How does a Staff member transfer a ticket to themselves or another Staff Member?
● To transfer a ticket to another Staff member:
- ○ Select the desired ticket so it is displayed on the screen.
- ○ Select Info from the Left Handed menu.
- ○ The ticket information will be displayed. Under the Room/Owner section tap on Server.
■ The current owner of the ticket will be highlighted.
- ○ Select the desired Staff member to transfer the ticket to.
- ○ Select Send from the Left Handed menu to complete the transfer.
■ If you select Exit instead it will discard this change and w ill not transfer the ticket.
● To transfer a ticket to yourself:
- ○ Select the desired ticket so it is displayed on the screen.
- ○ Select Info from the Left Handed menu.
- ○ The ticket information will be displayed. Under the Room/Owner section tap on Server.
■ The current owner of the ticket will be highlighted.
- ○ Select your name from the list.
- ○ Select Send from the Left Handed menu to complete the transfer.
■ If you select Exit instead it will discard this change and w ill not transfer the ticket.
Transfer Permissions
● The ability to transfer tickets to yourself and others is dependent on two settings: one under Location Setup → Job Types → Access to Other Users Tickets and under Location Setup → Permissions → Modify Server. Below is a table that explains how the settings interact:
Access to Other Users Tickets
None View Only Edit
Modify Server
Checked
Transfer to Others ONLY Transfer to Yourself ONLY Transfer to Others & Yourself
Unchecked
No Transfers No Transfers No Transfers
● Important Note: If you are set up with View Only and Modify Server is Checked. You cannot transfer a ticket back that you transferred to yourself and you cannot transfer tickets you create yourself.