How to use Procedures & Create Tickets

To create a ticket using a procedure in ToolSense, follow these steps:

• Make sure the Procedure is created and ready to use

• Navigate to Service Packages page

• Create or select a Service Package

• Add a new Service within the Service Package

• You are then presented with a modal where you can select the procedure you want to use for the service

• Fill out the necessary information and settings and save the service

Note: Depending on the preset selected when creating the procedure, some fields may be pre-filled or pre-selected in the service creation modal. For example, the Name field may be pre-filled with the procedure name, or the usage key may be pre-selected based on the procedure type (e.g., qrcodelanding service)

And you're done!

You should now be able to create tickets efficiently with the procedures you've set up, streamlining your workflows and improving task management. By following these steps, you ensure that your services are tailored to your needs, allowing your team to work seamlessly.