Search for a Record (from the Ticket List Submodule)

Use the Ticket List Submodule to search for a task record.

To use Ticket List, you must have access to Scheduling as defined in User Access Rights under Settings.

To search for a task record:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Task Follow-Up > Ticket List.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. On the grid toolbar, use the Search field to enter text that is associated with the file for which you are looking
    WorkBook displays the results in the grid.