Download Briefings of Selected Quick Ticket Templates

To use the Ticket quick create submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To download the briefing of a selected quick ticket template:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Ticket Setup > Ticket Quick Create.
  3. Highlight the quick ticket template whose briefing you want to download and on the grid toolbar, click Default Briefings .
  4. On the toolbar of the right pane, click Download the Briefing and select any of the following:
    • Download as PDF: Use this to download the briefing as a PDF.
    • Download as Word Document: Use this to download the briefing as a Word document.
    • Download as Image: Use this to download the briefing as a PNG file.
    Note: WorkBook downloads the briefing to your machine in the selected format.