How to Add a Ticket?

Creating a ticket helps you document and track incidents efficiently within the Maxpilot system. This feature allows you to assign staff, participants, and priorities, making it easier to monitor progress and maintain accountability.

Step 1: Open the Incident Dashboard

From the left-hand side menu, click Incidents → Dashboard.
You will see the list of existing tickets displayed along with their status, priority, and due dates.

Step 2: Click “Add New Ticket”

On the top-right corner, click the Add New Ticket button.
This will open the New Ticket creation form.

Step 3: Fill in the Basic Details

In the New Ticket form:

Status: Choose the current status of the ticket (Open, In Progress, Closed, or Resolved).

Priority: Select the level of urgency — Low, Medium, High, or Urgent.

Due Date: Use the date picker to select the ticket’s due date.

These fields help define how the ticket will be tracked and handled.

Step 4: Add Ticket Information

Provide the following:

Ticket Name: Enter a clear, descriptive title.

Ticket Description: Add detailed information about the issue or concern being reported.

These details ensure that everyone involved understands the purpose and context of the ticket.

Step 5: Assign Team Members

Scroll down to the Team Assignment section:

Click Add Staff to assign staff members involved in handling the ticket.

Click Add Client to link any relevant participants.

Use Select Assignee to assign responsibility for managing the ticket.

This section ensures proper team coordination and accountability.

Step 6: Attach Associated Form and Files

Toggle Report to NDIS or enable Private Mode as needed.

Under Attach Associated Form, select an existing form if applicable.

Use Choose Files to upload any related documents, screenshots, or evidence.

Attachments provide supporting information for better incident documentation.

Step 7: Click “Create”

Once all fields are completed, click Create to finalize the ticket.
A success message — “Ticket created successfully” — will appear, confirming that the ticket has been added.

Step 8: View the Ticket

You will now see the newly created ticket listed under the Incidents Dashboard, along with its status, assigned staff, and due date.

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