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Getting started with the Ticket Manager

Everything you need to raise, follow and complete tickets – in five minutes. For: All users – educators, team members, managers

Introduction

Tickets (called Actions by some services) help your team record and follow up anything that needs doing – from a broken gate latch to a first-aid restock. Every step is recorded, so the right person always knows it's their turn, and nothing gets lost in an inbox.

The Ticket Manager has a fresh new look and works faster. Everything you already use is still there – just easier to find, so you spend less time on admin and more time with children.

Open the Ticket Manager

  1. Click Tickets in the top menu.

The four tabs

Tab

Use it to…

Who sees it

My Tickets

See and action the tickets waiting on you

Everyone

All Tickets

See every ticket you have access to

If your profile allows it

Ticket Categories

Set up how each type of ticket works

Super Users

Reassign

Move tickets to someone else

Super Users and some Managers


How a ticket moves

Every ticket follows a short workflow. Each type of ticket uses only the steps it needs.

Status

What it means

Who acts next

Pending

Raised – no one has acted on it yet. Every new ticket starts here.

The reviewer, resolver or closer

Open

Someone has reviewed it and chosen who does the work.

The resolver

Resolved

The work is done and waiting to be checked.

The closer

Closed

Complete.

No one

Some tickets skip steps – for example Pending → Resolved → Closed, or Pending → Closed.

ℹ️ Good to know

Your organization may use its own names for statuses – for example New instead of Pending, or In Progress instead of Open. The steps work the same way.


Your first five minutes

  1. Find what's waiting on you

    • Open My Tickets → Filters are open as soon as the page loads

    • Pick a centre, room or status to narrow things down

    • Click Save to keep the filters you use every day.

  2. Read the register at a glance

    • Coloured labels show each ticket's status.

    • A red icon beside the due date means it's overdue – hover to see by how many days.

    • A clipboard icon means a checklist is attached.

    • The Latest Comment column shows the newest update. Add it from the cog icon above the register.

  3. Move a ticket on (using Action button)

    • When it's your turn, a button for the next step (such as Resolve or Close) appears in the Actions column

    • Adding a comment is optional.

    • Tickets with a checklist need to be opened first.

  4. Move a ticket on (inside the ticket)

    • Click a ticket's subject to open it.

    • The progress bar at the top shows each step – hover over (or click) a status to see who will action it.

    • Click an action button to preview the next step

    • Add a comment

    • Click Submit Ticket to save.

  5. Raise a ticket

    • Click Create New

    • Choose the centre or room

    • Pick a Ticket Category → tell us what needs doing.

    • Notes is required, so the next person has what they need.


Good to know

  • Received a ticket email? Use the link to add comments and attachments – no login needed.

  • Some fields missing? Your administrator may have hidden fields your team doesn't use, such as Priority or Due Date.

  • Can't see All Tickets or Cancel Ticket? These depend on your profile – ask your administrator.

  • Looking for Clone? It's now called Copy.

  • Looking for "Show Tickets Require Action Only"? It's been removed – use the status tabs or the Ticket Status filter instead.

💡 Tip

Using the 1Place app? Tap the pink + button, then the ticket icon. See Tickets in the 1Place app.

Learn more

I want to…

Read

Filter, save views and choose columns

Raise a ticket step by step

Use tickets on my phone or tablet

Set up a ticket category (Super Users)

Move tickets to someone else

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