Open Tickets
Manage office support requests and their complete history.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Tickets is for and choose the correct next action.
Safety and data checks
- • Do not create a second ticket for the same active problem; update the existing record whenever possible.
Complete the task
- 1Navigate
Open Open Tickets
Use the Hub navigation to open Open Tickets. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Tickets is open and its page heading is visible.
- 2Review
Understand what belongs here
Tickets hold customer support ownership, communication, notes, appointments, and resolution history. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Filter by status, priority, assignee, and age, then check for an existing ticket before creating another. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the ticket, read the timeline, and select the smallest status, assignment, reply, note, or scheduling action needed. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not create a second ticket for the same active problem; update the existing record whenever possible. This orientation ends before any irreversible or customer-facing submission.
Do not create a second ticket for the same active problem; update the existing record whenever possible.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.