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Hi, In my JSM workflow, after an incident is fixed, we move the status to the customer in order to acknowledge/accept the incident is fixed.
Technically: We move the ticket to "Awaiting Customer Approval" which has Approval (Accept/Reject) and we also set the Resolution to Done. If the Customer accepts, we just go ahead and move the ticket to Closed, otherwise, back to Pending Review. (see screenshot)
I was thinking that instead of the above (or in the screenshot), once a customer accepts, move to a status Resolved and after x days if no comment made by the customer, automatically move the incident to closed. As far as I am concerned, once we send to the customer to Awaiting Customer Approval, the incident is resolved. Meaning the team resolved it in production. Is this the right way? And should I set the resolution to Done at this time? We just want the customer to know we fixed it and for them to acknowledge it before fully closing the incident.
My question is what is the best practice workflow for sending the fixed incident to the customer for approval, resolving and closing it?
By the way, the reason I am re-thinking this is because of SLAs. Time to resolve and time from Resolve to Closed.
Hi @Meytal BM
One of the use-case is to use Resolved and Closed sequentially. When agents resolve the issue, they move to Resolved status. Customer approve (to Closed) or reject (to In Progress) the issue. If there is no answer, closure SLA counts in Resolved status and automation moves the ticket to Closed when SLA remaining time breached.
If you set Resolution in Resolved status, customer gets satisfaction survey. On the other hand, if you do not set resolution, it is shown as unresolved ticket in Jira system. Of course it is possible to configure queue depending on your needs.
Putting Resolved status between Awaiting Customer Approval and Closed could be unnecessary. Because you already get the approval.
Also it is possible to add an automatic comment via automation when the ticket is resolved.
Tansu, thanks a lot for the quick response.
1- Actually, Awaiting Customer Approval status has a clear meaning that you expect an action from reporter. You don't have to add automatic comment.
2- SLA: You can create ex "Time to Close" SLA metric which starts in Awaiting Customer Approval status and ends in "Closed" status. Then add an automation that "When Time to Close SLA breaches, transition issue to Closed status". So tickets can be closed automatically if reporter doesn't reply within given time.
Additionally, It is also possible to send a reminder via automation.