Action! You've got something to enter (phone call, observation, etc.)!
Log in (from a bookmark or from k12insight.com, clicking on Login in the top right), entering your district email address as your username.
Click the green pencil icon in the top right corner of your screen.
Complete the Create a Ticket form:
Origin - Where did this come from?
Contact information - Who is the customer, and does he or she want a response?
If the person wants a response, enter name and email and/or phone.
If left blank, this Ticket is submitted anonymously.
Note: If a name is entered, a phone number or email address is required.
Received from - What type of customer is this?
Assign to - What Topic (team) should respond?
You may identify a specific user to receive this Ticket. If no user is specified, the topic owner will receive it.
Type - What type of Ticket is this?
Content - Subject (What is it about?) and Description (What is the actual question/comment/etc.?)
Options
Attachment - Any relevant documents
Add Internal Comment - Additional notes to share with internal team members, but not customer. You can also tag an internal team member by typing the “@” followed by their name or tag a user group by typing the “#” followed by the name of the group
Add me to Ticket - Allows you to monitor follow-up
Send Customer Thank You email - If address provided
Tags - What is the Ticket about specifically? Add those that apply.
Submit! You will see an onscreen message confirming that your Ticket has been successfully recorded.