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User request management (Service Desk) Module

There are two alternatives for managing user requests in iTop. You can choose to install one of the two following modules:

  • Simple Ticket Management
  • User Request Management ITIL V3

The Simple Ticket Management module provides a simplified ticketing system. It is used to keep track of end-users requests. There are two types of request:

  • Incidents are used to track unexpected issues that have an impact on the delivered services.
  • Service requests are used to request new services or features like installing a new PC, creating a new email address.

This module manages both types of requests in a single type of ticket. Incidents and service requests will follow the same workflow. This allows agent to easily manage any kind of ticket and reclassify a request without having to create a new one.

The User Request ITIL V3 module focuses on service requests.

In case you choose to install this module, and if you need to manage incidents as well, then you have to install the Incident Management module.

Whatever module you choose, a user request can be created via the customer portal or directly in iTop. The support agent can then modify and communicate with the customer via a journal called “Public log.” He can also communicate with internal teams within his company through a journal called “Private log”.

A customer user will see only the public log. The private log cannot be viewed from the portal.

A user request is controled by a workflow in order to make sure it is managed according to a defined process. Only authorized users can manage a user request and change its status.

A user request can be linked to a parent problem, or a parent change. In case you have installed the User Request ITIL V3 module, your request can be linked to a parent incident.

It is also possible to regroup user requests under a single user request.

The overview dashboard allows agents and managers to monitor the helpdesk activity.

User Request

User request are used to document all the request submitted by users

User Request Properties

Name Type Mandatory?
Organization Foreign key to a(n) Organization Yes
Caller Foreign key to a(n) Person Yes
Status Possible values: Approved, Assigned, Closed, Escalated TTO, Escalated TTR, New, Pending, Rejected, Resolved, Waiting for approval Yes
Origin Possible values: mail, monitoring, phone, portal No
Title Alphanumeric string Yes
Description Multiline character string Yes
Service Foreign key to a(n) Service No
Service subcategory Foreign key to a(n) Service Subcategory No
Hot Flag Possible values: No, Yes No
Hot reason Alphanumeric string No
Pending reason Multiline character string No
Request Type Possible values: Incident, Service request No
Impact Possible values: A department, A service, A person Yes
Urgency Possible values: critical, high, medium, low Yes
Priority Possible values: critical, high, medium, low Yes
Team Foreign key to a(n) Team No
Agent Foreign key to a(n) Person No
Approver Foreign key to a(n) Person No
Start date Date and time (year-month-day hh:mm:ss) No
Last update Date and time (year-month-day hh:mm:ss) No
Assignment date Date and time (year-month-day hh:mm:ss) No
TTO Deadline Core:AttributeStopWatch+ (100_deadline) No
TTR Deadline Core:AttributeStopWatch+ (100_deadline) No
Last pending date Date and time (year-month-day hh:mm:ss) No
Resolution date Date and time (year-month-day hh:mm:ss) No
Close date Date and time (year-month-day hh:mm:ss) No
Parent request Foreign key to a(n) User Request No
Parent problem Foreign key to a(n) Problem No
Parent change Foreign key to a(n) Change No
Resolution code Possible values: assistance, bug fixed, hardware repair, other, software patch, system update, training No
Solution Multiline character string No
Resolution delay Core:AttributeDuration+ No
User satisfaction Possible values: Very satisfied, Fairly statisfied, Rather Dissatified, Very Dissatisfied No
User comment Multiline character string No
SLA tto passed Core:AttributeStopWatch+ (100_passed) No
SLA tto over Core:AttributeStopWatch+ (100_overrun) No
SLA ttr passed Core:AttributeStopWatch+ (100_passed) No
SLA ttr over Core:AttributeStopWatch+ (100_overrun) No
If you have installed the User Request ITIL V3 module the attribute Request Type will be set to “service request” and it cannot be modified

Tabs

Tab Description
CIs All the configuration items impacted for this ticket
Contacts All the contacts linked to this ticket
Child Requests All the requests that are linked to this parent request
Work orders All the work orders for this ticket

Creating a User Request

Click on the “New user request” menu:

The following form is displayed:

Managing Public & Private Log

The public and the private log are used to keep track of all communications and activities related to a user request.

The public log is aimed at exchanging information with the requestor.

The private log is the preferred way for keeping track of the investigations or operations: copy/paste of command line results, summary of communications with a provider, etc.

Each entry in the public or private log is tracked with the name of the user who updated it and when it was done. It cannot be modified nor deleted.

The public log is visible from the customer portal.

Managing impacted CIs and Contacts

When a user request is created, the agent can specify which configuration items (CIs) are related to this request via the tab “CIs”. The impact analysis engine automatically adds to this list all the other CIs that are potentially impacted by the selected items. It also adds all the contacts that are potentially impacted.

The impact rules of each CIs are described in the Configuration management module.

This automated impact analysis is made only the user request is being recorded for the first time. Later on, the agent can add or remove items from the list of impacted CIs: iTop will not rework the list on ticket updates.

Dependencies with the service catalog

The Helpdesk module is linked to the service catalog in order to:

  • define which service and service subcategories can be selected for a given customer
  • define to which team a user request can be assigned
  • compute time to own (TTO) and time to resolve (TTR) deadlines

The list of services displays only the service that have been purchased by the selected customer via a customer contract. The list of service subcategories displays only the sub categories corresponding to the selected service and the selected request type.

The following picture describes the relationships between the service catalog elements and user requests.

Assigning a user request to a team and agent

The list of teams to which you can assign a user request is defined by the delivery model of the corresponding customer. When creating a user request, the agent has to select the customer organization, then the list of teams is strictly limited to the teams defined for this customer. If a team is missing, the delivery model of the customer must be updated to reflect this need. See More about Delivery model for more information

The following picture describes the relationships between the delivery model and user requests.

Automated priority computation

The priority is computed automatically. This computation depends on the impact and the urgency of the user request. The following matrix describes how the priority is computed:

Deadline computation

To meet service agreements with customers, iTop automatically computes time to own (TTO) and time to resolve (TTR) deadlines. These deadlines depend on the service level agreements defined in the customer contracts. In the basic version of iTop there is no coverage window. The calculations assume a 24*7 service coverage.

The measured TTO is the time cumulated while the user request is not assigned. When the TTO deadline is passed, the ticket status is automatically changed to “Escalated TTO”.

The measured TTR is the time cumulated while the user request is neither pending nor resolved. When the TTR deadline is passed, the ticket status is automatically changed to “Escalated TTR”.

The computation of the deadlines depends on:

  • The service level agreement defined in the customer contract for the selected service
  • The priority of the user request
  • The type of request

These are defined in the service level targets (SLT) corresponding to the service level agreement (SLA).

The deadlines computation is performed each time a modification is made on the user request.

When the cumulated TTO/TTR reaches 75% of the TTO/TTR deadline, then the user request is displayed in yellow. Once the deadline is passed, it becomes red.

Once the user request is resolved, deadlines and measures are kept within the user request. This can be used both for analyzing process issues and for reporting purposes.

The following information are recorded:

  • TTO deadline (date and time)
  • TTO cumulated (seconds)
  • TTO passed (yes / no)
  • TTO overrun (seconds)
  • TTR deadline (date and time)
  • TTR cumulated (seconds)
  • TTR passed (yes / no)
  • TTR overrun (seconds)

Regrouping User Request

It is sometimes useful to regroup user requests under an incident which is the root cause of the issue. For instance when a mail server is down, you may have several end users complaining about mailbox being unavailable.

To group user requests, use the field parent incident.

If an incident ticket is parent of a user request, then each time its private and public logs are modified, iTop will automatically update the logs of the child requests. When the parent incident get resolved, iTop will automatically mark the child requests as “resolved”.

User Request Life Cycle

New Assigned Escalated TTO Waiting for approval Resolved Pending Escalated TTR Closed Approved Rejected
Organization M M M M R/O M M R/O M M
Caller M M M R/O R/O M M
Status R/O R/O R/O R/O R/O R/O R/O R/O R/O R/O
Origin R/O R/O
Title R/O R/O
Description R/O R/O
Service M R/O
Service subcategory R/O
Hot Flag H H H R/O R/O H H
Hot reason H H H R/O R/O H H
Pending reason H H H H R/O M H R/O H H
Request Type M R/O M M R/O
Impact R/O R/O
Urgency R/O R/O
Priority R/O R/O R/O R/O R/O R/O R/O R/O R/O R/O
Team H M R/O M M R/O
Agent H M H H R/O M M R/O H H
Approver H R/O H R/O R/O R/O R/O R/O H
Start date R/O R/O R/O R/O R/O R/O R/O R/O R/O R/O
Last update R/O R/O R/O R/O R/O R/O R/O R/O R/O R/O
Assignment date H R/O H H R/O R/O R/O R/O H H
TTO Deadline R/O H R/O R/O H H H H R/O H
TTR Deadline H R/O H H H H R/O H H H
Last pending date H H H H H R/O H H H H
Resolution date H H H H R/O H H R/O H H
Close date H H H H H H H R/O H H
Parent request R/O R/O
Parent problem R/O R/O
Parent change R/O R/O
Resolution code H H H H M H H R/O H H
Solution H H H H M H H R/O H H
Resolution delay H H H H R/O H H R/O H H
User satisfaction H H H H H H H H H
User comment H H H H H H H H H
SLA tto passed H R/O H H R/O R/O R/O R/O H H
SLA tto over H R/O H H R/O R/O R/O R/O H H
SLA ttr passed H H H H R/O H H R/O H H
SLA ttr over H H H H R/O H H R/O H H
Table key:
  • H: hidden
  • R/O: read-only
  • M: mandatory


2_0_2/datamodel/itop-request-mgmt.txt · Last modified: 2018/12/19 11:40 (external edit)
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