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Scheduling recurring tickets


If you have tickets that must be created periodically, you can configure a schedule to create these tickets automatically. You can create a template based on which the ticket is created automatically at a specified time. For more information, see Creating-and-managing-form-templates.

For example, every month you must replace ink cartridges for printers. You can configure a schedule to create a ticket on the first of each month. This saves the time spent on creating the same ticket manually. The start date of a ticket schedule is based on the application server time zone. Any error generated for a ticket schedule is recorded in the ServiceManagement log file.

You must have system administrator permissions for scheduling the recurring tickets.

To configure a schedule for a recurring ticket

  1. On the header bar, expand the hamburger menu HamburgerNew.png and select Configuration.
  2. Click Application Settings > Scheduled Tickets.
  3. On the Scheduled Tickets page, click New.
  4. In the New Scheduled Ticket dialog box, from the Ticket Template list, select a template.
  5. In the Start Date field, select a date to schedule the recurring ticket. The ticket schedule is activated only on the date that you select in the Start Date field.
  6. In the Recurrence Pattern field, select a pattern from the following options:

    Option

    Description

    Daily

    Select this option to create a ticket every day or in a regular interval of less than a week.

    1. Select Daily.
    2. In the Time field, select or enter the time to create the ticket.
    3. In the Run every field, select or enter the frequency at which the ticket is created (in days).

    The following considerations apply when you configure a ticket schedule to recur daily:


      • (2021 Release 01) If you select Daily in the Recurrence Pattern section, then the Ticket Scheduler runs every n days (where n is either greater than or equal to 1). The ticket schedule recurs every nth day starting from the date when you scheduled it to run.

        Example

        Today is January 14. In the Start Date field, you have selected January 15. In the Time field, you have selected 4:00 P.M. In the Run every field, you have selected 3 days. The Ticket Scheduler first runs on January 15 at 4:00 P.M. Subsequently, it will run at 4:00 P.M. on the following days:

        • January 18
        • January 21
        • January 24
        • January 27
      • (2021 Release 01) If you select Daily in the Recurrence Pattern section, then the outcome depends on your specifications, as follows:
        • If you select a future date in the Start Date field, then the Ticket Scheduler runs on the future date. 
        • If you select a past date in the Start Date field, then the Ticket Scheduler runs on the corresponding future date. 
        • If you select the current date in the Start Date field, and if you select a past time in the Time field, then the Ticket Scheduler runs on the corresponding future date. 
          Consider the following three scenarios to understand the recurrence of ticket schedule:

          Today is April 14. You enter the following values in the respective fields:

          Field

          Value

          Start Date

          April 17 (a future date)

          Time

          4:00 P.M

          Run every

          3 days

          Today is April 14. You enter the following values in the respective fields:

          Field

          Value

          Start Date

          April 11 (a past date)

          Time

          4:00 P.M

          Run every

          3 days

          Today is April 14. You enter the following values in the respective fields:

          Field

          Value

          Start Date

          April 14 (the current date)

          Time

          4:00 P.M (a past time)

          Run every

          3 days

          In all these scenarios, the Ticket Scheduler first runs on April 17 at 4:00 P.M., and subsequently at 4:00 P.M. on the following days:

          • April 20
          • April 23
          • April 26
          • April 29
        • If you select the current date in the Start Date field, and if you select a future time in the Time field, then the Ticket Scheduler runs on the current date. 

          Example

          Today is June 14. In the Start Date field, you have selected June 14 (the current date). In the Time field, you have selected 4:00 P.M. (a future time). In the Run every field, you have selected 3 days.

          The Ticket Scheduler first runs on June 14 at 4:00 P.M., and subsequently at 4:00 P.M. on the following days:

          • June 17
          • June 20
          • June 23
          • June 26
      • (2021 Release 01) When you upgrade to Track-It! 2021 Release 01 from Track-It! 2020 Release 03 and earlier, the ticket schedules that are configured to recur daily are recalculated to follow the updated recurrence pattern.

        Example

        Today is June 14. In the Start Date field, you have selected June 14 (the current date). In the Time field, you have selected 4:00 P.M. In the Run every field, you have selected 3 days.

        • For Track-It! 2020 Release 03 and earlier, the import schedule will recur every 3rd day starting from June 1.
          The Ticket Scheduler first runs on June 16 at 4:00 P.M. Subsequently, it will run at 4:00 P.M. on the following days:

          • June 19
          • June 22
          • June 25
        • If you upgrade to Track-It! 2021 Release 01 from Track-It! 2020 Release 03 and earlier on June 14 after 4:00 P.M., then the Ticket Scheduler recalculates the import schedule.
          The Ticket Scheduler first runs on June 17 at 4:00 P.M. Subsequently, it will run at 4:00 P.M. on the following days:

          • June 20
          • June 23
          • June 26

    Weekly

    Select this option to create a ticket on a particular day or days of every week or a regular weekly interval.

    1. Select Weekly.
    2. In the Time field, select or enter the time to create the ticket.
    3. In the Run every field, select or enter the frequency at which the ticket is created (in weeks).
    4. (Optional) Select the day or days of the week to create the ticket.

    Monthly

    Select this option to create a ticket on a particular day of every month or a regular monthly interval.

    1. Select Monthly.
    2. In the Time field, select or enter the time to create the ticket.
    3. In the Run on Day field, select the day to create the ticket.

    Yearly
    (2023 Release 02)

    Select this option to create a ticket on a a particular day of a month in a year or a regular yearly interval.

    1. Select Yearly.
    2. In the Time field, select or enter the time to create the ticket.
    3. In the Run on Day field, select the day of the month to create the ticket.
    4. In the in Month field, select the month of the year in which to create the ticket.

     

  7. (Optional) To disable a scheduled ticket, select the Mark as Inactive check box.
  1. Click Save.

Editing or deleting a scheduled ticket

  1. Navigate to the Scheduled Tickets page (hamburger menu HamburgerNew.png> Configuration > Application Settings > Scheduled Tickets).
  2. On the Scheduled Tickets page, perform one of the following actions:

    To edit a scheduled ticket

    1. Select a scheduled ticket and click EditEdit new1.png.
    2. In the Edit Scheduled Ticket dialog box, edit the required fields and click Save.

    Note: If you edit a ticket schedule, the existing tickets are not impacted. Only the tickets created after editing the schedule are impacted.

    To delete a scheduled ticket

    1. Select a scheduled ticket and click Delete Trashbin new1.png.
    2. In the Delete Scheduled Ticket dialog box, click Yes.



 

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