Tickets
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      Create a Ticket

      Learn how to create a new Ticket on your Chekhub account

      1. Navigate to the Dashboard:
        • Access the Dashboard from the navigation menu on the left side of your screen.
      2. Initiate Ticket Creation:
        • Click the "Create Ticket" button located in the top right corner of the Dashboard.
      3. Enter Ticket Details:
        • There are four main components needed when creating a ticket; they are considered the "Four Pillars".
          • When: Due Date
            • Select the date by which the ticket is due.
          • Where: Location or Asset
            • Choose the specific location or asset associated with the ticket.
          • What: Checklist
            • Select the checklist that needs to be completed for this ticket.
          • Who: Teams or Members
            • Assign the teams or members responsible for the work.ticket components (1)
      1. Add Additional Conditions:
        • Choose to toggle on the following conditions if your ticket requires them:
          • Service Dispatch
          • Require Check In
          • Prevent Early Start
          • Enable Asset Validation
      2. Add a Workflow (Optional):
        • If necessary, add a workflow to assign multiple locations or assets, checklists, and teams or members to the ticket.
      3. Save the Ticket:
        • Click the checkmark to save your changes.
      You have now successfully created a new ticket for your organization in Chekhub!

      Choosing Between Tickets, Rounds & PMs

      Chekhub provides three distinct ticket types to assist with the planning and execution of operational and maintenance tasks. Each ticket type is tailored to specific types of operations.


      Detailed Overview of Ticket Types

      • Ticket
        • Basic tickets are ideal for individual or ad-hoc tasks that do not recur on a set schedule. For example, use a Ticket for one-time tasks like computer upgrades.
      • Preventative Maintenance (PM)
        • PM tickets are perfect for tasks that recur on a longer-term basis, such as monthly maintenance. These tickets ensure tasks happen within the appropriate time frames without requiring an exact time. For example, scheduling monthly maintenance for an asset.
      • Round
        • Round tickets are best suited for frequent recurring tasks, such as daily or hourly activities. For instance, a Daily Walkthrough scheduled at 11 AM to coincide with a shift change ensures the task is completed consistently. Rounds also use specific checklists tailored to particular assets and locations.

      Which Ticket Type to Use?

      Each ticket type has unique strengths that align with different workflows:

      • - Round Tickets: Ideal for frequent, time-specific tasks (e.g., daily inspections).
      • - PM Tickets: Suitable for longer-term, periodic tasks (e.g., monthly maintenance).
      • - Basic Tickets: Best for non-recurring, individual tasks (e.g., ad-hoc projects).