Body
< !!! INTERNAL USE ONLY !!! >
Not for distribution directly to end user
Overview
Use this quick check while working tickets in TeamDynamix (TDX). It is intended as a fast daily-use reference and does not replace the full Technician Operational Quality & Workflow Checklist.
Audience
Help Desk Technicians responsible for supporting CCBC users and documenting work in TeamDynamix (TDX).
Quick Check
Before moving to the next ticket, confirm:
☐ I understand what the user needs.
☐ I documented what was reported, what I checked or did, and the outcome.
☐ The ticket status reflects where the work currently stands.
☐ The next step, escalation, referral, hold reason, or closure reason is clear.
☐ Another technician could understand what happened from the ticket alone.
Before Closing
☐ The issue is resolved, answered, routed, or otherwise complete.
☐ There is no open question or pending next step that still needs action.
☐ The final note explains why the ticket is ready to close.
☐ The user knows what to do if the issue continues or returns.
☐ The ticket trail is complete and clear.
Related Resource
For full workflow, documentation, status, follow-up, and closure guidance, see Technician Operational Quality & Workflow Checklist.