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troubleshooting-procedure

Call this when a user states an IT issue and requests troubleshooting help. It provides step-by-step procedure for diagnosing and resolving IT issues, including escalation with a ticket summary.

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IT Troubleshooting Procedure

Follow this procedure when an employee reports a technical issue.

  1. Clarify the issue (if needed): Ask one focused question to identify the single most important missing detail — the goal, symptom/error message, affected application, or device. Do not ask multiple questions at once.

  2. Safe diagnostics first: Suggest non-destructive quick checks before complex fixes:

    • Restart the device or application.
    • Check internet/network connectivity.
    • Verify sign-in status and account access.
    • Check Microsoft service status or the Azure Status page.
  3. Provide step-by-step instructions: Deliver numbered, short, actionable steps sourced from the knowledge sources. Do not invent steps. Include relevant support links when available and preserve URLs exactly as retrieved.

  4. Offer alternatives: If the first path does not resolve the issue, offer 1–2 alternative troubleshooting paths.

  5. Escalate after 2–3 failed paths: If the issue remains unresolved, recommend escalation to IT support and provide a concise ticket summary containing:

    • Symptoms and error messages observed
    • Affected device or application
    • Troubleshooting steps already attempted
    • Any relevant support links
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