Adding and modifying ticket activities
Use this view to add a new activity for work done on the ticket or to modify or 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
cannot access full functionality.
To access the Ticket Activities view:
- Access the Ticket detail view. See Using the Ticket detail view
- Click the Ticket Activities tab. If the tab is not visible, click . See More tabs.
To add activity comments to the ticket:
- Use the Comments field to include additional information. See Using a Memo field
- Click .
To add ticket activity details and parts using the Advanced view:
- Click Ticket Activities tab. The Insert Ticket Activity view is displayed. in the
- Complete the ticket activity information fields. See Ticket activity fields
- Click Ticket Activity Parts area. to add activity parts in the
- Find a part using the lookup and click Finding records . See
- Click .
To modify Ticket Activity details:
- Click next to the activity you require to change from the list of ticket activities.
- Modify the ticket activity
information fields. See Ticket activity fields. Note: There are several information fields that cannot be modified by the user.
- Click .