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.

Click "Assignments"

Click "All Assignments"

Click "Ticket"

Start entering values into the fields. Give the Ticket a "Title".

Enter a summary for the "Ticket". Click on "All Assignment" to select a Sub Module

Select a Sub Module. Here "Human Resources" which was previously created as been selected.

Click a "Type" for the ticket.

You can select a previously created type such as "Recruitment" or create a new type from here.

To create a new "Type" click on the plus sign.

Enter a Type for the ticket, check the box "Is Global" if you wish the type to be global across the system.

Click "Save"

Click on the drop down to select a "Sub Type" for the Ticket.

Select a "Sub Type". You can also create a "Sub Type" from here by clicking on the plus sign.

Click on the drop down to select the Company Name.

Select your company

Click on the drop down to select a "Site"

You can select one or multiple sites created earlier.

You can click on the plus sign to create a new site.

A popup window will appear. Enter the name for a new site and click "Save"

Click on the drop down for "Associated Persons".

You can select one or multiple "Associated Persons".

Click on the plus sign to Add one or more Assignees.

Select the Company from the drop down.

After selecting the Company, all users of that company will load.

Select users and drag them under Selected Users box.

Click the calendar icon to select a Start Date

Select a "Start Date" from the pop-up calendar.

Click the calendar icon to select an "End Date"

Select a "End Date" from the pop-up calendar for the ticket.

Set the "Status" of the Ticket and the priority from Low, Medium, High.

Click on the plus sign next to Notes to write a note for the task.

Enter text for the note. Check the box "External" if you wish for clients to see your notes.

Check the "Resolution" checkbox if this is a resolution note.

Click "Save". A Ticket has been created.

Tickets, Tasks and Reviews can track individual work times. Timer for a ticket can be started, paused, stopped, and finally ticked as done when the assigned ticket is complete. Once the tick is clicked, the timer will be stopped for all users working on the ticket and the status will change from “In-Progress” to “Completed”. Once a ticket is completed, it will send out an email notification to all users working on that ticket if the notification for the ticket was enabled.