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(2024.2) Quick Tick Types

'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.

Quick Tick Types Grid
Quick Tick Types Grid

Add

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

Add New Quick Tick Type Form
Add New Quick Tick Type Form
  1. Click Add Quick Tick 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 image-20240820-201702.png . 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 image-20240820-201710.png  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 image-20240820-201722.png  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 image-20240820-201728.png . 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. This is done by using a drag and drop. When the order is as desired, click image-20240820-201744.png . That is the new order that the Quick Ticks appear.