Template used by support teams to transfer case ownership between shifts.
This document is used to communicate all relevant information during the handover of duties between customer support shifts. It ensures continuity and accountability between team members and minimizes the risk of missed or unresolved customer issues.
Shift Date: {shiftDate}
Outgoing Support Agent: {agentName}
Shift Duration: {shiftDuration}
{shiftSummary}
Case ID | Customer Name | Issue Summary | Status | Next Steps |
---|---|---|---|---|
{#cases}{caseId} | {customerName} | {issueSummary} | {status} | {nextSteps}{/cases} |
{#priorityTickets}
{/priorityTickets}
{#escalations}
{/escalations}
{#callbacks}
{/callbacks}
{#systemNotes}
{/systemNotes}
Incoming Support Agent: {incomingAgent}
Time of Handover: {handoverTime}
{^hasConcerns} No immediate concerns raised for the upcoming shift. {/hasConcerns}
{#hasConcerns}
Concerns or special alerts for the incoming shift:
{concerns}
{/hasConcerns}
{additionalNotes}
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