The seven single-call scenarios
What counts as a pass is the mirror image: refusing to share details, offering to call back on a known number, verifying through a known IT channel, following the escalation process, or ending the call.
A new workspace is shown three of these first: CEO phone stolen, IT helpdesk password reset and Bank fraud department.
The three help desk cover stories
A help desk test does not use the scenarios above. The caller rings your help desk pretending to be one of your employees, using three cover stories in turn. Each one is described in one sentence on the wizard card and in the report. The difficulty says how hard it is for a help desk agent to say no.
The caller uses the real employee’s name, department and manager, and nothing else. It never invents personal details and never gives a real password. Each help desk call is scored on whether the agent verified the caller (callback, manager approval, ticket, identity questions, or nothing) and whether a reset was granted or a code read out. See Run a help desk test.