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SERVICE REQUEST MGMT SYSTEM
Applications:
• Helpdesk/ Ticket Management
• Service Request Management (CRM)
• Work Assignments
• Task Management
(c)2015IOPTechnologiesLLP
1
FEATURES
2
 Customized/configurable Help Desk
 Tracking of tasks/projects/calls/issues to closure
 Email based ticket logging with auto reply (Manual logging
is possible)
 Assignments based on issue category
 Communication handling via email
 Search tickets, re-assignments, logging, SLA, Escalations
 Analytics and Reports
 Individual agent logins, user to view the progress
 User asset linking (optional)
 Cloud based system, accessible anytime, anywhere
 User could view the status without login
(c)2015IOPTechnologiesLLP
LOG A TICKET
3
(c) 2015 IOP Technologies LLP
- New issues, General, Lab related, IT Services and AMC Emails are read for
new tickets. Any new category can be added as needed.
- Tickets are assigned to an Agent based on the email address, it was received
- Email response along with the ticket# is sent to the originator
- Originator can track the progress of the ticket
- Agents work on the ticket to completion
- Ticket update history logged for tracking
Email issues to:
General: category@iop-india.com
Lab: lab@iop-india.com
Ticket is raised and assigned to an lead agent automatically.
Lead agent reassigns tickets to the team
Agent works on the ticket to completion
Log tickets directly using web interface
(c)2015IOPTechnologiesLLP
DASHBOARD
4
- List of tickets based on priority, close-by date, status
- Tickets can be viewed for tracking progress or edited
- Charts on agent performance, ticket status, 12-week trend, volume trends
(c)2015IOPTechnologiesLLP
EDIT TICKETS
5
- Manage Issues– Edit, Update, Re-assign
- Send email notification on updates
- Review history of updates along with timeline
- Ticket status: WIP, completed/closed, re-opened or rejected
(c)2015IOPTechnologiesLLP
SEARCH
6
- Search tickets based on Category, Status, Date range
(c)2015IOPTechnologiesLLP
LOG A TICKET
7
(c) 2014 IOP Technologies LLP
- Log a ticket by entering the details
- Set priority, category and close-by date
- Link to “recurring issue” – frequent occurring issues can be linked
- Feature to create multiple “requests that repeat periodically”
– for e.g., quarterly maintenance of an IT hardware/ equipment
Alternative to email based logging, ticket can be created online using the application
(c)2015IOPTechnologiesLLP
MANAGE CATEGORIES
8
Add, Edit and list categories
(c)2015IOPTechnologiesLLP
MANAGE CATEGORY AGENTS
9
- Add agent to categories
- Assign lead role for a category
(c)2015IOPTechnologiesLLP
CATEGORY TO EMAIL ID MAPPING
10
Inbox is mapped to a Category of request so that incoming emails
are logged under the right category
(c)2015IOPTechnologiesLLP
REPORTS
11
- Module wise
- Category wise
(c)2015IOPTechnologiesLLP
CHARTS
12
- Location wise
(c)2015IOPTechnologiesLLP
CHARTS
13
- One year trend
- Overall tickets count
- Agent performance numbers
- 12-weeks High/Med/Low trend
- High/Med/Low volume chart
(c)2015IOPTechnologiesLLP
THANK YOU
14
Copyright © 2015 IOP Technologies LLP.
All rights reserved. No part of this document may be reproduced, stored or transmitted in any form without the prior
written permission of IOP Technologies LLP. IOP Technologies endeavours to ensure that the information in this
document is correct and fairly stated, but does not accept liability for any errors or omissions.

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Service Request Management System

  • 1. SERVICE REQUEST MGMT SYSTEM Applications: • Helpdesk/ Ticket Management • Service Request Management (CRM) • Work Assignments • Task Management (c)2015IOPTechnologiesLLP 1
  • 2. FEATURES 2  Customized/configurable Help Desk  Tracking of tasks/projects/calls/issues to closure  Email based ticket logging with auto reply (Manual logging is possible)  Assignments based on issue category  Communication handling via email  Search tickets, re-assignments, logging, SLA, Escalations  Analytics and Reports  Individual agent logins, user to view the progress  User asset linking (optional)  Cloud based system, accessible anytime, anywhere  User could view the status without login (c)2015IOPTechnologiesLLP
  • 3. LOG A TICKET 3 (c) 2015 IOP Technologies LLP - New issues, General, Lab related, IT Services and AMC Emails are read for new tickets. Any new category can be added as needed. - Tickets are assigned to an Agent based on the email address, it was received - Email response along with the ticket# is sent to the originator - Originator can track the progress of the ticket - Agents work on the ticket to completion - Ticket update history logged for tracking Email issues to: General: category@iop-india.com Lab: lab@iop-india.com Ticket is raised and assigned to an lead agent automatically. Lead agent reassigns tickets to the team Agent works on the ticket to completion Log tickets directly using web interface (c)2015IOPTechnologiesLLP
  • 4. DASHBOARD 4 - List of tickets based on priority, close-by date, status - Tickets can be viewed for tracking progress or edited - Charts on agent performance, ticket status, 12-week trend, volume trends (c)2015IOPTechnologiesLLP
  • 5. EDIT TICKETS 5 - Manage Issues– Edit, Update, Re-assign - Send email notification on updates - Review history of updates along with timeline - Ticket status: WIP, completed/closed, re-opened or rejected (c)2015IOPTechnologiesLLP
  • 6. SEARCH 6 - Search tickets based on Category, Status, Date range (c)2015IOPTechnologiesLLP
  • 7. LOG A TICKET 7 (c) 2014 IOP Technologies LLP - Log a ticket by entering the details - Set priority, category and close-by date - Link to “recurring issue” – frequent occurring issues can be linked - Feature to create multiple “requests that repeat periodically” – for e.g., quarterly maintenance of an IT hardware/ equipment Alternative to email based logging, ticket can be created online using the application (c)2015IOPTechnologiesLLP
  • 8. MANAGE CATEGORIES 8 Add, Edit and list categories (c)2015IOPTechnologiesLLP
  • 9. MANAGE CATEGORY AGENTS 9 - Add agent to categories - Assign lead role for a category (c)2015IOPTechnologiesLLP
  • 10. CATEGORY TO EMAIL ID MAPPING 10 Inbox is mapped to a Category of request so that incoming emails are logged under the right category (c)2015IOPTechnologiesLLP
  • 11. REPORTS 11 - Module wise - Category wise (c)2015IOPTechnologiesLLP
  • 13. CHARTS 13 - One year trend - Overall tickets count - Agent performance numbers - 12-weeks High/Med/Low trend - High/Med/Low volume chart (c)2015IOPTechnologiesLLP
  • 14. THANK YOU 14 Copyright © 2015 IOP Technologies LLP. All rights reserved. No part of this document may be reproduced, stored or transmitted in any form without the prior written permission of IOP Technologies LLP. IOP Technologies endeavours to ensure that the information in this document is correct and fairly stated, but does not accept liability for any errors or omissions.