SAVTICKET: After-sales service tickets*

EXTENSION CURRENTLY BEING MIGRATED.

Interventions can be managed individually when they are unrelated to each other.

It is possible to link interventions to projects and tasks, which provides the data needed to analyse activity and therefore the profitability of a project.

However, it is also possible to manage interventions as a group when an operation requires several interventions to be carried out. This is often the case in after-sales services for complex equipment, which require more complex operations than a simple intervention.

This extension allows you to group interventions and manage them under a general ticket.

Configuration is done via the Tools → Application Settings → Extension Settings menu.

This screen allows you to add items concerning the origin, additional status and type of a ticket in the Ticket Settings tab. Right-clicking on one of the combo boxes opens the configurable labels window if you have the necessary privileges. The 1 switch allows you to adjust the display of the widget.

The Additional fields tab allows you to add additional fields for tickets. For combos, clicking on the 1 button opens the window with configurable labels corresponding to the combo in the settings menu.

Access: Activity → Service tickets

The ticket list screen allows you to enter new tickets, delete them, and modify them.

The upper part displays the tickets and the lower part displays the actions related to the ticket.

The 1 switch allows you to display only unclosed tickets. The 2 combo box allows you to filter the list by ticket type. The 3 field allows you to search by name, company name, origin, label, or ticket number. The 4 field allows you to change the display period for the ticket list. The 5 button opens the Intervention Schedule screen.

The ticket form displays a ticket that may be linked to an intervention. A ticket can also be linked to a project, a machine, and/or a contract. The type, status, and origin of the ticket can be configured using the configuration screen.

This tab displays the list of interventions linked to the ticket. It also allows you to link new interventions, modify them, and/or delete the link to the ticket.