Auto Processing Guide-Click here to get the complete guide
Auto-Processing
Use auto-processing to eliminate some of the tasks of ticket management. Based on registration codes or defined geographic areas, the system can automatically assign an incoming ticket to a person or place it into a folder. Geographic information can also be used to automatically enter a response on a ticket.
Auto Processing Only Applies to Tickets in the Future
Auto processing only applies to tickets that enter the system after you set it up. Tickets that entered the system before you set up auto processing are unaffected by it.
Processing Order
Tickets are auto-processed in this order:
Processing Order | Category Type | Description |
1 | Auto Response | The system automatically enters one of your responses to incoming tickets based on your facility location or using information provided on the One Call Center ticket |
2 | Auto Folder Placement | The system automatically places incoming tickets in a folder based on a registration code, information provided on the One Call Center ticket or a geographic area of responsibility |
3 | Auto Assignment | The system automatically assigns incoming tickets to a locator based on a registration code, information provided on the One Call Center ticket or a geographic area of responsibility. Auto-Assignment rules are only used if no matches are found on a folder placement rule |
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