Tickets allow teams to stay accountable to guest and internal requests. Use this workflow to create, edit, copy, or delete tickets from the Tickets tab on the desktop.
Before you begin...
• Requires Employee User Type access or higher.
• Must have Access to Ticket List tab enabled in Roles.
• To Edit or Delete, specific View, Edit, or Delete permissions are required.
Adding a Ticket
- Select +Guest Request or +Internal Request from the upper left corner of the Ticket tab.
- Use Quick Keys G or I on your keyboard from any tab to open a Guest or Internal ticket.
- Enter the Guest Name (for guest requests) or Location (for internal requests).
- Select a Service from the dropdown menu.
- Fill in required fields (marked with an asterisk) and add Special Info or Internal Notes if needed.
- Click Save to create the ticket.
Editing a Ticket
1. Select the ticket from the list to open ticket details.
2. Click Edit.
3. Select the add icon, enter desired information, and click the checkmark
to save.
Copying a Ticket
1. Click on the desired ticket to open ticket details.
2. Click the Copy icon. This opens a new window.
3. Use the checkboxes to select which fields from to copy to the new ticket.
4. Click Save to apply changes. The ticket will appear in the ticket list, organized by due date and time.
Troubleshooting
• Deleting tickets is permanent and cannot be reversed. If the delete icon is missing, check your Role permissions.
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