Ticket Information Fields
The following table describes the default information fields.
Field | Description/Action |
---|---|
Account Name | The account associated with the ticket. To change the account, click (find the appropriate account and click . | ),
Contact Name | The contact associated with the ticket. To change the contact, click (find the appropriate account and click . | ),
Phone | The contact's phone number. |
The contact's email address. | |
Contract | The contract selected when the ticket was created. To change the contract, click (find the appropriate contract and click . | ),
Area - Category - Issue |
These three fields briefly describe the nature of the problem being reported. Click ( ) next to each field, select the appropriate items from the lists, and click .The Category items listed depend on the option you selected for Area and the Issue items available depend on the option you selected for Category. |
Source | Contains a list of possible methods for reporting the ticket. Click the drop-down arrow and select an item from the list. |
Status | The default status is Open. To select another status, click the drop-down arrow and select the item from the list. |
Urgency | Indicates the importance of the issue. To edit, click the drop-down arrow and select the item that best describes the customer's urgency. |
Needed Date | The date the ticket must be resolved. The default date is based on the Urgency you select. To edit, click ( | ) and select the date.
Assigned Date | The date and time when the ticket is assigned to the user. To modify this value, click ( | ) and select the date.
Assigned To | The customer service user assigned to the Area selected for this ticket. To reassign the ticket, click (find the appropriate user and then click . | ),
Resolved 1st Call? | Select this check box if you are able to resolve the caller's problem immediately, without having to call the customer back or having the customer call back. |
Submit for SpeedSearch | If this check box is selected the ticket
information is available in searches by other users.
Depending on how the administrator has configured SpeedSearch, selecting this option may automatically allow the information to be available for searches or the information may need to be Approved for SpeedSearch by another user. |
Approved for SpeedSearch | If this check box is selected a ticket that has been submitted to SpeedSearch, is approved. This option is available if the administrator has designated you as someone who has the authority to approve tickets for SpeedSearch. |
Public Access | Click the drop-down arrow button to select the public access option for this ticket. The default public access is set by the administrator. Public access designations determine which users (internal or external) can view certain ticket groups (for example, only new tickets, or all tickets, and so forth). This option is available if the administrator has designated you as someone who has the authority to approve tickets for SpeedSearch. |