Working with service projects and issues |
- Demonstrate expertise working in service projects
- This topic includes:
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Create, edit, delete issues and sub-tasks
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Understand how to update issue details
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Understand attachments
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Understand internal, external comments
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Understand issue links, web links, Confluence links
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Understand issue move and issue clone operations
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Understand logging time
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Understand how issues are transitioned through the workflow
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Assign requests from queue
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Update workflow status from queue
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Work with multiple requests from queue (comment, assign, delete, transition)
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Use bulk operations in issue navigator
- Utilize advanced user features (shortcuts, personal settings)
- This topic includes:
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Recall keyboard shortcuts
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Manage user profile and personal settings
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10% |
Managing Access and Permissions |
- Distinguish users, roles, and permissions
- This topic includes:
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Define external users and roles (customer, reporter, organization, request participant)
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Define internal users and roles (agent, assignee, collaborator, watcher, project admin, Jira admin)
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Distinguish types of permissions (product access, global permissions, permission scheme, customer permissions, knowledge base permissions, issue-level security)
- Manage customers and organizations
- This topic includes:
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Understand customers and organizations
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Understand permissions regarding customer sign-up
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Understand global settings (customer access w/o login, etc)
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Understand permissions for customers to send in requests
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Understand global customer permissions
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Understand how request participants are added through the portal
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View customers in organization
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Add and remove customers in organizations
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Add, and remove customers individually to a project
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Delete customer accounts from site
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Group customers into organizations
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Add and remove organizations from a project
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Delete an organization from site
- Manage team members (agents, collaborators)
- This topic includes:
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Recall how users and groups are managed at site level
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Recall product access and licensing agents
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Recall how project roles are created at site level
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Recall global permissions
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View team member roles
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Add and remove agents to a project (Invite the team)
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Manage project roles
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Manage project lead and default assignee
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Manage components and auto-assignment
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Understand various ways to assign (manually, project default assignee, component lead, preset value for assignee on request form)
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Understand benefits and permissions for collaborators
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Add and remove collaborators
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Manage project permissions
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14% |
Project Configuration |
- Understand project templates and schemes
- This topic includes:
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Distinguish features available in cloud and server hosting options
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Distinguish project templates
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Update project details, add shortcuts to sidebar
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Demonstrate understanding of schemes in company-managed projects
- Configure and troubleshoot request types
- This topic includes:
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Understand request types
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Understand how issue types are tied to request types
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Configure portal groups
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Create and delete request types
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Configure request type name, description, icon, field help
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Customize request types
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Configure view for customers, agents
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Configure tabs/groups for agent view
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Distinguish field layout for customers, agents
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Understand that agents can raise request on behalf of customer
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Customize workflow status name
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Add, edit, remove, reorder custom fields
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Add and remove fields from request type
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Understand required fields (in field configurations versus in request types)
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Recognize benefits of shared custom fields
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Recognize hidden fields and unsupported fields
- Configure and manage email requests
- This topic includes:
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Understand ticket channels
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Understand receiving requests by email
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Understand how to add custom email account
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Understand how to add Microsoft 365 shared account
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Configure email request type
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Disable email requests
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Understand customer permissions for email requests
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Understand how request participants are added by email
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Add, edit, and delete domains to allowlist
- Recommend and troubleshoot queue configuration
- This topic includes:
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Translate business requirements into queue configurations
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Manage incoming requests with queue
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Create, edit, and delete queues
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Sort requests in queue
- Recommend and troubleshoot SLA configuration
- This topic includes:
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Translate business requirements into SLA configurations
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Create new calendars
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Create new SLAs
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Create and edit SLA goals
- Recommend and troubleshoot workflow configuration
- This topic includes:
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Understand default workflows
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Understand how to configure and customize workflows
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Understand transitions visible on portal
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Understand approvals
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Set up a pre-set list of approvers
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Allow customers to choose approvers
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Understand how to create, edit, delete statuses
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Understand purpose and creation of resolutions
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Understand workflow schemes
- Understand the concepts and purpose of features unique to the ITSM project template
- This topic includes:
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Recall the names and understand the purpose of ITSM project categories (Service Requests, Incidents, Problems, Changes)
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Recall default request types and workflows in the ITSM project template
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Recall terminology and purpose of features related to changes, including deployment tracking and gating using Bitbucket
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Recall terminology and purpose of the features related to incidents, including alerts and on-call schedules
- Compare and contrast features available in company-managed and team-managed projects
- This topic includes:
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Recall how to enable team-managed service projects
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Identify differences in creating and configuring company-managed and team-managed service projects
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Identify differences in managing users and roles in team-managed
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Migrate between team-managed/company-managed
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32% |
Notifications |
- Configure and troubleshoot customer notifications
- This topic includes:
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Understand and configure customer notifications
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Enable and disable customer notifications
- Recommend notifications for team members
- This topic includes:
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Understand notification schemes and events
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Understand profile settings related to notifications
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Understand watchers
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Distinguish usage of share issues and @ mention issues
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Disable service project notifications for internal users
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Identify notification settings (HTML, text)
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6% |
Knowledge Management |
- Configure and troubleshoot knowledge base connections and permissions
- This topic includes:
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Recall application links between Jira and Confluence
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Administer space settings required for knoweldge base
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Link Confluence spaces to your service project
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Unlink Confluence spaces
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Manage Knowledge Base permissions
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Restrict access to articles
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Search for articles in a request
- Evaluate methods to create, organize, and share knowledge base content
- This topic includes:
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Understand the purpose and importance of a knowledge base
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Understand how agents can respond with articles
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Write knowledge base articles
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Understand ticket deflection
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Writing and organizing good content
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Configure article suggestions
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Using knowledge base categories
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Add articles to multiple categories
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Delete category
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Using keywords in articles
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Feature articles in help center
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Share article as comment with customers
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Share article links with customers
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9% |
Reporting |
- Configure default and custom JSM reports
- This topic includes:
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Turn on customer feedback
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Analyze customer satisfaction report
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Analyze knowledge base reports
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Understand default JSM reports
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Configure custom JSM reports
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Configure report series
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Add JSM reports to a dashboard
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Analyze service project reports and discover trends
- Write and analyze JQL queries
- This topic includes:
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Understand basic search
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Work with search results
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Configure saved filters
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Know syntax for text search
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Write advanced JQL
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Write JQL using SLA functions
- Configure team dashboards
- This topic includes:
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Configure frequently-used gadgets (Issue Statistics, Two-Dimentional Issue Statistics, Pie Chart, Filter Results, etc)
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Configure dashboards
- Recommend appropriate tool to meet reporting needs
- This topic includes:
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Configure filter subscriptions
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Recommend use of Jira reports, JSM reports, dashboards, saved filters, filter subscriptions, automation, etc
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12% |
Customer Portal |
- Configure and manage the customer portal
- This topic includes:
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Understand help center
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Recall how Jira admins configure and brand the help center
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Add announcement to help center
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Understand customer portal
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Configure and brand the customer portal
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Recall permissions for agents to add announcements to the portal
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Add annoucements to portal
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Configure widget settings
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Group request types
- Configure language support and manage translations
- This topic includes:
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Understand language support
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Understand how customers set language
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Understand impact of language changes
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Understand portal default language
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Add and edit translations
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Configure project default language
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Configure translations for custom content and email templates
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Stop language support
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4% |
Automation and Integrations |
- Recommend automation rules to meet business requirements
- This topic includes:
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Explain when to use common rules; auto-close after 3 days, auto-close incidents and service requests
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Explain when to use a to warn about breached or breaching SLAs
- Configure custom automation rules including advanced rule options
- This topic includes:
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Distinguish legacy vs. new automation
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Work with preset rules
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Create custom rules
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Configure rule components (triggers, conditions, actions, branch rule)
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Understand rule execution: triggers, manual, scheduled
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Configure advanced field editing (JSON)
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Configure advanced rule options
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Configure smart values
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Use smart values to manipulate lists, strings, dates, numbers
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Enable and disable rules
- Analyze and troubleshoot automation rules
- This topic includes:
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Use log action, variables, and smart values to debug rules
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Analyze information from the automation audit log
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Understand how to optimize rules
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Distinguish project and global automation rules
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Understand service limits
- Understand the purpose of JSM integrations
- This topic includes:
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Understand the purpose and capabilities of JSM integration with Opsgenie, Insight, Slack, Halp, Statuspage, Bitbucket pipelines
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13% |