Ticket Requests - Employees/Department

About a year and half ago at ACMI i switched our internal comp request from an outlook form to CSIs

Staff Add a CSI

• selecting comp request as category, their dept as activity and comp reason under origin (These options were added to the system tables prior to roll out).
• They then select the performance in the pull down
• In notes they say how many comps and preferred delivery and *save*

Ticket desk then process, add an action with order # and close the CSI. 

• Ticket test check View All CSIs throughout the day (open only) and are also emailed a report every three hours to check them. 

If the comp order needs to be changed after processing, it can be reopened with another action by the original requestor.

The advantage of this is that it pushes staff to search for / create a constituent record for their valuable contacts and begins a richer ticket history. 

It also more clearly tracks who processed it and when which makes follow up / verification much easier and more transparent. 

For outside comp requests (we setup ticketing for externals), I built the following

• An online form for them to fill in
• This then sends a card to ticket desk (we use trello), to a 'to be actioned' list
• They then process the comp, move card to 'actioned'

Hope that helps someone

About a year and half ago at ACMI i switched our internal comp request from an outlook form to CSIs

Staff Add a CSI

• selecting comp request as category, their dept as activity and comp reason under origin (These options were added to the system tables prior to roll out).
• They then select the performance in the pull down
• In notes they say how many comps and preferred delivery and *save*

Ticket desk then process, add an action with order # and close the CSI. 

• Ticket test check View All CSIs throughout the day (open only) and are also emailed a report every three hours to check them. 

If the comp order needs to be changed after processing, it can be reopened with another action by the original requestor.

The advantage of this is that it pushes staff to search for / create a constituent record for their valuable contacts and begins a richer ticket history. 

It also more clearly tracks who processed it and when which makes follow up / verification much easier and more transparent. 

For outside comp requests (we setup ticketing for externals), I built the following

• An online form for them to fill in
• This then sends a card to ticket desk (we use trello), to a 'to be actioned' list
• They then process the comp, move card to 'actioned'

Hope that helps someone