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Last updated on: July 27, 2023

Introduction to service request template

Multiple services are available to users from service delivery teams, particularly IT, through various channels such as emails, phone calls, chat, and walk-ins. The lack of mechanisms to ensure prompt information collection, standardized processes, and the ability to collaborate in today's hybrid workspaces can hinder service delivery.

For frequent or high-volume requests, you might utilize a service request template, often identified formally as a Service Template, to accelerate and streamline ticket submissions. Optimizing a service request template with customizations, including prefilled fields, dynamic fields, tasks, approvals and SLAs, standardizes the process for delivering the service within a stipulated time.

Why customize a
service request template?

IT service request template
  • Customizing service request templates ensures the required and contextual information is collected for the technician to resolve the issue.
  • Service request templates with prefilled fields make it easy for end users to submit requests.
  • Automating manual processes, like prioritizing the tickets, changing status, routing tickets to concerned group or technicians, adding tasks and SLAs, triggering approvals, and so on, provides more time for technicians to work on the actual issue and enhance productivity.
  • Streamlining information collection and automating processes helps achieve consistency in service delivery.

6 ways to
optimize a service
request template

IT help desk request form template

1. Add custom and prefilled fields whenever necessary

Ensuring that the service request ticket is created with relevant information, including the requester details, is important for quick service delivery. To accomplish this, add custom fields to the service request template based on your requirements. While configuring a template, the technician can prefill user information fields and a few ticket attributes for the requester.

ManageEngine ServiceDesk Plus makes it a breeze to achieve all this through an efficient drag-and-drop service request template editor. IT service desk teams can configure their service request templates with custom sections and fields. Each of these fields can be prefilled based on their requirements. They might also set the requester view and edit permissions for each field for better control. Additionally, teams can choose to encrypt specific fields and designate any personal information as PII.

Service request template

Figure 1. Drag & Drop Fields.

IT support request

Figure 2. Mark field as PII.

2. Gather additional information through resource questions

Capturing the end user's service needs accurately is vital for flawless service fulfillment. Collect all relevant specifications about the requested service from the user through a dedicated set of questions within the service request template. Compile questions of various types, including binaries, checkboxes and text boxes, then contextually arrange related questions in sections. Also, provide a shopping-cart like experience for requesters by customizing the questions visually with images.

The Resource Info section in ServiceDesk Plus enables you to collect all necessary details. Besides the list of prebuilt questions, various custom questions can also be created and used in the templates. You can supplement the resource questions and choices with images.

IT request form

Figure 3. Resource Info section.

3. Configure a multi-level approval mechanism

Establishing a robust and adaptable approval process ensures that specific services are delivered only to the relevant people. Also, automating the approval process reduces the turnaround time. Configure single or multistage approvals and automate stage-specific approval notifications within the service request template. Subsequently, you can set up condition-based approvals and assign technicians only to approved service requests.

With a distinct tab for approvals included within ServiceDesk Plus, role-specific approvals can be configured for up to five levels. Send approval notifications automatically, assign technicians to approved service requests, show approval status to requestors, and set approval conditions under the Approval Configuration Section. You can distribute custom approval notifications with all necessary information, including the ticket attributes. Approval details, such as approver name, approval status, date and time of approval, and comments from the approver, can be viewed in the Approval Details section.

help desk request form

Figure 4. Approval Configuration.

4. Assign SLAs

SLAs ensure that the required services are delivered to the user at agreeable times. Assign response and resolution SLAs to the service request template to establish a stipulated time for first response and fulfillment of requested services. You can also apply escalation rules if there is a SLA breach i.e., if any request is not attended or resolved within the specified time.

ServiceDesk Plus enables you to create response and resolution SLAs that can be used across templates or template-specific SLAs. Additionally, it renders single-level escalations for responses and up to four levels of escalations for resolution SLA breaches.

IT service request management

Figure 5. Associated SLAs.

it help desk form template

Figure 6. Enable response and resolution SLAs.

5. Breakdown service delivery into smaller tasks

Tasks are a way to breakdown the request into discrete parts, and assign them to different technicians for quicker resolution. Add and organize the required tasks in the template to trigger them sequentially. Set a visual mapping of tasks to display task dependencies, and ensure the child tasks are executed only upon completion of the parent task. Additionally, assigning a technician or group to each task, and prioritizing and setting statuses to tasks can be accomplished in the task itself.

In ServiceDesk Plus, for each service request template, multiple tasks can be added, managed, and organized. This includes options to delegate tasks to technicians or groups, trigger tasks based on conditions, allow requesters to add or view tasks, set estimated efforts, and additional costs, if any. It lets you organize and sequence the tasks to be performed within a request by using task dependency mapping.

customize service request template

Figure 7. Tasks section.

6. Design and build dynamic forms

Building a dynamic service request template that collects the right information at the right time contextually minimizes the complexity of the template. Modify elements in service request templates by defining rules to automate certain actions, such as show, hide, mandate, non mandate, enable, and disable fields, tasks, or resource questions based on a user's previous selections and custom conditions.

With the Form Rules option, ServiceDesk Plus extends its capabilities to design dynamic forms that pose pertinent questions based on the user's previous selections. Form rules can be configured based on roles and event types such as On Form Load, On Field Change, and On Form Submit. Rule execution criteria can be defined for various actions across fields and tasks, and custom scripts can also be triggered.

it service request automation

Figure 8. Form Rules.

Following the six steps outlined above will enable you to create and publish effective service request templates that will elevate your service delivery experience for the end users. It is easier for IT service delivery teams to achieve this with products like ServiceDesk Plus, which provide all of these features out of the box. Click here to learn more about ManageEngine ServiceDesk Plus.


Author's bio:

With eight years' experience in IT services, Suganya has hands-on experience handling key IT service management (ITSM) practices. As an avid ITSM evangelist, she is also a ServiceDesk Plus product expert. She creates best-practice articles and blogs that can help ITSM practitioners address their everyday challenges with ServiceDesk Plus, the flagship IT and enterprise service management platform from ManageEngine. Besides her passion for writing, she also enjoys trekking, reading books, playing basketball, and stargazing with her daughter.

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