# Service Ticket

### **Why is a service request created, and for what type of issues should it be used?**

**Possible Questions:**

* Why do we create a service request, and what issues does it cover?
* Why is a service request needed, and when should I use it?
* Why is a service request raised, and what requests qualify for it?

**Answer:**\
A **service request** is created to fulfill a user’s request for information, access, support, or standard services. It is used for routine or non-urgent tasks that do not involve investigating an underlying problem.

**Examples of issues or tasks covered by a service request include:**

* Requesting a new software installation
* Requesting access to a system, application, or shared folder
* Requesting password reset or account unlock
* Provisioning new hardware, such as laptops or monitors
* Requesting cloud resources or storage allocation
* Scheduling maintenance or routine service tasks
* Generating reports or information from a system
* Booking meeting rooms or office resources

### **How can a support agent create or raise a service request on behalf of a customer?**

**Possible Questions:**

* How does a support agent raise a service request for a customer?
* How can a support agent create a service request if a user needs a service or access?
* How should a support agent log a service request on behalf of a customer?
* How is a service request created by a support agent for a customer?
* How can an agent manually create a service request for routine tasks or access requests?
* How do support agents handle creating service requests for customers?
* How can a support agent record a user request as a service ticket?

**Answer:**

A support agent can create a service request on behalf of a customer by manually logging the user’s request for service, access, or information. The agent needs to enter the customer’s details, select the appropriate service category and sub-category, and provide a clear description of the request and its purpose. This ensures the request is tracked, fulfilled, and closed efficiently, even if the customer is unable to log it themselves.

**Steps:**

Go to Helpdesk App

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJ5Z5ET9eY9cPeA29RJqf%2F0.png?alt=media)

After this step, you will be redirected to the My Tickets section

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FDoRkjCwu5oG9WBKhMFNI%2F1.png?alt=media)

Navigate to the Services menu, then select Service Request under the ITSM section

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEvHvWv4eU4DXq2Aegupr%2F2.png?alt=media)

The ticket creation form will appear on your screen

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fzf3zkoH0DezkfmEX9cJo%2F3.png?alt=media)

Fill in all the required details and click Save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FXeKMV03Ps751SfHxAT9X%2F4.png?alt=media)

**Customer**

The name of the customer, team, or organization requesting the service.

* Example: Pinnacle
* Purpose: Identifies who the request is for, helping the support team understand the requester context and prioritize based on organizational needs.

**Requester**

The person raising the service request.

* Example: Raunak Pathak
* Purpose: Used for communication, follow-up, and tracking who submitted the request.

**Summary**

A concise title describing the service request.

* Example: Request to create new cloud storage space for a team or project
* Purpose: Gives a quick overview of the request, so the support team knows the type of service needed at a glance.

**Attachment**

Option to upload supporting documents, screenshots, or reference files.

* Example: Document.pdf showing required folder structure or capacity
* Purpose: Provides additional context or specifications to fulfill the request accurately.

**Category**

High-level classification of the service request.

* Example: IT Managed Service
* Purpose: Helps route the request to the correct team and generate reports for service metrics.

**Sub Category**

More specific classification within the main category.

* Example: Cloud Services
* Purpose: Refines the type of service, making it easier for support teams to understand and process the request efficiently.

**Description**

Detailed explanation of the service request, including requirements, scope, and expected outcome.

* Example:

This request is to provision dedicated cloud storage for a specific team or project. It should specify the required storage capacity, number of users, access permissions (read/write/admin), folder structure, and any backup or retention policies. The storage will enable secure collaboration, file sharing, and centralized data management for the team.

* Purpose: Provides context so the support team can correctly fulfill the request and ensures all necessary details are captured for implementation.
