Ticket Activity Information Boxes
The following table describes the default information boxes.
Box | Description/Action |
---|---|
Account | Displays the account associated with the ticket activity. Click the account name to open the Account Detail view. |
Contact | Displays the contact associated with the ticket activity. Click the contact name to open the Contact Detail view. |
Ticket | Displays the ticket associated with the ticket activity. Click the ticket name to open the Ticket Detail view. |
Type | The kind of work performed on the ticket. The type "Timed"
appears by default if this a timed activity (Punch In/Out). To edit, click the |
Public Access | Viewing access for the ticket activity. This determines
whether or not the customer can view the ticket activity using Customer
Portal. To edit, click the |
User | The name of the logged-in user. Click the lookup. | button and edit using the
Start Date | The date and time the user began the activity. This is important for charging time against the customer's contract. To edit, click the | button to select the date.
End Date | The date and time the user completed the activity. This is important for charging time against the customer's contract. To edit, click the | button to select the date.
Follow Up | Indicates whether the ticket is marked for follow-up based on the ticket activity. Selecting the check box will add the Ticket to the Follow-Up group in the Ticket List view. |
Time Units | The number of time units being charged against the customer's account. The system updates this box when you enter the end date or punch out of the ticket. |
Elapsed Hours | The time that passed between the start and end dates or between the time punched in and the time punched out. The system updates this box. |
Charge Type |
The price to be charged to the customer for the activity. Click the lookup. button and edit using the |
Rate | Displays the activity rate amount for the selected Charge Type. The system supplies this number based on the Charge Type selected. |
Total Labor | Displays the total labor charge for the activity. The system calculates this amount from the Rate multiplied by the Elapsed Hours. |
Total Parts | Displays the total parts charge for the activity. The system calculates this amount from the cost of all associated ticket activity parts. |
Total Fee | Displays the total charge for the activity. The system calculates this amount by adding the Total Labor and Total Parts. |
Comments | Contains details of the activity. In the text box, type or paste text copied from another source. |
Adding or Editing a Ticket Activity