Assigning tickets

Once a ticketShort for “delivery ticket,” which is printed and given to the driver. Also called a tag or docket. The ticket includes, at a minimum, the product(s) ordered and the delivery address. It can also include the amounts of materials batched to form the mix. In the past, producers sent copies of the delivery ticket with prices as invoices; now tickets and invoices are two separate documents. arrives from an integrated service, it needs to be assigned to a piece of equipmentAll machines used as a means of production on a construction site or at a batch plant.. The steps below include how to edit and assign a ticket and how to reassign or manage a ticket after it has been assigned. Some steps may be completed with the same results from different pages in the TrackIt Web Console.

  1. View and edit a ticket
  2. Assign a ticket
  3. Reassign a ticket

1. View a ticket

After adding a ticket, you can view it and assign or reassign it to a piece of equipment. Additionally, you may need to edit ticket details before assigning it to a piece of equipment.

  1. Navigate to Dispatch > Ticket Management > Ticket.
  2. Using the drop-down menus or calendar, select the date on which the ticket was created.
  3. Click the View Ticket VIEW TICKET button button.
  4. From the list of tickets created on a specific date, find the one you want to alter.
  5. Click Edit  to change the ticket details or continue on to assigning the ticket.

2. Ticket Assignment

A ticket may be created without being assigned to a piece of equipment. This often happens when tickets are added through an integrated ticketing application, but this can occur when a ticket isn't created with a piece of equipment included or when the equipment isn't clocked in yet. Completing this step allows a driver of the assigned equipment to see the ticket on their assigned tablet when the ticket is marked Active.

  1. Navigate to Dispatch > Ticket Management > Ticket Assignment.
  2. Using the drop-down menus or calendar, select the date on which the ticket was created.
  3. Click the View Ticket VIEW TICKET button button.
  4. From the list, find the ticket you want to assign.
  5. From the Equipment drop-down menu, select the equipment you want to assign the ticket to.
If an employee is clocked in with a piece of equipment, their name will show up next to the equipment. Use the Refresh  button to update the page if employees have clocked in but aren't showing up next to their equipment.
  1. Select the ticket's Status from the Status drop-down menu.
  2. Check the Send Msg Send Msg check box check box on the right side of the table if you want to notify the driver of the assignment.
  3. If any of the ticket details need to be altered, select the Edit  button and use the Edit Ticket dialog screen.
  4. Click Update Changes  to save your changes.

3. Reassign a ticket

After a ticket has been assigned, circumstances may require you to reassign the ticket to another driver or piece of equipment. The process for reassignment can be done on the Ticket Assignment page, but you may also complete it on the Employee Dispatch, Equipment Dispatch, and Equipment Map pages.

  1. Navigate to Dispatch >Dispatch View > Employee Dispatch or Equipment Dispatch.
  2. Select the employeeUser accounts for drivers, dispatchers, and other staff to perform varying functions in TrackIt.'s statusThe specific activity or task a driver is currently engaged in, typically as part of a process called a "status loop." if you are in  List View. Select the employee name or status if you are in  Grid View.
  3. In the pop-up dialog windowA pop-up window that requires user input., select Ticket # .
  4. Click Manage Tickets .
  5. In the pop-up dialog window, select the Equipment drop-down menu to reassign a ticket to another vehicleAll machines used as a means of production on a construction site or at a batch plant..
  6. Choose the Status drop-down menu to select another status for the ticket if desired.
  7. Click Update Changes when finished altering the ticket.
  1. Navigate to Dispatch > Equipment Map.
  2. Click the equipment icon from the map or the equipment status from the Dispatch Summary panel.
  3. In the pop-up dialog window, click TICKET # .
  4. Click Manage Tickets .
  5. In the pop-up dialog window, select the Equipment drop-down menu to reassign a ticket to another vehicle.
  6. Choose the Status drop-down menu to select another status for the ticket if desired.
  7. Click Update Changes  when finished altering the ticket.

You have successfully assigned a ticket!