AL: How to Perform Ticket Batch Actions

Use this workflow to efficiently assign, close, or delete multiple tickets at once.

Before you begin...

 

• Applies to: Employees (Requires at least Employee User Type access).
• Requires access to the Tickets List tab, View Tickets, and access to perform batch actions.
• Warning: We do not recommend enabling permission to Batch Delete, as deleting tickets is permanent and can result in lost data.
• To cancel and delete repeating tickets, you must use the Repeating Ticket Manager.
• It is helpful to filter the ticket list prior to using batch actions (e.g., filtering by "Assigned To" for batch re-assignment).

The Steps:

1. Select a list of tickets to take action on. Use the search bar/filters to narrow the ticket list as needed. Then, select the checkbox in the upper left-hand corner of the ticket list. The dropdown adjacent to the checkbox controls the functionality of the checkbox.
2. Select the Batch Actions icon.
3. Select an option, Assign, Delete, or Close to proceed.  

•  
  • Assign: Select the Facility and/or the user that should be assigned to the tickets.
  • Close: Select a workflow status to close the tickets.
  • Delete: Select delete to permanently remove the tickets from the account. This cannot be undone.