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Quick Ticks can be managed from here. 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.

Add

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

  1. Click the add button. 
  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 the Save New button.
  5. 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 button.  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' button  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 button  permanently removes that Quick Tick type from PCR-360.

Re-Order Types

The order of Quick Ticks in the drop-down selector can be changed by clicking the 'Re-Order Types' button.  This opens up the 'Add New Tick Type Order' form.

From this form, a User can select a new order for the Quick Ticks in the drop-down by using drag and drop to move items up or down the list. When the order is as desired, click the Save button.  The Quick Ticks will be displayed in the new order.


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