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What is Working Hours?

On this tab, the signee will input details about the working hours of the user.

Filter - the user can choose what filter he/she prefers, this includes Name, Timezone and Description.

Action - user can also export PDF or export excel.

How to Add New Working Hour?

  • Working Name - the user needs to input the working name.
  • Timezone - the user have to input the timezone.
  • Holidays - the user inputs holidays in their area.
  • Working Description - the user input the insurance description

Custom Working Hours - the user input the customize working hours.

Then click ADD to save the details or click CANCEL to abort.

How to Edit the Working Hours?

  • The user may edit the working hours by selecting the pen sign. Then, a form will appear on the screen.

The user may edit again the Working Name, Timezone, Custom Working Hours, Holidays and Working Description.

Then, click Save or Cancel button.

How to Delete the Working Hours?

  • The user can delete the Working Hours by clicking the trash sign.

Then, click Delete to confirm the removal of the working hours.

How to Manage Tickets?

  • On this tab, the user can check the tickets tab.
  • Filter - user may filter this tab by clicking the filter button beside the search. The user may check the box of the filter he/she prefer. The user may select Ticket ID, Ticket Name, Priority, Due Time, Submitter, Ticket Type or even all.
  • Action - the user may choose export pdf, export excel or setup column located on the right hand corner.

How to Add New Ticket?

  • Users select the Add New Ticket and a form will appear on the screen.
  • Ticket Name - user will input the ticket name.
  • Reporter -  user may select option in the drop down arrow or add new reporter by selecting the plus sign.
  • Type Ticket - user may select type of ticket in the drop down arrow.
  • Due Time - user input the due time.
  • Priority - user may select type of priority in the drop down arrow.
  • Tags - user may select option in the drop down arrow or add new tags by selecting the plus sign.
  • Email - user input the email.
  • Description - user input the description of the ticket.
  • Drag a file here or click to upload - user upload files as supporting details.

Then, click ADD to save the details or click CANCEL to abort the new ticket.

How to Add Reporter in Ticket tab?

  • Select, the plus sign and a form will appear on the screen. Fill it up to add new reporter.
  • Contact Name - user input the contact name.
  • Title - user input the title.
  • Email - user input the email.
  • Phone Number - user may select the drop down arrow to choose the country he/she resides and enter the phone number.
  • Choose Company - user may select the right company in the drop down arrow.
  • Facebook - user may enter the facebook account.
  • Twitter - user may enter the twitter account.
  • Choose Tags - user may select the drop down arrow to choose among the tag options.

Then, click ADD to save the details or click CANCEL to abort.

How to Add Tags in Ticket Tab?

  • Select, the plus sign and a form will appear on the screen. Fill it up to add new tag.

Then, click Add to save the details or click Cancel to abort.

What is Canned Response?

  • This tab, the user can check the canned res
  • ponse tab.
  • Filter - user may filter this tab by clicking the filter button beside the search.
  • Action - the user may choose between export pdf or export excel.

How to Add Canned Response?

  • Users select the Add Canned Response and a form will appear on the screen.
  • Response Title - user input the response title
  • Message - user will input his/her message
  • Insert Placeholder - the user will use the placeholder if neccesary
  • Attach Files - user upload files as supporting details.
  • Available for - user may check the box and decide where he/she can send the message.

Then, click Add to save the details or click Preview to send email or Cancel to abort.

What is Insert Placeholder in the Canned Response Tab?

  • The user may use the Insert Placeholder to make the response more easier.
  • Team - user may insert the team name.
  • Ticket - user may insert the ticket.
  • Ticket Fields - user may insert the ticket fields.
  • Submitter - user may insert the submitter.
  • Company - the user may insert the company name.

Then, click OK to insert the placeholder in the message or click Cancel to abort

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