Adding and Editing Ticket Activities
Use this view to add a new activity for work done on the ticket or to edit/update an existing activity. Ticket Activities enable you to track the time, the types of tasks, and any associated costs involved in resolving a ticket. Activities are recorded by activity type and charge rate and are used for billing the customer against their service contracts. You can set up future (follow-up) activities for yourself or another user.
Note: The security access determines what functions are available. Contact
the administrator for any access rights changes. WebViewer users may not access
full functionality.
To open the Ticket Activities view:
- Open the Ticket Detail view.
- Click the Ticket Activities tab. If the tab is not visible, click More Tabs.
To add activity comments to the ticket:
- Use the Comments field to include additional information.
- Click ( ).
To add ticket activity details and parts using the Advanced view:
- On the
Ticket Activities tab, click
.
The Insert Ticket Activity view opens.
- Complete the ticket activity information fields.
- To add activity parts, in the Ticket Activity Parts area, click .
- Find a part using the lookup and click .
- Click ( ).
To edit Ticket Activity details:
- From the list of ticket activities, click next to the activity you want to change.
- Edit the
ticket activity information fields.
Note: There are several information boxes that cannot be edited by the user.
- Click ( ).