Referrals Handling Information

Overview of Referrals and the required call 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

  • Service Users: N/A

  • Availability: N/A

  • Server Information: N/A

  • 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:



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.



Keywords:
Referrals Handling Information Referrals support unsupported
Doc ID:
8842
Owned by:
Wanjiru P. in DoIT Help Desk
Created:
2009-01-20
Updated:
2025-03-03
Sites:
DoITHelpDesk-internal, DoITRepair-internal, hd-cps-internal