Workflows, Forms and Templates


Workflows

Workflow Breakdown

Rules to Note

* Auto Assigned

If you Resolve or Cancel a Ticket in ScottyPro it automatically assigns you the ticket. If you are making the decision to Resolve or Cancel you would be the best person to contact when a ticket needs to be reviewed for any reason.

* Assign moving out of Open

When you move a ticket out of the Open status and you are not already assigned, You will be automatically assigned the ticket.

* Return to Triage

If you leave an estimate as 0 the ticket will be returned to Triage.

* Billable Only

If you move a ticket marked as Nonbillable into Pending Approval it will be moved back to Triage.


Emails

Template Name State Or On Form Save Used On
Support Ticket MoveOpen,In Progress,Paused By.. Awaiting Verification,Resolved, Cancelled
Support Ticket ApprovalPending Approval
Support Request EmailTriage
Support Ticket Customer UpdateCustomer Update
Support Ticket UpdateOperations Update

Templates Futher details


Forms

Forms related to the Support Request Application

Ticket Details

This tab on the Support Request Application links to the ticket info table and certain fields on the Support Request Details Form.

It is important that the Latest Update is kept updated within a reasonable frequency. The Notes field should only contain info relevant to the investigation or request.

See also ScottyPro Support Forms and Important Fields

Details on ScottyPro Forms