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Writing ticket notes someone else can use

The difference between a note that saves the next technician ten minutes and one that wastes them. Includes a repeatable structure.

Ticketing

Updated 2 Aug 2026·Help Desk Leadership·Revision 3

Write for the person who picks this up at 8am tomorrow knowing nothing. That person may well be you, and you will not remember.

A structure that always works

  1. 1

    What the user reported

    In their words, including the exact error text.

  2. 2

    What you verified

    Facts you established — account type, device, network, whether other devices work.

  3. 3

    What you tried

    And what each attempt did. A failed attempt is useful information.

  4. 4

    Where it stands

    Resolved, blocked on something specific, or escalated to a named team.

  5. 5

    What should happen next

    The single most valuable line in the whole ticket.

Compare

Not useful
User called about VPN. Troubleshot. Still not working. Escalated.
Useful
Reported: VPN fails at sign-in on personal MacBook from home.
Error verbatim: "Unable to establish secure connection."

Verified: web sign-in to email works (account is fine). MFA prompt
arrives and is approved. Fails on home network; connects fine on
phone hotspot.

Tried: quit + relaunch client, device restart, hotspot test.

Status: escalated to Network. Cause appears specific to the user's
home network, not the account or the client.

Next: confirm whether the user's router blocks the VPN protocol.
User is reachable after 3pm weekdays.
Tagsticketingdocumentationcommunicationhandoff

Related

Procedures that usually come up alongside this one.