Viewing Your Submitted TeamDynamix Tickets

Summary

You should receive email notifications about your Tickets; however, you can also search and view them from the TeamDynamix Client Portal.

Body

You should receive email notifications after: submitting a ticket and when a Technician comments/updates the status. This email notification should have a link to view your Ticket Details. In the event you've misplaced said email or would like to view multiple Tickets from one place, then you can find/view them from the Client Portal.

Table of Contents

Find Your Tickets from the Audience Pages

  1. From the Client Portal Home page, select either:
    1. The Audience button that applies to you in the center of the page
    2. The Audience tab that applies to you in the header bar

Audience Selection in the Client Portal

  1. From your appropriate page, select the View Your Tickets button.

View Your Tickets Button in the Audience Page Client Portal

Find Your Tickets from the Service Catalog

  1. Instead of navigating through the Audience pages, you can opt to go directly to the Services tab in the header bar.
  2. Then in the sub-header bar, click Ticket Requests.

Client Portal Services to Ticket Requests

Search Your Ticket Requests

  1. Ticket Requests has an advanced search at the top of the page and the results listed at the bottom.
  2. By default, it filters on the Status Class of: New, In Process, and On Hold.

Ticket Requests Page of the Client Portal

  1. Enter/change any of the search criteria and click Search at the top to populate new results.

Viewing Your Ticket Request

  1. When you find the appropriate Ticket in the search results, click on the hyperlinked title to open the Ticket Details.
  2. Ticket Details contains various important information and potential interaction points.
    1. Ticket Title
    2. Ticket ID
    3. Status
    4. Withdraw Request button
      1. If you decide the Ticket is no longer necessary and would like to cancel it prior to resolution, use this button.
    5. Add Attachment button
      1. If you've been asked to supply a file, image, or screenshot, use this button to upload.
    6. Details - Account/Department, Service, and Creation and Modified Dates and Users
    7. Requestor (your) Contact Information
    8. Attachments - previously uploaded, or click the + button to add another
    9. Service Form Data/Details and Description
    10. Feed
      1. This is the trail of comments, edits, status changes, etc. that have occurred on the Ticket.
      2. You can write a new Comment by clicking the Comment button.
      3. You can write a reply to someone else's comment, edit, status change by clicking the Comment under their feed record.
      4. You can like someone else's comment, edit, status change by clicking the Like under their feed record.

Viewing Portions of Ticket Details from the Client Portal

Details

Details

Article ID: 13545
Created
Tue 7/2/24 4:42 PM
Modified
Thu 8/1/24 3:59 PM

Related Services / Offerings

Related Services / Offerings (1)

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