New records created in logixx Guide are referred to as Tickets. Tickets may be added manually or posted in the system from any third-party application.
Ticket Status Trays
Logixx Guide tickets are categorized by seven categories that represent the status of all tickets. Tickets statuses are updated based on the user's interaction with the system using Action and pre-defined trigger settings by the organization’s administrator.
Creating Tickets Manually
Users can create new tickets manually by clicking on the + sign and selecting the appropriate workflow.
Finding Tickets
Users can search for an existing ticket using the ticket # in one of two ways:
Ticket Number
The “Find by Ticket #” search box.
Create Ticket Button
The “Create Ticket” button’s search box.
Ticket Statuses
Guide users can access tickets by selecting any of the available status categories/folders in the system. Admin users can view all tickets, while users with Team Lead permission can view all tickets assigned to members within their team.
Note: Admin users can view all tickets, while users with Team Lead permission can view all tickets assigned to members within their team.
Ticket Actions
Depending on the ticket’s current status, users can update the status of tickets by selecting any of the Actions available.
Continue Ticket - This Action will allow users to modify continue working tickets.
Close Ticket - This Action will update the status of tickets to Closed and move the ticket to the Closed Tickets status folder.
High Priority - This Action will update the status of tickets to High Priority and move it to the respective Status folder.