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Self Service Portal Templates

  • June 12, 2024
  • 5 replies
  • 505 views

Logging incidents on the self service portal via templates

In previous tools we set up preset templates so colleagues could log incidents quicker, off the back of that we then created work flows so incident tickets could land with different departments based on template, this was handy because in some cases not every ticket for example “Outlook” or “laptop” would land with the same team. 

I know workflows are possible in Fresh service but i am wondering what other companies are doing now to control workflows of incidents, what are you doing to automate tickets as they land via the self service portal. 

5 replies

desiserial
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  • November 2, 2025

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franklin007

To log incidents via templates in a self-service portal, navigate to the portal's "Report an Issue" section and select the pre-defined template that best matches your problem. These templates automatically populate key fields like category and priority, ensuring consistent and accurate data collection. Simply fill in any remaining required details and submit, which will instantly create a structured incident ticket for the support team.


franklin007

Please ensure all logging incidents are submitted through the self-service portal using the designated templates. This guarantees we capture all necessary details from the start, which streamlines the ticketing process and enables a faster resolution. Your cooperation in following of messaging community this procedure is greatly appreciated.


seo
Community Debut
  • Community Debut
  • February 12, 2026

Hi,
Really useful discussion about self-service portal templates. Templates definitely help improve ticket handling speed and user experience.

I’m also exploring customer support automation and digital optimization strategies.

Thanks for sharing such helpful insights!


seo
Community Debut
  • Community Debut
  • February 12, 2026

Hi,
Thanks for sharing these insights on self-service portal templates. Using templates really helps improve ticket handling and makes support faster.

I’m also sharing some resources on customer support optimization here.

Looking forward to seeing how others use these templates effectively!