SteadyPoint

How-To Guide

Create a 4-level ticket categorization model for your helpdesk

Enter the four-level categorization system in SteadyPoint SharePoint Helpdesk, a user-friendly framework that not only facilitates problem-solving but also enhances the way organizations handle change requests. Let’s explore how this uncomplicated model, organized by department, request type, category, and subcategory, brings clarity to both support and change teams.

1st level: Department Categorization

The first level, department, acts as a foundation. It enables teams to organize not only support issues but also change requests based on different entities. The flexibility to rename departments to locations, products, projects, and more ensures that each team can focus on the unique challenges within their area.

Examples: IT Helpdesk, IT Change Hub

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2nd level: Request Type Categorization

The second level, request type, facilitates the process by categorizing various types of requests under departments, including support issues and change requests. Be it a hardware glitch, an infrastructure adjustment, or server-related modifications, this level offers a simple method to distinguish different task types.

Examples: IT Helpdesk /Hardware, IT Change Hub /Server and Infrastructure Changes

3rd level of categorization: Category

Categories represent a more detailed level of classification beneath Request Types. They allow for a more refined organization of tickets by grouping related issues or requests together.

Examples: IT Helpdesk /Hardware/ Screens, IT Change Hub /Server and Infrastructure Changes/ Server Upgrade

4th level of categorization: Subcategory

Subcategories go even deeper, giving more specific details within each main category. They help pinpoint the exact issue with greater accuracy.

Examples: IT Helpdesk /Hardware/ Screens/ Power Cable Concerns, IT Change Hub /Server and Infrastructure Changes/ Server Upgrade/ Backup and Recovery

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