176 lines
4.0 KiB
Markdown
176 lines
4.0 KiB
Markdown
---
|
|
title: "How do I edit a ticket?"
|
|
date: 2026-01-28
|
|
author: "Champs-Libres"
|
|
description: "This guide explains how to edit a ticket and which fields can be changed."
|
|
categories: ["Tickets"]
|
|
tags: ["tickets", "editing"]
|
|
featured_image: "/images/tutorials/38193554-ea3a-408c-a268-3e4d177e0ae8.png"
|
|
pdf: "/pdf/tutorials/Comment-modifier-un-ticket_.pdf"
|
|
---
|
|
|
|
Selecting the ticket to edit
|
|
----------------------------
|
|
|
|
Choose the ticket to edit and click the edit icon.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Changing the reason
|
|
-------------------
|
|
|
|
The edit bar appears at the bottom of the screen so you can modify the ticket.
|
|
|
|
To change the reason, click the "reason" button.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Selecting a new reason
|
|
----------------------
|
|
|
|
Select a new reason from the drop-down menu.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Saving the new reason
|
|
---------------------
|
|
|
|
Save the new reason by clicking the "save" button. The ticket's reason (the heading at the top) is updated.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Adding a new comment
|
|
--------------------
|
|
|
|
To add a comment, click the "comment" button on the bar below. This comment is added to the ticket's list.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Filling in the fields of the new comment
|
|
----------------------------------------
|
|
|
|
Fill in the new "comment" fields and click "save".
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Changing who the ticket is assigned to
|
|
--------------------------------------
|
|
|
|
To change who a ticket is assigned to, click "assign".
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Selecting a new user
|
|
--------------------
|
|
|
|
To change the assignment, you can:
|
|
|
|
* remove the current assignment by clicking the small "bin" next to the first name or surname
|
|
|
|
* add another user by clicking "assign to one or more users"
|
|
|
|
|
|
Confirm your changes by clicking "save".
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Saving the new user
|
|
-------------------
|
|
|
|
Click "save" to confirm the new user.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Changing the caller and/or the patient
|
|
--------------------------------------
|
|
|
|
To change the caller and/or the patient, use the "caller and patient(s)" button.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Removing the patient
|
|
--------------------
|
|
|
|
To remove a patient, click the small bin next to the patient's name.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Adding a new patient
|
|
--------------------
|
|
|
|
To add a patient, you can either:
|
|
|
|
* use the small green cross for a quick addition if the patients have been used before
|
|
|
|
* go through the "add a patient" button, search for them and add them
|
|
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Changing the urgency of the ticket
|
|
----------------------------------
|
|
|
|
To change the urgency of the ticket, click the urgent icon. The colour changes accordingly.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Editing an existing comment
|
|
---------------------------
|
|
|
|
To edit an existing comment, use the edit icon.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Enlarging the editing window
|
|
----------------------------
|
|
|
|
Then enlarge the editor using the arrow.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Editing the text in the editor
|
|
------------------------------
|
|
|
|
Edit the content of the comments in the editor and save.
|
|
|
|
* * *
|
|
|
|

|
|
|
|
Careful with the close button
|
|
-----------------------------
|
|
|
|
Be careful with the close button. It permanently closes the status of the ticket. It is not a "dismiss" button but really a button that closes the ticket for good.
|
|
|
|
* * *
|