Create Ticket or Item

• Items can be created in all versions of UtiliSphere. Tickets can only be created in the Full Web version (https://www.irth.com/).

  Version	Ticket	Item
  Full Web	Yes	Yes
  iOS & Android	No	Yes
  Mobile Web	No	Yes
  Windows	No	Yes

For more information on versions, see Versions (Mobile Web, Full Web, iOS & Android, and Windows)

Items can be created in all versions of UtiliSphere.

There are three ways of creating items:

Item Creation Method	Description
Creation from parent, child, or sibling item	Item/Ticket Details > Action List
Standard (unrelated to other items)	Top menu bar > Create ( )

Standard Item Creation

1. On the top menu bar, click Create ( )
2. The Create dropdown menu lists the forms (organized by Category). Click the form you want
3. The Create New Item page displays the form
4. Complete the form fields.
   1. Required fields must be filled out in order to save the form
   2. If the form contains a searchable component you can search for data from all previous occurrences of the component in all forms
5. Click Save
   1. Any validation errors (invalid characters, formats, etc.) are highlighted in red in the fields where they occur
   2. At the top of the page, the number of fields completed incorrectly is listed
   3. Correct any errors and click Save or click Cancel to discard the item
6. The item Details page for the item you just created appears
   1. In the upper-left, click Back to Summary ( ) to return to the item Summary page

 

Ticket Creation allows companies to create tickets and process them for any ticket received from a One Call Center.  

1. On the top menu bar, click Create ( )
2. On the Create dropdown menu, click Ticket.
3. In the Create Ticket page, fill in the fields
4. Click Save
   1. Any validation errors (invalid characters, formats, etc.) are highlighted in red in the fields where they occur
   2. At the top of the page, the number of fields completed incorrectly is listed
   3. Correct any errors and click Save or click Cancel to discard the ticket
5. The Ticket Details page for the ticket you just created appears. The ticket also appears on the Ticket Summary page

 

You can also have tickets created automatically by forwarding an email containing the ticket text to a system email address. For details, see Ticket Forwarding.

Auto Processing Rules can be setup for tickets. For details, see Auto-Processing.