Tech Support Office Academy

Documentation: Field Application

Field Scenario A customer contacts support a second time about a related issue, and a representative discovers the prior interaction wasn't documented in useful...

Documentation: Field Application

Field Scenario

A customer contacts support a second time about a related issue, and a representative discovers the prior interaction wasn’t documented in useful detail.

What You Actually Do

  • Work through the current interaction as thoroughly as possible despite the documentation gap
  • Document this interaction with genuine, useful detail for any future reference
  • Recognize how the earlier gap made this interaction less efficient than it could have been
  • Reinforce the value of thorough documentation going forward
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