Procedure: TDX / Create a scheduled ticket

Objective

• To provide instruction on scheduling a recurring ticket in TeamDynamix (TDX)
• To provide instruction on transitioning recurring calendar reminders to TDX tickets for recurring work

Environment

• 10374: TeamDynamix (TDX)

Cause

• Teams often encounter recurring work that takes place on a periodic basis. A variety of methods are used to create visibility and accountability for completing this work in a timely manner. One such method is to have a ticket automatically created at a pre-determined time

Resolution 

Part 1: Create a ticket template

• Create a ticket template from an existing ticket

1. Open any ticket
2. Click Create Template

• Or create a new ticket template

1. Open your Ticket application in TD Next
2. Select Create Ticket Template from the gear icon in the upper-right corner

Note: We highly recommend linking your ticket template to a Knowledge article with the instructions for completing the ticket such that a new employee could take the ticket and work it to completion

Part 2: Schedule the ticket

1. Open your Ticket application in TD Next
2. Select New Schedule Ticket from the gear icon in the upper-right corner
3. Name your schedule
4. Select a schedule: Daily, Weekly, Monthly, Yearly
   • Note: If you want a ticket to occur on certain days of the workweek and avoid weekends, select Weekly and then select the days
5. Select the Classification of the ticket you created in part 1
6. Select the template you created in part 1
7. Specify the Requestor to associate with the ticket
8. Specify the account to associate with the ticket
9. Specific the Responsible Person/Group to assign to the ticket
10. Specify the Asset to associate with the ticket
11. Optional: Specify a Start Date and/or Due Date to be generated dynamically from the ticket creation date