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Send To

The Send To action allows you to send a Trouble Ticket to a person who has access to the next work center. In the example below, the Trouble Ticket is currently in the Work Center: Directory, you can send the Trouble Ticket to a specific person in either the Work Center: Inside Plant, Work Center: Outside Plant or Work Center: QA. When a Trouble Ticket is sent to you, you can view those order through Orders  My Work Center Troubles.

Sending a Trouble Ticket to a User

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 Send To button. A drop-down lists the next work center(s) within the workflow.

6.       Mouse over the top of a work center name. A list of users with access to the next work center displays. From the list, select the name of the person to send 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 ticket issues. Once the message is complete, click the OK button.

8.       In order for the action to be processed, you need to complete the work center. Make sure all required fields for the associated data components are complete and click the Complete Work Center button within the Trouble Ticket Info pane.

9.       If you have access to the next work center, the order remains open. Within the Actions ribbon group, click Save & Close (save and exit) to return to the Troubles list.

Viewing a Trouble Ticket Sent to You

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Troubles and then My Work Center 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.       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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