Tickets
      Back to home
      1. Knowledge Base
      2. User Manual
      3. Tickets

      Ticket Features

      Learn how to configure additional features to your tickets for enhanced visibility, vendor dispatch, and more.

      Service Dispatch

      Service Dispatch in Chekhub optimizes task allocation and ticket distribution to vendor teams, enhancing work order management and ensuring timely service delivery. To add a Service Dispatch, follow these steps:

      1. Create a Ticket:
        • Navigate to the Dashboard module and click "Create Ticket" in the top right corner.Screen Shot 2024-06-10 at 11.46.44 AM
      2. Fill Out Ticket Details:
        • Enter the Due Date, Assets or Locations, and Checklists necessary for the work.Screen Shot 2024-06-10 at 11.49.49 AM
      3. Enable Service Dispatch:
        • Toggle on the Service Dispatch feature.Screen Shot 2024-06-10 at 11.56.16 AM
      4. Assign Vendor Teams:
        • Select one or more Vendor Teams from the right side of the screen. You may also specify Roles and Rates for the vendors, though this is optional.Screen Shot 2024-06-10 at 11.56.27 AM
      5. Send the Dispatch:
        • Click the "Send Dispatch" button located in the Status Requirements panel on the right.Screen Shot 2024-06-10 at 11.58.35 AM

      Managing Vendor Responses

      Once the dispatch has been sent, the following process occurs:

      1. Vendor Response:
        •  Vendors will receive the dispatch request and respond based on availability.
      2. Approve the Dispatch
        • When a vendor responds, you can review their availability and accept the response by marking the dispatch as "Approved".
        • Once approved, the vendor is assigned to the dispatch.

      *Note: After a vendor is assigned and the dispatch is approved, the assigned vendor cannot be changed.*

      Canceling and Resending a Dispatch

      If the assigned vendor is no longer suitable or available, the dispatch will need to be canceled and a new one sent:

      1. Navigate to the ticket and cancel the existing dispatch.

      2. Repeat the steps to enable Service Dispatch and send a new dispatch request to another vendor team.

      Watchers

      Watchers can be added to a ticket to monitor its progress. This feature is typically used for users who did not create the ticket and are not directly involved in its tasks but need to stay informed about its status.

      Adding Watchers to a Ticket

      1. During Ticket Creation:
        • Click on the 'eye' icon in the top right corner of the ticket creation screen.
      2. Adding Watchers:
        • To add yourself as a watcher, click 'Start Watching'.
        • To add other users, select 'Manage Watchers' and choose the users you want to notify. When a user is designated as a watcher, they will receive email notifications about the ticket status and updates.

      Benefits of Watchers

      Watchers in Chekhub provide a powerful way for team members to stay informed and engaged with tasks and projects that are relevant to them, even if they are not directly assigned to those tasks. Below, we’ll explore the key benefits of utilizing watchers in Chekhub and how they can enhance your team’s productivity and collaboration.

      1. Enhanced Visibility for Stakeholders: Watchers allow team members or stakeholders who aren’t directly responsible for a task to receive updates. This keeps them informed on progress, changes, and outcomes without needing direct involvement, which can be especially helpful for managers or cross-functional team members overseeing broader project scopes.
      2. Improved Accountability and Oversight: Adding watchers to critical tasks or projects promotes accountability by allowing designated team members to monitor task completion, deadlines, and updates. Watchers can track project statuses in real-time, which is invaluable for project leads and supervisors aiming to ensure milestones are met and objectives are achieved.
      3. Streamlined Communication: With watchers, information flows more smoothly across teams. They receive notifications on updates, comments, and changes, reducing the need for extra meetings or follow-up emails. This leads to quicker resolutions and more efficient communication within and across departments.
      4. Reduced Delays: When key individuals are notified of updates as watchers, they can address issues or contribute feedback promptly, minimizing delays. Watchers can see the same information as assigned team members and act quickly to avoid potential bottlenecks.
      5. Customized Notifications: Watchers receive only pertinent updates, allowing them to focus on relevant information without the noise of unnecessary notifications. This feature supports productivity by letting users stay informed only on tasks they care about, improving their ability to prioritize efficiently.
      6. Increased Collaboration Across Teams: By adding watchers from various departments or project teams, Chekhub enables broader collaboration. This functionality is particularly useful in large organizations where tasks might involve multiple teams, as watchers can provide their insights or jump in if assistance is needed.

      By incorporating watchers into your project management workflow, you can foster a more connected, informed, and agile team, all while minimizing unnecessary interruptions and streamlining communication.