Ticket Activity Fields
The following table describes the default fields.
Field | 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 drop-down arrow and select an item from the list. |
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 drop-down arrow and select an item from the list. |
User | The name of the logged-in user. Click (lookup. | ) 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 ( | ), to select the date.
End Date | The date and time the user completes the activity. This is important for charging time against the customer's contract. To edit, click ( | ), to select the date.
Follow Up | Indicates whether the ticket is marked for follow-up based on the ticket activity. If this check box is selected, the Ticket is added 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 application updates this field when you specify 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 application updates this field. |
Charge Type | The price to be charged to the customer for the activity. Click (lookup. | ) and modify 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 application calculates this amount by adding the Total Labor and Total Parts. |
Due Date | The date by which the ticket activity needs to be completed. |
Comments | Contains details of the activity. In the text field, specify or paste text copied from another source. |