Service Desk - Templates & Policies
Topics
End-User Offboarding ChecklistUse this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization. |
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Patch Management PolicyThe patch management policy outlines standard application maintenance and patch management practices and responsibilities for identifying and mitigating any system... |
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Shift-Left StrategyUse this template to document the strategy to shift service support left. |
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Shift-Left Stakeholder Buy-In PresentationUse this template to build the business case and get everyone on board with the shift-left optimization initiative. |
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Self-Service Resolution WorkflowUse this template to document the process through which users will interact with the self-service portal to resolve their issue. |
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Incident Management WorkflowUse this template to document the incident management process workflow and identify where opportunities for shift left exist in the process. |
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Knowledge Management WorkflowsUse this template to document service desk process workflows for knowledge creation, usage, and review. |
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Knowledgebase Article TemplateAn accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if available),... |
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Service Desk Standard Operating ProcedureThis template is designed to help service managers kick-start the standardization of service desk processes. |
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Service Desk Roles and Responsibilities GuideThe service desk will function more efficiently when agents know their roles and responsibilities and they are communicated with stakeholders. |
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