SedonaSchedule SedonaSchedule Designed Functionality Ticket Queue
Ticket Queue
The Ticket Queue is one of most accessed features within SedonaSchedule. The Ticket Queue is designed to be a central point of access for all employees involved in Ticket Processing; from Ticket creation through to Invoicing and Closing of Tickets. Each User is able to configure the view of the Ticket Queue to their personal preference for ease in finding the information needed to perform their job.
Service Tickets may be created for purposes other than performing on-site service to your customers. You may create Tickets for internal processing such as programming, downloads, code changes, etc.
In SedonaOffice, there are four types of Tickets:
·Service Tickets - These are Tickets where your company is responsible for performing the work.
·Inspection Tickets - These types of Tickets are generated in bulk on a periodic basis; usually once a month. The need to generate Inspection Tickets is based upon an Inspection Record that is setup on a customer's System record. On the Inspection setup, a default Service Company is assigned to the Inspection record; this identifies whether your company will be performing the Inspection.
·Vendor Tickets - These are Tickets where a Service Provider (subcontractor) is performing the work on the Ticket. if a Service Provider is the typical servicer of the System, you may set the default Service Company on the System record to a Service Provider. When a new Ticket is created, the default Service Company on the System record is used; if that is set to a Service Provider type Service Company, the Ticket will automatically be coded as a Vendor Ticket.
Regular Service Tickets may be turned into Vendor Tickets by changing the Service Company to a Service Provider type [service Company] on the Service Ticket data entry form.
·Vendor Inspection Tickets - Similar to regular Inspection Tickets; on the Inspection setup, if a Service Provider type of Service Company is selected, when the Inspection Ticket generation process occurs, Inspection Tickets will be coded as Vendor Inspection type tickets.
When accessing the Ticket Queue you may view a list of each Ticket Type or All Ticket Types.
The Ticket Queue has been designed with pre-defined views to assist Users in performing daily job functions. These pre-defined views are:
Open Tickets, Tickets with an Appointment scheduled, Tickets that have not been scheduled, Tickets marked as Go-Backs, Resolved Tickets, Unresolved Tickets, and Closed Tickets. For detailed information in this area, click here.
You are also able to view a list of Tickets based upon your preference by using filtering options. Continue on to page 3 for information on using Filters in the Ticket Queue.
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