Ticket Related Operations
Creating a ticket without an Incident
- Go to Incidents > Tickets.
- Click New.
- Enter a Summary and Description for the ticket. Both of these fields are required.
- For Assigned To, select a user from the menu.
- Set any Due Date for the ticket.
- Select a Priority for the ticket.
- Click Save.
Creating a ticket from an Incident
- In the Incident Dashboard, select the incident you want to create a ticket for.
- Click Ticket.
The Incident ID, Summary and Description for the ticket will be populated from the incident information.
- Select the person you want to assign the ticket to.
- Enter a Due Date for the ticket.
- Set a Priority for the ticket.
- Click Save.
Closing a ticket
- Go to Incidents > Tickets.
- Select a ticket
- Click Edit
- For State drop down, select Closed
- Click
Changing the assignee in a ticket
- Go to Incidents > Tickets.
- Select a ticket
- Click Edit
- For Assigned drop down, select the new Assignee
- Click
Changing the due date in a ticket
- Go to Incidents > Tickets.
- Select a ticket
- Click Edit
- For Due Date edit box, select the date and then the time Click Save.
Adding notes to a ticket
- Go to Incidents > Tickets.
- Select a ticket
- Click Edit
- Add to Description
- Click Save
Adding attachments to a ticket
- Go to Incidents > Tickets.
- Select a ticket
- Click Edit
- Click PDF or PNG under Attach file
- Include the file and Click Upload.
- Click Save
Exporting a ticket
- Go to Incidents > Tickets. 2. Select a ticket
- Click Export
Viewing Ticket History
- Go to Incidents > Tickets.
- Select a ticket
- Click Edit
- See Action History on bottom right pane
Searching tickets
This can be done in two ways
Type in key words in Search box
Use the Attribute Value Search –
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