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Heat Training. Incident Management. Operating Level Agreement. Introduction to Operating Level Agreement Customer Support Objective Customer Support Tier Structure Customer Support Workflow Tiers. Customer Care Center (CCC). - PowerPoint PPT PresentationTRANSCRIPT
Heat Training
Incident Management
Operating Level Agreement
Introduction to Operating Level Agreement
Customer Support Objective Customer Support Tier Structure Customer Support Workflow Tiers
Customer Care Center (CCC)
The Customer Care Center (CCC) plays an important part in the overall support workflow to sustain our customer business operations.
Each individual in the CCC is instrumental in making sure the customer support experience is pleasant, by working together and understanding what the roles and responsibilities are of each CCC professional.
Single Point of Contact (SPOC)
CCC is the single point of contact for all technical requests and problems.
Service Level Commitments
Service timeframes from case acknowledgement to case resolution that have been agreed upon by Customer Support and the other business units.
Non-Compliance Alert Notifications
Severity Levels / Resolution Times
Severity Levels / Names
Severity Level Severity Name Resolution Time
1 Business Critical 2 Hours
2 Critical 4 Hours
3 Urgent 1 Business Day
4 Important 3 Business Days
5 Standard Service Request 5 Business Days
6Special Service Request (Order) 10 Business Days
8
Problem Management
More Research Needed(Does not apply to service
requests; a target date must be included)
Alert Monitor Console
Alert Monitor
Polling Status
Standard Toolbar
Journals for Call ID
Alert Summary
Define Call Group Alerts1. Stop Polling the database to activate the Define menu;
select Call Group Alerts.
Call Group Alert Definition
2. Select New; the Define Call Group Alertdialog opens.
4. Select Browse; the Open Call Group dialog opens.
3. Keep the default selection Calls are Addedunder Generate an alert if……
Select Call Group to Open
5. Select Team or Personal; choose a Call Group.
6. Select alert definition;click Open.
Define Call Group Alert
7. Accept the group alert Title or enter a new one;
click OK.
8. Select Exit.
View Selected Call Group Alerts
The chosen definition appears in theActive Call Group field of the Alert Monitor;
the Title Bar displays the active call group definition.
Call Log Window
Case Status
Auto-Managed by Heat’s Business Rule Monitor; No Need to Enter or Change
Call Map / Information Center
Locate Cases Assigned to You
Acknowledge Assignment
Select Assignment tab; locate your assignment;click Acknowledge Assignment link.
Resolve AssignmentClick Resolve Assignment to resolve your assignment.
Note: Your assignment must be resolved before it can be reassigned to another group. You cannot create multiple assignments
at the same time.
New Journal EntryRight-click the Journal tab; select New Journal Entry;
from the Journal Type drop-down listchoose a Journal option.
Under Comments, enter information relevant to the case such as the steps taken to resolve your part of the assignment.
Attach File(s) to a Case
Click Attachment Icon;select Add Attachment.
Select Browse to locate file; accept file description or
enter a new description; click OK.
Save Changes to Assignment
Or, Abandon Changes to Call Record
Reassign a Case
Select a Group from the Group drop-down list;Save the case (Call Record).
Right-click Assignment tab;select New Assignment.
Create a New Case1. Select New Call Record Icon on the Standard toolbar;or right-click the Call Log tab; choose New Call Record.
Customer Section / Call Log
2. Enter Customer’s Last Name in Last Name field; press the Tab key.
3. Select Customer’s Name.
Customer Section / Call Log (cont’d)
The Customer section of the Call Log is populated with the chosen customer’s information.
Incident / Case Information
4. Enter case information in Incident Description text box.
Call Type, Category, Severity, Cause Codes
5. Select the Call Type, Category, Sub Category, Severity, and Cause Options.
Required fields before selections are made.
Required fields after selections are made.
Assignment Information
7. Select a Group from the Group drop-down list;Save the case (Call Record).
6. Right-click Assignment tab; select New Assignment.
Journal Entry8. Right-click the Journal tab; select New Journal Entry;
from the Journal Type drop-down listchoose a Journal option.
9. Under Comments, enter any information relevant to the case.
Save Changes to Assignment
10. Select Save Call Record Icon or choose Save Call Record from the File Menu.
11. Click Yes.
Hand Outs
Operating Level Agreement Service Level Commitments Shortcut Keys
Links to More Information
Service Level Matrix http://itconnect/C4/IT%20Service%20Level%20Agreement/default.aspxHeat Documentation http://itconnect/Training/Document%20Library/Forms/AllItems.aspx?RootFolder=%2fTraining%2fDocument%20Library%2fHeat%20Documents&View=%7b9276E63E%2d2A2B%2d48A2%2dBC23%2dF58FFF434C7C%7dCall Type; Category; Sub-Category Cause Codes http://itconnect/Training/Document%20Library/SubCategory%20by%20Category%20by%20Call%20Type.pdfSeverity and Call Type http://itconnect/Training/Document%20Library/Priority%20with%20Call%20Type.pdfCall Type and Cause Codes http://itconnect/Training/Document%20Library/Cause%20by%20Call%20Type.pdf
Questions?