Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

In PCR-360 Service Desk 'Quick Tick(s)' allow a User to quickly document customer calls, emails and basic inquiries that do not require the creation of a full-Service Desk Incident, Order, Project, or Problem. A User might wish to set up for a 'Quick Tick Type' include initiating a Password Reset upon request form another User, or triggering an internal process such as a 'Custom Event', 'Notification' or 'Escalation'. The 'Quick Tick' button Create Quick Tick ButtonImage Modified is at the top-right of all sections of PCR-360 for speedy access like the 360 View. In order to create a Quick Tick check out the guide in the Quick Reference section. Additionally, Quick Tick types can be added and a guide for that process is available in the Quick Reference section.

...

Quick Ticks are convenient because they can be created from any page in the application. The "Quick Tick" option is located in the PCR-360 menu in the upper-right corner of the browser, next to the 360 search. Image RemovedCreate Quick Tick ButtonImage Added

You may also click Main > Service Desk > Quick Tick and click the 'Add' Add Quick Tick ButtonImage Modified button.

Clicking the "Quick Tick" icon allows a User to create and finalize a Quick Tick. As seen in the image below, the Quick Tick screen will generally contain only a few fields, all of which are User Defined Fields . There may be many different types of Quick Ticks, all of which may have different fields depending on the purpose of the Quick Tick. Click on the type drop-down and choose your new Type. At this point, PCR-360 will expand the "Quick Tick" screen to show the fields you defined. Any required fields must have a value entered to add the "Quick Tick".

Add New Quick Tick

Add New Quick Tick FormImage Modified

Updating a Quick Tick

Quick Ticks do not require "Completion" or "Finalization" like a typical Order or Incident. Once a Quick Tick is saved it is considered "Finalized" and generally does not need any additional information after it is saved. Quick Ticks are still accessible from the Quick Ticks grid, by going to the Main PCR-360 menu, clicking "Service Desk" and clicking "Quick Ticks". Double-clicking on a Quick Tick in the grid, or selecting a record and clicking the "Edit" button above the grid will bring up the Service Desk Quick Tick form, as seen below.

Manage Quick Tick FormImage Modified

Even though the Quick Tick is finalized, Users may still add Remarks to the Quick Tick, Upload Files to the "Attachments" tab, and track email on the "Email Thread" tab. The "User Defined Fields" tab contains the information entered into the User Defined Fields on the Quick Tick form when the Quick Tick was created.

...