Workflow break check · your result
Where your support escalation typically breaks
These are the places setups like yours usually fail; they are not findings about your systems, since nothing here looked at them. Each one comes with a way to check it yourself. Navceed is being built to run checks of these six kinds; today it runs them on an example company, and connecting your own tools is coming next.
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1. The ticket has no priority or plan, so it gets no target, or the wrong one
Check firstTargetsRun by support opsabout 20 min
Shown because you answered “We have no response targets”; “Someone would spot it in a report”.
How to check, and why it happens
A ticket arrives with no priority, or the customer's plan is not part of the rule, and either no response clock starts or the slowest default applies. A premium customer's ticket then waits like everyone else's, and nothing marks it as late.
Why it happens. In some tools the targets are keyed to the priority field and to the first rule whose conditions match, and nobody checked what happens to tickets that fit no rule. Whether your plan or tier is wired into the rules is our reading.
Usually fixed by: Support operations (intake rules, target rules), with the account owner (which plan gets which target).
Kind of break, one of six: Field landed: did each field arrive with a value, in the right place? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation · Vendor documentation · Vendor documentation
2. The ticket arrives and is tied to no customer account
Check firstIntakeRun by support opsabout 20 min
Shown because you answered “I'm not sure, to: How is a ticket tied to the right customer account?”; “Someone would spot it in a report”.
How to check, and why it happens
A customer writes from a personal address, a different part of the company's domain, or before the account was set up, and the ticket sits with no account on it. The response targets, the escalation to the account's owner and the per-account counts all depend on that account, so none of them fire.
Why it happens. Tickets are matched to accounts by the sender's email address or domain, and that match fails for personal addresses, subdomains and people who wrote before the rule existed.
Usually fixed by: Support operations (matching rules), with the CRM admin (account domains and contact records).
Kind of break, one of six: Field landed: did each field arrive with a value, in the right place? Arrival: did it show up in the next tool in time?
Sources: Vendor documentation · Vendor documentation
3. The clock is stopped while the customer is still waiting on you
Check firstTargetsRun by support opsabout 15 min
Shown because you answered “It depends on the agent, and nobody reviews how long tickets stay there”; “We have no response targets”.
How to check, and why it happens
A ticket is parked in a "waiting" or "on hold" status because engineering has it, and the target stops counting. The customer has heard nothing for days and the report still shows the ticket as on time.
Why it happens. In some tools a target pauses on a "waiting" status because that status was meant for "waiting on the customer", and teams also use it for "waiting on us". Which targets pause differs by tool and by target.
Usually fixed by: Support operations (statuses and which targets pause), with the support lead (what each status means).
Kind of break, one of six: Freshness: is the step still running, and on time? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation · Vendor documentation · Vendor documentation
4. The ticket is tied to the wrong customer account
Check firstIntakeRun by support opsabout 20 min
Shown because you answered “Someone would spot it in a report”; “I'm not sure, to: How is a ticket tied to the right customer account?”.
How to check, and why it happens
Two accounts share an email domain (a parent and its subsidiaries, a reseller and its customers, a consultancy that supports several clients). The ticket lands on one of them, so targets, escalation and the "open issues" count go to the wrong account and the wrong owner.
Why it happens. In some tools, domain matching picks one account when several fit, and the person writing in is not asked which account they mean.
Usually fixed by: CRM admin (account structure), with support operations (matching and manual override).
Kind of break, one of six: Field landed: did each field arrive with a value, in the right place? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation · Vendor documentation
5. The late-ticket alert repeats until people ignore it, or stops firing
Check firstEscalationRun by support opsabout 15 min
Shown because you answered “I'm not sure, to: How often does someone check that the tickets that should have escalated really did?”; “Nobody is told; someone watches the queue”.
How to check, and why it happens
An hourly rule for late tickets either alerts again and again about the same ticket, or does not alert at all on a busy day. After a week of noise people mute it, and the one ticket that matters is missed.
Why it happens. In some tools, time-based rules run on a schedule, match again on every run unless they change something on the ticket, and can act on only a set number of tickets per run. Whether other tools repeat or fire once is our reading.
Usually fixed by: Support operations (rule design) or the help desk admin.
Kind of break, one of six: Freshness: is the step still running, and on time? Count: do the numbers at each end agree?
Sources: Vendor documentation
6. The escalation goes to a duty rota with nobody on it
Check firstEscalationRun by support opsabout 15 min
Shown because you answered “A rota covers office hours and shifts only”.
How to check, and why it happens
The rota has gaps (nights, weekends, holidays, hand-over hours). A late or critical ticket is escalated to the rota and, in the gap, nobody receives it, or it is sent on to a second level that nobody checks.
Why it happens. Rotas are built to cover working shifts, and the rule that escalates to them was written assuming that someone is always on it. In some on-call tools, an hour with nobody on call means nothing is created at all. How a rota kept in a spreadsheet behaves is our reading.
Usually fixed by: The support lead or the rota owner, with the admin of the tool that holds the rota.
Kind of break, one of six: Arrival: did it show up in the next tool in time? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation
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7. The account's own owner never hears about the escalation
Check firstEscalationYou can run thisabout 20 min
Shown because you answered “Nobody is told; someone watches the queue”.
How to check, and why it happens
A critical or late ticket is escalated to the support lead or the engineering channel. The person who owns the customer relationship, and who would call the customer, learns about it from the customer, days later.
Why it happens. The people the help desk can notify are its own agents, while account owners live in the CRM, and nothing looks up the owner of the ticket's account. In some tools escalation reaches the assigned agent or a supervisor; whether it can reach someone who is not a help desk user varies by tool (our reading).
Usually fixed by: Support operations with the head of account management.
Kind of break, one of six: Arrival: did it show up in the next tool in time?
Sources: Vendor documentation
8. The ticket is already locked when the fix ships
Check firstStatus backRun by support opsabout 20 min
Shown because you answered “Automatically, but nobody checks”; “It depends on the agent, and nobody reviews how long tickets stay there”.
How to check, and why it happens
The ticket was marked solved and then closed automatically while engineering still had the issue. When the issue closes, the update cannot be written to the ticket, and a customer reply starts a fresh ticket.
Why it happens. In some tools tickets close by themselves a few days after being solved, which is faster than many engineering fixes, and a closed ticket cannot be reopened by a reply. Whether the new ticket carries over the account, priority and owner is our reading.
Usually fixed by: Support operations (auto-close timing, which status a ticket waiting on engineering uses).
Kind of break, one of six: Return path: does what the next tool did get back to the first? Freshness: is the step still running, and on time?
Sources: Vendor documentation · Vendor documentation
9. The account page shows the wrong number of critical issues
Check firstAccount viewRun by your help desk adminabout 15 min
Shown because you answered “I'm not sure, to: How often does someone check that the tickets that should have escalated really did?”; “I'm not sure, to: How is a ticket tied to the right customer account?”.
How to check, and why it happens
The CRM account shows zero open critical issues when there are some, or still shows one after it was fixed. The account owner prepares a renewal or a call on the wrong picture.
Why it happens. In some tools a count on an account is built from linked records filtered by status and priority. An unlinked ticket, a renamed status or a delayed update changes the number (our reading).
Usually fixed by: The CRM admin with support operations (what counts as open and critical).
Kind of break, one of six: Count: do the numbers at each end agree? Field landed: did each field arrive with a value, in the right place?
Sources: Vendor documentation
10. The targets follow old rules or the wrong working hours
Worth a quick lookTargetsRun by support opsabout 20 min
Shown because you answered “We have no response targets”; “A rota covers office hours and shifts only”.
How to check, and why it happens
A target rule or a working-hours calendar is changed, but tickets already open keep the old numbers. Tickets over a weekend or holiday show a due time that does not match what the customer was promised.
Why it happens. Working-hours calendars, holidays and target rules are separate settings, and in some tools a change reaches an open ticket only when something else updates it.
Usually fixed by: Support operations (calendar and rules), with the support lead (what was promised to customers).
Kind of break, one of six: Condition: does a rule that should always hold, hold? Freshness: is the step still running, and on time?
Sources: Vendor documentation · Vendor documentation · Vendor documentation
11. The link shows engineering's status but the ticket never changes
Worth a quick lookStatus backRun by your help desk adminabout 15 min
Shown because you answered “Automatically, but nobody checks”.
How to check, and why it happens
The ticket is linked to an engineering issue and the issue is closed. The ticket stays open or solved, and the customer is not told, because the link displays status and nothing acts on it.
Why it happens. A link between the tools is one setting; updating or reopening the ticket is a separate step that someone has to switch on. In some tools it needs an admin and a higher plan.
Usually fixed by: The help desk admin with the engineering tracker's admin.
Kind of break, one of six: Return path: does what the next tool did get back to the first?
Sources: Vendor documentation
12. "Closed" in engineering is read as "fixed", even when it was cancelled
Worth a quick lookStatus backRun by support opsabout 15 min
Shown because you answered “Automatically, but nobody checks”.
How to check, and why it happens
An issue is closed because it was cancelled, duplicated or declined, and the ticket is updated or solved as if the problem were fixed. The customer may be told it is done when it is not.
Why it happens. The status mapping between the tools counts every finished state the same. In some tools both "done" and "cancelled" trigger the ticket update; what the customer is then told depends on what the team does next (our reading).
Usually fixed by: Support operations with the engineering manager (agree what each closed state means to the customer).
Kind of break, one of six: Return path: does what the next tool did get back to the first? Field landed: did each field arrive with a value, in the right place?
Sources: Vendor documentation
The common questions follow six kinds of check: Arrival (did it show up in the next tool in time?), Return path (does what the next tool did get back to the first?), Count (do the numbers at each end agree?), Freshness (is the step still running, and on time?), Field landed (did each field arrive with a value, in the right place?), Condition (does a rule that should always hold, hold?).
Checking by hand does not last
Everything above is a one-off look. The breaks that cost you are the ones that start next Tuesday, when someone changes a field.
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