Playbook · Customer Ops

Delivery reschedule

Move a customer's furniture delivery (and address if requested) to a new slot in the admin logistics page for their zone, then confirm to the customer in Zendesk and solve the ticket.

DraftVersion 4 · last updated 16 Oct
Documented72%

Two support agents observed across four recordings with the main flow and several edge cases covered, but no approval limits, slot cut-off rules, or failure handling (e.g. no slots available) are known.

Learned from
4 recordings
2 people
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The procedure, step by step

14 steps

Each step was observed in real work. Open a source to see the exact moment in the recording.

  1. 1

    Open the delivery ticket in Zendesk and review the conversation and requester details to understand the customer's request.

    In oasishome.zendesk.com

  2. 2

    Optionally consult the Delivery changes how-to guide on SharePoint (reference used by the new hire).

    In oasishome.sharepoint.com

    Where this came from
  3. 3

    Search for the order number in the admin orders list.

    In admin.oasishome.ae

  4. 4

    Open the order from the search results and go to the Delivery tab.

    In admin.oasishome.ae

  5. 5

    If the customer asks for an address change, click Edit address on the Delivery tab, enter the new address and set the zone.

    In admin.oasishome.ae

    Where this came from
  6. 6

    On the Delivery tab, click Change delivery slot.

    In admin.oasishome.ae

  7. 7

    On the delivery slots page, select the customer's delivery zone (the new zone if the address changed).

    In admin.oasishome.ae

  8. 8

    Pick an available slot that fits the customer's request; if the first choice is full, choose the next available one. For an address change, pick the slot for the new zone.

    In admin.oasishome.ae

  9. 9

    Add a note to the driver if needed (building access instructions, special requirements).

    In admin.oasishome.ae

    Where this came from
  10. 10

    Click Confirm new slot.

    In admin.oasishome.ae

  11. 11

    Check the order Timeline tab to confirm the change was recorded.

    In admin.oasishome.ae

    Where this came from
  12. 12

    Return to the Zendesk ticket and open a public reply.

    In oasishome.zendesk.com

    Where this came from
  13. 13

    Write the reply confirming the new delivery day and time window (and the new address if changed); mention that driver details will follow by message.

    In oasishome.zendesk.com

  14. 14

    Set the ticket status to Solved and submit.

    In oasishome.zendesk.com

Exceptions — the knowledge nobody wrote down

4 exceptions

The cases where someone left the usual path, and explained why. These are the risks if the person who knows them is away.

  1. When
    The building has special access requirements
    Then
    Add a note to the driver with the access instructions when confirming the new slot (e.g. 'Building access via Tower B lobby, call on arrival').
    Where this came from
  2. When
    The customer is not home for the delivery tomorrow
    Then
    Move the delivery to the next working day morning slot (e.g. Monday 09:00–13:00) and tell the customer they will get an SMS with the driver details.
    Where this came from
  3. When
    The requested delivery slot is full
    Then
    Choose the next available slot (e.g. the following day's morning) and tell the customer the booked time.
    Where this came from
  4. When
    The order includes furniture needing assembly
    Then
    Add a note to the driver that a two-person assembly team is needed.
    Where this came from

Decision rules

4 rules

How the person decides, in their own words.

  1. When
    The customer asks to move the delivery to a specific day
    Then
    Change the slot on the logistics delivery slots page for the customer's zone and choose a slot on that day (e.g. Sat 27, 09:00–13:00).
    Where this came from
  2. When
    The new slot has been chosen for the customer's zone
    Then
    Confirm the new slot on the logistics slots page before replying to the customer.
    Where this came from
  3. When
    The new slot is confirmed and the customer has been informed
    Then
    Send a public reply with the new time window and submit the ticket as Solved.
  4. When
    The customer asks to change the delivery address
    Then
    Edit the address and zone on the order's Delivery tab, then move the delivery to a slot in the new zone and confirm to the customer.
    Where this came from