Here are the set up instructions for your system:

Step One: Entering Your Users

1. Login as Administrator

2. Click User Administration

3. Click Authorize A New User

4. Enter all your employees. These are the people who will be working with tickets. The work name should be their first name with no spaces.

5. Give the user/pass to each employee.

6. Tell your people to set the main menu of Ticketing System is the home page of their browser. This way they can be at the main menu in one click.

Step Two: Entering Your Vendors (or Affiliates)

1. Click Add Vendor from the top menu. Note: these are the people that do the work on the tickets. You will need at least one vendor, even if that is your company.

2. Fill this screen in, including the username and password. Note: Email is critical because the system sends automatic email notification when assigned to a ticket.

3. Enter all your vendors. These are the subcontractors that work the tickets.

4. Give the vendors their usernames and passwords. Tell them to log in at this location:

http://ticketingsystem.com/affiliate/

Note: When vendors log in here they can see the tickets assigned to them. Vendors should always go to their area to pickup their orders daily.

5. Tell your vendors and/or affiliates to set the main menu of their area as the home page of their browser.

Step Three: Opening a Ticket

1. Click New Ticket from the top menu.

2. Fill in the top section. This is the customer information. Set Employee to the person within your organization that has primary responsibility for the ticket.

3. Click Add New Ticket

4. Fill the screen in completely and press enter. The ticket is placed in new status.

Step Four: Managing Tickets

1. Click Main Menu from the top menu.

2. The left top menu shows the tickets in the system in the various statuses. The cycle tickets go through is new, dispatched, parts on order, complete, archived.

Step Five: Dispatching a ticket to a vendor

1. Go to Main Menu

2. Click New Tickets (the recently created ticket should be there)

3. Click the blue Edit Ball

4. Click the Assign Affiliate / Dispatch Ticket button

5. Lookup the vendor by clicking the lookup button

6. Select the vendor by click the blue Edit Ball.

7. Click Dispatch Ticket to this Affiliate

This action does the following:

a. Puts the ticket into Dispatch status.
b. Assigns the vendor to the ticket.
c. Places the ticket into the Vendors work area.
d. Sends the vendor email notification that a ticket has been dispatched to him.
e. Sends the system administrator an email the ticket has been dispatched.

Step Six: Working a Ticket

Note: The ticket is a three-screen set. To edit a ticket do this:

1. Go to Main Menu

2. Click Dispatched Tickets

3. Click the blue Edit Ball

4. The three ticket screens are information, replacement parts, maintenance and notes. To edit a ticket, work the screen you are on, scroll to the bottom of the page and click Update This Ticket.

Step Seven: Archiving A Ticket

1. When you are done with a ticket, place it in archive status. You can always reactivate it. Do that as follows:

2. Click List Tickets from the top menu.

3. Click the blue Edit ball.

4. Change the status (drop down menu upper right) to Archived.

5. Click Update This Ticket

That is basic instruction on how the system functions. The idea is to get tickets into the system and assigned. Make sure your vendors acknowledge, work, and update the tickets. Make sure they enter the parts the use and give and explanation of the work done. You as the administrator can see and manage all tickets in the system.