Enter Ticket
The Enter Ticket screen allows you to manually enter a new ticket.
Note: To use the Enter Ticket feature, the user must have the "TICKET.ADDLOCATE" and "TICKET.ENTER" rights.
There are three tabs on the Enter Ticket screen: the Client, Contacts, and Detail tabs.
Client Tab
The Client tab is used to specify the term that is added to the manual ticket, and the service fee schedule that is used if a service list is assigned to the ticket.
The Client tab contains the following fields:
- State*
- Feed* - The drop-down box is auto-populated based on the manual feeds that exist for the state. More information about setting up manual feeds is located here.
- Utility - The drop-down box is auto-populated based on the utilities that have terms assigned to the manual feed selected in the Feed field.
- Term - The drop-down box is auto-populated based on the terms assigned to the manual feed, selected in the Feed field, that are assigned to the utility selected in the Utility field.
- Service List - displays the service list assigned to the selected utility. This field will be blank if no service list is assigned to the utility. The service list assigned to a utility is configured using the Service List field on the Admin/Utility screen.
- Service Fee Schedule - specifies which fee schedule assigned to the service list is used for the ticket. User must have the "TICKET.FEE.SCHEDULE" right to modify the value of this drop-down box.
The Client tab is shown below:
Contacts Tab
The Contacts tab is used to configure the contacts associated with the ticket.
There are four different contacts that can be added for a ticket:
- Ticket Contact - used as the address information on the created ticket
- Excavator - used as the excavator information on the created ticket
- Bill To - used on the invoices for the Ticket Services feature
- Ordered By - used on the invoices for the Ticket Services feature
To add an additional contact, click the appropriate "Add" button located below the contact information box. Then, choose from existing contacts by using the Company and Name drop-down boxes.
Uncheck the Use Existing Contact checkbox to enter contact information that does not currently exist in TicketRx.
The Admin/Contacts screen is used to manage the existing contacts.
The Contacts tab is shown below:
Click to enlarge
Detail Tab
The Detail tab contains the following fields:
- Request Type
- Work Begin Date* - This field is auto-populated with the current date/time.
- Work Type
- Map Location / Legal Land Description
- Work Done For
- Apply Routing Rules - If this option is selected, the manually created ticket is routed using the routing rules configured for the state or feed.
- Route to Me - If this option is selected, the manually created ticket is routed to the user who created it.
- Intersection
- Blasting
- Mechanical Boring
- Pre Marked
- Private Property
- Overhead Lines
- Work Description / Additional Information
The Detail tab is shown below:
Click to enlarge
Creating A Manual Ticket
Follow these steps to create a manual ticket:
Client Tab
- Choose the appropriate value for the State field.
- Choose the correct feed the ticket should be created for. The values listed in the Feed drop-down box are based on the manual feeds that are configured for the state. More information about configuring manual feeds is located here.
- Choose the appropriate values for the Utility & Term fields. The values listed for these fields is based on the terms assigned to the manual term. More information about configuring the terms assigned to manual feeds is located here.
- If necessary, choose the appropriate Service Fee Schedule. This is only needed if additional services will be billed for the ticket.
- Click the Next button to go to the Contacts tab, or click the Contacts tab.
Contacts Tab
- Enter the appropriate contact information for each contact type on the Contacts tab.
- Click the Next button to go to the Detail tab, or click the Detail tab.
Detail Tab
- Enter the necessary data for the fields on the Detail tab.
- Choose either the Apply Routing Rules or Route to Me option.
- Click the Save Ticket button to create the manual ticket.
A sample ticket created using the Enter Ticket feature is shown below:
