Auto Process Exclusion Conditions

Modified on Tue, Jul 30 at 5:42 PM

You can exclude tickets from auto-processing. The processing order of exclusions is the same as the processing order of response types.

Create Auto Process Exclusion Condition

On the top menu bar, click System Management ( )>Administration tab>Ticket Management>Auto-Processing
On the Auto Processing Overview page, click Go to Auto Process Exclusion Condition Summary
On the Auto Process Exclusion Condition Summary page, click Add an Auto Process Exclusion Condition
See Edit Auto Process Exclusion Condition, step 2, Edits, below

Edit Auto Process Exclusion Condition

On the Auto Process Exclusion Condition Summary page, click the text in the Apply To column to choose the auto response to change.

On the Auto Process Exclusion Condition Detail page, make edits as below.

Edits

Edits listed in order of Adding a Auto Process Exclusion Condition. When changing an Auto Process Exclusion Condition you can make edits in a different order.

Select or search for the registration codes in the ticket that the system matches on to auto exclude the ticket.

Action	Description
Search	In the Search In dropdown list, choose to search for a registration or facility In the search box, type the name of the registration or facility Click Search From the search results, click the ones you want to add to the response
Select	Click the registration codes you want to add to the exclusion condition

2d: Specify when condition applied / Specify When to Apply this Rule

Choose when to apply the condition

Click Finish. The Auto Process Exclusion Condition Detail page appears for the item you just created. On the Auto Process Exclusion Condition Summary page, the Apply To column lists the auto response category types you are excluding

Enable/Disable

You can enable or disable an auto process exclusion condition from either the Summary page or from the condition itself (Detail page).

Page	How to Enable or Disable
Summary page	In the left column, click Enable/Disable Auto Process Exclusion Conditions Click the check boxes to choose the responses and click Enable or Disable The Auto Process Exclusion Conditions Summary page appears listing responses
Detail page	In the left column, click Enable/Disable this Auto Process Exclusion Conditions The Auto Process Exclusion Condition Detail page appears showing the notification enable or disabled

Category Type	Processing Order	Description
Auto Response	1	Tickets automatically assigned to a person
Auto Folder Placement	2	Tickets automatically placed in a folder
Auto Assignment	3	Tickets automatically responded to

Match	Description
Bounding Box Diagonal Length	Type diagonal length in feet. This number is a minimum. Example: 15 means "at least 15 feet"
Digsite Distance	Some ticket fields need explanation: Disable based on the number of feet parsed from the fields selected: This number is a minimum. Example: 15 means "at least 15 feet" Disable based on the number of occurrences of the keywords in the fields selected: This number is a minimum. Example: 15 means "keywords occur at least 15 times"
Due Time	Amount of time until ticket is due
Field Length	Number of characters (per ticket field)
Keyword	Find keywords (search for or select keywords) Choose when to apply this rule (either when any of the keywords you chose or when all keywords you chose are found on the ticket) Your company must have created keywords. See Keywords
Noncompliant Excavator	Click to choose whether the excavator is compliant or non-compliant. Your company must have distinguished between compliant and non-compliant excavators. To set up excavators, see Excavator Summary
Ticket Creation Time	The date and time the ticket was created
Ticket Type Category	Click the Ticket Type Category from the ticket