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How to Create New Tickets
Updated over a month ago

Introduction

Creating tickets within Sitemark helps you and your team focus on resolving specific issues and allows you to track various project aspects, even those not directly related to system-detected anomalies. Use tickets to monitor construction progress, manage maintenance tasks, or digitize routine inspections efficiently. Click here for a deeper introduction to Tickets.

There are three primary ways to create tickets in Sitemark:

1. Single Creation from an Anomaly, Component, or Annotation

From the Sitemark platform, you can create tickets from existing anomalies, components, or annotations. This can be done through the feature's popup.

The created ticket will be linked to the anomaly, component, or annotation for which it was created. For anomalies, any required information is automatically copied from the anomaly to the ticket.

๐Ÿ’ก For areas that aren't automatically recognized, you can create an annotation first and then link a ticket to it.

2. Bulk creation from anomalies, components, or annotations

To manage tickets at scale, you need a way to create tickets in bulk. For example, when evaluating results from a thermal inspection, you may want to address all anomalies that meet specific criteria, such as a particular remedial action.

You can efficiently create tickets in bulk by navigating to an operation, selecting Bulk Actions, and then choosing Create Tickets.

You can select the layer for which you want to create tickets: anomalies, components, or annotations.

You can select the features for which you want to create tickets in 3 ways:

  1. Click on the features on the map

  2. Alt/Option + drag to select features on the map with a rectangle

  3. Select all with filters

For most use cases, we recommend filtering out anomalies based on certain criteria and then selecting them all in the bulk creation process.

3. Creation of tickets through Field Link

The first two methods are ideal for creating tickets in the office and sending them to your technicians. However, it's also valuable to let information flow in reverse. Technicians, workers, or site managers who spot issues on-site can create a ticket to document it.


Managing your Tickets

To effectively manage your tickets, access the Tickets menu located on the left side of your screen. Here, you can view all tickets across your portfolio, either in a board view or table view, depending on your preference. You can also filter tickets by specific sites using the filter option at the top right of the window.

Clicking on a ticket will display more details, allowing you to add comments, attachments and update ticket properties.

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