Learn how to create a ticket for someone who calls, emails, or stops by, so the request is tracked.
Each office's ticket application is set up separately, so menu names can be a little different from what you see here.
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1
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Open your ticket application
In Work Management, select your office's ticket application tab.
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2
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Start a new ticket
Select New and choose the form that fits the request.
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3
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Set the requestor
Under Requestor, enter the person the ticket is for, not yourself.
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4
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Describe the request
Give it a clear title and enough detail that anyone could pick it up.
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5
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Assign and save
Set the responsibility if you know it, then save.
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The requestor can see the ticket in the Client Portal and follow along, just as if they'd submitted it themselves.
Get help
Something isn't working? Submit a request through the TeamDynamix (TDX) service.