Ticket Configuration |
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These switches turn certain functions on and off for the system. Be sure to hit the Save icon after any changes are made.
Log a Ticket Interface | ||
Action Note Visibility | Collapsed | Initial Action note not visible when Log a Ticket pop up appears |
Expanded | Initial Action note visible | |
Timeline Visibility | Collapsed | Timeline is collapsed and not visible |
Expanded | Timeline is visible on the right side of the Log a Ticket pop up | |
Enabled |
Team drop down will appear on the log a ticket page |
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Disabled |
Team drop down does not appear as an option |
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Default to Your Team | Enabled | Ticket will default to the team assigned to the person logging the ticket. |
Disabled | Ticket will not necessarily default to the team assigned to the person logging the ticket | |
Show Client Type Selection (on Log A Ticket Interface) |
Enabled |
Client Type drop down will appear on the log a ticket page |
Disabled |
Client Type drop down does not appear on the log a ticket page |
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End User Selection Method | Client/End User Dropdowns | Select by Client, then End User |
User Fynd - Type to Search | Uses User Fynd system. (Ships with this option active) | |
Confirm Flagged Notes on Log a Ticket (popup) |
Enabled |
When a new ticket is logged, and the Client Contact is flagged, a pop up box with flagged notes will appear if notes are present |
Disabled |
When new ticket is logged, and Client Contact is flagged, flagged notes will be shown below the Client information drop downs. |
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Internal Auto-Assign Ticket |
Enabled |
When logging a ticket internally, it will automatically log the ticket to the Assigned Staff as set in the Project Ticket Assignments for the client's project |
Disabled |
When logging a ticket internally, it will assign the ticket to the person logging the ticket. |
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Support Staff Can Close Ticket | Enabled | Any level of Support staff can close tickets |
Disabled | User level cannot close tickets | |
Require Ticket Ownership to add Actions | Enabled | Must be assigned to ticket to add an action |
Disabled | Can add actions if not assigned to ticket. | |
Recalculate Due Date when Ticket Reopened | Enabled | Recalculate date based on amount of time left on SLA after a ticket has been reopened |
Disabled | Sets date based on the reopened date. | |
Enable Associated Contacts for | Dropdown | Associate additional end users to tickets. Select from list of Client Type, or check Select All to have all types available. Uncheck if you want no Associated Contacts |
Capture Associated Contacts on Append: |
Check box/ Dropdown |
If checked, any emails into a ticket, which contain an email in the CC: field not previously there will be added as an Associated Contact. Use the dropdown to select the Client Types to use this feature when active. |
Show Associated Contacts on Self Service | Check box | If checked, Associated Contacts option will be available to users of the SSI; if unchecked, they will not see the option. |
Add/Edit End User |
Access Level or Team | Allows selected staff to add or edit End Users. |
General Settings | ||
Enabled |
Allows for large tickets to show a selected number of actions per page |
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Disabled |
All actions for the ticket will be visible |
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Page Size | Slider | Select the number of tickets per page. Slider ranges from 10 to 100. |
Ticket Reassign Method | Drag & Drop | Provides a drag-and-drop functionality to Ticket Reassign. |
Classic | Uses arrow keys to move staff to or from Unassigned to Assigned | |
Secondary User Classification |
Drop Down selection |
Sets the secondary classification for the Contact Search on the Home Page, so the list for client contact is in alphabetical order by name and then by the secondary classification selected. |
Sort | Check sort, and select Ascending or Descending from the drop down. | |
New Ticket Time |
Hours |
Number of hours a ticket shows as new (Green) on the Home Page |
Percentage |
Sets the amount of time from the due date. When this time is reached, the ticket turns yellow, or at risk of going late. If you don't wish this to function in this way, simply set the percentage to 0. |
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Enabled |
Shows a user's IM status in the Ticket Monitor and within Action Notes. |
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Disabled |
IM status not visible |
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Ticket Hierarchy (Parent/Child feature) |
Enabled |
Allows Parent/Child tickets to be logged |
Disabled |
Parent/Child is not available as an option within a ticket |
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Ticket Hierarchy list mimics current homepage view |
Enabled |
Sorts Parent tickets to mimic the current homepage layout - i.e. grouped by due date, client, state, etc. |
Disabled |
Tickets will sort as normal. |
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Show time warning on Child Tickets | Enabled | Shows warning user is logging time against a Child ticket and to ensure it has not been accounted for in the Parent. |
Disabled | Warning is disabled | |
When Ticket is Closed |
Go to Ticket Details page |
Will go to the ticket details of the closed ticket. |
Go to Homepage |
Will go to user's homepage when the ticket is closed. |
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Starred Tickets | Access Level or Team | Allows selected staff to star tickets on their home page. Also can be set in Permissions area. |
Flagged Tickets | Access Level or Team | Allows selected staff to flag tickets. Also can be set in Permissions area. |
Set Ticket Due Date | Access Level or Team | Allows selected staff to edit a ticket to change the due date. Also can be set in Permissions area. |
Delete Ticket | Access Level or Team |
Allows selected staff to Delete tickets NOTE: This can be overridden on a project by project basis if needed. This is found in the Project Details area for the client. |
*If visible, you will be able to click on the presence button and send an email, IM or ticket, depending on how your internal systems are set. Works with Microsoft Lync Server.