Tickets can be created, scheduled, and linked to Inventory Items within a Logbook.
This feature is primarily used to schedule Preventative Maintenance tickets for equipment assets in the Equipment Logbook, where equipment assets are the Inventory Items
đ User Type & Roles
To perform this action in ALICE, the user must have at least Employee User Type access.
The user must also have the following settings within âRolesâ enabledâ
Access to âLogbooksâ tab.
Access to âAddâ and âViewâ Tickets.
Things to Consider
âAssociated Ticketsâ must be enabled in the account to schedule tickets from an Inventory Item. If you do not see the Associated Tickets tab within the Inventory Item details in Logbooks, please reach out support@aliceplatform.com.
â Steps
Navigate to the Logbook tab, then select a Logbook using the icons in the left column.
Select an Inventory Item from the Logbook to view the item details.
Select the âAssociated Ticketsâ tab within the Inventory Item details.
Within the Associated Tickets section, you can add tickets, schedule tickets, and view existing tickets. Filter existing tickets by toggling between âOpenâ, âClosedâ, or âAllâ.Â
Schedule Associated Tickets Individually
Within the Logbook Item details, find the âAssociated Ticketâ section.
Select â+Addâ under the âScheduleâ section to access the ticket creation pop-up.Â
Select a Service from the dropdown and add any relevant ticket information. Required fields are noted with an asterisk.
Enable âRoll Overâ if unfinished tickets should be transferred to the next consecutive day until the ticket is marked as finished/complete.
Enable âRepeatâ to set the ticket to repeat on a scheduled cadence.
Select âSaveâ to create the ticket.
Best Practices:
Enabling Roll Over can help your teams ensure that tickets donât fall through the cracks since they will show up as an open ticket every day until they are closed. To learn more about Roll Over feature in ALICE, click here.
Enabling Repeat can help save time with the flexibility to schedule tickets in advance on a recurring cadence. To learn more about the Repeat feature in ALICE, click here.