About Incidents (Call Center)

Use the Call Center to record phone calls, log issues, dispatch service engineers, resolve issues, and build a searchable database (knowledge base) of information to assist with future recurring issues. The Call Center works for both service departments that resolve issues by dispatching a service technician or those that resolve most issues over the phone.

The structure of the Call Center includes these areas:

  • Incidents: An incident is created by the service support representative to record customer contact and unit information for items that your company supports. A support representative uses a reason code to classify the incident. The first line of support at this point can be to use the incident activities attached to the reason codes to resolve the issue.
  • Events: Events record all transactions that occur during the life of an incident, for example, phone calls, emails, dispatching a service technician or creating a SRO. You can define a set of event activities, similar to a checklist of tasks, that the event owner (the person trying to resolve the problem) can attempt when trying to resolve the incident.
  • Service Request Orders (SROs): These orders are created to collect all costs related to resolving an incident. SROs are also used to bill customers for items used to resolve incidents.
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