Ticket management

Ticket management

To access your company’s tickets, hover over the Dashboards option on the left-hand side and select Tickets. There are two tabs to facilitate management: the My Tickets tab takes into consideration the tickets for which you are the owner, while the All Tickets tab includes different owners within your team.

Step 1: Accessing Tickets

 

Step 2: Filtering Tickets

On the left-hand side of the screen, you can choose to view All, Open, or Closed tickets. On the opposite side, you can use the search bar to look for keywords and use the dropdown menus to look for specific elements, such as Reported date range, Building, Ticket Owner, Priority Level, and Phase. If you choose the option More Filters, it is also possible to filter according to Deadline date range, Supplier, Fund, Portfolio, Tenant, and Category.

To give you an overview of the tickets, as well as quick access to some of the features, the issues are listed and sectioned in the following columns:
  1. Name: name and ID of the ticket.
  2. Reported: date and time of reporting.
  3. Building: which asset is the issue regarding.
  4. Priority: low, medium, or high priority.
  5. Notes: it is possible to add and read notes.
  6. Phase: ticket status according to the workflow.
  7. Supplier: service providers assigned to the issue.
  8. Deadline: final date to fix the issue.
  9. Tenant: occupants of the reported location.
  10. Category: type of issue reported.
  11. Ticket Owner: team member assigned to the ticket.


Step 3: On the furthermost right-hand side of the lines, you should see a three-dotted icon. It gives you quick access to updating the deadline, changing priority, assigning an owner, and deleting the ticket. 


If you click on the name of the ticket, you will be redirected to the ticket’s page, where you can edit the information, create work orders, communicate with the interested parties, and see the updated activity.


If you have any questions, please contact our Support team.

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