Ticket Details provides:
Text of the ticket from the One Call Center (hyperlinks from the ticket text appear in the Ticket Hyperlinks section)
Map displaying the dig site and facility information
History of the ticket (actions taken on the ticket)
Tickets are primarily worked from the ticket details. Here you can choose to move or measure the map, reference the One Call Center ticket and take actions on the ticket.
Any actions taken on the ticket will be immediately available in the ticket history.
Menu Bar
On the Ticket Details menu bar (in the upper-left corner below the blue main menu bar), note the Ticket ID.
Below the Ticket ID are some navigation and display options:
Option | Description |
Auto Process Results ( ) | Opens the Auto Process Results window which shows the auto process rules that have been applied to the ticket and the result (action) of those rules. If the Auto Process Rule is set to a recommendation, click Apply to have the recommendation performed by the system |
Back to Summary ( ) | Click to return to Summary page |
Map ( ) | Turns the map on or off (if map is available in the ticket) |
Previous ( ) / Next ( ) Tickets | Displays the next or previous ticket from the Ticket Summary |
Search ( ) | Search for a ticket |
Icons
Icons appear in the ticket header (at the top right corner of the ticket text window). Icons for dig site distance and size do not appear on the Ticket Details page.
Icon name (left to right) | Description |
Sketches | |
Sketches. Click to modify or export sketches | |
Version | |
Newest Version of a ticket | |
Older Version of a ticket | |
Attachment | |
Attachment. Click to see and delete attachments | |
Address | |
Adjacent Address | |
Same Address | |
Billing | |
Billing information | |
Ticket Type | |
Aerial | |
Regular or Normal Ticket Type | |
Meet Ticket | |
Revision | |
Emergency | |
Short Notice | |
Design | |
Damaged Utility | |
Recall | |
Due Time | |
Past Due | |
Ticket Closed | |
Due within 2 hours | |
Due in 48 hours | |
Status | |
Pending Research | |
Pending Research - Responded | |
Ticket in Folder | |
Ticket in Folder - Responded | |
Ticket Assigned | |
Ticket Assigned - Responded | |
Ticket Closed | |
Non-compliant excavator | |
Non-Compliant Excavator | |
Non-Compliant Excavator with Notes |
Actions
When a user takes an action on a ticket, it can change the status of the ticket or trigger an event such as printing or sending an email with the ticket information. Actions taken in the Ticket Details are specific to that ticket. To take actions on multiple tickets, select tickets on the Ticket Summary page.
Action | Description |
Add Photo / Delete Photo | Add Photo
Delete Photo
|
Clear Dispatch Review | Use these actions to process tickets with a status of Pending Your Research and at least one Auto Process Recommendation in a simpler, faster way. You must configure registration codes to use them. See Registration Codes > Select Codes for Clear, Dispatch, and Review Tickets
|
Flag Future Updates | |
Set Action for Future Ticket Updates | Overrides autoprocessing rules by automatically making future versions of an item (with the same ticket ID number) either:
These future updates do not change who the ticket is assigned to or its folder (They only affect future versions or updates of the item) |
Ticket Facility | |
Add Facility Type | Opens Add Facility window In Facility list, choose one of the facility types associated with the ticket's registration code |
Quick Response | Any response can be set to be a quick response by the administrator at your company |
Maps | |
View this Ticket on Map | View the dig sites from this ticket on the map |
Plan Ticket Route | View the dig sites from this ticket on the map. Create a route by placing tickets in a specific order |
Assignment | |
Assign this Ticket | Assign this ticket to a locator |
Un-Assign this Ticket | Un-assign this ticket from a locator |
Re-Assign this Ticket | Re-assign this ticket to a different locator |
Put this Ticket into a Folder | Put ticket into a folder |
Remove this Ticket from the Folder | Remove ticket from the folder it is in without putting it in another folder |
Move this Ticket to Another Folder | Move ticket to a different folder |
Response | |
Start Work / End Work | In the History View, the Type column shows the start or end of the work (time, date, and location). |
Add Response for a Complete Job | Add a response to a ticket and change the status to Closed. See Ticket Response |
Add Response for an Ongoing Job | Add a response to a ticket but the ticket remains open (on-going). See Ticket Response |
Modify Ticket Job Number | The job number is used by excavators to identify jobs. Change job number of this ticket. Multiple tickets can have the same job number. |
Re-Open this Ticket | Selected tickets that have been closed are reopened. The status of the ticket will be set to the prior status before closing the ticket |
Respond Individually to Selected Tickets | When multiple tickets are selected, the response appears for each ticket selected. The user must complete the response for each ticket that needs to be responded to |
Close this Ticket | Changes ticket status to Closed |
Complete Secondary Review for Ticket Responses | This action requires Secondary Review to be enabled. When Tickets have been responded to and the administrator decides tickets meeting certain criteria should be reviewed, the Complete Secondary Review completes the review so the ticket can be closed and positive response sent |
Notes and Others | |
Add Notes to this Ticket (Insert) | Add Note to the ticket history |
Add Sketch | Add drawings to the map. If sketches have been added, you can export them. See Sketch Window |
Set Additional Classification for this Ticket | The Classification Option will need to be configured for this to appear. This allows a user to classify a ticket and found by using screens and filters. |
Handle Due Warning Status for this Ticket | The Due Warning option will need to be configured for this option to appear. This sets the status to Handled when receiving a warning that a ticket is about to be due. |
Show Differences Between Two Tickets | When selecting two tickets and use this option, the ticket text of both selected tickets are displayed and color coded to show what has been Changed, Deleted and Inserted. |
Update Ticket Legal Hold | Prevents the ticket from being deleted by overriding the ticket retention feature and records the override in the ticket's audit history |
View/Apply Auto Process Result of this Ticket | Shows the auto process rules that have been applied to the ticket and the result (action) of those rules. If the Auto Process Rule is set to a recommendation, click Apply to have the recommendation performed by the system |
Print, Email, and Exports | |
Download Dig Site Info for this Ticket | Downloads dig site info in an XML file (for selected tickets on the Ticket Summary). The dig site info varies by ticket: address, latitude and longitude, etc. |
Print this Ticket | Sends ticket text to a local printer configured for the workstation |
Email this Ticket | Tickets can be emailed to individuals configured for UtiliSphere or to an email address you specify |
Print Tickets in Locator Routes | Print the tickets in a route created for a locator |
Print Tickets Assigned to Locators | Print tickets assigned to a selected locator |
Print Tickets in Folders | Print tickets that are currently associated to selected folders |
External Links | Opens any links to 3rd party sites in a new browser tab. Add links in Admin > General > External Links |
Related Items | |
Link to | On the Link Related Items window, find the work item you want to link to:
|
[List of form names] | If your item form is the parent of a related item form, then any child form names appear at the bottom of the Actions list under Related Items > Link To. Clicking a child form name creates a new child form linked to the parent form. See Links for more details |
Map
If your item contains location data, the map is displayed to the right.
The map is interactive:
- Use your mouse to click, pan, and scroll to zoom within the map
In the upper-left corner of the map, the map tools are in a vertical toolbar:
Map Tool | Description |
Map Layer Information ( ) | For information about a specific point on a map layer:
|
Measure Distances ( ) |
To turn off, click Ruler ( ) again |
Show My Current Location ( ) (Optional) | Click Bullseye ( ) to center the map on your current location as determined by your web browser |
Zoom In/Zoom Out (+ - ) | Click Zoom In (+) and Zoom Out (-) to increase or decrease the details shown on the map |
Zoom to a Specific Area ( ) |
To turn off, click Zoom ( ) again |
Dialog ( ) | For information about a specific point:
|
In the upper-right corner of the map, put the mouse pointer on the Layer Picker ( ) to see the map layers (Street, Satellite, Hybrid, irth GIS) you can display on the map. If your company uses custom Map Layers, these are also in the Layer Picker (see Map Layers under Administration)
Layer Information | Description |
Activities | A layer that shows worker activity that has location information:
|
Dig Site | Area on the map based on geocoded address with buffer applied from ticket. Dig sites can be based on To/From street address, for example, 15 Main St to 63 Main St |
Dig Site Bounding Box | Box on map drawn by user to indicate the four corners of the dig site. Dig site bounding boxes can contain multiple OCC dig areas |
Dig Site Point | The pin marking the dig site (when map is zoomed out) |
Facility Location | A facility location is the geographical location of the asset or facility you are trying to protect. Facility locations are defined when you add map definitions. If you indicate that facilities are not in use, they appear differently on the map. Facility locations can be processed by auto processing rules (Auto Response) |
ESRI Hybrid | A base layer that shows streets, photographic landscape, and political borders (state, province, nation) |
ESRI (Sat) | A base layer that shows photographic landscape |
ESRI (Street) | A base layer that shows only roads, streets, highways |
irth GIS | A base layer that shows streets and political borders (state, province, nation) |
Near Street | The nearest intersecting street (from ticket). Not part of dig site |
OCC Dig Area | The One Call Center (OCC) dig area contains the latitude and longitude coordinates from the One Call Center ticket (can also contain grid data). This dig area is a shaded box |
OCC Dig Area Outline | The OCC Dig Area Outline shows the OCC Dig Area by showing its borders (only the edges are visible) and not shading the dig area |
Parcels | Shows all parcel boundaries on the three most detailed (zoomed-in ( + )) map views |
Parcel Geo Code | Uses colored shading to show the geo-coded parcel of the address from the ticket |
Responsibility Areas | A responsibility area is the area in which a person, group of people, or an office is responsible for the work to be done in it. Responsibility areas are defined when you add Map Definitions (If you indicate that responsibility areas are not in use, they appear differently on the map) |
Users | A layer that shows the GPS location of the most recent Start/End action and the worker who performed it |
The default setting for the transparency of the base layer is 75%. Use this feature to change the percentage of the base layer's transparency.
- Put the mouse pointer on Transparency ( 75% )
Adjust the transparency of the base layer:
Transparency Description Increase transparency of base layer (makes layers above base layer more visible) Move the slider left Decrease transparency of base layer (makes layers above base layer less visible) Move the slider right Result: The percentage number shows the degree to which the base layer is transparent
- Click Search ( )
- In the search box, type an address (the search is formatted as street, city, state) or latitude/longitude coordinates (type latitude, a space, then longitude)
- Press Enter or click a suggested result to go to it on the map
Use Export to export map data, including any work actions.
- Click Export ( ). Result: The option to choose the file format of the export appears
Click the file format of the export. Result: A Zip file downloads to your computer:
File Format Description Geojson The export file unzips to a Geojson file.
GeoJSON is an open standard geospatial data interchange format that is based on JavaScript Object Notation (JSON). GeoJSON encodes a variety of geographic data structures and their nonspatial attributes. It uses a geographic coordinate reference system, World Geodetic System 1984, and units of decimal degrees.
Shapefile The export file unzips to 4 shape files: .DBF, .PRJ, .SHP, .SHX
External links are optional, custom links to external, third-party web sites. They are added by your company. See External Links
- Click External Link ( )
- In a new browser tab or window, the link to the external web site opens
Click Annotate ( A ). A popout box appears
New (Create annotation)
- In the popout box, click New. Result: On the right side of the map, drawing tools appear
- In the drawing tools, click Add a Note ( T ). The cursor now has a note icon and says "Click map to place marker"
- Click the cursor on the map where you want the note. Result: The Note window appears. Go to step 2, below Edit annotation
- In the popout box, click Edit. Result: The cursor now says "Select an annotation to edit"
- Click the cursor on the annotation you want to edit. Result: The map zooms to the annotation and drawing tools appear on the right
- In the drawing tools on the right, click Edit Layers (). Result: The cursor now says "Click cancel to undo changes. Drag handles or marker to edit feature"
- Click the cursor on the annotation you want to edit. Result: The Note window appears. Go to step 2, below
- In the Note window:
- Type the note
- Click Save. The note appears on the map
- In the drawing tools, click Save Annotation ( )
These icons occur below the map, mostly in the left corner.
Icon | Description |
Display Map on Popup/Ticket Window ( ) | Opens the map in a new browser window. |
Draw Dig Location ( ) | Drawing tools appear in upper right corner of map or in a new browser window. See Use Drawing Tools to Edit Map |
Get Recommendations Based on the Current Dig Site ( ) | Opens Auto Process Result window.
Recommended auto process rules: Any auto process rules relevant to the ticket that are set to recommended. To have the recommendation performed by the system, click Apply |
Edit Dig Location ( ) | Opens Digsite Editor window |
Lookup | Use to zoom to the listed locations in the Lookup dropdown list. Lookup options (except Find Best and Drawn) vary based on how the system processes location information in ticket. Some options need definition:
|
View Dig Site Location on Google Maps ( ) | Shows dig site in Google Maps in new window |
Save Window Location & Size ( ) (Button is on popup window display of map; see Display Map, above) | Saves size and location of map browser window that opens when you click Display Map on Popup/Ticket Window ( ). Affects maps on all tickets |
System Message Display (below Lookup ) | System messages and errors display below the Lookup dropdown list, for example: Examples
|
Zoom to Near Street ( ) | The nearest intersecting street (from ticket) |
Zoom to Dig Site ( ) | The dig site is the area on the map based on geocoded address from ticket with buffer applied |
Zoom to OCC Dig Area ( ) | The One Call Center (OCC) dig area contains the latitude and longitude coordinates from the One Call Center ticket (can also contain grid data) |
Zoom to parcel geocode ( ) | The parcel is the legal boundary of the property at the address in the ticket |
Use the drawing tools to draw a dig location.
- On the Ticket Details page, below the left corner of the map, click Draw Dig Location ( ). Result: The map appears in a new browser window
On the left side of the map, use drawing tools to create the map definition.
Drawing Tool Description Circle () Use to draw circles
Delete Layer () Deletes the layer and all shapes on it Edit Layer () Use to make changes to the shapes on a layer Marker () Use to add points to a layer.
Polygon () Use to draw multi-sided shapes
Polyline () Use to draw straight lines Rectangle () Use to draw rectangles - Below the map, click Save. Result: The map shows your changes. In the Lookup dropdown, "Drawn" zooms the map to your change
The ticket history lists all the actions taken on the ticket by users or the system (such as Process Automation rules, etc.). The ticket history is on the Ticket Details screen, below the text of the ticket.
History Item (Action) | Description |
Assigned | A ticket was assigned to a locator by auto-processing rule or by a user. |
Attachment Added | A file or sketch was attached to the ticket. Click Attachment Added () to see the file |
Attempt to Deliver Positive Response to the Excavator Failed | A positive response message to the excavator failed to deliver. The note will provide why the item did not deliver. If the item never delivers after a set number of attempts, the item is placed into the Transmission History with a status of failed. |
Attempt to Deliver Ticket Failed | The Ticket Queued was not delivered |
Auto Process | Auto-Processing rules such as: Auto-Respond, Folder Placement or Assignment were found and used to process the ticket. |
Facility Owner Response | A response from a facility owner |
Message Queued | This indicates a message has been placed into the transmission queue and waiting to be delivered. These items are tickets that have been selected to be emailed, or a notification setup to send an email or text message to someone. |
Note Added | A user added a note to the ticket without adding a response. |
One Call Center Response | A response from a One Call Center |
Place Synonym Used | A synonym is used when the place provided by the One Call Center is not found in the landbase used by UtiliSphere. |
Positive Response to Center Queued | A positive response to the One Call Center has been queued and is waiting to be delivered |
Positive Response to Center Delivered | A positive response to the One Call Center item in the queue has been delivered |
Positive Response to the Excavator Queued | A positive response to the excavator has been queued and is waiting to be delivered. |
Positive Response to the Excavator Delivered | A positive response to the excavator item in the queue has been delivered. |
Put in Folder | Ticket was placed into a folder either by an auto-processing rule or by a user. |
Received | The date and time when the ticket was received |
Responded | A response has been added to the ticket. The details will indicate if it is an on-going or complete job, who performed the locate, the time of the locate and any notes associated to the response. |
Ticket Delivered | The Ticket Queued has been delivered |
Ticket Score Calculated | A Smart Score was calculated for the ticket. Click Score Details to see how the score was calculated |
Use the filter to choose which actions display in the ticket history. This filter applies to all tickets you can access with your user account.
- Click Update Filter ( )
On the Update Audit Filters window:
- Check boxes to exclude actions from the ticket history
- Uncheck boxes to display actions in the ticket history
Click Save. Result: The ticket history reloads:
- If excluding actions, the message "Ticket history is filtered" appears next to Update Filter
- The actions you checked no longer listed in the ticket history of any ticket
- If all actions are displayed, the message "Ticket history is filtered" no longer appears next to Update Filter
- If excluding actions, the message "Ticket history is filtered" appears next to Update Filter
If your company uses smart scores, they can appear in the ticket header next to the icons (at the top right corner of the ticket text window).
The format of a smart score is: [Smart score]: [value]
Examples
Smart Score | Value | Appearance on Page |
Locator Area Score | 31 | Locator Area Score: 31 |
Overall Risk Score | 12 | Overall Risk Score: 12 |
Sensitive Facility | 67 | Sensitive Facility: 67 |
To make smart scores visible on Ticket Details > Ticket Header, see the system administrator at your company. To create a smart score, see Smart Scores.
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