Priority decides when a ticket is worked. Three more fields decide who works it, whether they can, and who they are talking to. All three are filled in at logging, which is to say by you, in the thirty seconds while somebody is still on the phone.
Category: where the ticket is filed
Category is the drawer the ticket goes in, and it does two jobs that pull in different directions. The immediate one is routing: on a desk with more than one team, the category is what sends a ticket to the people who can actually fix it, and a ticket in the wrong drawer is work nobody is doing while every clock on it keeps running. The slower one is reporting. Categories are how anybody answers "what is breaking most", which is the argument that buys a new printer, funds a second line technician, or gets a flaky application replaced.
Two categories look plausible on most tickets, so have a rule ready before the next one lands.
- File the fault the user reported
- You will fix a shared-drive problem in the directory console, and it stays a shared-drive ticket. File what broke from the user's side, because that is what the reporting has to count and what the next person searches for.
- File the narrowest thing that is true
- When the symptom sits inside a service, file the service. Mail that will not send is an email ticket even though it travels over the network, because everything travels over the network and "network" would end up holding half the queue.
- When one of them is a shared service, file that one
- One person who cannot reach the network printer is a network ticket: the printer is up, and the path from that one desk to it is broken. Nobody can print is a print server ticket, because the shared service itself is what broke. The difference decides who picks it up, and it is the first clue that the tickets arriving behind it are the same fault.
And when it is genuinely a tie, pick one and say in the description why the other was close, so the next person can read your reasoning and move the ticket.
Description: what the next person reads
Write the most descriptive description you can. This is the one field with no ceiling on it, and the one that decides whether the ticket is usable to the next person who opens it. Somebody picking it up on the next shift, or you reading it again three weeks later, should be able to work from it alone.
- What they reported
- Their words, kept as they said them, including the ones that turn out to be wrong. A paraphrase is your interpretation, and if the interpretation is off you have destroyed the only original evidence anybody had. Put your reading underneath it, labeled as yours.
- What you observed
- What you actually saw, with the exact strings in it: the error message character for character, the machine name, the file path, the time it happened. Those strings are what make it evidence:
0x80070005 on \\FILESERV01\Finance at 09:14 is a search term the next person can use, while "it threw an error" sends them back to the caller.
- What you checked
- Everything you ruled out, including the things that turned out to be fine. Most people skip it, and it saves the next technician an hour: a ticket that says the cable, the port and the driver were all tested has already narrowed the problem for whoever reads it.
- What changed
- What is different since it last worked. An update that ran, a password changed, a move to a new desk, a new cable, a new starter added to a group. Most faults have one of these behind them, and nobody volunteers it unless you ask.
Write it while you are in it. A description typed from memory at the end of a shift is shorter, vaguer and wrong in one detail, and the detail it is wrong about is usually a number. Type while the other person is still talking.
Department: the requester's
Department is the department the person who raised the ticket is in, whichever team ends up doing the work. Read it off their directory record, because it is one of the fields that makes a ticket findable later, and it is how five separate reports get recognized as one floor with one fault.