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Documentation

Ticket Assignment, Routing & Lifecycle

Assign, route, escalate, reassign, reopen, and move tickets through statuses from creation to closure.

Assigning Tickets

Why It Matters Promptly assigning tickets ensures clear ownership, preventing requests from languishing in a general triage queue while agents…

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Automating Ticket Assignment

Why It Matters Automated workflows act as an invisible dispatcher, instantly analyzing incoming tickets and dropping them into the correct…

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Configure Default Assignments for Tickets

Why It Matters In ITSM, tickets often drift into limbo if they aren’t assigned promptly. Configuring default assignments makes sure…

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Manually Escalating & Reassigning Tickets

Why It Matters When a frontline agent hits a roadblock, they need a fast way to pass the issue to…

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Reopening Tickets

Why It Matters Understanding how to quickly reopen a ticket ensures that if an issue reoccurs or wasn’t fully resolved,…

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Route Tickets with the ITSM Rule Engine

Why It Matters Ticket routing helps your team send incoming tickets to the right support group and assign them to…

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Setting Up Auto-Close Rules for Tickets

Why It Matters Automatically closing out stale, inactive tickets keeps your active queue uncluttered and ensures your helpdesk metrics aren’t…

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Understanding Ticket Actors

Why It Matters Understanding the distinct roles—or “actors”—in the ticket lifecycle ensures everyone knows their part. This makes it easier…

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Understanding Ticket Status Transitions & Lifecycle Stages

Why It Matters Every ticket follows a specific lifecycle from the moment it is created until the issue is permanently…

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Updating Ticket Statuses

Why It Matters Keeping a ticket’s status accurate lets the requester know where their issue stands and ensures that SLA…

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Viewing Ticket History

Why It Matters Having a complete, uneditable audit trail of every change made to a ticket helps managers investigate bottlenecks…

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Viewing Your Assigned Tickets

Why It Matters Having a fast, consolidated way to view your specific workload prevents tickets from slipping through the cracks…

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