Use casesService ownership directory

Build your service ownership directory.

Keep service owners, backups and escalation routes easy to find.

How to build your service ownership directory

  1. Describe the job

    Keep service owners, backups and escalation routes easy to find.

  2. Review the first version

    Choose how the service desk coordinator records the service and how the it technician reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A service ownership directory example

A service's primary owner leaves the team while its escalation route stays unchanged.

Illustrative workflowService ownership directory

Service ownership directory example

Record
Service ownership directory · 01
Owner
Service desk coordinator

Current stage · Service desk coordinator

Open the service

A service's primary owner leaves the team while its escalation route stays unchanged.

Read the full walkthrough
  1. Open the service

    A service's primary owner leaves the team while its escalation route stays unchanged.

    Record:
    Service ownership directory · 01
    Owner:
    Service desk coordinator
  2. Review the unknown owner

    Flag stale ownership and request confirmation from the remaining responsible manager.

    Stage:
    Awaiting it technician review
    Owner:
    IT technician
  3. Flag the unknown owner and assign a review

    Flag the unknown owner and assign a review rather than inventing a contact.

    Next action:
    Flag the unknown owner and assign a review rather than inventing a contact.
    Owner:
    Service owner

What to include in your service ownership directory

  • Keep the service in context

    Keep service, primary owner, backup owner, escalation route, review date and unknown owner together so the next person can understand the request or record.

  • When the next step needs a decision

    A service's primary owner leaves the team while its escalation route stays unchanged. Flag stale ownership and request confirmation from the remaining responsible manager.

  • Keep unknown owner visible

    Flag the unknown owner and assign a review rather than inventing a contact.

  • Choose what each person needs

    Give the service desk coordinator a working view and the it technician a review view. Keep service and primary owner attached to the decision as the work moves between them.

Questions about service ownership directory

Start with service, primary owner, backup owner, escalation route, review date and unknown owner. Describe who enters the information and who reviews the next step.

Build your service ownership directory.

Start with your workflow and make it yours.

Get started