Referrals Handling Information
Service Description
Referrals are not a "catch all" for services or products. If the contact falls within one of the Help Desk's supported products, it should be placed there. Examples where a referral product would be used include:
- A caller was asking to speak to a specific person you referred them to
- You provide the caller with the telephone number for another IT Help Desk
- A non-DoIT technology group supports the product (e.g., Terra Dotta, HRS, etc) and you refer the caller to that group
- Someone wants to have their mobile phone looked at and it can't be done remotely, so you refer them to Onsite
Support Conditions
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Service Users: N/A
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Availability: N/A
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Server Information: N/A
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Unique Support Conditions: N/A
Creating WiscIT Incidents
Select an appropriate service, category and subcategory from the options below.
IMPORTANT: When logging referral calls, always review the service-specific referral document first (if one exists). If a WiscIT category name is given, use it to log the incident. If none is listed, use the Referral subcategory and appropriate subcategory as described below:
- Help Desk Support
- REFERRALS
- Referred to Local IT - Referred caller to local IT: IT Help Desks at UW-Madison
- Referred to UHS - For issues related to MyUHS
- Referred to Onsite - Referred customer to Onsite
- Repair (External) - Only for repair staff use
- Repair (Internal) - Only for repair staff use
- Terra Dotta - Issues with the Terra Dotta service
- Transfer to CPS - Used by the "Transfer to HDL2" one-step
- Unsupported Service - Unsupported service
- UW-Madison Online (OUD) - For inquiries about UW-Madison's Online Undergraduate Degree Program
- UWSS Service Operations (HRS) - For referrals to UW Shared Services Support
- Submit Incident - All other referrals
- REFERRALS
For ALL incidents, gather the following minimum required information:
Clear, detailed description of the problem
Complete customer contact information
Copy/paste the following additional required information into the WiscIT Description field:
Click the text box to select all, copy with Ctrl+C.
HDQA Notes
None.