Registering Ticket via Template
This functionality allows registering a ticket via a template.
Before getting started
It is necessary:
To register previously the group, unit, contract, and portfolio with service and activities of request and incident;
To link contract to the service, group to the contract, unit to the contract, user to the unity, and user to the group;
It is also necessary to have the requests, and incidents linked to the service contract;
To set the time of attendance of the activities of request and incident;
To register the templates to register a request using this functionality.
Procedure
- Access the Ticket Management functionality through the main menu Processes > Ticket Management > Ticket;
- Click on the "Actions" button located on the bottom right side of the screen, then click on the "Register via template" button. The screen of templates with a list of templates will appear;
- Select the template you want and you will be directed to the Ticket Registration screen with the fields completed as the template you have chosen. Complete the complementary information necessary;
- Click on the "Actions" button and then on the "Save" button.