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Assign To

Assigning a Trouble Ticket

Viewing a Trouble Ticket Assigned to You

 

Assign To

The Assign To option allows you to assign this trouble ticker to a person who has access to the current work center. Once you assign it to the person, they can view the Trouble Tickets assigned to them through Orders Troubles Assigned to Me.

Assigning a Trouble Ticket

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Troubles and then All Active Troubles.

3.       A list of the open troubles populates. If you have a large number of active tickets, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the order number. A Trouble Ticket window opens. 

5.       Within the Order Actions ribbon group, click the Assign To button. A drop-down field lists the current work center within the workflow.

6.       Move the pointer over a work center name. A list of users with access to the work center displays. From the list, select the name of the person to assign the trouble ticket to, you will see the first name, last name and user name display.

7.       A message box displays allowing you to type any key issues regarding the ticket. Once the message is complete, click the OK button.

8.       The ticket window remains open. To complete the process, click the Save & Close button with the Actions ribbon group.

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Viewing a Trouble Ticket Assigned to You

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Troubles and then Troubles Assigned to Me.

3.       A list of the open troubles populates. If you have a large number of active tickets, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The My Troubles list populates with a list of Trouble Tickets that another user sent to you.

5.   To access the ticket, double-click the order number. The Trouble Ticket window opens. Directly below the ribbon is a yellow line. Within the line, notice that your user name displays in the attn field and the reason for sending the ticket to you displays in the note field. 

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