Operations - Create New Tickets from Existing Templates

1. Navigate to "Services" section

   To create tickets using a ticket template, navigate to "Services" section in the Operations Portal.

   

2. Go to the "Tickets" screen

   Next, go to the "Tickets" screen. In order to access and update "Tickets" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

   

3. Click the "Add Ticket" icon

   Click the "Add Ticket" icon.

   

4. Enter Ticket Title

   Enter a title for your ticket. If you'll be using a template with a pre-filled description, then you won't need to fill in the description at this step.

   

5. Select a template

   Click on the "Template" dropdown and you'll see a list of templates to choose from. Select your desired template from the list.

   

6. Click the "Add" button

   Then, click the "Add" button.

   

7. The Ticket Template details have been applied

   You'll be taken to the details screen of your new ticket, where the information from the template will already be filled in and ready to use. You can always update other fields if needed.