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Screening Tickets

The Screening system allows a screening staff to view tickets before they are sent to the field and screen out the ones that do not require a locator to be dispatched. TicketRx is configured to identify the tickets eligible for screening. These tickets are displayed in real-time to the screening staff via the Screen portion of TicketRx. The display is also updated in real-time to show who is screening each ticket. This prevents multiple people from working the same ticket.

To configure a utility to be screened, specify the user's bucket that will be screening the tickets, or the "Screener Bucket" as the value for the Screen Bucket field for this utility on the Admin/Utility screen. If a user's bucket is specified for the Screen Bucket field, only that user will see the tickets on the Screen screen (shown below). If the "Screener Bucket" is specified for the Screen Bucket field, all users with the "Screen" right will see the tickets on the Screen screen.

Only the oldest 2,000 open tickets received in the screening bucket will be displayed.

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Screening Tickets

Tickets can be screened using four different methods:

  1. Double-click the ticket to be screened in the Ticket Screening pane, this will open the ticket in the Ticket Detail screen. Review the ticket, decide how it needs to be handled, then status the ticket appropriately and save your changes.

  2. Select a ticket to be screened by clicking on it in the Ticket Screening pane, then click the Screen button located in the Ticket Information pane. This will open the ticket in the Ticket Detail screen. Then, review the ticket and status it as described above.

  3. Click the checkbox in the Reserve column in the Ticket Screening pane for the tickets to be screened. Then, use the Status Reserved Ticket pane in the lower right to status the ticket. Click the Save button to update the status of the locates. This technique can be used to screen many tickets and their locates at once. Simply reserve multiple tickets before pressing Save. The Status Reserved Tickets pane is described in more detail below.

  4. Highlight multiple tickets to be screened by either holding the Ctrl key and clicking on individual tickets, or by holding the Shift key and clicking on the beginning and the end of a range of tickets to be selected, and click the Reserve Selected button located below the Ticket Screening pane. Then, use the Status Reserved Ticket pane in the lower right to status the ticket. Click the Save button to update the status of the locates.

Click the Unreserve All button located directly above the Ticket Information pane to un-check the checkbox in the Reserve column for all tickets.

Unreserve All Button

Ticket Screening Pane

The Ticket Screening pane is used to select the tickets that are "reserved" for screening.

The Limit to State field can be used to limit the tickets displayed in the Ticket Screening pane to only tickets from the specified state.

Limit To State Field

The Ticket Screening pane contains the following columns:

  • Reserve - If checked, the ticket is "reserved" for screening. The user must have the "SCREEN.BULK" right to see this column.
  • Screen Status - If this ticket is already reserved by another screening user, the user name of this user is displayed.
  • Ticket Number
  • Due Date
  • Type
  • Address
  • City
  • County
  • State
  • Work
  • Call Date
  • Utilities
  • Work Done For
  • Excavator

You can change the columns that are displayed on the Ticket Screening pane by configuring the grid.

The Ticket Screening pane is shown below:

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Status Reserved Tickets Pane

The Status Reserved Tickets pane is used to configure the start time and status that is applied to the "reserved" tickets.

The title of the Status Reserved Tickets pane is updated to reflect the number of tickets that are marked as "reserved". For example, if two tickets are reserved by the current user, the title will be "Status 2 Reserved Tickets".

The following information is displayed in the Status Reserved Tickets pane:

  • Start Time - As part of changing the status of the locates, a timespan will be recorded. The timespan will start with the time in the Start Time field and will end when the Save button is pressed.
  • Status - The status that is chosen is applied to all "reserved" tickets. Only statuses that are available for all locates on the "reserved" tickets are displayed in the Status box.
  • Affected Locates - displays the number of locates that will be statused.

Note: Only locates that are assigned to the screener user will be statused via the Screening screen. If the reserved tickets include other locates not assigned to the screener, these will not be changed when the Status Reserved Ticket pane is used. Also, any locates that have already been statused will not be affected by using the Status Reserved Ticket pane. Users must have the "SCREEN.BULK" right to screen multiple tickets at one time.

Status Reserved Ticket Pane

The My Tickets screen also allows multiple tickets to be statused at once.

Ticket Information Pane

The Ticket Information pane (shown below) displays information about the selected ticket.

The following information is displayed in the Ticket Information pane:

  • Ticket Number
  • Address
  • Area - displays the areas that the other locates on the ticket that are not assigned to the screener user, are assigned to.
  • Type Of Work
  • Work Done For
  • Excavator
  • Information about each locate on the tickets is also displayed, the following information is displayed: Client/Term, Locator, Status, Due
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