Creating a Ticket using Racer4biz App
This document will show you how to create a new ticket using the mobile app Racer 4biz.
Before getting started
Install the app Racer4biz for Android or IOS;
Have access credentials to the system.
Procedure
- Open the app using your mobile and log in;
- After you log in, you will see the ticket screen with 3 visualization options:
Option | Description |
|---|---|
My Tickets | In "My Tickets", there will be a tab with all tickets created by the user. You can see the details by clicking the tickets. |
All Tickets | The "All Tickets" tab will show a list with all tickets assigned to the group the user is related to and that they are allowed to capture. Clicking one of the tickets will show the details. |
Approve Ticket | In "Approve Tickets", you will see a list of tickets the group of the user has permission to approve. Clicking one of the tickets will show the details. |
- To create the ticket, go to the orange button with the "+" symbol. You will be redirected to the ticket creation screen. Follow these steps to create a ticket:
- The creation is divided into 3 steps.
First Step - Identification of the Requester
Fill in the required fields to identify the user who is creating the ticket:
Field | Description |
|---|---|
Requester Name | Field to identify the name of the requester, which will load a list of names while you type. If the solicitor is not registered it is not possible to open the ticket. |
Field to inform the e-mail of the requester, which is automatically filled when selecting a registered requester. | |
Unit | Field to inform the unit of the requester, which is automatically filled when selecting a registered requester. |
Location | Field to select, on a pre-registered list, the location. |
Source of Contact | Field to select, on a pre-registered list, the origin of the contact. |
After filling the fields, click on the "Advance Step" to go to the next step of the creation process.
Second Step - Identification of the Service
Fill in the required fields for the identification of the service the solicitor is requesting with the ticket:
Field | Description |
|---|---|
Portfolio | Field to select, from a pre-existing list, the portfolio |
Service | Field to select, from a pre-existing list, the service |
Activity | Field to select, from a pre-existing list, the activity |
Contract | Field to select, from a pre-existing list, the contract |
After filling the fields, click on the "Advance Step" to go to the third page of the creation process.
Third Step - Ticket Description
Fill in the required fields to describe the request:
Field | Description |
|---|---|
Creation Form | By selecting this option, a screen will be shown with the survey created by the administrator. This screen will only be shown when it is linked to the flow of creation or when the user selects this option on the request register portfolio. |
Description | Field to inform the description of the ticket. |
Attachments | The attachment button allows the addition of files to the ticket. On mobile, there will be 3 options to use: Open camera, Open gallery, and send the document. The 3 options will open the corresponding app on the mobile so the user can select the file. After selecting the file, the attachment will have options to delete files, cancel and confirm. |
At last, there will be a message with the option to Finish the ticket creation. After clicking on this button, the following message will pop up saying "Ticket XXXX has been created successfully." and the OK button.