Understand key concepts about ticket responsibility and learn how to assign, reassign, take ownership of, and add tickets to your My Work list in Work Management.
This article covers the different methods technicians can use to submit tickets and when to use each approach.
There are multiple ways a technician can submit a ticket (incident, problem, or change request) on behalf of a requester. The following methods are for scenarios where a technician is fielding a phone call or walk up and must document the incident in TeamDynamix.
How to import tickets in TeamDynamix.
Overview of how to create and modify surveys in TDNext, and how to report on survey results.
How to merge tickets individually or in bulk.
Which fields are part of the typeahead search when looking up a requestor on a form
This outlines the purpose of Scheduled Tickets as well as how to perform some common actions around these items.
This article explains how Client Portal users can submit ticket requests, track their progress, communicate with technicians through comments, and manage alerts and withdrawals for their service requests.
This article explains the differences between a ticket's primary responsibility, responsibility, and current responsibility.
Understand the key building blocks of TeamDynamix ticketing, including classifications, types, status values, priority, and assignment.
Technicians can update a ticket’s status, add comments and time, manage contacts, adjust SLAs, reclassify tickets, and edit details to move work toward resolution.
Learn to locate and view tickets in Work Management (TDNext) and the Client Portal, and organize work with searches, dashboards, the My Work app, and built-in reports.