Managing service requests

Introduction

Meeting service assignees and approvers can manage service requests in the Tickets tab on the Services page in the web dashboard. Here, you can:

  • Track
  • Update
  • Export ticket logs
  • Download tickets as a PDF or CSV
  • Communicate service request statuses & updates

View request details

  • Click on the blue ticket link to open the ticket and review the request details. 

markuphero-hFayH2N1u7qjH2lQDsKI.jpg

Export a ticket as a PDF or CSV

  • Open a ticket and select the Export PDF menu button in the top right corner of the ticket details module.  

Screenshot 2025-04-24 at 9.37.21 AM.png

Filter & export ticket logs

  • Use the filters at the top of each column to easily search for specific ticket information.
  • Download the ticket log as a CSV file. The CSV reflects any filters you have applied.

Screenshot 2025-02-10 at 2.01.44 PM.png

Update the ticket status

  1. Click the Status field and select a new status from the drop-down menu.
  2. The service assignee and requester are notified via email of the status update and any changes made to the location or delivery time. 
    Note: If you change the status to Done or Cancelled for a past event, you cannot reactivate or update it back to To-do or In Progress.

Screenshot 2024-11-12 at 12.19.56 PM.png

Example of a status update email notification:

markuphero-Vbp4szgOQmCmmsh2NHW7.png

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share