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osTicket - Ticket Lifecycle: Intake Through Resolution

This tutorial outlines the lifecycle of a ticket from intake to resolution within the open-source help desk ticketing system osTicket.

Environments and Technologies Used

  • Microsoft Azure (Virtual Machines/Compute)
  • Remote Desktop
  • Internet Information Services (IIS)

Operating Systems Used

  • Windows 10 Pro (21H2)

Ticket Lifecycle Stages

  • Intake
  • Assignment and Communication
  • Working the Issue
  • Resolution

Processes for Ticket Lifecycles

  1. In this lab, you will log in as an admin to:
  • Create tickets as end users, observe all ticket properties, and respond to them as help desk professionals.
  • Change the SysAdmins department to a top-level department.
  • Permanently delete the Maintenance department (do not archive it).

Disk Sanitization Steps

Disk Sanitization Steps

2) As an end-user, create a ticket stating: "The entire mobile and online banking system is down."


Disk Sanitization Steps

3) As a Help Desk Agent (John), review the ticket's properties, including:

  • Priority
  • Department
  • SLA (Service Level Agreement)
  • Assigned To


- Make sure John has access to the ticket that Karen "which is the end user" has created.

Disk Sanitization Steps

- Change the SLA plan to "Sev-A" as seen in the image.

Disk Sanitization Steps

- Update the "Help Topic" to give a more exact definition that the end user aka "Karen" did not do.

Disk Sanitization Steps

- Assign the ticket to the "Online Banking" Team.

Disk Sanitization Steps

- Log in as Jane and confirm that she is part of the Online Banking team, enabling her to view and edit the ticket.

Disk Sanitization Steps

- Have Jane assign this ticket to herself

Disk Sanitization Steps

- Jane is submitting the communication via "post reply" "INTITAL"

Disk Sanitization Steps

- Jane has inputted the "RESULTS"

Disk Sanitization Steps

- You can see the full thread from the tickets

Disk Sanitization Steps

- I suggest updating the priority to "Emergency" from the beginning.

Disk Sanitization Steps

- The ticket has been resolved

Disk Sanitization Steps

4) As an end-user, create the following ticket: Subject: Accounting Department Needs Adobe Upgrade, Broken

Disk Sanitization Steps


5) As a Help Desk Agent (John), review the ticket's properties:

  • Priority
  • Department
  • SLA
  • Assigned To
  • Update the ticket properties as follows:
  • Priority: Sev-B (4 hours, 24/7)
  • Department: Support
  • Make sure John has access to the ticket that Ken "which is the end user" has created.

Disk Sanitization Steps

- Change the SLA plan to "Sev-C as seen in the image.

Disk Sanitization Steps

- John has decided to take the ticket

Disk Sanitization Steps

- John "post reply"

Disk Sanitization Steps

- John "post reply' "Results"

Disk Sanitization Steps

- The ticket has been "RESOLVED"

Disk Sanitization Steps

6) As an end-user, create the following ticket: Subject: CFO’s laptop will no longer turn on

Disk Sanitization Steps

  1. As a Help Desk Agent (John):
  • Observe the ticket's properties:

  • Priority

  • Department

  • SLA

  • Assigned To

  • Update the ticket properties to:

  • Priority: Sev-B (4 hours, 24/7)

  • Make sure John has access to the ticket that Karen "which is the end user" has created.

Disk Sanitization Steps

- Make sure you change the priority level from "Normal" to "Emergency".

Disk Sanitization Steps

- John has decided to take the ticket

Disk Sanitization Steps

- Change the SLA level to "Sev-B"

Disk Sanitization Steps

- John "post reply"

Disk Sanitization Steps

- This ticket is "resolved" by "John".

Disk Sanitization Steps

osTicket Lifecycle Lessons Learned

The protocols for managing tickets can vary based on the work environment. There may be specific quotas for resolving a set number of tickets within a given timeframe, and certain tickets may need to be prioritized based on urgency. I have built osTicket from the ground up, which has given me a solid understanding of ticketing systems in an IT role.


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