Complete ticket form
  • 12 Mar 2024
  • PDF

Complete ticket form

  • PDF

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Resumen del artículo

The Complete Ticket form gathers information for other departments within your company. After completing and submitting the form, the clock time stops and is recorded for time entry. 

Unlike the clock-in/out forms, Complete Ticket forms appear after you stop work on a ticket, not after you clock out for the day. 

Administration: Configuring the Complete Ticket form 

Complete work ticket forms must be created and published by an administrator and then applied to a service included in the work ticket you are placing time on before it will appear in the Aspire Mobile app. 

Creating a Complete Ticket form 

An administrator must first create and publish the work ticket by taking these steps: 

  1. Go to the Administration menu.
  2. Select Application
  3. Choose Customer Forms
  4. Select New
  5. Create a Form Name
  6. Choose Complete Ticket from the Form Type menu.
  7. Select the add icon to add questions and statement fields to the form. 
    1. Adding both English and Spanish descriptions is required. 
  8. Select Save
  9. Go to the action menu and select Publish. 
    1. You can select the action menu to unpublish and modify the form. However, you cannot make changes to a published form. 
    2.  You can only delete forms that are not associated with a service.
  10. Select Save.
     

Assigning a Complete Ticket form to a service

Once the complete ticket is created and published, you can assign it to a service by following these steps: 

  1. Go to the Administration menu.
  2. Select Estimating
  3. Choose Service Catalog
  4. Select a service. 
  5. Choose a Form
  6. Select Save

 


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