The Ticket is comprised of a Ribbon at the top of the form and an informational/data entry section below. As buttons on the Ribbon are clicked, the form will be displayed for the option button selected. There are some buttons when clicked, will display Menu Tabs for additional functions. Each button on the Ticket Ribbon will be described below.
Notifications
Typically the first data entry form displayed is the Service Ticket form, however, if any “Critical Messages” have been setup for the Customer, the System or the default Service Company associated with the System, the Notifications form will first be displayed. Once the messages have been read, click on the Service Ticket button on the Ribbon in the header area of the Ticket to proceed.
Service Ticket form
The Service Ticket form is divided into three major areas:
- The Header area contains Customer/Site Information, Ticket Creation Information and Customer Contact Information.
- The left side of the Service Ticket form is mainly display-only information related to the System. The Service Company and the Service Level fields located at the lower left side of the form automatically fill with the values setup on the System record. Both of these fields may be overridden if necessary.
- The right side of the form is where most of the data entry is performed. The Problem Code is a required field. If the System record for the ticket has been flagged to require a Purchase Order Number, then this field will also be required to be able to save the Ticket.