Quick Picks

“Quick Picks” are issue templates you create for commonly addressed issues. They allow you to pre-define appropriate information and values for those issues, such as the Subject, Description, Issue Type, Subtype, Priority, Email Distribution List, Attachments, etc. They also allow you to pre-define the necessary workflows involved, such as the Assigned To, Next Action, Tasks, etc.

We strongly recommend using Quick Picks as often as possible. While users may still change or add information as they submit a Quick Pick, its base template helps ensure the same kind of issue—no matter which user submits it or which agent works it—generally has the same or similar values and processes in place. Each Quick Pick is also a valuable time-saver, reducing the input required from users, as well as much of the inaccurate or inconsistent input that must be updated by your agents.

There is no limit to the number of Quick Picks you can create, nor any limit to the specific functions or business units they might serve. Every issue routinely submitted through your system (e.g. change requests, maintenance requests, HR actions, computer or printer problems, etc.) may be turned into a Quick Pick. However, each Quick Pick added to your system may not be seen by every user, depending on their permissions and/or memberships within specific Groups or Organizations.

For example, you might create a “New Employee” Quick Pick that populates with an “Administration” Issue Type, “Employee” Subtype 1 and “Standard” Priority. It also includes these Tasks pre-assigned to the proper user or group: “Perform Orientation,” “Submit Benefit Forms,” “Add to AD,” “Configure PC,” “Setup Email,” “Setup Phone,” “Order Business Cards,” etc. You could then make it “Private” and “Restricted To” your “Managers” and “HR” Groups so that only high-level (i.e. permitted to view “Private” Quick Picks) Managers and HR personnel can see this template in their Quick Pick options.   

---

More:

Managing Quick Picks