Types
  • 14 Dec 2021
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Types

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Article Summary

The Ticket Types screen is where you can view existing ticket types or add new ones. You can click the Ticket Type on this screen to edit it.

To add a new Ticket Type, just click the Add button at the top right.


Type the name of what the Ticket Type will be in the Short Name field and add a Description if necessary(description will not show to users). Select a Task Type Category that this Ticket Type is tied to. This will be important for end users being able to find the appropriate type easily as well as for reporting purposes. You can add a Billable Amount to associate with this ticket type. This can be used for creating invoices based upon the Ticket Type selected when the ticket is created.

You also have 3 other things to consider:

  • Default?: Makes it default to that ticket type when on the Submit Ticket screen.
  • Submit Ticket?: Shows this Ticket Type as an option on the Submit Ticket screen for users to select.
  • Turn In?: Shows this Ticket Type as an option on the Turn In screen in the Create Ticket area.

Once you've done this be sure to click Save to save the new Ticket Type.


On the Edit Ticket Type screen, there are 2 optional fields that aren't on the Add Ticket Type screen:

Email Group: You can select a group to be notified when a ticket is created of this ticket type.

Default Technician: Set the technician that this ticket type will default to. This will override the Site default technician field.



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