{"id":135,"date":"2016-01-23T00:00:55","date_gmt":"2016-01-23T00:00:55","guid":{"rendered":"http:\/\/www.k12insight.com\/kc\/?post_type=article&p=135"},"modified":"2025-10-13T19:40:01","modified_gmt":"2025-10-13T19:40:01","slug":"how-to-create-a-new-ticket","status":"publish","type":"post","link":"https:\/\/www.k12insight.com\/kc\/how-to-articles\/how-to-create-a-new-ticket\/","title":{"rendered":"How to Create a New Ticket"},"content":{"rendered":"\t\t
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While many Customers will access Onflo (formerly Let's Talk) <\/span><\/i>on your<\/span><\/i> website, there are many other conversations that happen in real life that also demand timely follow-up and attention: phone calls, personal observations, letters, personal visits, and more.<\/span><\/i><\/p>

Users can easily add these conversations to Onflo from within the system to allow for streamlined follow-up, collaboration, and reporting.<\/span><\/i><\/p>

Creating a Ticket<\/strong><\/h2>

All Users have access to this functionality within their Onflo accounts. For a Recorder, this is the primary function.<\/span><\/i><\/p>

To create a new Ticket, click the green pencil icon in the top right-hand corner of your screen.<\/span><\/i><\/p>

The Create a Ticket form that opens includes most of the same fields as the Customer-facing version, with a few variations.<\/span><\/i><\/p>

\u00a0<\/p>

  • Upon selecting a Topic, you may further identify which User on that team is best suited to help the Customer.<\/span><\/i><\/i><\/li>
  • Even before sending, add Tags to the Ticket to offer your colleague as much information as possible to help with reports.<\/span><\/i><\/li>
  • Options at the bottom of the form allow the User to:<\/span><\/i>
    • Add an internal comment, if there is information that should be shared with colleagues only.<\/span><\/i><\/li>
    • Add the User recording the message to the Ticket. This option is pre-selected by default, and allows the User to track the progress of the Ticket as needed.<\/span><\/i><\/li>
    • Send the Customer a thank-you email. This option is only possible if an email address has been provided.<\/span><\/i><\/li>
    • When submitting the Ticket, you may update the status to:<\/span><\/i>
      • Submit as Unopened<\/span><\/i><\/li>
      • Submit as in Progress<\/span><\/i><\/li>
      • Submit as Pending Details<\/span><\/i><\/li>
      • Submit as Closed<\/span><\/i><\/li><\/ul><\/li><\/ul><\/li><\/ul>

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        While many Customers will access Onflo (formerly Let's Talk) on your website, there are many other conversations that happen in real life that also demand timely follow-up and attention: phone calls, personal observations, letters, personal visits, and more. Users can easily add these conversations to Onflo from within the system to allow for streamlined follow-up,...<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"video","meta":{"inline_featured_image":false,"_kad_post_transparent":"default","_kad_post_title":"default","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"default","_kad_post_vertical_padding":"default","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[409],"class_list":["post-135","post","type-post","status-publish","format-video","hentry","category-how-to-articles","post_format-post-format-video"],"_links":{"self":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/135","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/comments?post=135"}],"version-history":[{"count":23,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/135\/revisions"}],"predecessor-version":[{"id":14286,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/135\/revisions\/14286"}],"wp:attachment":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/media?parent=135"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/categories?post=135"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}