Create a re-occurring ticket with in TDX

Description

Re-occurring tickets are useful to have set up so that you are reminded when to perform work. How to set up a re-occurring ticket with in Team Dynamix.  

Solution 

To set up a re-occurring ticket to ensure work is completed, follow the steps below

Sign in to TDX - 

1. Navigate to the Ticket Tab 

   • Gear – right hand side 

2. Select – New scheduled ticket 

Fill out ticket - 

1. Name - (suggestion) Review Asset 
2. Schedule 
   • Monthly 
   • Day (25) Every (3) months 
   • Start Date (choose a date that works with your team's expectations)
3. Check Active box 
4. Classification – Service Record 

Create a Template –

1. Select "+" to add template 
2. Template Name – Update Asset  
3. Visibility – just me or these groups  
4. Ticket form - Service Desk 
5. Fill out form  
6. Requester - You 
7. Status – New 
8. Title – Update Assets 
9. Descriptions – list your asset responsibilities  
10. Priority – High  
11. Responsible – You 

Back to template - 

1. Requester – You  
2. Responsible – the group you are in (should be pre populated) IF not search 
3. Assets- add the items you need to review 
4. Start date – don't need to fill out 
5. Due date – don’t need to fill out 

This will create a ticket that will populate automatically (based on what the perimeters were set at). It will appear in your report – assigned to me