3.5.7 Tickets

3.5.7 Tickets

Accessed via Workbench -> Settings
This tab allows you to control the settings relating to the Ticketing module and the Quotation/Work Order settings. 

Here you can create your own ticket types and then also determine the order it appears when creating new tickets within the Tickets screen.
You can also turn make them active or inactive. 
More info on this KB article: 6.1.3 Ticket Type

The other tab is the Quoatation and Work Order Templates:

This tab allows you to alter the details relating to the quotations and work orders which can be generated from within the tickets screen. 
The custom text created here, is reflected when raising quotations and work orders. Simply select the template and then adjust the default text or create block specific text.
The specific block versions are displayed below the default templates. 
More info on this KB article: 6.3.4 Settings
    • Related Articles

    • 6.2.2 Viewing Tickets

      Once tickets have been created they can be viewed in the Ticket screen. To access go to the Workbench menu: Ticketing -> Ticketing (from drop down menu) By default this screen will display all tickets that have an ‘Active’ ticket status and showing ...
    • 6.5.1 Reporting - Tickets

      A number of reports are available in the Workbench to support the management of tickets: 1) Access the following via the menu option: Reporting -> Reporting -> Ticket Management then select from the following reports from the dropdown list Report 031 ...
    • 6.4.1 Publishing Tickets to the Property Portal

      If you subscribe to the Property Portal then the ticket system is integrated to the Property Portal. At any time, you can publish a ticket to Leaseholders. By default, tickets are created with a visibility of 'Unpublished' i.e. the ticket is only ...
    • 6.4.2 Publishing updates (i.e. comments) to Tickets

      If a ticket is visible to the Block, a Unit or Management then you can decide to publish updates to tickets. Whenever a new comment is added to a ticket you have the option to Publish the Comment. If selected then the comment is published to the ...
    • 6.4.3 Tickets created by Portal users using 'Report a Problem'

      When a portal user uses the ‘Report a Problem’ function in the Property Portal a ticket is automatically raised in the ticketing system. The portal user is required to provide a summary of the problem and a description. A document / photo can also be ...