Adding Actions

Add Action to a Ticket

Quick Note

Save and Close

Delete an Action from a Ticket

Add Action to a Ticket

When adding an action to an existing ticket:

• Click on the ticket, the ticket description page will appear

 

NOTE: If there are no attachments or the stopwatch feature is not used, the columns where the icon would show will not be visible.

If Profile images are in use, the image will appear at the beginning of the note. For instructions on adding your profile image, click here.

• Click on the blue Add Action button at the top of the action list.

• The default Author is the person logged into Revelation, and it shows in the Author window as <Me>. If you are entering the action for another staff member, select the appropriate name from the drop down in the Entered by area.

• If the information is something you add regularly, check to see if there is a Quick Note in the system with the text. If not, you may want to ask your system administrator to add one.

• Enter your notes, including the billable/non-billable time and rate. If for some reason, you decide this is not the correct ticket or the information should not be included, click on the red X button to the right of the edit screen.

• • If active, a Check Spelling button will be available under the Action Note box.




• If you wish to use a Quick Note, select one from the drop down.

• • If a Quick Note is not available, and you are authorized to add one, you may click on the add link to the right of the drop down to add a new Quick Note. (Only Admins or Super Admins can add Quick Notes.) If you are not authorized to add a Quick Note, this will not be visible.

 

• You can also add a Quick Note by right clicking on the Add Action button. This brings up a Quick Notes tool tip. Follow the arrow to the appropriate Quick Note. It will open a new Action Note, insert the selected Quick Note, and allow you to update the billable/non-billable time, reassign the action, etc. as with any other new Action Note.

 

• If you wish this to be a Private note, only visible to internal staff, check off the Private box. (This feature must be enabled in Ticket Options to show.)

• 1. • A Private note is not visible to clients using the End User interface and it will not be printed in a report.

     • Private notes are not available or visible to Staff Plus users.

     • Private notes are not available to Core users.

• If Attachments is activated, you will be able to drag files from your computer to the note to attach it to the specific ticket. You can also click on the icon to browse your computer for the file to attach.

• If you want to pin this ticket to the Dock bar on your home page, click the Pin icon in the bar with the ticket number at the top.

• Click on Save when you are done

• • If you added an action to an existing ticket assigned to multiple users, the date actioned will appear in bold on their home page

• To close this ticket, either use the status pull down menu on the left of the screen or simply click on the Close link next to the pull down.

 

Users have the ability to create an email entirely within Revelation. It will automatically copy that email into an Action upon sending. To ensure this is working, Administrators must enable "Email to Ticket Action Note" under Email Settings.

 

 

• Click on the envelope next to the contact's name. This will open a window so an email can be created. As you type in an email address, if it is part of your system's Active Directory or within Revelation, you will receive suggestions for an auto-completion of the address.

 

 

You will receive a notification if the email was successfully sent. When completed, the text will be included as part of the ticket as a note. There will be an email icon at the start of the note.

Save and Close

If the action being added is the final action needed in the ticket, you can right click on the Save button in the action. This gives you the option to Save and Close the ticket in one step.

 

 

NOTE: If the ticket is missing information which is required before closing a ticket (i.e.: Ticket Type and Sub-Type), you will receive a warning from Revelation with the option to fill in the missing information. Once the information is updated, click on Save to Save and Close the ticket.

 

Delete an Action from a Ticket

If necessary, an existing action note can be deleted from a ticket. Simply click on the red garbage can icon at the end of the note. You will receive a notice to verify you want to delete the action. Once confirmed, the note will be deleted.

 

NOTE:This removes time against the user and the ticket. System notes cannot be deleted from a ticket.