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Help for the Helpdesk

A new section of each course starts monthly. If enrolling in a series of two or more courses, please be sure to space the start date for each course at least two months apart.

All courses run for six weeks, with a two-week grace period at the end. Two lessons are released each week for the six-week duration of the course. You do not have to be present when lessons are released. You will have access to all lessons until the course ends. However, the interactive discussion area that accompanies each lesson will automatically close two weeks after the lesson is released. As such, we strongly recommend that you complete each lesson within two weeks of its release.

The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks to complete all of your course work, including the final exam.

Week One

Wednesday - Lesson 01

What does it take to be a star at the helpdesk? In this lesson, we’ll look at the technological and “soft” skills that translate into helpdesk success. In addition, we’ll explore the basic terminology you’ll use as a helpdesk representative.

Friday - Lesson 02

Today you’ll discover just how important a positive attitude is—both to your own career and to your company’s future. We’ll talk about ways to maintain a good attitude when you’re dealing with challenging calls, and you’ll learn how to use positive language to create happy outcomes for customers.

Week Two

Wednesday - Lesson 03

Success at the helpdesk depends not just on what you say, but also on how you say it. In this lesson, you’ll find out how to avoid grammar landmines, master a smooth delivery, and use active voice to reach your customers more effectively.

Friday - Lesson 04

From e-mails to online chats, writing is a big part of a helpdesk job. Today we’ll talk about how to hone your writing skills by polishing your written grammar, avoiding jargon and “bloat,” and setting just the right tone in your messages.

Week Three

Wednesday - Lesson 05

It’s time to get down to the details of helpdesk work, and we’ll start now by talking about getting the most from your issue entry and tracking system. In addition, we’ll discuss issue severity and priority, and talk about ownership of an issue.

Friday - Lesson 06

Do you like a good mystery? Good--because helpdesk work is all about collecting clues and solving cases. Today we’ll look at the three types of information you’ll gather during your detective work: customer information, system information, and error information.

Week Four

Wednesday - Lesson 07

In this lesson we’ll move from investigating problems to solving them, and look at three important troubleshooting techniques. First, you’ll learn why the simplest approach should be your first. Next, you’ll discover how to use flowcharts to speed your work and create a resource library. And last, we’ll talk about your role in Root Cause Analysis.

Friday - Lesson 08

Uh oh. Your customer has a question . . . and you don’t know the answer. But don’t panic! Today we’ll look at how you can refine your research skills using three different tools: your own library, knowledge bases and FAQs, and the Internet. In addition, we’ll talk a little about the etiquette you’ll want to follow when asking your coworkers for help.

Week Five

Wednesday - Lesson 09

When you can’t solve an issue yourself, you’ll need to take the next step: calling in the cavalry.  In this lesson we’ll look at the art of escalation, exploring how and when to bump a problem up to the next level. We’ll also talk about monitoring the issues you escalate, and using tickler notes to make sure they don’t get lost in the shuffle. Finally, you’ll learn how to keep your customers updated (and calm) while you’re searching for solutions.

Friday - Lesson 10

Helpdesk work is all about mind games: solving puzzles, turning facts over and around and sometimes upside-down, and even playing guessing games. And that’s why today’s theme is games! First, we’ll talk about the “sandbox”—a place where you can play around with customer’s issues safely, especially if you’re in IT. Then we’ll look at actual games such as jigsaw puzzles and crosswords, and see how they can get your creative juices flowing. And finally, we’ll examine ways to take the “guess” out of guesswork.

Week Six

Wednesday - Lesson 11

It’s a satisfying feeling to close an issue—but be careful not to close it too soon! In this lesson, we’ll look at how to report your solution to customers, your management team, and other departments affected by it. In addition, we’ll talk about keeping track of the resources you use in solving a problem. And finally, we’ll discuss the importance of keeping an eye toward the future as you report the issues you’re closing today.

Friday - Lesson 12

Your issue is closed, over, finished. Everyone’s happy. So your job is done—or is it? Today, you’ll discover that following up with your customers after you solve a problem can increase their satisfaction (and give you great clues about your service). We’ll talk about customer surveys and follow-up notes, and look at easy ways to personalize your messages to customers by using templates.

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