FAQ on General Task
How can I change the assignee for a service ticket in AntMyERP?
Q1: How can I change the assignee for a service ticket in AntMyERP?
A: You can easily change the assignee for a service ticket by following these steps:
Step 1: Locate the service ticket you want to modify. This can be done by either clicking on the ticket number or the ticket itself.
Step 2: Once inside the ticket, find the option to edit the ticket details. This is usually accomplished by adding comments or making updates to the ticket.
Step 3: Change the Assignee Type: Look for the “Assignee Type” field and select the appropriate category from the available options:
Employee: Choose this if the assignee is an employee within your organization.
Vendor: Select this if the assignee is a vendor. You’ll need to provide the vendor’s information.
Client: Choose this if the assignee is a client. You’ll need to select the client’s company.
Auto Assignee: This option may not require additional details.
Step 4: Provide Assignee Details: Depending on the assignee type you selected:
If you chose “Employee,” the system should automatically capture the current team data for the employee.
If you chose “Vendor,” provide the vendor’s company name and select the vendor’s name from the dropdown list based on the associated Visit Purchase Order.
If you chose “Client,” select the client’s company name from the dropdown list.
For “Auto Assignee,” no additional details might be required.
Step 5: Save Changes: Once you’ve made the necessary updates, save the changes to the service ticket.
Q2: What if I want to change the assignee back to its original state?
A: If you need to revert the assignee back to its original state, you can follow the same steps outlined above and choose the appropriate assignee type, whether it’s an employee, vendor, client, or auto assignee.
Viewing Client-Created Task Tickets in AntMyERP.
Q1: Where can I find task tickets created by clients in AntMyERP?
A: To locate task tickets that have been created by clients in AntMyERP, follow these steps:
Step 1: Access ERP Header Menu: Go to the ERP Header Menu, usually located at the top of the interface.
Step 2: Click on “Ticket”: Find and click on the “Ticket” option in the menu.
Step 3: Navigate to “All Task”: Look for the section labeled “All Task” and click on it. This is where you can view all task-related information.
Step 4: Go to “Assigned” Tab: Within the “All Task” section, you should see various tabs. Click on the “Assigned” tab.
Step 5: View Captured Tasks: The “Assigned” tab should display a list of all task tickets that have been assigned. This is where you can find and review task tickets created by clients.
Q2: What details are typically included in the task ticket listing?
A: The task ticket listing usually includes important details about each task ticket, such as: Task title or identifier Assigned client or customer name Task description or summary Assigned team or individual Due date or deadline
Q3: Can I take any actions on task tickets from the listing?
A: You may be able to perform actions on task tickets directly from the listing. This could include updating task details, marking tasks as complete, reassigning tasks, and more. Explore the available options within the task ticket listing for the actions you can take.