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How do I use the ticketing tool? 2026-01-28 Champs-Libres This guide describes how to create a ticket, edit it, and view or search for it in a list of tickets.
Tickets
tickets
ticketing
/images/tutorials/55cfcc9d-1ccf-42cc-83e2-9cc755a40de1.png /pdf/tutorials/Comment-utiliser-l'outil-de-ticketing.pdf

Ticket dashboard

The home page contains the following elements:

  • a search bar: lets you look for a patient and see their contact details, addresses and the tickets concerning them

  • my tickets: the list of tickets assigned to me as caseworker that need to be dealt with

  • my new notifications

  • sections: gives access to the third parties and tickets sub-sections.


Creating a ticket

There are 2 ways to create a ticket. Either the ticket creation window opens automatically during a call, or you can go to the home page, to the sections/tickets menu, and then click the CREATE button.


Editing a ticket

To edit a ticket, use the orange pencil icon; it takes you into the ticket so you can change its details.


Viewing a ticket

To view a ticket, use the blue eye icon; it takes you into the ticket so you can see all of its details.


Searching for a ticket

To search for a ticket, go through the "sections" menu to the "tickets" sub-menu. In this window you can filter on a number of fields to narrow down your search.