Summary

This article has instructions for how to create or modify a Ticket Schedule which will automatically create a scheduled ticket based on the timing and other parameters you specify. You must first have access to a ticket template from which the scheduled ticket will be created.

 

Overview

Scheduled tickets can be configured for each Ticketing Application so that routine work items can have tickets automatically created. For example, an activity that only happens once a year, like updating a calendar, or monthly, like clearing out logs or maintenance

• This allows technicians to easily track common work items, such as routine maintenance activities.
• These tickets cannot be viewed until after they are created. However, ticket schedules can be viewed and modified as needed.

NOTE: There must be a ticket template already built in the ticketing app in order to create a scheduled ticket. See our article on TeamDynamix: Using Ticket Templates for more information.

• Creating a Scheduled Ticket
• Viewing and Modifying Ticket Schedules You Created

 

How-To

Creating a Scheduled Ticket

Instructions

Step 1 - In TDx Work Management , select the "View Applications" button at the top and select the desired Ticketing Application (ESM, etc).

Step 2 - Click the "gear icon" in the top-right corner.

Step 3 - Select New Scheduled Ticket from the dropdown menu.

 

Step 4 - Fill out the required New Ticket Schedule fields

• Name the Scheduled Ticket
• Set the schedule
  • Daily, weekly, monthly, or yearly
• Set the recurrence pattern
• Set the start date and time
• Choose Service Request for Classification
• Choose your template. You cannot create a scheduled ticket unless there is at least one template available to you
• Set the requestor (Acct/Dept will be auto-filled) and the group responsible

Step 5 - Click the Save button.

 

Outcome

You have created a ticket schedule that will create a ticket at the occurrence you set, assigned to the group you set.

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Viewing and Modifying Ticket Schedules You Created

Instructions

Step 1 - In TDx Work Management , select the "View Applications" and select the desired Ticketing Application.

Step 2 - Click the "gear icon" in the top-right corner.

Step 3 - Select My Schedules from the dropdown menu.

 

Step 4 - Click the ticket Name link.

Step 5 - Click the Edit button.

Step 6 - Make the desired changes to the Ticket Schedule.

Step 7 - Click the Save button.

You may also delete any ticket schedule you own from the My Schedules section

 

Outcome

You are able to edit or delete the ticket schedules for your scheduled tickets.

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Related Articles

TeamDynamix: Using Ticket Templates

 

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