Service Desk Action Items
  • 26 May 2022
  • 2 Minutes to read
  • Dark
    Light
  • PDF

Service Desk Action Items

  • Dark
    Light
  • PDF

SysAid provides a variety of out-of-the-box action items that you can use for your Request, Change, and Problem workflows.

Action Items
Description
Basic - Analyze - Resource AssessmentAllows you to analyze the resources required for any change.
Basic - Workflow main tab instructions with notesAllows you to provide instructions for a basic workflow and a place for admins to update the workflow with notes.
Basic - Analyze - Risk AssessmentAllows you to asses the risks that would be involved in resolving the SR.
Basic - Review - User acceptance and actual costsAllows you to properly close a short change process by getting user acceptance of the costs actually spent.
Basic - Approval - Assigned toAllows you to assign the decision to approve or reject the action item or SR to a specific user or admin.
ITIL - Workflow main tab with notesAllows you to provide instructions for an ITIL workflow and a place for admins to update the workflow with notes.
ITIL - Analyze/Review - CMDBAllows you to mark the CI Item relevant to the SR. This can fuel the analysis and cost assessment stages.
ITIL - Analyze/Review - Resource AssessmentAllows you to asses the resources that would be needed to resolve the SR.
ITIL - Analyze - Risk AssessmentAllows you to asses the risks that would be involved in resolving the SR.
ITIL - Analyze - Proposed DatesAllows you to propose a date for the delivery of the SRs resolution.
ITIL - Analyze - Budget DataAllows you to define aspects of the SR that relate to its budget.
ITIL - CAB Approval - Assigned toAllows you to appoint a CAB member to approve a change.
ITIL - Implement - TasksAllows you yo select tasks and projects associeated with the implementation of the change.
ITIL - Review - User AcceptanceAllows stakeholder to confirm that the SR has been properly resolved.
ITIL - CAB Approval - CAB DecisionAllows a representative of the Change Advisory Board to approve or reject the change.
Problem - Analyze - ROIAllows you to provide input regarding the ROI of the problem resolution.
Problem - ApproveAllows you to assign the decision to approve or reject the problem to a specific user or admin.
Problem - IdentifySupports the problem identification process.
Problem - Major Problem ReviewAllows you to review all the relevant details of a standard problem and confirm that the problem solution was correctly implemented.
Patch Management - CoordinateSupports the Patch Management coordination process.
Patch Management - TestSupports the patch testing process.
Patch Management - BackupSupports the Patch Management backup process.
Patch Management - Approve PatchAllows for the approval of a particular patch installation.
Patch Management - DeploySupports the patch deployment process.
Patch Management - Auto RejectSupports the Patch Management auto rejection process.
Patch Management - Auto ApproveSupports the Patch Management auto approval process.

Was this article helpful?