---
title: Creating Ticket
slug: pink/creating-ticket
description: Learn how to create a ticket within a tracking and monitoring system with this comprehensive guide. Discover the essential prerequisites and steps for entering requester data, selecting relevant services, and linking additional items. Customize the screen
docTags: 
createdAt: 2021-10-27T20:36:52.000Z
---

Creating a ticket means <font color="#3b9f0f">**opening a call within the system**</font>, with the possibility to monitor its attendance history with a view of all actions sent to it.

## Before getting started

It is necessary:

- [x] To have permission to access the desktop of the Service Desk;
- [x] To have a catalog of services registered and configured (Portfolio, services, activities, groups, flow, SLA linked to the contract);
- [x] To have permission for the group linked to the service catalog to view and register.

## Procedure

1. Access the main menu `Processes > Ticket Management > Ticket`;
2. Click on "**Actions**" and then on "**Register**";
3. Enter the requester's data;

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/qHVPC3rtJz_4B20cfkzIk_image.png)

1. ****<font color="#3b9f0f">**Full name**</font> **–** of the requester;
2. ****<font color="#3b9f0f">**Email** </font>**–&#x20;**&#x6F;f the requester;
3. ****<font color="#3b9f0f">**Unit**</font> **–&#x20;**&#x77;here the requester wants attendance;
4. ****<font color="#3b9f0f">**Requester history** </font>**–&#x20;**&#x69;t presents all the requester relationships with the ticket;
5. ****<font color="#3b9f0f">**Satisfaction**</font>;
6. ****<font color="#3b9f0f">**Phone** </font>**–&#x20;**&#x6F;f the requester;
7. ****<font color="#3b9f0f">**Edit** </font>**–&#x20;**&#x69;t allows to edit the name, e-mail, phone, and unit of the requester;

### Selecting the Service

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/KAxxuZZbuoypYa9dyySQb_image.png)

1. ****<font color="#3b9f0f">**Portfolio**</font>;
2. ****<font color="#3b9f0f">**Service**</font>;
3. ****<font color="#3b9f0f">**Activity**</font>;
4. ****<font color="#3b9f0f">**Contract** </font>**–&#x20;**&#x4C;inked to the portfolio;
5. ****<font color="#3b9f0f">**Impact** </font>**–&#x20;**&#x6F;f activity;
6. ****<font color="#3b9f0f">**Urgency** </font>**–&#x20;**&#x6F;f activity;

### Describing the Service

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/69vTzBKVv2liJ7oKkzpDK_image.png)

1. ****<font color="#3b9f0f">**Description** </font>**–&#x20;**&#x73;pace to describe the need for the ticket;
2. ****<font color="#3b9f0f">**Send Email**</font> **–&#x20;**&#x69;t is possible to select which types and email the user will receive;
3. ****<font color="#3b9f0f">**Questionnaire** </font>**–&#x20;**&#x69;nformation that complements the understanding/purposes of the service;

:::hint{type="info"}
💡 <u>**Tip**</u>**:&#x20;**&#x54;he "**Description**" field is the space for the ticket information to contain&#x20;&#x20;words that refer directly to that service, being objective and easily associated&#x20;&#x20;with the request theme. &#x20;



This content is linked to the "**Keyword**" field and to its&#x20;&#x20;search return, which exists within the advanced search mode of a ticket. In addition, it is possible to include attachments of various formats (eg.: .pdf, .doc, .png, .jpg&#x20;&#x20;and others) to assist in the service process.&#x20;



The format limitation is set by the system&#x20;&#x20;manager.
:::

### Linking Additional Items

Access the small black button on the upper right side of the screen. Below are the menu bar, to view and interact with the desired functions.

- ****<font color="#3b9f0f">**Knowledge**</font>
- <font color="#3b9f0f">**Project**;</font>
- <font color="#3b9f0f">**Schedule**;</font>
- <font color="#3b9f0f">**E-mail reading**.</font>
- <font color="#3b9f0f">**IT Options**</font>
- <font color="#3b9f0f">**Requester CI**;</font>
- <font color="#3b9f0f">**Release**.</font>

### Saving Request

At the end of the page, you will find a floating button with the functions of:

- **Back** **–&#x20;**&#x74;o get back to the desktop of the Service Desk;
- **Save** **–&#x20;**&#x74;o save the ticket and create the number for tracking and monitoring.

When creating the ticket for attendance, the user will see a new option (located at the top side of the screen) called *Layout*, this option allows the user to parametrize how the screen will be presented to the attendant, who can choose from the following possibilities:

**30X70** - The system divides the screen into two parts, the left side will show 30% of the screen and the right side 70%;

**50X50** - The system divides the screen into two parts, each side (right and left) will display 50% of the screen;

**100%** - The system presents the screen without division.



4\. Complete the other necessary data.

:::hint{type="info"}
🖊 <u>**Note**</u>**:&#x20;**&#x49;n this version of the functionality, on the right side of the screen, you will see the **Toogle**, which allows the side menus&#x20;(formerly on the left side of the screen) to expand or reduce as needed.
:::

## What to do next

View in the ticket pane listed and check the information registered.

