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'Quick Ticks' can be managed from here. Quick Ticks are intended to be used for simple tasks, what no other action is required for.  Examples for what 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'.

Simply navigate to Admin > Service Desk > Quick Tick Types to open the Quick Ticks Grid and manage them. Users can perform several types of actions here.

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Add

This process is used to create a Quick Tick Type that can be used to create Quick Ticks.

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  1. Click

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  1. Add Quick Tick ButtonImage Added.

  2. Enter a Unique name for the Quick Tick Type.

  3. Each Quick Tick Type can minimally have a Contact and Description. Toggle the appropriate check box to have it appear for use.

    • If you want them to be required for the User, you can toggle the Required check box.

  4. Click

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  1. the Save New ButtonImage Added.

  2. You can optionally define as many User Defined Fields as you would like to maintain additional information.

Edit Selected

Once a Quick Tick has been created Users can edit it by clicking the Edit Selected ButtonImage Removed image-20240820-201702.pngImage Added . Additionally, any User Defined Fields that are desired can be created by selecting a Quick Tick Type and editing it. It is important to note that a User can only create a new UDF field once the Quick Tick has been created.

Toggle Status

Clicking the Toggle Status ButtonImage Removed image-20240820-201710.pngImage Added  removes the Quick Tick type from the drop downs elsewhere in PCR-360. This is useful to remove access to a Type without removing the data type from the system.

Delete Selected

Clicking the Delete Selected ButtonImage Removed image-20240820-201722.pngImage Added  permanently removes that Quick Tick type from PCR-360.

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The order of Quick Ticks in the drop-down selector can be changed by clicking the Re-Order Types ButtonImage Removed image-20240820-201728.pngImage Added . This opens up the 'Add New Tick Type Order' form.

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From this form, a User can select a new order for the Quick Ticks in the drop down. This is done by using a drag and drop. When the order is as desired, click the Save ButtonImage Removed image-20240820-201744.pngImage Added . That is the new order that the Quick Ticks appear.


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