Transferring Tickets to Another Department

Article Summary

Tickets can only be re-assigned to individuals within your department. Occasionally, we will receive requests that are best handled by another department. In this case, you will need to use the Move to Application function. Instructions are below.

Instructions

1) To move a ticket to a different application (department), click on its title, then V Actions (green button), then Move to Application.

2) Select which department you would like to forward the ticket to. Depending on the permissions you have, you may also be able to choose from multiple forms as well. You should be able to move tickets to any department on campus that uses TeamDynamix. Most departments are already in TeamDynamix. If you receive a ticket that should be handled by a department not in TeamDynamix, you will have to provide alternative contact information (such as email) instead.  

 

3) Add information to the following fields:

Comments - add a reason for the move/any explanatory notes

Status - rules for what to set Status as depend on the department you are moving the ticket to. Please contact your manager (or the department itself) for more information.

Responsible (and Notify Responsible check box) - who to set as Responsible depends on the department you are moving the ticket to. Please contact your manager (or the department itself) for more information.

Service - Making sure the Service is correct is important. Click HERE for a list of services with service ID's.

Form/Type - can typically be left as is, but adjust if needed.

Other custom fields - can typically be left blank, can fill in if information if known.


4) Click Move in the top-left of the page, and confirm your choice. The ticket will be moved to the chosen application (department) and will no longer show up/be searchable in your own application's (department's) tickets. If you have access to the application you have moved the ticket to, you can find the ticket in that application.