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Level 9

Make 'technician' a required field?

Hi, I've recently inherited our Help Desk and in the process I've been exploring WHDs capabilites. One rather annoying thing I've noticed is that our techs have the ability to close a ticket without assigning it to themselves, so I will have to go back and assign these tickets to them later so it doesn't bungle up our reporting.

Frankly, I don't want to do this. Is there a way to set it so that the technician field is required to be filled when a ticket is closed?

Thanks!

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Level 10

Re: Make 'technician' a required field?

I am not aware of any setting that forces a tech assignment to close.  I would be interested to hear of that as well.


I set up an auto action that reopens any ticket that is closed without an assigned tech.   It fired off a lot when first implemented but has trained people to make the tech assignment prior to closing.  It does not fire off very often any more.

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Level 10

Re: Make 'technician' a required field?

You can find the setting in Setup>Techs>tech groups>tech group levels>Auto-Assign Tickets To

Set this from none to any other option to avoid this going forward.  I really like the idea of an action too, apap‌ mentioned.

4-28-2015 4-41-29 PM.png

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Level 11

Re: Make 'technician' a required field?

I have an action rule set up that changes the ticket status back to Open if one of my level 1 techs tries to close it when the Tech field is blank. It's quite annoying & so quite effective!

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