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How to create a Ticket
Assignments is a fully functional Tickets, Tasks and Reviews Module which can be used for both internal and external collaboration. Tickets, compared to Tasks, require more detailed information to be entered.
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Click "Assignments"
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Click "All Assignments"
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Click "Ticket"
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Start entering values into the fields. Give the Ticket a "Title".
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Enter a summary for the "Ticket". Click on "All Assignment" to select a Sub Module
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Select a Sub Module. Here "Human Resources" which was previously created as been selected.
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Click a "Type" for the ticket.
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You can select a previously created type such as "Recruitment" or create a new type from here.
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To create a new "Type" click on the plus sign.
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Enter a Type for the ticket, check the box "Is Global" if you wish the type to be global across the system.
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Click "Save"
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Click on the drop down to select a "Sub Type" for the Ticket.
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Select a "Sub Type". You can also create a "Sub Type" from here by clicking on the plus sign.
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Click on the drop down to select the Company Name.
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Select your company
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Click on the drop down to select a "Site"
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You can select one or multiple sites created earlier.
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You can click on the plus sign to create a new site.
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A popup window will appear. Enter the name for a new site and click "Save"
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Click on the drop down for "Associated Persons".
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