows you to progress the request. 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: Pending Responded Temporary Resolved Final Resolved Completed 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 is 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.
Assignments	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 to progress a service request and 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. Progress Service Request Accept: Assigns the service request to the user that executes the action (if the request is assigned to a unit and not a user). Respond: Opens the response modal to provide the required information. Manage Response: Opens the response modal to provide the required information and to progress to the next state. Temporary Resolve: Opens the temporary resolve modal to provide the information required to temporarily resolve the service request. Manage Temporary Resolution: Opens the temporary resolve modal to provide additional information required to temporarily resolve the service request. Final Resolve: Opens the final resolve modal to provide the information required to resolve the service request and proceed to the next state. Manage Final Resolution: Opens the final resolve modal to provide additional information required for a final solution. Complete: Opens the complete modal to update the status to one of a 'Closed' life cycle state (required to close the request). Further Handling Communicate Service Request: Opens the Communication Data Entry page in a modal window to prepare the communication to be sent to the customer. Schedule an Activity: Opens the Activity Data Entry page in a modal window in order to schedule additional necessary actions. Plan a Job: Opens the Job Data Entry page in a modal window in order to plan a job for actions that cannot be handled through service requests. View History: A link that provides additional information related to the service request. Communications: A list of all the communications with this service request defined in the 'Referring To' field. Approval Requests: A list of Approval Requests related to the service request.

Creating and processing requests

Actions are subject to validations that 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	There is an active definition. The action is allowed in the security profile of the logged-in user. The logged-in user has access to the service request type, designated in the type's 'Allowed Organisational Units'.

Modifying a service request

Use EDIT from the Actions Menu to enter edit mode.

Additional Information

While 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	Life cycle state must be 'Pending', 'Responded', 'Temporary Resolved' or 'Final Resolved'. Once a service request is created the related contact, account and service request type cannot be changed.

Deleting a service request

Use DELETE from the Actions Menu to delete 'Pending' requests.

Prerequisites	Life cycle state must be 'Pending'. The request is not completed. All scheduled activities are completed, deleted or canceled. All planned jobs are completed, deleted, or canceled.

Accepting a service request

New service requests are assigned to a unit or a user. A unit member can Accept requests assigned to a unit from the Actions panel 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 authorized 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.

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'. This can be triggered by clicking Respond in the Action Panel.

The 'Accepted By Contact' field is mandatory if defined in the configuration of the Response Category. It can be set by clicking on the 'Manage Response' action, which opens the 'Response' modal.

Additional Information

A communication is created when the request is responded, provided the 'Event Based Communication Definition' is configured accordingly.
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', which can be triggered by clicking on Temporary or Final Resolve in the Action Panel.

Temporary and Final resolutions can be further modified and accepted by customers by using the Manage Temporary or Manage Final Resolution actions.

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 the 'Event Based Communication Definition' is configured accordingly.
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	Temporary and final resolution: The response section must be completed. The customer must have already accepted the response if the response category requires it. Final resolution: The customer accepted the temporary resolution.
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 clicking on 'Complete' action and selecting the appropriate status, indicating the issue is resolved.

Additional Information

A communication is created when the request is completed, provided the 'Event Based Communication Definition' is configured accordingly.

Postconditions	The customer accepted the final resolution. Jobs planned through the service request are completed, deleted or canceled. Activities scheduled through the service request are completed, deleted or canceled.

Changing the status of multiple requests

Multiple service requests can be progressed or assigned to a unit/user simultaneously, through the service requests Summary page.

Select the service requests that should be updated.
Click on Actions > Update Multiple service requests.
1. Select the destination status for each of the selected service requests
  AND/OR
2. Assign the service request to a unit/user.
Submit the action.

Additional Information

Postconditions	Postconditions that apply to each destination status must be met.

Applying business flows

Providing service request feedback

It is possible for customers to rate your company's services (in this case service requests) by providing a rating as well as comments. Both rating and feedback is only possible through the WEB API.

The provided feedback can be viewed through the Display Feedback summary page available under Analytics.

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 canceled 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 canceled to complete the request.

Prerequisites	The action is available if the service request is in a 'Responded', 'Temporary Resolved' or 'Final Resolved' state.

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 /wiki/spaces/WIP/pages/10008784.

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.

Returning physical goods through service requests

Customers may request to return a physical good for various reasons (e.g., due to a technical issue or to upgrade it or because it was stolen). If the good has a valid return policy which has not expired yet, the system checks whether the return is refundable based on the return coverage reason set by the user. The return date must be equal or before the Warehouse Issue Date + the return allowed period.

The return of physical goods can be done both through:

Accounts Receivable (Managing Assets action)
Service Requests

To return the good

Create a Service Request
Add the physical good in the Affected Products
Save the Service Request
Click on RETURN
Select the return coverage reason
SUBMIT the action

Applying workflows to 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 that 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 (those not in 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 the 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 Definitions	Create the service request definition and provide the following values
Service Request Statuses (LFS- life cycle state)	To be approved (Pending LFS) Assigned (Responded LFS) Final Solution (Final Resolved LFS) Completed (Completed FLS)
Service Request Categories	Service Request Category: Technical Support Response Category: Approved for Resolution Final Resolution Categories: Change of Decoders Change of Smartcards
Service Request Type	Technical Issue Estimated completion time: 1 day Allowed categories (SR Categories, Response, Final Resolution) Communication Settings: enable communication settings to send email to the customer on responding and providing a final solution
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 center agent submits the service request that 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.
1. 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.
1. In the resolution description section, the agent reports that a reset of the Roku box resolved Mary's issue.
2. The final solution is sent to Mary when the request is saved (according to the communication settings of the service request type).
3. 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	Small project initiated by the operator for customers, involving the delivery and billing of services and products, as well as activities. Customer requests and orders, such as that for a new subscription, can be initiated and registered through a job.
Subscription	A collection of services that are provided to customers and billed on a recurring, usage or one-time basis.
Workflow	Support business workflows and automate tasks required to complete business processes, triggering system actions provided certain events or conditions occur.
Activity	Small task or action that is either stand-alone or must be completed as part of a larger project.
Communication	Used to log bidirectional interaction between customers and agents conducted through email, SMS, telephony, letters or face-to-face interaction.

Overview

Setting Up Service Requests

Definitions

Definition Fields

Types

Type Fields

Related configuration areas

Using Service Requests

Service request fields

Creating and processing requests

Selecting and creating a service request

Modifying a service request

Deleting a service request

Accepting a service request

Responding to a service request

Resolving a service request

Completing a service request

Changing the status of multiple requests

Applying business flows

Providing service request feedback

Scheduling an activity for a service request

Planning a job to complete a service request

Approving a service request

Relating service requests

Communicating service requests

Applying warranties on service requests

Returning physical goods through service requests

Applying workflows to service requests

Service Requests Analytics

Segmenting service requests

Dashboards

Service request dashboard components

Completed Service Requests per Type and Month

New Service Requests per Type and Month

Overdue Service Requests per Type

Pending Service Requests per Type

Service Requests assigned to logged in user

Reports

Service request status report

Service Requests Business Example

Glossary

Related Links