Edit Help Ticket (Resource Manager)

Note: The Manage Resources for the District permission is needed at a district or the Manage Help Tickets at a site.

On the Edit Help Ticket page, you can edit or close a Help Ticket.

When a help ticket is created a number is automatically generated for the ticket. The team head can assign a team, team member, or another individual, set a priority and status, include an expected completion date, and add notes.

To Edit a Help Ticket

  1. Select Admin > Help Tickets.

    The limiters set in the Customize View section determine what tickets you can see. Change the limiters to see more or fewer tickets.

  2. Next to the ticket you want to assign or reassign a team member to, click Edit icon. .

  3. Review the item's information. If you have optional permissions, you can click the item barcode number to view its Item Status page, and from there, its Transaction History.
  4. To view the help ticket history, click View History.
  5. Do one or more of the following:
    If...Then...
    The resource has been submitted for repairSelect the Item submitted for repair checkbox.
    The priority or status changed

    Choose the appropriate selection from the associated drop-down.

    Updating the Status moves the ticket to the corresponding section on the Track sub-tab.

    The servicing team or service team member should be updated

    Choose the appropriate selection from the associated drop-down.

    Important: If you select a servicing team but not a team member, the assignment defaults to the team head. Tickets will remain Unassigned if there is no team head or the team head is removed. When a team is deleted, Destiny converts the Servicing Team assignment to an Individual assignment, retaining the team member as the Individual.
    A person not assigned to a servicing team will repair the resourceSelect Individual, and then click Select to find and select a patron.
    The completion date is knownComplete the Expected Completion date field.
    The requester information needs updatesUse Select to find and select a different requester. Add or change the Email or Phone.
    More information is known about the resource that would help the technicianClick Add Note to type a narrative.
  6. Click Save.

Close a Help Ticket

  1. Select Admin tab > Help Tickets > Track sub-tab.
  2. Next to the resource you want to edit, and click Edit icon..
  3. Use the Status drop‐down list to select Closed.
  4. Click Save. The Resolution page opens.
  5. Continue with steps in Resolution.