Creating Ticket Schedules

When recurring preventative maintenance is required for one more assets within your digital twin, new schedules can be created to automate the ticket creation on the schedule that best fits your operations.

The details captured when creating a scheduled ticket are the same as those seen with standard tickets, but also include the ability to add one or more tasks, a feature that can be beneficial when creating tickets that may included more than 1 asset.

1. If not already in the Tickets area, click the menu button
2. Click Tickets
3. Click the Schedules button 
4. Click New Schedule 
5. In the window that opens, complete the form, noting the '*' indicates required fields
   1. Reoccurrence- select the most appropriate option from the list
   2. Start Date* - select a start date for the first ticket
   3. End Date (optional) - select an end date
   4. Overdue threshold - select the most appropriate to set a maximum due date threshold
   5. Add Asset - click the button, in the window that opens use the Search, Floor and Category fields to find the asset(s) to included in the ticket, this is required
      1. Click the Addbutton to the right of the Asset to select, repeat for any additional assets that should be added
   6. Priority- select the most appropriate ticket priority
   7. Status- by default will be set to Open
   8. Assignee- if known, select a User or Workgroup to assign the ticket to
   9. Summary* - this is the title of the ticket
   10. Category- select the most appropriate category value
   11. Description* - enter a detailed description of the work required
   12. Task Type - select from either Checkbox or Numeric, this will determine the information required for the description
   13. Task Description - enter a description of the task based on the type selection
       1. Checkbox
          1. Description* - enter a description of the checkbox task (this is required)
       2. Numeric -
          1. Description* - enter a description of the numeric value being recorded.
          2. Unit* - is used to identify the unit value of what is being recorded
             1. Examples could include PSI, litres, Watts, etc.
          3. Decimals* - enter to how many decimal points the numeric value needs to be recorded to
          4. Min- enter a value to identify a minimum threshold value of what is being recorded
          5. Max- enter a value to identify a maximum threshold value of what is being recorded
   14. Additional Tasks - click the '+' to the right to add more tasks, repeat steps 12 and 13 for additional tasks as needed
   15. Requestor* - search for and select the Requestor for the ticket
   16. Contact Number* - this will auto-populate based on the requestor, but can be edited if needed
   17. Contact Email* - this will auto-populate based on the requestor, but can be edited if needed
   18. Company - this will auto-populate based on the requestor, but can be edited if needed
   19. Click Save to complete the creation of the new schedule

Once a schedule has been created, it will be listed on the Active tab of the Schedules area. From here, users can see:

• The name of the schedule
• Asset(s) the ticket was created for
• Next ticket date
• Recurrence
• Assigned to
• Start date
• Created date
• Last updated date

Editing & Deleting Schedules

Modifications can be made to existing schedules at any time, from the list of schedules on the Active tab, find the schedule, then:

1. Click the 3-dots on the far right side of the schedule row
2. Click Schedule Settings
3. In the window that opens, make the necessary adjustments to the fields referenced in the Creating New Schedules section of this article
4. Click Update Schedule in the top right corner to save any changes

Deleting a schedule that is no longer required is also possible, to this, again find the schedule from the list on the Active tab, then:

1. Click the 3-dots on the far right side of the schedule row
2. Click Archive Settings

The schedule will then transition to the Archived tab where it can be accessed for historical purposes. Clicking on a schedule from this list will open a window on the right where the schedule details can be reviewed, just note you cannot re-activate an archived schedule.