Recurring tickets in MSP Manager

Last Modified

Mon Nov 04 13:29 GMT 2019

Description

  • This article is shows how to configure Recurring tickets in MSP Manager with different priorities

Environment

  • N-able MSP Manager

Solution

  • Schedule recurring tickets and appointments
  • Create a schedule and add recurring tickets and appointments for your customers. Use recurring tickets to track time for monthly proactive maintenance, or regular tasks your technicians need to complete. Tickets are automatically created based on the recurrence frequency, and notifications alert employees when a new ticket has been assigned to them.
  • Create a schedule:
  1. Click Helpdesk > Schedules > Add A New Schedule.
  2. Enter a Schedule Title, and select a Customer.
  3. Select a Frequency, and choose a time zone.
    • The frequency determines how often and at what time tickets and appointments are created.
  4. Select a Start Date.
  • Add recurring tickets and appointments before you save your schedule:

    • Create a recurring ticket

  1. Click Add A New Recurring Ticket.
  2. Enter a Ticket Schedule Title.
  3. Select a Service item.
  4. Select a Project, Location, Contact, and Assets if applicable.
  5. Add Assigned users, and select the number of days until the ticket is due.
  6. Click Save Recurring Ticket.
  • The recurring ticket is saved and created on the scheduled day and time. Notifications are sent out when the ticket is automatically created.
  • Create a recurring appointment:
  1. Click Add Recurring Appointment.
  2. Select an Assigned user and enter a Subject.
  3. Enter a Subject and Location.
  4. Select a Start and End Time.
  5. Enter the number of days, before or after ticket creation, when the appointment occurs.
  6. Click Save Recurring Appointment.
  • The recurring appointment is scheduled for the number of days before or after ticket creation.
  • When you are finished adding tickets and appointments, click Save Schedule.