Ticket Management

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Questions and Answers

According to the text, what is the highest priority level for a ticket?

  • Normal
  • Closed
  • Urgent (correct)
  • FYI

According to the text, what ticket status indicates that the ticket has been resolved?

  • Closed (correct)
  • Pending TBC
  • Reopened
  • New

According to the text, what ticket status indicates that you are waiting on contact from a client?

  • Pending TBC (correct)
  • New
  • Closed
  • Reopened

According to the text, what ticket title is used to provide information to other agents about the status of the escalation?

<p>FYI (A)</p> Signup and view all the answers

According to the text, what does the acronym 'TBC' stand for in the ticket status?

<p>To Be Confirmed (A)</p> Signup and view all the answers

Which acronym is used to indicate that a ticket is waiting on client response?

<p>WOC (D)</p> Signup and view all the answers

When a Salesforce case is closed, what should be done for the same issue with the same client?

<p>Create a new Salesforce case (C)</p> Signup and view all the answers

What should be added to the ticket title if multiple tickets are open for the same client?

<p>Keyword about issue and member's last name (D)</p> Signup and view all the answers

What should be added to the ticket title if the issue is escalated through email?

<p>OUTLOOK (B)</p> Signup and view all the answers

What should replace 'LIVE DEAL' when a case is escalated?

<p>Salesforce case details (A)</p> Signup and view all the answers

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Study Notes

Ticket Priority and Status

  • The highest priority level for a ticket is not explicitly stated, but it is implied to be critical.
  • A ticket status of "resolved" indicates that the ticket has been closed and the issue is fixed.
  • A ticket status of "on hold" indicates that you are waiting on contact from a client.

Ticket Titles and Escalations

  • The ticket title "ESCALATION - [original ticket title]" is used to provide information to other agents about the status of the escalation.
  • "TBC" in the ticket status stands for "to be confirmed".
  • "OCR" is used to indicate that a ticket is waiting on client response.

Salesforce Case Management

  • When a Salesforce case is closed, the same issue with the same client should be closed in the ticket system as well.

Ticket Title Conventions

  • If multiple tickets are open for the same client, "MULTI" should be added to the ticket title.
  • If the issue is escalated through email, "EMAIL" should be added to the ticket title.
  • When a case is escalated, "LIVE DEAL" should be replaced with "ESCALATION - [original ticket title]".

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