How to Escalate a Ticket

Note: The internal HelpDesk FTS group is called "OIT TEI Service Desk Escalations".

Expectations

  • Never escalate to a group that starts with "OIT" without being told to do so by a FTS.
    • Escalate these tickets to the OIT TEI Service Desk Escalations instead, this is the designated group for FTS.
    • The two exceptions are OIT TEI Desktop Support and OIT TEI Emerging Technology Support.
      • You can escalate there without first going through FTS.
  • Make sure the description is up-to-date before escalating.
    • It should always contain:
      • A full description of the user's issue or request. Not merely a summary  include all the information the user provides.
      • A chronological explanation of every action or troubleshooting step you went through, including ones that did not work.
      • A list of things that still need to be done on the ticket. If you are escalating, there should at least be one.
    • If applicable, it should also contain:
      • Contact information for the user (if it is not an email ticket)
      • Screenshots (attached to ticket)
      • Exact error messages
      • Asset number if it is a UTD computer
      • Device model and OS version information
      • Building and room number if on-campus
Note: Remember that the description is visible to users. Use proper grammar, describe the issue accurately, and do not editorialize.
  • You must always include a comment when you escalate a ticket.
    • Tell the new group exactly what you need them to do and why, even if this is already mentioned in the description.
  • If you are unsure where to escalate a ticket, please ask. Do not guess.
    • The Knowledge Base or existing chats in Teams may also have information telling you where to escalate.

Escalate Ticket

  • In TeamDynamix, select Reassign Incident (or Reassign Service Request) from the "Actions" menu.
  • Choose the group you are escalating to and make sure you include a comment, then click Save.

TeanDynamix screen with Actions menu clicked to show the option of "Reassign Incident"

Reassign Incident window with fields to see the team with Current Responsibility and the option to choose the new team with responsibility