Ticket Workflow
Understanding how tickets flow through the ED Partners Africa Helpdesk system helps you know what to expect and how to participate effectively in the support process.
Ticket Status Overview
Every ticket in the system has a status that indicates its current state:
| Status | Description | What It Means | Your Action Required |
|---|---|---|---|
| Open | New or actively being worked | Agent is investigating or working on your issue | Wait for updates or provide info if requested |
| Answered | Agent has responded | Support has provided information or asked questions | Review response and reply if needed |
| Pending | Waiting for client response | You need to provide more information | Respond as soon as possible |
| Closed | Issue resolved | Support believes the issue is fixed | Test solution; reopen if needed |
Complete Workflow Process
Phase 1: Ticket Creation
You → Submit Ticket → System assigns ID → Status: Open
What Happens:
- Ticket gets unique ID (e.g., HD-12345)
- Email confirmation sent to you
- Ticket routed to appropriate support team
- Agent assigned based on help topic
Phase 2: Initial Review
Open → Agent Reviews → May request info → Status: Answered/Pending
What Happens:
- Agent reviews ticket details and attachments
- Agent may research similar issues
- If more info needed, status changes to Answered
- You receive email notification of any responses
Your Role:
- Check email for updates
- Respond promptly to questions
- Provide additional details if requested
Phase 3: Investigation & Work
Agent investigates → Provides updates → Status: Open/Answered
What Happens:
- Agent works on reproducing/solving issue
- May test solutions or consult specialists
- Regular updates provided on progress
- Status may change between Open and Answered
Your Role:
- Stay available for questions
- Test preliminary solutions if provided
- Be patient during investigations
Phase 4: Resolution Attempt
Solution proposed → Status: Answered → You test → Provide feedback
What Happens:
- Agent provides solution or resolution
- You're asked to test and confirm
- Status set to Answered
Your Role:
- Critical: Test the solution thoroughly
- Report if issue persists
- Confirm when solution works
- Ask for clarification if instructions unclear
Phase 5: Closure
Issue confirmed resolved → Status: Closed → Case complete
What Happens:
- Agent closes ticket after confirmation
- Final summary may be provided
- Ticket archived but remains accessible
- Survey request may be sent
Your Role:
- None required unless issue returns
Phase 6: Reopening (if needed)
Issue returns → You reply to closed ticket → Status: Open → Process repeats
What Happens:
- Ticket automatically reopens
- Same agent typically reassigned
- Previous context preserved
- Fresh investigation begins
Communication Best Practices
When Responding to Tickets
Do:
- Reply directly to the ticket (not email if possible)
- Be specific about what you tested
- Include error messages exactly as shown
- Mention if the issue affects others
- Provide screenshots of new problems
Don't:
- Create a new ticket for the same issue
- Reply "thanks" without testing first
- Wait days to respond to questions
- Assume the agent remembers previous conversations
Status Change Notifications
You'll receive email notifications when:
- ✅ Agent responds (Open → Answered)
- ❓ Information requested (Open → Pending)
- ✅ Solution provided (any → Answered)
- ✅ Ticket closed (any → Closed)
- 🔄 Ticket reopened (Closed → Open)
Escalation Process
When Issues Take Longer
Some tickets require escalation when:
- Complex technical issues need specialist input
- Multiple systems are involved
- Vendor support must be contacted
- Hardware replacement is required
What happens during escalation:
- Senior agent or specialist assigned
- Vendor/manufacturer may be contacted
- Additional testing environments used
- More detailed diagnostic information gathered
Priority Levels
| Priority | Examples |
|---|---|
| Low | Feature requests, general questions |
| Normal | Standard software/hardware issues |
| High | System affecting multiple users |
| Urgent | Complete system outages, security issues |
Tips for Faster Resolution
Provide Complete Information Initially
- Detailed description of the problem
- Steps that led to the issue
- Any error messages (exact text)
- Screenshots or evidence
- Which users/systems are affected
Respond Quickly
- Check email daily for ticket updates
- Reply within 24 hours when possible
- Test solutions promptly when provided
- Confirm resolution clearly
Use the Right Channel
- Reply to tickets through the portal when possible
- Don't create duplicate tickets
- Don't email agents directly unless requested
Related Guides:
- Managing Tickets - How to track and manage your tickets
- Creating Tickets - Best practices for ticket creation
- User Account - Account management and settings