Assigning tickets in ServiceNow

Assigning tickets in ServiceNow

Assigning tickets

Review the weekly schedule

Review the weekly schedule to familiarize yourself with staff who are out of the office on your ticket assignment day. Unless there is no one else who can do a particular activity, avoid assigning tickets to those who are out of the office.

Master ticket assignment schedule

The weekly schedule also shows the ticket assignment schedule by week.

Unassigned tickets

Access the unassigned tickets queue, which displays all tickets that haven’t yet been assigned. You can also access the unassigned queue from the Registrar Dashboard.

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Click on the INC number of the oldest ticket, which ensures we assign tickets in the order received.

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Review the ticket

Review the content of the ticket and compare it to the activities displayed in the Who Does What reference table. The selected Subcategory and Short description may not accurately reflect the true nature of the request, so to ensure it’s correctly assigned, be sure to read through the ticket.

If you’re not sure how to assign a ticket, ask for advice in the Ticket Assignment Questions Teams channel before assigning.

Assign to an agent

Assign the ticket to the person identified on the Who Does What reference table.

In the Assigned to field, enter the name of the individual, or click the Search button to see all agents in our assignment group.

Fill in required fields

  • If Building is blank, enter Remote.

  • If the Room is blank, enter Remote or n/a - any value is acceptable

  • If the Business Phone is blank, enter 0000000000

Select a Subcategory

Review the Subcategory to ensure it matches the ticket, and change as you find appropriate.

  1. Click on the Subcategory drop-down menu to see all options.

  2. Categorization ensures we are tracking activities accurately.

Provide a relevant Short description and Save

Review the Short description to ensure it matches the ticket, and change as you find appropriate.

  • Best practice: A short summary and the first initial of the affected student or staff and their full last name.

  • Short descriptions are useful for the agent working the ticket as well as the caller, who can view a list of all of their open tickets in the IT portal, allowing them to more easily find what they’re looking for.

  • Examples:

    • Transfer articulation - S. Student

    • Classroom relocation request [Course Subject + Number] [Term] - D. Professor

    • Change meeting pattern of [CRN] [Course Subject + Number] [Term] - S. Staff

  • Click the Save button.

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Using the Who Does What reference

Activity/Incident

A general short description of an activity. When adding a new activity, be sure to capitalize the letter of the first word and proper nouns, with all others lower case.

ServiceNow Subcategory

Refers to the Subcategory selected in ServiceNow. When adding a new activity, ensure that the value matches fully to the corresponding ServiceNow Subcategory value.

Anyone

When Anyone appears in this field, the activity can be done by anyone currently in service.

If you see “Anyone” in the Anyone field, assign to anyone who is in service.

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Staff

The order in which users appear on this list is the hierarchy by which an incident should be assigned. All of these individuals can do this activity, with the first person being the primary agent. If the primary agent is currently overtaxed on this activity, the ticket can be assigned to the others listed.

Additional Description

Related notes.

Link to instructions

A link to the instructions for how to do an activity.

Best practices

This reference guide supports our shared goal of assigning tickets accurately and efficiently and delivering timely service.

Reminders

Why this matters

Accurate ticket assignment:

  • Reduces turnaround time

  • Minimizes reassignment

  • Supports equitable distribution of work

  • Enhances the service experience for our requesters

Iteration and collaboration