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Guidelines for Calling the Help Desk

by Candi Thomas, MOS

Do Your Part To Get Good Help

Many times, I’ve received a request for assistance and wondered whether the user realized that he was causing more grief than necessary in the process of getting his issue resolved.

Most people who call a Help Desk are not calling to hand out praise – they’re calling to get a problem resolved as soon as possible. Sometimes in the haste to get whatever is broken fixed, basic human principles of how to treat others are thrown out the window. When that happens, fixes take longer, feelings are hurt and grudges are (sometimes) formed.

As a Help Desk Analyst, I realize that people are (usually) angry at the situation, not at me. But that doesn’t always take away the sting. It doesn’t mean I won’t ever hang up the phone and grab my nearest IT coworker for a complaint session. But, I will always do my job.

Below are some guidelines to follow when calling an internal tech support person for assistance. I cannot speak for tech support at companies outside of your employer, because I have no experience in that area. If you call Dell for help, some of these guidelines just don’t make sense. Some, however, are universal.

1) Be courteous.

This is a big one. I have received requests for assistance that were presented in the rudest tone possible, as if the caller’s sole intent was to make me question my career path. You can be frenzied, upset, and physically ill because of whatever issue you’re having; none of that is an excuse to treat someone poorly.

Greet your tech support person. Try to avoid making them feel like your current problem is their fault. I’m sure not many people intend to convey that feeling, but it’s a different story on the other end of the phone. They are there to help; treat them like someone who can help you. They'll respond to that – it’s only human nature to want to help someone who is friendly and courteous.

2)   Explain your problem in as much detail as possible.

It’s incredibly frustrating to know that, at some point, a caller received an error message and either doesn’t know any of what it said or vaguely recalls only the first few words. Think carefully before you clear a message; it could make the difference between 5 minutes and an hour of downtime. Leave the message on your screen, write it down, or take a screen shot of the information.

Know what program you’re having a problem with. Sure, this sounds like a no-brainer, but I get calls on a weekly basis where there’s a problem with “Microsoft.” Microsoft makes a lot of software – I need to know the name of the actual application, not the company that produced the application.

Ask a specific question. If you want to know “how to use Word,” take a class with the appropriate person. In emergency situations, support staff can try to take time to walk you through whatever process you’re trying to complete. But as a good general rule...if you have three or more questions about procedural issues in any application, you should probably take a class in it.

3) Remember: your lack of planning is not my emergency.

A friend of mine shared this statement one day and it has stuck with me ever since. I’m not a miracle worker – some things take a certain amount of time, and I can’t possibly make them go faster. Don’t expect me to rush through my job, potentially causing errors and more problems further down the line, just because you need something done at 4:30 and it’s 4:25. I’ll do my best to get it done in your timeframe, but I can’t move mountains.

4) Be attentive.

Listen closely to what instructions you have been given to fix your problem. If necessary, write steps down. A lot of time will be wasted when staff have to answer the same question for the same people over and over again just because they do not pay attention or take note of the instructions when they first receive them. And please don’t ask me to sit online while you walk through procedural documentation. Call back if you have a specific problem with any instructions.

5) Understand that support staff have schedules, too.

You are not my only caller in a day. Sure, sometimes emergencies pop up and you become number one priority. Those situations are dealt with as necessary.

But you can't expect someone at the Help Desk to jump the minute you need a CD to be copied. We have other callers with other issues to resolve. We have meetings and administrative duties to complete each day. The caller is my first priority when the situation warrants it. However, be prepared to fit into a schedule in some cases.

6) Be respectful.

Help Desk staff are people, too! We are employees just like you. We get similar privileges, too...like an hour-long lunch. Just because I’m at my desk doesn’t mean I’m fair game for everyone who needs help...NOW! Observe that I may be eating my lunch or in the middle of another important project and be respectful.

Don’t pounce on me with your problems as I'm carrying two monitors and a set of speakers down the hall.

Don't put me on hold or speak to others who happen to be nearby when we are having a conversation, whether it's via telephone or in person. It's incredibly rude. I have other things to do, too; I shouldn't be expected to wait around while you talk about the latest baseball scores with someone who just happened to pop in. If you must talk to someone else, let me know. I'll come back when you're ready for my assistance.

Oh, and my name isn't "Honey" or "Sweetie!" Be professional.

7)   Follow policies and use common sense.

My company has a Home Computer Support Policy which indicates that any support provided for home computers of employees must be subject to an arrangement made beforehand between the supporter and the user. Yet, people balk when I adhere to that policy and ask for an arrangement before any support is provided. Remember that I will follow the tech policies, because they make sense to me. Even if you don’t understand a policy, you should follow it and not be surprised that IT people do, too.

Don’t download games, screensavers, music, etc., to your work computer. Most companies have policies regarding these actions. When you download or install software not supported by IT, you make our job harder. We must attempt to support or resolve issues associated with software that we’ve most likely never used, and which may conflict with legitimate business applications. Don’t expect me to restore your 500 mp3 files and your various screensavers and games if I have to make a change to your computer at any point. Remember, the computer belongs to the company...they are paying for the support to your business workflow, not your music files!

8) If you messed up, admit it.

Lying about a mistake or error that has caused an issue will only make the problem more difficult to fix. Be honest and specific about what you did. You’re saving yourself time if you assist me by giving me a direction to follow, especially if the problem is particularly strange.

9)  Use good judgment.

This is one of those maxims like “be kind” which everyone should follow, in all avenues of life. In the support world, good judgment means not calling when a broadcast has just been sent indicating that the data network is down. Don’t eat over your keyboard or mouse. Don’t put knickknacks all over your monitor. If we have to move your PC or bring you new things, clean up the area of your clutter, lest we break something.

10) Say THANKS!

Any Help Desk staffer can tell you that one of the reasons they enjoy their job is because they enjoy helping others. And yes, we get paid to do what we do. But that doesn't mean that making a point to thank a staffer for their help isn't much appreciated. Some may say it's what we live for! But besides the warm and fuzzy feeling it gives us about our job, it's also a good way for you to help others. When you respond back to confirm that the information you received was right on the mark and solved the problem, it serves to confirm the support information we may have on file regarding a particular issue. This can help to save further time in the future when someone else calls with that same problem.

There ya go. Ten guidelines you can follow to make you and your support staff ’s day better. You’ll get better, faster, friendlier support. If your support person is at all reasonable, he or she will appreciate your efforts to make a bad situation a little bit easier to bear.

For a more humorous look at bad ways to get support, check out this month's Bat Cave article.

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