Using Templates in Jira Service Management

With technology evolving at a rapid pace, customers today expect their services to be delivered quickly and efficiently, without compromising on quality. As you can imagine, this proves to be quite a challenge for IT teams, who now need a more flexible ITSM solution to help address this issue.

Optimise your workflows

Atlassian knows this pain all too well, so they’ve built Jira Service Management from the ground up to help IT teams suffering from this same issue enhance their IT Service Management.

With Jira Service Management, your teams can deliver value faster by meeting your unique needs, without affecting the quality of the work done. And one of the best ways Jira Service Management does this is through the use of pre-configured templates.

IT Service Management

Designed specifically for IT teams, the IT Service Management template unlocks High-Velocity Service Management and includes features dedicated to critical ITSM practices, meaning you can respond to requests, resolve incidents, address problems, and deploy changes faster.

Here's how to get started with it:

1. Respond to services quickly
   Based on the best ITIL practices, this template is designed to help you work more effectively across teams to fulfil service requests faster than ever.
2. Track and approve changes
   Break down barriers with development teams and speed up workflows by automating changes.
3. Resolve incidents faster
   Collaborate on and resolve incidents faster than ever with one-click escalations. For critical issues, use on-call scheduling, alerts, incident swarming, and more to give the right people all the information they need to take action.

Legal Service Management

The Legal Service Management template is designed to help streamline stakeholder management by allowing you to manage your contracts in one place. Easily transition through stages of the contract cycle using legal request types and workflows, or customise them to create a new template for your team’s legal processes.

Here's how to get started with it:

1. Collaborate with ease
   Manage employee legal requests in one central location. Your internal service desk makes it easier for employees to submit requests and for your team to manage them.
2. Keep contracts moving smoothly
   Create clear end-to-end workflows to track contract review requests, and modify them to suit your team’s unique systems and processes.
3. Resolve requests faster
   Create automated approvals for simple tasks like issuing standard notices and sending letters that don’t require human intervention.
4.  

HR Service Management

The Human Resources Service Management template is designed to help HR teams stay on top of and manage all their service demands. Never miss a thing with a queue that brings together requests from email, chat tools, your portals and other channels, for full visibility of payroll, onboarding, requests, general inquiries, and other HR services.

Here’s how to get started with it:

1. Onboard and offboard employees efficiently
   Manage staff comings and goings as a team with a central tool that helps you collaborate with IT, finance, payroll, facilities and other teams to create a smooth employee experience.
2. Protect sensitive information with HR case management
   Manage security and maintain confidentiality around requests. Create a safe space to document and track confidential employee relations cases, and use permissions to define who can view, find, and comment on requests.
3. Facilitate self-service
   Help your staff find answers to common questions using a service portal. Set up a knowledge base using Confluence to show relevant articles and help answer inquiries.

Facilities Service Management

The Facilities Service Management template provides teams with a central place to capture maintenance requests, organise room bookings, handle equipment requests, manage desk moves or plan events. Request types and workflows simplify communication between facilities teams and other employees, so they can manage complex changes.

Here’s how to get started with it:

1. Find help in a central location
   Give your employees one place to go to facilitate desk moves, event planning, and equipment requests.
2. Get a handle on drips and slips
   Give your employees a central place to log maintenance issues to reduce workplace hazards. Inform your employees of critical hazards by adding a message to your employee-facing portal.
3. Demonstrate your team’s value
   Take action on requests quickly, and accurately report on progress to celebrate your team and improve your service.

Customer Service Management

The Customer Service Management template is designed to help teams efficiently deliver great service experiences to their customers. Set SLAs, answer customer questions, prioritize requests and collect feedback to ensure your external customers or business partners can quickly get the help they need.

Here’s how to get started with it:

1. Bring your brand to your portal
   Give customers a seamless experience from start to finish with a simple, branded, and intuitive portal that makes it easy for them to get help quickly, and enables your teams to streamline incoming work.
2. Optimise your queue
   Your queue brings together requests from email, chat tools, your service project, and other channels to help you track, triage, and assign incoming requests.
3. Improve customer satisfaction
   Measure customer satisfaction and improve the service experience with Service Level Agreements (SLAs).

General Service Management

Deliver great service experiences fast with a service desk. Give your employees a central location to log requests, get the answers they need, and access self-service articles linked to your request forms.

Here’s how to get started with it:

1. A single portal for service requests
   Provide one place for employees to get help. Set up a knowledge base using Confluence to help employees find answers to common questions without engaging a support agent.
2. Handle incoming work with ease
   Your queues bring requests from email, chat tools, help centre, and other channels into one central location, making it easy for any team to track, triage and assign incoming work.
3. Demonstrate your value
   Dive into customer satisfaction reports to quantify the value your team brings to the organisation.

By using these templates, all your teams need to do is fill in the information inside the forms and push them out. Simplifying the process of filling in forms like this saves your team precious time and resources that can be better spent on the work that really matters.

Customise your workflow with Advanced Forms!

Most of the time, your teams will want to set up their service desks so that your customers can just fill out a simple form and file it straight to where it needs to go. But for the more complicated use cases like Legal, Facilities or Change Enablement, the forms used here need to be a lot more dynamic and feature-rich.

And that is where Advanced Forms come in. With over 300 pre-built template forms to choose from (including over 70 for IT alone), Advanced Forms ensures that the forms your customers are filling in are asking the right questions for those specific cases. And at the end of the day, there’s always the option for your teams to edit them to include any key information that the templates don’t already provide.

If you’d like to learn more about Jira Service Management and how using its pre-built templates can help your business, please sign up for our webinar series, High-Velocity Service Management.

We also provide a selection of training material and sources with all Atlassian products, like Jira Service Management and Jira Software, as well as the different versions of these products on both the Cloud and Data Center.

Learn how templates in Jira Service Management can help you below:

https://www.youtube.com/watch?v=1k-Vdqlj4WI