To use the Record Sheet effectively, it is necessary to understand the meaning of the components:
Sub-features
- Inbox: Translated as inbox, meaning all created Tickets, each Ticket will have detailed information including ID code, status, deadline, SLA, creator, person in charge,…
- Assigned to me: Tickets created by you or created by someone else and assigned to you to act on.
- Unassigned: Tickets created by you or created and assigned to you by special database others but still in “Open” status, meaning they have not been assigned to you to perform work.
- Default: You can keep the system as it is, or edit Tickets by category for easy management/tracking.
Information areas
Each Ticket will include specific information and attributes. Including:
- Subject: The name of the Ticket, usually associated with the issue being addressed. For example: Customer needs urgent support for extension.
- Phenomenon: Content about the problem to be handled or the solution direction and dynamic attribute fields are self-defined by the business owner…
- In charge: The person who will perform the assigned work.
- Priority : Severity of the job (low, high, urgent)
- Deadline: Time required to complete that Ticket.
Status set
Shows the progress of handover and processing of the work of the Record. The creator and bob gomes ceo st. charles bend & redmond assignee can use the configuration of status values to show the level of work resolution according to the following principles:
- Open: Is the status of starting work. By default, the execution time starts from when the Ticket is created/handed over.
- Waiting : Ticket is not opened yet, still waiting for handover.
- Closed: This means the work has been completed.
Open – Waiting – Close are 3 statuses that have value fanto data for the creator. That is, when creating.
Classification, Attachments
Sort by Ticket Type for easy tracking. Attachments contain all relevant files and images of all interactions in the ticket.
Instructions for creating a Record Sheet for each case
Before creating a recording sheet, you should create a classification sheet first.