Blocking tasks
Summarize
Summary of Blocking Tasks
Blocking tasks are created and resolved through specific agent actions in customer service cases within ServiceNow. These tasks indicate when progress towards case resolution is hindered, and they are visible in the Case form under the Blocked by section.
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Key Features
- Creation of Blocking Tasks: Certain actions, like requesting more information or associating items (Problem, Request, Change, Incident, Case task, Work order) with a case, generate a blocking task.
- Resolution of Blocking Tasks: Tasks can be resolved when customers provide requested information or when related tasks are completed.
- Needs Attention Field: This field indicates when further action is required, activated by resolved blocking tasks, customer comments, or internal notes.
- Blocked By Related List: Displays the reasons for blocking tasks, such as needing information or task resolution, allowing agents to manage cases effectively.
- Blocking Tasks Table: Records of blocking tasks are stored in the Blocked By table, which automatically cleans up entries after six months from closure.
Key Outcomes
By effectively managing blocking tasks, customer service agents can enhance case resolution times and improve customer interactions. Understanding how to create and resolve these tasks ensures that agents can keep cases moving forward efficiently, while the Needs Attention field helps prioritize urgent cases. Overall, this process streamlines service delivery and enhances customer satisfaction.
Certain agent actions trigger case flows which create and resolve the blocking tasks for customer service cases. These tasks determine the case action status.
- Adds a blocking task to the case. This task appears on the Case form in the Blocked by form section.
- Updates the Action Status field on the Case form and Case list.
- Updates the status of the blocking task on the Case form.
- Updates the Action Status field on the Case form and Case list.
- Enables the Needs Attention field on the Case form.
Actions that create blocking tasks
- The agent sets the state of the case to Needs More Information.
- The agent associates one of the following to the case:
- Problem
- Request
- Change
- Incident
- Case task
- Work order
Actions that resolve blocking tasks
- A customer provides the requested information.
- A fix or a workaround is associated with a related problem record.
- A related problem, request, change, or incident record is resolved.
- A related case task or work order is closed or cancelled.
Needs attention field
When the Needs attention field on the Case form is enabled, the Action Status column on the Case list displays a blue indicator.
- A blocking task for a case is resolved.
- A customer or someone other than the case owner comments on a case.
- A work note is added to a case that is a child of a major case.
Customer service agents and managers can manually enable the Needs attention field if information is required from customers or internal users. This field can be disabled only by the agent assigned to the case or by the customer service manager or admin.
Requesting additional information from a customer
When an agent requests additional information from a customer, the system enables the Needs attention field and sets the Action status field to Needs attention.
If an agent needs to request additional information from a customer for a second time on the same case, be sure to clear the Needs attention field on the Case form before requesting the information. This ensures that the status updates correctly.
Case action status and major issue management
- A customer provides comments for a case that is a child of a major case.
- An agent adds a work note to a case that is a child of a major case.
Blocked by related list
- Need information from the customer
- Need task resolution
- Need PRB workaround
- Other
- The Unblocked By field displays the user who performed the unblocking action.
- The Unblocked On field displays the date that the blocking task was resolved.
Blocking Tasks table
Records that have the blocking tasks are stored in the Blocked By table [sn_action_status_blocked_by]. Records are periodically removed from this table. Six months after a blocked record is closed, the entries in the Blocked By table related to the blocked record are removed.