2) Triage Decision Tree (5-Minute Intake You Can Run on Every Call)
Run triage the same way every time so you don’t guess under stress. The goal is to determine: scope (one user vs whole company), severity (down vs degraded), security (breach vs bug), and time sensitivity.
Decision Tree (ask in this order):
1) “Is the business down for multiple users or one person?”
- Multiple users/site-wide/tenant-wide → go to #2
- One person/one device → usually urgent, not emergency (unless security) → go to #3
2) “What exactly is down?”
- Internet/WAN, firewall, switch stack, Wi‑Fi controller, server/VM host, Microsoft 365/email, line-of-business app, POS/payment → likely emergency → go to #4
3) “Is there any sign of a security issue?”
- Ransom note, unknown admin account, MFA prompts, antivirus alerts, unusual outbound traffic, bank/payment compromise, vendor email compromise (BEC) → emergency → go to #4
- No security signs → go to #5
4) “Is the impact immediate revenue/operations risk?”
- Can’t take payments, phones down, dispatch can’t dispatch, clinic can’t access charts, manufacturing halted → emergency
5) “Is there a workaround?”
- Workaround exists (hotspot, alternate device, OWA webmail, local login, paper process) → urgent but not emergency
- No workaround and deadline within hours → treat as emergency
Always capture: location, best callback number, on-site contact, and any recent changes (patches, firewall change, ISP work, Microsoft 365 migration, new switch, new VPN).
Key takeaway: A consistent 5-minute triage prevents panic decisions and gets the right tech on the right problem fast.