GOVERNMENT CITIZEN SERVICES HELPDESK CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- INITIAL CONTACT & INFORMATION GATHERING ---
[ ] Citizen's Full Name
[ ] Citizen ID (if applicable)
[ ] Brief Description of Issue
[ ] Contact Method (Phone, Email, Online Form, In-Person)
[ ] Date of Contact
[ ] Time of Contact
[ ] Citizen's Location (if relevant)

--- ISSUE CLASSIFICATION & PRIORITIZATION ---
[ ] Issue Category (Benefits Inquiry, Service Request, Technical Support, Account Management, General Information)
[ ] Severity Level (Critical (System Down), High (Major Impact), Medium (Moderate Impact), Low (Minor Impact))
[ ] Estimated Resolution Time (Hours)
[ ] Impacted Service (Website, Online Portal, Phone Services, Mail Services)
[ ] Brief Description of Issue

--- KNOWLEDGE BASE SEARCH & SELF-SERVICE GUIDANCE ---
[ ] Knowledge Base Article Searched? (Yes, No)
[ ] Search Terms Used
[ ] Number of Articles Reviewed
[ ] Summary of Relevant Article(s)
[ ] Self-Service Option Suggested? (Yes, No)
[ ] Description of Self-Service Guidance Provided
[ ] Citizen Acknowledged Self-Service Guidance? (Yes, No)

--- TROUBLESHOOTING & RESOLUTION ATTEMPTS ---
[ ] Describe the troubleshooting steps taken
[ ] Were any knowledge base articles consulted? (Yes, Article ID: [Input Field], No)
[ ] Number of attempts to resolve the issue
[ ] Was a temporary workaround implemented? (Yes, No)
[ ] Date of temporary workaround implementation (if applicable)
[ ] Time of temporary workaround implementation (if applicable)
[ ] Detailed description of the workaround (if applicable)

--- ESCALATION PROCEDURES ---
[ ] Escalation Tier (Tier 1, Tier 1.5, Tier 2, Tier 3)
[ ] Reason for Escalation (Technical Complexity, Policy Exception, Unresolved Issue, Citizen Request)
[ ] Detailed Description of Issue Requiring Escalation
[ ] Estimated Time to Resolve (Citizen's Perspective)
[ ] Assigned Specialist/Team
[ ] Escalation Date
[ ] Escalation Time

--- DOCUMENTATION & RECORD KEEPING ---
[ ] Detailed Issue Description
[ ] Ticket Number
[ ] Issue Category (Benefits Inquiry, Service Request, Technical Support, Other)
[ ] Date of Interaction
[ ] Time of Interaction
[ ] Agent Initials
[ ] Resolution Notes

--- FOLLOW-UP & CUSTOMER SATISFACTION ---
[ ] Follow-Up Date
[ ] Follow-Up Time
[ ] Issue Resolved? (Yes, No, Pending)
[ ] Customer Satisfaction Score (1-5)
[ ] Citizen Comments/Feedback
[ ] Further Assistance Required? (Yes, No)
[ ] Agent Signature (Confirmation of Follow-Up)

--- SECURITY & PRIVACY COMPLIANCE ---
[ ] Verification Method Used (Knowledge-Based Questions, Two-Factor Authentication, Identity Document Review, Other)
[ ] Verification Notes (if applicable)
[ ] Data Sensitivity Level (Public, Confidential, Restricted)
[ ] Privacy Disclosure Acknowledgment Details
[ ] Access Control Confirmation (Confirmed, Not Applicable)
[ ] Data Retention Expiration Date (if applicable)

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