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RT roles/terminology and email generation

Ticket

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The terms ticket, request, RT, and REQ can be used interchangeably and refer to a record in the RT system

Requestor

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Requestor of a request/ticket

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This person will receive an email:

  • After the request is submitted

  • After any correspondence/replies

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    • Does NOT get email notification

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    • when a comment is added (but can see comments if logged in)

  • When request is resolved

Owner

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(see also “AdminCC” role)

 Owner of a request/ticket

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This person will receive an email:

  • After any transaction on the ticket that they did not do themselves

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  • When any actions are taken on the ticket: comments, replies, changing queue, etc.

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  • Receives email reminders of stale tickets

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  • : if reminders have been set up on the queue

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  • Receives feedback responses from requestors if feedback has been enabled on the queue.

Cc

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Cc 

This person will receive an email:

  • After any replies/correspondence on the ticket

Admin

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  • After any transaction on the ticket that they did not do themselves

  • Includes comments, replies, changing queue, etc.

Cc of ticket

(see also “Owner” role)

AdminCc of ticket

The ticket ‘AdminCc’ role differs from the ticket ‘Owner’ role in these ways: ticket ‘AdminCc’s will not receive ticket reminders or

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feedback and the ticket status will not change from ‘new’ to ‘open’ if the ‘AdminCc’ replies on the ticket.

This person will receive an email:

  • After any transaction on the ticket that they did not do themselves

    • Includes comments, replies, changing queue, etc.

Admin Cc of queue

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Admin CC of queue

This person will receive an email:

  • When tickets are created/moved to the queue

Queue

Departments can request a queue to handle specific types of tasks.

Admin Cc (AdminCc of queue) - gets an email:

  • When tickets are put into the queue

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RTIR

Request Tracker for Incident Response (This is only used by the IST Security

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team)

Logging  Logging in to Request Tracker

Type in https://rt.uwaterloo.ca and log in using your 8-character username (e.g. j25rober) and password

Initially, when you log on you will be on your RT at a glance page., which includes:

  • Quick Search which includes the Queue names and the status

  • 10 highest priority tickets I own (or whatever number you choose)

  • 10 newest unowned tickets (or whatever number you choose)

  • Tickets I requested

  • Quick ticket creation

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How to view tickets in your queue(s)

In the Quick Search area, you will see the queue name and the queue status (New, Open or Stalled).

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The Basics tab takes you to the Modify ticket window where you can update many ticket properties.

How to change ticket subject, status, queue and priority

  1. From the ticket screen, click on the The the Basics near the top left.

    1. From this screen you can change the:

      • Subject

      • Status

      • Queue

      • Priority, and

      • Other fields such as Time Estimated/Worked/Left, Priority and any Custom Fields

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  1. Click on a ticket subject to view the ticket

  2. Click on the The the Basics tab or the People tab

  3. Click on Owner and choose the issue solver that the ticket is being assigned to (screenshot is under The Basics tab)

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  1. Choose Reply or Comment

  2. Type the reply or comment you want to send

  3. Scroll down to the Scripts and Recipients section of the page

    1. Uncheck any recipients you do not want to receive an email notification of the reply/comment

  4. Click on the Update ticket button

  5. You will notice a note in the ticket history for this transaction: Squelched: username@uwaterloo.ca

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