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Freshservice Template: Procedure Guide

Modified on: Tue, Nov 12 2024 8:41 AM
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BTech

BTech Alerts & Notifications - Check this page for the latest information on emergencies and system outages. All times are Pacific.
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Documentation Information



  • Example:
    • Email Domain Name Trademark Infringement Procedure, 1000059890.



Template Preview


Article Title

Title Describing Hardware/Software and the Issue/Error Message


Article Body

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BTech

BTech Alerts & Notifications - Check this page for the latest information on emergencies and system outages. All times are Pacific.


Information



Overview

  • An overview of what these steps will accomplish. 
  • Information on when to perform these steps. 
  • Used to document various processes the helpdesk uses. 
  • Escalation Process(es) Ticket Status Process(es) Notification Process(es).
error message
  • Screenshot of the error message with optional text.



Shift-Left Support Documentation

  • Customer Facing Support Documentation: (Add if applicable, Article Title and Article Number)
  • Helpdesk Support Documentation: (Add if applicable, Article Title and Article Number)



Steps to Perform


orange flashing alert (If applicable) Customer Facing Documentation is available!

  • (Link to the Customer Facing Documentation, include article title and article number) 


  1. Troubleshooting steps to validate/identify the error/issue.

  2. Troubleshooting steps to resolve the error/issue.
    • Include screenshots as needed. 
    • Highlight the important aspect of the screenshot as applicable.

  3. Information what to do if the troubleshooting did not resolve the issue.
    • Next step action(s) 
      • Escalation Contact(s) 
      • Individual Contributor(s) 
      • Support Team(s) Escalation steps 
      • Open Ticket steps


Ticket Logging Guide

  • Subject:
    Provide an example Subject to use or reference

  • Description:
    • Highlight important details to include for faster resolution. 
    • Provide examples of information to include.

  • paperclip icon Attach a file: include if a picture or screenshot is needed or will aid with the resolution.
    • Provide the customer with a reference reminder of what to include in the attachment (picture, screenshot, file, etc).
  • Priority: (Suggest a Priority)
  • Issue: (Provide info to guide the agent)
    • Category: (Provide info to guide the agent)
      • Specifics: (Provide info to guide the agent)



Template HTML

				<table style="width: 100%;">
					<tbody>
						<tr>
									<td style="width: 17.8607%; vertical-align: middle; text-align: center;" rowspan="2"><img data-id="1031716887" class="fr-fic fr-dii" src="https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTAzMTgyNTk5OCwiZG9tYWluIjoic3dpbmVydG9uLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.ykODyS5O5at6QWDVbNGtIhsaVoMD_Poo4Idgw_qdbDw" style="width: 100px;" alt="Swinerton logo"></td>

							<td style="vertical-align: middle; width: 82.0398%;">

								<h1><abbr title="Business Technology">BTech</abbr></h1>
							</td>
						</tr>
						<tr>
							<td style="vertical-align: middle; width: 82.0398%;"><a href="https://swinerton.sharepoint.com/:u:/r/sites/swinnet_btech/SitePages/BTech-Alerts.aspx" target="_blank" rel="noopener noreferrer">BTech Alerts & Notifications</a> - Check this page for the latest information on emergencies and system outages. All times are Pacific.</td>
						</tr>
						<tr>
							<td style="width: 17.8607%; text-align: center; vertical-align: middle;">
								

							</td>
							<td rowspan="2" style="width: 82.0398%; text-align: left; vertical-align: middle;">

								<p>
									

								</p>
							</td>
						</tr>
						<tr>
							<td style="width: 17.8607%; text-align: center; vertical-align: middle;">Information</td>
						</tr>
					</tbody>
				</table>

				<p>
					

				</p>

				<p>
					

				</p>

				<h1>Overview</h1>

				<ul>
					<li>An overview of what these steps will accomplish.</li>
					<li>Information on when to perform these steps.</li>
					<li>Used to document various processes the helpdesk uses.</li>
					<li>Escalation Process(es) Ticket Status Process(es) Notification Process(es).</li>
				</ul>

				<table style="width: 500px;">
					<tbody>
						<tr>
							<td style="text-align: center; vertical-align: middle;"><img alt="error message" data-id="1032399232" class="fr-fil fr-dib" style="width: auto;" src="https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTAzMjM5OTIzMiwiZG9tYWluIjoic3dpbmVydG9uLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.qRAbJwUvn35uxPDLIx-AMwEZpOm7nCxM-YkBHx2lSCQ"></td>
						</tr>
						<tr>
							<td>

								<ul>
									<li>Screenshot of the error message with optional text.</li>
								</ul>
							</td>
						</tr>
					</tbody>
				</table>

				<p>
					

				</p>

				<p>
					

				</p>

				<h1>Shift-Left Support Documentation</h1>

				<ul>
					<li>Customer Facing Support Documentation: (Add if applicable, Article Title and Article Number)</li>
					<li>Helpdesk Support Documentation: (Add if applicable, Article Title and Article Number)</li>
				</ul>

				<p>
					

				</p>

				<p>
					

				</p>

				<h1>Steps to Perform</h1>

				<p>
					

				</p>

				<p><img alt="orange flashing alert" src="https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTAzMjM5OTUwNiwiZG9tYWluIjoic3dpbmVydG9uLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.7iqrguYPhBbXyNkarCbqcjUBEbcFhvRtVLHw8n7x3mw" style="width: auto;" class="fr-fil fr-dib" data-id="1032399506">(If applicable) Customer Facing Documentation is available!</p>

				<ul>
					<li>(Link to the Customer Facing Documentation, include article title and article number)</li>
				</ul>

				<p>
					

				</p>

				<ol>
					<li>Troubleshooting steps to validate/identify the error/issue.
						

						

					</li>
					<li>Troubleshooting steps to resolve the error/issue.

						<ul>
							<li>Include screenshots as needed.</li>
							<li>Highlight the important aspect of the screenshot as applicable.
								

								

							</li>
						</ul>
					</li>
					<li>Information what to do if the troubleshooting did not resolve the issue.

						<ul>
							<li>Next step action(s)

								<ul style="list-style-type: circle;">
									<li>Escalation Contact(s)</li>
									<li>Individual Contributor(s)</li>
									<li>Support Team(s) Escalation steps</li>
									<li>Open Ticket steps</li>
								</ul>
							</li>
						</ul>
					</li>
				</ol>

				<p>
					

				</p>

				<h1>Ticket Logging Guide</h1>

				<ul>
					<li><strong>Subject:
</strong>

						<table style="width: 500px;">
							<tbody>
								<tr>
									<td>Provide an example Subject to use or reference</td>
								</tr>
							</tbody>
						</table>
						

					</li>
					<li style="font-weight: bold;"><strong>Description:</strong>

						<ul style="list-style-type: circle; font-weight: initial;">
							<li>Highlight important details to include for faster resolution.</li>
							<li>Provide examples of information to include.
								

								

							</li>
						</ul>
					</li>
					<li><img alt="paperclip icon" src="https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTAzMjM5OTI3NSwiZG9tYWluIjoic3dpbmVydG9uLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.u_EdVzzGOGooWrdT0k4dtgTih9Agh_UuKrmd6v7WAuc" style="width: auto;" class="fr-fil fr-dib" data-id="1032399275"><strong>Attach a file:</strong>include if a picture or screenshot is needed or will aid with the resolution.

						<ul style="list-style-type: circle;">
							<li>Provide the customer with a reference reminder of what to include in the attachment (picture, screenshot, file, etc).</li>
						</ul>
					</li>
					<li><strong>Priority:</strong>(Suggest a Priority)</li>
					<li><strong>Issue:</strong>(Provide info to guide the agent)

						<ul>
							<li><strong>Category:</strong>(Provide info to guide the agent)

								<ul>
									<li><strong>Specifics:</strong> (Provide info to guide the agent)</li>
								</ul>
							</li>
						</ul>
					</li>
				</ul>
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