Issue Types and SubTypes

Why are Issue Types important?

Pearson’s Law: “That which is measured improves. That which is measured and reported improves exponentially.” – Karl Pearson “When performance is measured, performance improves.

How long will it take to deploy a new workstation? You have done it plenty of times before, you have the data. You can pull it from your PSA if the tickets for deploying a workstation are easy to filter out some way. The Issue and SubIssue type fields are there for exactly this reason. If you code the tickets correctly, you gain a wealth of actionable data to help improve your skills, your processes, and your value.

Additionally, you can then use your PSA to help out your techs. Have you ever forgotten to install the printers when you set up a workstation. Then the user calls in, so you drop whatever your doing and finish the job. Distractions like that rob you of your productivity. You cant get rid of all distractions, but you can prevent some re-work type surprises by following a process. A process that in this example includes installing printers. Why not have your PSA automatically present a checklist to help your techs do a fantastic job consistently. Now that you have good Issue and SubIssue types, you can.

A Starting Point

You will likely want to alter this list to better suit your company. But this will serve as a great starting point. You should notice that each Issue / SubIssue is something that can have a distinct process to go along with it.

IssueSub-IssueNotes
ComputerHardwareHardware issues, stuff like “[Sound,Keyboard,Mouse,Monitor] isn’t working”, Computer is making funny noise, etc.
ConfigurationLocal firewall is preventing something, Help with some config issue, etc. Installing run-of-the-mill applications can go here but LOB apps go in Application issue
DeploymentPrepare a computer for a new user
RefreshErase computer and get it ready for deployment
RetireMothball a computer, or wipe and dispose.
System PerformanceSystem Performance issues
ServerFile SystemWorking with files or shares on a server
Active DirectoryChanges in AD not related to a user. See “User” Issue Type
Hardware
DNS
DHCP
etc,What else do you commonly do?
UserOnboardingWhat it says on the tin
OffboardingWhat it says on the tin
Workstation MigrationMoving a user to a new workstation (Performed after a Computer / Deployment or Computer / Refresh)
Password ResetResetting a password
Email GeneralInbound FailureExpected email was not delivered
Outbound FailureSent email was returned or recipient said they didnt get it
Exclaimer (or other Sig product)Changes to Signatures
Office365Exchange OnlineIssues with Exchange online
Sharepoint / OneDriveOnedrive not syncing, cant access a particular site, etc.
Teams
Etc.What other O365 features do you support?
G-SuiteMail
Docs
Etc
Remote AccessVPN
RDP
Printer \ CopierConsumables
Scan to Email
Scan to SMB
Scan to Cloud
Driver Installation
Hardware
Printing
SecurityAV AlertAntivirus alerted on something, check it out.
Threatlocker Request
Conditional Login Alert
SaasAlerts
NetworkWired Failure
Wireless Failure
Firewall
Other
Phone /VOIPDeploy Phone
Hardware
System Configuration Change
Phone Configuration Change
ApplicationQuickbooks
AutoCad
UltraTax
Add other LOB applications
BackupBackup Failure
Restore File
Restore Mail / Cloud
Power / UPSHardware
Battery
Monitoring AlertRMM MonitoringThis is where your monitoring tickets will accumulate. If an issues becomes more prevalent, think about separating it out.
Website / CloudHosting
DNS External DNS
SSL
Non-IssuesPhone/Conference CallSometimes clients just want us around as a security blanket.