Summary

This article is for TDNext users who need to transfer a ticket to a ticketing application that they are not a member of. Users may also refer to this action as "sending tickets over the wall."

There are some secure applications in TeamDynamix, such as HR Secured, where transferring tickets is not done in the usual way (Update --> Reassign).  Sometimes it is necessary to transfer a TeamDynamix ticket to another segment/application within TeamDynamix. 

This happens when a requester inadvertently opens a ticket that defaults to the wrong place or when there is more there are teams inside and outside of the secured application who need to take action on the ticket.  

How-To

Instructions

Step 1 - In the ticket, click "Actions"

Step 2 - Choose "Move to Application"

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If "Move to Application" is not available, open a ticket for the TeamDynamix Application Administrator to request this option. 

Step 3 - Select the application to move the ticket to

Step 4 - Select the form. 

• If unsure of which form, use a best guess or the most general form for that application. 
• If no form is evident, leave as Service Request Form.
• If the intent is to get the ticket to a specific team, use the "Responsible Group" field to assign the ticket appropriately.

Step 5 - Fill out the form and click " Move"

Step 6 - Click "OK" on the warning (shown below)

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Outcome

The ticket will be assigned to the group designated in the form which was filled out during the above process.  It is not possible to view or otherwise interact with the ticket once it has been transferred to an application that you do not have access to. 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request