Folders

When creating a new groups, the system sends an email to the user with the user name and a link to the login page. The first time users log in, they must enter a username and password.

Add a Folder (video demo, 1 min)

1. On the top menu bar, click System Management ( ) > Administration > General > Folders
2. On the Folder Summary page, in the left column, click Add a Folder
3. On the Add a Folder page, fill in the fields. See Modify Folder, step 4, below

1. > General > Folders
2. On the Folder Summary page, in the Name column, click the folder (or sort by column heading or search in columns to find a folder)
3. On the Folder Details page, click Modify this Folder

4. On the Modify a Folder page, fill in the fields:

                                                                       
   Assignment Information     

                                                                                                                                                                     

   Field	Description
   Assign Tickets Placed in this Folder to	Choose the user to whom tickets in this folder are assigned
   Remove Ticket from Folder when its Assigned	Checked: Tickets in this folder are removed from it when they are assigned to a user

                                                                       
   Folder Capacity      

                                                                                                                                                                         

   Field	Description
   Folder does not have a capacity limitation	No limits on number of tickets folder can contain
   Folder has a limited capacity	Checked: Folder has these limits: Daily Ticket Capacity: Maximum number of tickets per day Alternate Ticket Folder: If a folder exceeds the maximum number of tickets per day, any additional tickets go into the alternate folder

                                                                       
   Folder Information  

                                                                                               

   Field	Description
   Name	The  name of the group
   Description	The description of the group
   Applications	Ticket Management: Folder is used to manage tickets. See Ticket Management, below                                                                                              Work Item Management: Folder is used to manage items

                                                                           
   Positive Response   

   Type the callback number to be used when making a positive response to an excavator. See Callback Numbers.                                                                                                                                                                             

   Field	Description
   Callback number	The callback number of the member or locator

                                                                           
   Response Information

   For more information, see Responses.

                                                                                                                   

   Field	Description
   Add Response to Ticket when Placed in Folder	Checked: Tickets in the folder receive the response you choose below
   Leave Ticket Open	Tickets in this folder remain open after the response from this folder that you choose below. Any responses after this are processed as usual
   Respond to Tickets Placed in this Folder with	Choose the response to be added by the system to tickets in this folder

    

5. Click Save . Result: The Folder Details page appears

1. On the Folder Details page, click Select Personnel / Contractors for this Folder

2. On the Select Personnel / Contractor for Folder page, choose users. To pick individual users, click Pick from a list... then:

   1. Find users: Search within columns, click column headings to sort, or use the page links at the bottom of the list
   2. Check the users you want                                                                                                                                                                                    
3. Click Save 

1. On the top menu bar, click System Management ( ) > Administration > General > Folders
2. On the Folder Summary page, in the left column, click Generate Folder User Summary Report
3. In the Summary of Users by Folder window, in the Folder dropdown list, choose the folders you want a report for
4. Click View Report. Result: The report appears