The checklist is removed from the ticket. The checklist item name can include up to 100 English characters. To rearrange the order, drag and drop a checklist item to a new location.įor example, you can add a new checklist item or click the trash can icon to delete an item. The checklist items display in the ticket. The template is saved to the Checklist Templates window. Click the Save Checklist as a Template checkbox.Įnter a checklist template name using up to 50 English characters.(Optional) Save the checklist as a template. To populate the window with checklist items from a shared checklist template, click the Load From Template drop-down menu and select the template. Enable Required for each checklist that is required to close the ticket. Repeat step 4 through step 7 to add or remove any additional checklist items. (Optional) Enable Required to require this checklist item to be completed before a tech can close the ticket. The checklist item displays in the Add Checklist window. If you created a checklist template that includes the checklist items you need, click the Load From Template drop-down menu and select a template. In the Add Checklist window under Add New Item, enter a checklist name using up to 100 English characters. In the Details section, locate the Checklist field and click Add checklist. Log in to the Web Help Desk Administrator Console.You can add up to 30 checklist items in a ticket. When completed, the administrator can assign the template to a request type, share the template with all techs, and delete the template when necessary Add a checklist Any changes to a template (such as editing the template, selecting an item, or deselecting an item) are recorded in the ticket history.Īdministrators can create a ticket checklist template that lists the tasks required for a specific request type-for example, on-boarding a new employee. If the ticket requires a tech to complete a set of tasks that are not included in your checklist templates, you can manually add a checklist in a ticket. Techs can apply shared templates to a ticket. It also ensures that all necessary steps are documented for governance purposes. The checklist helps a tech assigned to several tickets ensure that all tasks in a ticket are completed before the ticket is closed. Beginning in Web Help Desk 12.6, you can add a checklist to a Web Help Desk ticket.
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