Service Ticket Templates

1. System Tools > Database Setup > Services & Transactions > Service Ticket Templates.

2. Select the desired Service Area to assign to the Template.

3. Select 'New'.

4. Enter the Name for the Template and make sure the Active checkbox is checked.

5. Under the General tab, enter all necessary information.

Date Mode: Determines how the Template will interact with dates.

Single Date - The Date when the Ticket will be will be printed/carried out.
Date Range - Span of Dates where the Ticket is considered valid. The Ticket will appear on the workload for each day that matches one of the selected Routes, until the End Date is passed.
Until Closed - Select a Start Date. The Ticket will appear on the workload for each day that matches a selected Route until the Ticket is marked complete.
Date Range or Until Closed - Select a Start Date plus an optional Start Date. This combines the functionality of the 'Date Range' and 'Until Closed' settings.
Route Mode: Controls the behavior of the Routes selection.

Single Route - Select a single Route/Day.
Multiple Routes - Select multiple Routes/Days.
Single Route Set - Not currently functional as of Accu-Trax Office version 3.16.3.
Allow Iteration: Controls whether or not the 'Iterate' button is available. An iteration is an intermediary progress marker and is displayed as a customized button next to the 'Complete Ticket' button. By default, this button will say 'Iterate Ticket'. Iterations can be set to trigger charges or notate the progression of a work item.

The Iteration Label input field determines the name of the 'Iterate' button.
Can Manually Complete: Controls whether or not the 'Complete Ticket' button is available. If unchecked, the Ticket can only be closed by an automation trigger.

Auto Creation Only: Controls whether or not the Template is available for manual selection, or if the Template can only be created by an automation trigger.

Can Reopen: Controls whether or not a Ticket can be reopened after it has been closed. It is important to take note of any Charges that may be applied due to the completion of a Ticket, if that Ticket were to be reopened.

Date Options: Optional settings that allow for various types of date entry automation.

Start Date = Today - Sets the Ticket's start date to today's date.
Stop Date = Today - Sets the Ticket's stop date to today's date.
Start Date = Next Route Date - Sets the ticket's start date to the next day that any valid Route Stop will occur at the address.
Start Date + X Days - Adds a number of days to the Ticket's start date equal to X.
Stop Date + X Days - Adds a number of days to the Ticket's stop date equal to X.
Stop Date = Start + X Days - Sets the Ticket's stop date to X number of days after it's start date.

Route Options: Optional settings that allow for a higher level of control/automation regarding Route selection.

Minimum # Routes - User must select at least X number of Routes.
Maximum # Routes - User cannot select more than X number of Routes.
Add All Routes - Adds all Route sets to the selection list.
Add Route X - Adds the Route set with name X to the selection list, then automatically selects it. This only works when the Route Mode is set to Multiple Routes.
Select Customer's Routes - Selects all of the Routes that currently provide service to the account.
Select Delivery Routes - Selects all delivery Routes associated with Routes that currently provide service to the account. Delivery Routes are delineated in the Database Setup for Routes as the 'Delivery' checkbox.
Enable Route Slots -Allows the user to select a Slot for the Ticket's Route Stop.
Disable Route Sequence - Prevents the use of sequencing for this Service Ticket on the selected Route.
Add Slot Option - If Route Slots are enabled, add the Slot Option and set its value for selection.
Add Time Range Slots - Add a series of time ranges as Slot Options. Enter in the format X:Y:Z where X is the start time in total minutes, Y is the end time in total minutes, and Z is the number of minutes per slot. Values for X and Y must be in total minutes past midnight. I.e., for a Time Range Slot from 8:30 AM to 5:00 PM with 15 minute intervals, the input values would be 510:1020:15.

6. Create additional charges for a Service Ticket from the Charges tab.

Select 'Add Charge'.

The Set Up Service Ticket Charge window will populate where all necessary Charge information can be inputted.

Charge Name: How the Charge will appear.
Service Area: Select a specific Service Area for this Charge to apply, are leave it as 'Global' to apply for all Service Areas.
Transaction Type: Set a default Transaction Type for this Charge.
Description: Set a default Description for the Charge.
Trigger: Controls when the Charge will apply. 'Ticket Iteration' will allow the Charge to apply multiple times throughout the Service Ticket's progression.
Optional: Indicates whether a Charge is optional or mandatory. Optional charges are available in the bottom left corner of the Post Transactions notification, whereas non-optional charges will be generated automatically.
Can Set Quantity: Allows multiple of the same Charge to apply.
Amount: Set a default dollar Amount for the charge.

Select 'OK' once finished.

7.Create new Actions under the Actions tab.

Select 'Add Action'.

The Set Up Service Ticket Action window will populate where all necessary Action information can be inputted.

Action Type: Determines which Action Accu-Trax should perform.
Trigger: Determines when the Action is triggered.
Cycle: Determines which Actions occur first. Actions with prompts will be displayed as a group within the Cycle.
Order: Determines the Action Order within a Cycle.
Options: Some Action Types may require an Option to be selected. The 'Options' button will be greyed out if no Options are available for the selected Action Type.
If available, selecting the 'Options' button will open the Configure Options Settings window detailing each Option on the left-hand side. Hover over the Options buttons to populate a tooltip.
Conditions: Set Conditions that the Ticket must satisfy before the Action can be triggered.
When selected, the Configure Option Settings window will open detailing each Option on the left-hand side. Hover over the Options buttons to populate a tooltip.

Add Options and/or Conditions as needed.

Select 'OK' and 'Save' once finished.