SD SOPs for TSEs Calling Practices

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10 Questions

Who should answer live calls in the absence of RTS engineers?

SD engineer

What should SD do if a client calls about an old ticket and the primary engineer is occupied?

Commit a callback as soon as the concerned engineer is free

What should be done in case of a missed call during business hours?

Call back as soon as possible and update it internally through an email

What should be ensured when addressing client issues in tickets?

That only one issue is being addressed in a single ticket

What should be done daily for all tickets in the queue?

Verify every single ticket

When should the second ticket be assigned to an engineer?

After assigning the first ticket to all engineers

What is the primary purpose of reviewing efficiency reports in PSA?

To optimize resource utilization

What type of support can be provided by FSEs on an ad-hoc basis?

Onsite support

When scheduling a Field Service Engineer (FSE), what should be considered?

The FSE's skills, commute logistics, and lunch break

What should be done when a Field Service Engineer (FSE) is running late?

Inform the client immediately

Test your knowledge of the Standard Operating Procedures (SOPs) for Technical Support Engineers (TSEs) regarding calling practices, including clear communication with clients and call handling protocols.

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