Introduction
The Assigned Tickets section provides a focused view of tickets assigned to the signed-in user. Technicians can use this section to monitor their assigned work, track ticket progress, and manage service requests that require their attention.
The ticket cards display key information, including the ticket subject, ticket ID, requester, department, task count, turnaround time (TAT), status, location, company, timestamps, assignee, and assignment date.
Users can click the ticket subject to view its details and use the available action icons to perform permitted operations. The actions available depend on the user's role and configured permissions.
This section helps technicians keep track of their assigned tickets and prioritize their work efficiently.
Navigation Path: Sidebar > Ticket > Service Ticket > Assigned Tickets
Viewing Assigned Tickets
Step 1: Open Sidebar > Ticket > Assigned Tickets. The list shows tickets assigned to you or available through your assigned-ticket permissions.
Step 2: Review the assigned user and the Since date, together with the ticket subject, ID, requester, department, task count, TAT, status and location.
Step 3: Use Search Ticket, Filter and the sorting controls to find a ticket. Use Refresh, the page-size selector and pagination as needed.
Figure 3.5.1: Assigned Tickets list
Creating a Ticket
You can create a ticket directly from Assigned Tickets when the Create Ticket button is available.
Step 1: Click Create Ticket. The Create Ticket form opens.
Step 2: Select the required Company, Department, User (Ticket Raiser) and Problem Category. Complete the other fields as applicable.
Step 3: Enter the subject and ticket content. Add a device, reply-to account, seat number, tags, attachments or CC email addresses when needed.
Step 4: Review the information and click Create. Close the form without saving if you do not want to submit the ticket.
Figure 3.5.3: Create Ticket form
Table 3.5.1: Create Ticket fields
| Field | Mandatory | Description |
|---|---|---|
| Company | Yes | Company under which the ticket is raised. |
| Department | Yes | Department responsible for handling the ticket. Only departments enabled for tickets under Sidebar > Ticket > Ticket Configuration are listed. |
| User (Ticket Raiser) | Yes | User for whom the ticket is created. You can change it to the person on whose behalf you are creating the ticket. This option is enabled only if you have permission to create tickets for others under Sidebar > Ticket > Ticket Configuration. |
| Problem Category | Yes | Category used to classify and route the ticket. The list depends on the selected department and is configured under Sidebar > Ticket > Problem Category. |
| Priority and TAT | Yes | Ticket priority and target turnaround time (TAT), in hours. These are loaded from the selected problem category. They can be changed only by users who have permission to change the TAT or priority under Sidebar > Ticket > Ticket Configuration; regular users cannot change these settings. |
| Device | No | Device associated with the issue, when applicable. The ticket is created against this device and can be seen on the Ticket tab of the device's detail page. |
| Reply To | No | Email account used for replies, where configured. Replies are sent through this email account, which is configured under Sidebar > Ticket > Outgoing Mail Settings. |
| Created Via | No | Source from which the ticket is created, such as Portal or Call. Tickets raised through the web form show Portal. |
| Subject | Yes | Short title that describes the issue or request. |
| Seat No | No | Seat or workstation reference, when applicable. This is the seat number configured under Sidebar > User. |
| Tags | No | Labels used to categorise or find the ticket. Tags help identify the ticket. This is a free-text field that suggests existing tags, and you can also add new ones. |
| Content | Yes | Description of the issue or request. |
| Attachment | No | Supporting files. Follow the file types and size limits shown below the upload area. |
| CC E-Mails / E-Mails | No | Enable CC and add the email addresses that should receive copies, if required. These recipients are notified about the ticket. |
Editing a Ticket
Step 1: Locate the ticket in Assigned Tickets and click its Edit (pencil) action. The Edit Ticket form opens.
Step 2: Review and update the available fields, such as Department, Problem/Request Category, Subcategory, Priority and TAT, Assign To and Device.
Step 3: Click Update to save the changes, or Cancel to discard them.
Figure 3.5.4: Edit Ticket form
Filtering Tickets
Step 1: Click Filter on the ticket list.
Step 2: Select one or more available filters. Depending on permissions and configuration, the filter can include status, priority, department, problem category, subcategory, ticket handler, tag, creation source, location, creator/logger, ticket or service request, VIP flag, SLA breach, feedback, task, ticket type, custom fields, star, task-added status and date or date range.
Step 3: Click Filter to apply the selected criteria. Click Clear to reset the criteria and restore the broader list.
Figure 3.5.5: Ticket Filter options
Table 3.5.2: Common ticket filter groups
| Filter group | Examples shown in the filter |
|---|---|
| Ticket classification |
|
| Ownership and source |
|
| Location and related records |
|
| Service and feedback |
|
| Custom fields |
|
| Date criteria |
|
Reviewing Ticket History
Step 1: Find the ticket and click its History action (clock/history icon), where available.
Step 2: Review the ticket summary at the top of the history window, including the subject, ticket ID, company, department, category and subcategory.
Step 3: Review the timeline to see recorded changes, who made them and when they occurred. The event label identifies the type of change, such as a task, TAT, priority or subcategory update.
Figure 3.5.6: Ticket History timeline
Creating a Custom Status View
Step 1: Click My View beside the ticket-list selector to open Custom Status View.
Step 2: Enter a View Name and choose a Status.
Step 3: Configure the view rows by selecting the required view name, view action and status. Use the edit or delete icons to change or remove a row.
Step 4: Click Create to save the custom view. Select the saved view from the view selector when you want to use it.
Figure 3.5.7: Custom Status View configuration
Sorting Tickets
Step 1: Open the sorting field menu on the ticket list.
Step 2: Select the field to sort by. The menu shown includes Ticket ID, Created By, Status, Priority, Assigned To, Created On, Updated On, Reopened On, Star, TAT Expire and Feedback.
Step 3: Use the sort direction control, where available, to change the ordering.
Figure 3.5.8: Ticket sorting fields
Reviewing Customer Sentiment
Step 1: Click the sentiment or feedback-analysis action for the relevant ticket, where available.
Step 2: Review the Customer Sentiment Analysis panel. It shows the sentiment score, its classification, an explanation and the overall tone detected in the message.
Step 3: Use the result as an aid when prioritising follow-up. The displayed score is an automated analysis and should be considered alongside the ticket context.
Figure 3.5.9: Customer Sentiment Analysis
Transferring a Ticket
Step 1: On the required ticket card, click Transfer Ticket.
Step 2: Select the destination Department, Problem/Request Category and Sub Category. Review or update Priority and TAT, Assign To, Tag and Device as appropriate.
Step 3: Enter the reason in the Reason for transfer ticket field. Select Make it note for internal purpose when the reason should be recorded as an internal note.
Step 4: Click Transfer to confirm the move, or Cancel to leave the ticket unchanged.
Figure 3.5.10: Transfer Ticket form
Using Bulk Actions
Bulk Actions
The Assigned Tickets section allows authorized users to perform actions on multiple tickets at once. Select the required tickets and use the bulk-action toolbar to assign, merge, or delete them, depending on the available permissions.
Figure 3.5.11: Bulk-action toolbar on Assigned Tickets
Bulk Assign
Bulk Assign allows users to assign multiple tickets in a single operation.
Steps:
Step 1: Select the checkboxes beside the tickets you want to assign, or click Select All to select the visible records.
Step 2: Click the More (…) control to display the bulk-action toolbar.
Step 3: Click the Bulk Assign icon and, from the dropdown, select the technician to whom the tickets should be assigned.
Figure 3.5.12: Bulk Assign dialog
Step 4: Confirm the action if prompted and review the updated ticket list.
Bulk Merge
Bulk Merge allows users to combine multiple related tickets into a single ticket, helping reduce duplicate records and keep related issues together.
Steps:
Step 1: Select the checkboxes beside the tickets you want to merge.
Step 2: Click the More (…) control to display the bulk-action toolbar.
Step 3: Click the Bulk Merge icon and follow the prompts to complete the merge. The dialog shows the primary and secondary tickets; you can set a different ticket as the primary ticket if needed.
Figure 3.5.13: Merge Tickets dialog
Step 4: Confirm the action if prompted and review the updated ticket list.
Bulk Resolve
Bulk Resolve allows users to Resolve multiple tickets, helping to multiple Ticket Resove in Minimum clicks
Steps:
Step 1: Select the checkboxes beside the tickets you want to resolve.
Step 2: Click the More (…) control to display the bulk-action toolbar.
Step 3: Click the Bulk Resolve icon and follow the prompts to complete the resolve.
Figure 3.5.13: Resolve Tickets dialog
Step 4: Confirm the action if prompted and review the updated ticket list.
Bulk Delete
Bulk Delete allows authorized users to delete multiple tickets in a single operation.
Steps:
Step 1: Select the checkboxes beside the tickets you want to delete.
Step 2: Click the More (…) control to display the bulk-action toolbar.
Step 3: Click the Bulk Delete icon to initiate the deletion process.
Step 4: Confirm the deletion if prompted and review the updated ticket list.
Note: The available bulk actions depend on the user's permissions, the selected tickets, and their current status. Hover over an action icon to view its tooltip, if available. Review the selected tickets carefully before merging or deleting them.
Export Tickets
Use the Download option on the Assigned Tickets listing page to export ticket records to an Excel file.
Step 1: On the Assigned Tickets listing page, click the Download icon.
Step 2: The confirmation prompt states that the default export covers the last six months. Only six months of data can be downloaded per export. To export records from a longer period, apply date filters and export separate date ranges. If filters are already applied, only matching tickets are included.
Step 3: Click YES to confirm. The system downloads the selected ticket data as an Excel file.
Note: Check the selected date range and filters before confirming the export.
Converting a Ticket into a Knowledge Document
The AI Conversion feature allows users to convert a resolved ticket into a knowledge document using AI automation. It analyzes the selected ticket and its history to generate an AI-based summary that can serve as the foundation for a knowledge article.
This feature helps capture useful issue details, troubleshooting steps, and resolution information from resolved tickets for future reference. The ticket's department and category are preselected, and users can review the generated summary, choose relevant comments, and include supporting documents before completing the conversion.
Prerequisite: The AI Robot icon is available only for tickets marked as Resolved.
Follow the steps below to convert a ticket into a knowledge document.
Step 1: Initiate AI Conversion
Navigate to the Tickets listing page and locate the resolved ticket you want to convert. Click the AI Robot icon associated with that ticket to start the conversion process.
Step 2: Review the AI-Generated Summary
A pop-up window opens displaying the AI-generated summary in the description or comment section. The summary is generated from the selected ticket and its history.
The Department and Category fields are preselected based on the department and category assigned to the original ticket. Review the generated summary and verify that it accurately describes the issue and its resolution. Make any necessary changes before proceeding.
Step 3: Select Comments to Include
Below the description, locate the Include Comment checkbox. Select it to display the list of comments associated with the ticket.
Review the available comments and choose whether to include all comments or only specific comments relevant to the knowledge document. This helps retain useful troubleshooting steps, explanations, and resolution details while excluding unrelated discussion.
Step 4: Add Supporting Documents
If applicable, upload any additional documents required to support the knowledge article. The system automatically adds attachments already associated with the ticket during the conversion process.
Review the included attachments and ensure that they are relevant to the knowledge document.
Step 5: Convert the Ticket
After reviewing the description, department, category, selected comments, and attachments, click Convert to confirm the conversion.
The system converts the selected ticket into a knowledge document. Once created, the document can be accessed under Sidebar > Knowledge Base > Article..
