A script is an expert system using structured questions to collect data. Scripts let non-experts make expert decisions.
Using scripts dramatically improves Incident classification, diagnosis, and matching while greatly improving the accuracy of Incident assignments and escalations.
Scripts provide optimal guidance to resolve Incidents in the least time possible with the most accuracy. Following I explain what they are, how to create them, and how to use them.
A diagnostic script is a powerful tool that provides the staff performing Incident Management activities step-by-step directions for gathering information, classifying and categorizing (a.k.a. matching), and escalating or forwarding. Technically, a diagnostic script is an "expert system". Following is a nice definition of an expert system:
Typically a set of rules or a decision tree which aids an individual to make good decisions in an area where that individual is not an expert.1
It is easy to confuse "expert system" for "software" and to think that without a sophisticated software product you cannot use scripts. Don't be fooled however! You can benefit from scripts without any software at all. One of the most effective diagnostic scripting systems I have ever used was paper-based -- each staff member had a workbook with questions and jumps to sections with workarounds and resolutions based on the answers to the questions asked and data gathered. Of course, automating this process can improve its usefulness, but even if you don't currently have a software solution in place you can still produce and benefit from diagnostic scripts.
The steps in the script help staff collect the right information in the right order. Then, based on the information gathered, the script directs them to ask more questions, gather additional data or take an action. Consistent collection of data is crucial for successful Incident Matching. Scripts offer much more than matching however -- scripts can dramatically improve the operation and performance of the Service Desk, Incident Management and Problem Management.
As every Incident handled by a script receives the same handling, the Process Manager can create useful reports about the accuracy of the script. It is critical with scripting to use a standard coding scheme when opening and closing the Incident. This is important since the coding of the Incident (e.g., how to handle the Incident) is a direct result of the script. Thus, when the Incident closes, if it turns out that the resolution was something other than what the script predicted, the process manager can identify the errant performance and address any issues by modifying the script. Over time such scripts become very effective. As the scripts effectiveness improves, so does the efficiency and accuracy of resolving Incidents.
Scripts let managers simplify, standardize, and optimize the ability to rapidly diagnose and resolve Incidents. One of the main benefits outside of improving the operation of the Service Desk is a marked improvement in operations and Customer satisfaction. The benefits of using well managed scripts are many and include:
Those unfamiliar with scripts often think it will be difficult to impose on staff or that Customers won't like answering scripted questions. This does not have to be the case at all. You can find an example of scripts that everyone likes in the airline industry. Consider the pre-flight scripts pilots follow. Passengers understand pilots follow rigorous scripts so they don't overlook something. Passengers are important, so airlines use scripts. If your Customers are important, you too should use scripts.
As both a Customer and User of airlines, I understand that they are taking their time and following the script for our mutual benefit. When implemented correctly, IT staff, Business Customers and Users accept scripts because they know they are going to get the fastest resolution and highest quality IT service.
The Incident Manager has the responsibility to develop, maintain and improve Service Desk scripts. Many common Service Desk software tools and products support computerized scripts. You can also create scripts yourself, using common office word processing or drawing tools.
Regardless of the method of presenting the script to Service Desk staff, the actual diagnostic scripts can come from several places, and a good starting place for the creation of scripts is the technical staff, perhaps organized by Problem Management.
The ITIL gives the responsibility for maintaining a Knowledge Base of Known Errors to Problem Management. This Knowledge Base enables organizational learning and speeds resolution of new Incidents if any similar Incident has occurred before. A knowledge base organized by topics and keywords allow for fast matching of Incidents, and the more keywords matched, the more likely the match. The data collected using the script "fills in the blanks" for topic and keyword matching.
Following are five (5) steps leading to good diagnostic scripts:
The following eight (8) steps describe the process of decomposing a task to prepare a diagnostic script:
Once you get good at your scripts you can turn them inside-out and extend some of them to a self-service portal. This allows those Customers who prefer self-service to diagnose and resolve their own Incidents and Problems. As the Customer follows the script and answers questions they can branch to the support material required to resolve their own problem. If the script is computerized in some form, then even if the Customer is not able to resolve their problem the information they entered may be reused to open and complete an Incident Record. As an option, self service is very nice, just be careful not to impose self service on those who are not proficient!
Scripts are expert systems and work anywhere a set of rules or a decision tree can aid an individual to make good decisions in an area where that individual is not an expert. Consider scripts for Problem Management to aid in problem diagnoses as well.
Scripts consistently direct activities based on gathered information in simple or complex situations and deliver improved service. Scripts are very powerful tools -- even paper based scripting systems can produce amazing results, but they are often overlooked or avoided. If you have a software support tool investigate its ability to automate diagnostic scripts. Even if you have outsourced your call center activities you can use scripts to improve routing and resolution.
Give scripts a try, your Customers will be glad you did!