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Decision Log

Schedule History

Handling Multiple Schedule Changes in a Day

While integrating schedule changes from the audit_log source, we observed that multiple changes can occur on the same day, often when users are still finalizing a schedule. To maintain clarity and align with our day-based downstream logic, we decided to capture only the last change made on any given day. If this approach proves insufficient for your use case, please submit a feature request for enabling support for multiple changes within a single day.

Backfilling the Schedule History

Although the schedule history extracted from the audit log includes the most recent schedule, we exclude it in the int_zendesk__schedule_history model. Instead, we rely on the schedule from stg_zendesk__schedule, since it represents the live schedule. This approach also allows users who are not using schedule histories to easily disable the history feature. We join the live schedule with the schedule history model and bridge the valid_from and valid_until dates to maintain consistency.

Tracking Ticket SLA Policies Into the Future

In our models we generate a future time series for ticket SLA policies. This is limited to a year to maintain performance.

Zendesk Support First Reply Time SLA Opinionated Logic

The logic for first_reply_time breach/achievement metrics within the zendesk__ticket_metrics and zendesk__sla_policies models are structured on the Zendesk Support definition of first reply time SLA events. For example, this data model calculates first reply time to be the duration of time (business or calendar) between the creation of the ticket and the first public comment from either an agent or admin. This holds true regardless of when the first reply time SLA was applied to the ticket.

This means if a ticket has been opened for a number of days and then a first_reply_time SLA is applied to the ticket, this data model will still calculate the first_reply_time metric as the duration of time from the creation of the ticket and the first public comment, not from when the SLA was applied.

We have found that some reports of sla_breach_at, sla_elapsed_time, and the first_reply_time_* metrics in the aforementioned models do not match the metrics provided in the Zendesk Support UI. This is due to certain reports in Zendesk Support calculating the first_reply_time as the first public agent or admin reply following the SLA being applied to the ticket. We are taking the stance in this data model that this is not reflective of the first_reply_time metric and will continue to report the first_reply_time as mentioned above. As a result, some of your first_reply_time metrics may potentially not match exactly what you see reported in the Zendesk Support UI reports.

Zendesk Support Backlog Tickets

  • You may find some discrepancies between what Zendesk Support reports and our model the total number of backlog tickets on a given day. After investigating this we have realized this is due to Zendesk Support taking a snapshot of each day sometime in the 23rd hour as stated in their article.
Because backlog data is captured on a per-day basis, it cannot be segmented hourly. The Backlog recorded - Hour is listed as 23 because data is captured daily between 11 pm, 12 am, or 1 am depending on factors like Daylight Saving Time (DST). 
For more information, see the article: Analyzing your ticket backlog history with Explore.
  • While Zendesk Support doesn't segment their backlog data per hour, on the other hand we always try to model our data starting at a greater granularity. This means we start by taking the hour from the timestamp field from the Zendesk Support source tables then bringing it to day. Therefore there will be edge cases where tickets updated near the end of day may fall into different statuses, depending on whether you're looking at the Zendesk Support Backlog dashboard or our model outputs.

Business Time Metrics

When developing this package we noticed Zendesk Support reported ticket response times in business minutes based on the last schedule which is applied to the ticket. However, we felt this is not an accurate representation of the true ticket elapsed time in business minutes. Therefore, we took the opinionated decision to apply logic within our transformations to calculate the cumulative elapsed time in business minutes of a ticket across all schedules which the ticket was assigned during it's lifetime.

Below is a quick explanation of how this is calculated within the dbt package for first_reply_time_business_minutes as well as how this differs from Zendesk Support's logic:

Note: While this is an example of first_reply_time_business_minutes, the logic is the same for other business minute metrics.

  • A ticket (941606) is created on 2020-09-29 17:01:38 UTC and first solved at 2020-10-01 15:03:44 UTC.
  • When the ticket was created it was assigned the schedule Level 1 Chicago
    • The schedule intervals are expressed as the number of minutes since the start of the week.
    • Sunday is considered the start of the week.
  • The Level 1 Chicago schedule can be interpreted as the following:
start_time_utc end_time_utc
720 1560
2160 3000
3600 4440
5040 5880
6480 7320
7920 8760
9360 10200
  • Looking closer into the ticket, we also see another schedule Level 2 San Francisco was assigned to the ticket on 2020-09-30 19:01:25 UTC
  • The Level 2 San Francisco schedule can be interpreted as the following:
start_time_utc end_time_utc
2340 2910
3780 4350
5220 5790
6660 7230
8100 8670
  • Now that we know the ticket had two schedules, let's see the comments exchanged within this ticket to capture when the first_reply_time was recorded.
ticket_id field_name is_public commenter_role valid_starting_at
941606 comment TRUE external_comment 2020-09-29 17:01:38 UTC
941606 comment FALSE internal_comment 2020-09-30 19:01:25 UTC
941606 comment TRUE internal_comment 2020-09-30 19:01:46 UTC
941606 comment TRUE internal_comment 2020-10-01 15:03:44 UTC
  • Seeing the comments made to the ticket, we understand that the customer commented on the ticket at 2020-09-29 17:01:38 UTC and the first public internal comment was made at 2020-09-30 19:01:46 UTC.
  • In comparison of the two schedules associated with this ticket, we can see that the Level 1 Chicago schedule was set for almost the entire duration of the ticket before the first reply. Whereas, the Level 2 San Francisco schedule was only set for 21 seconds.
    • Regardless, we will be using both schedules in the calculation of the first_reply_time_business_minutes.
  • Now that we have the schedules, the schedule intervals, and the first_reply_time we can calculate the total elapsed first_reply_time_business_minutes. But, let's first convert the UTC timestamps to the Zendesk Support-esque intervals expressed within the schedules:

The Interval Results are calculate via: (Full Days From Sunday * 24 * 60) + (Hours * 60) + Minutes

Action Timestamp Full Days from Sunday Hours Minutes Interval Result
Ticket Created and Schedule set to Level 1 Chicago Tuesday, September 29, 2020 at 5:01:38 PM 2 17 2 3902
Schedule changed to Level 2 San Francisco Wednesday, September 30, 2020 at 7:01:25 PM 3 19 1.25 5461.25
First Public Internal Comment Wednesday, September 30, 2020 at 7:01:46 PM 3 19 1.46 5461.46
  • With the Interval Results obtained above, we can see where these overlap within the schedules.

Level 1 Chicago

Overlap was from 3902 to 5461.25 and falls within two intervals

start_time_utc end_time_utc
720 1560
2160 3000
>3600< >4440<
>5040< >5880<
6480 7320
7920 8760
9360 10200

Level 2 San Francisco

Only overlap was from 5461.25 to 5461.46 and falls within one interval

start_time_utc end_time_utc
2340 2910
3780 4350
>5220< >5790<
6660 7230
8100 8670
  • Now let's figure out the overlapping duration
Schedule Schedule start_time_utc Schedule end_time_utc Ticket Start Ticket End Difference
Level 1 Chicago 3600 >4440< >3902< 5461.25 538
Level 1 Chicago >5040< 5880 3902 >5461.25< 421.25
Level 2 San Francisco >5220< (We use 5461.25 to account for overlap) 5790 5462 >5461.46< .21
  • Adding the differences above we arrive at a total first_reply_time_business_minutes of 959.46 minutes.

  • So how does Zendesk Support calculate this?

    • Instead of taking into account the various schedules used by the ticket, Zendesk Support will instead use the last schedule applied to the ticket to record the duration in business minutes.
  • Therefore, in the example above Zendesk Support will only use the Level 2 San Francisco schedule when calculating the first_reply_time_business_minutes for ticket 941606.

    • Below is an example of how Zendesk Support calculates this:
Schedule Schedule start_time_utc Schedule end_time_utc Ticket Start Ticket End Difference
Level 2 San Francisco 3780 >4350< 3902 5461.46 448
Level 2 San Francisco >5220< 5790 3902 5461.46 241.46
  • Adding the differences above we arrive at a total first_reply_time_business_minutes of 689.46 minutes.