{"id":395,"date":"2015-01-01T00:00:51","date_gmt":"2015-01-01T00:00:51","guid":{"rendered":"http:\/\/www.k12insight.com\/kc\/?post_type=article&#038;p=395"},"modified":"2026-01-08T01:36:02","modified_gmt":"2026-01-08T01:36:02","slug":"how-to-record-a-ticket","status":"publish","type":"post","link":"https:\/\/www.k12insight.com\/kc\/how-to-articles\/how-to-record-a-ticket\/","title":{"rendered":"How to Record a Ticket"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"395\" class=\"elementor elementor-395\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5a7d62ed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5a7d62ed\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-504323b8\" data-id=\"504323b8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-de4d23f elementor-widget elementor-widget-text-editor\" data-id=\"de4d23f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"color: #000000;\">Action! You've got something to enter (phone call, observation, etc.)!<\/span><\/p><p><span style=\"color: #000000;\"><strong>Log in<\/strong> (from a <a style=\"color: #000000;\" href=\"https:\/\/www.k12insight.com\/static\/k12insight_login.html\" target=\"_blank\" rel=\"noopener noreferrer\">bookmark <\/a>or from <a style=\"color: #000000;\" href=\"http:\/\/www.k12insight.com\" target=\"_blank\" rel=\"noopener noreferrer\">k12insight.com<\/a>, clicking on Login in the top right), entering your district email address as your username.<br \/><\/span><\/p><p><span style=\"color: #000000;\">Click the green pencil icon in the top right corner of your screen.<\/span><\/p><p><span style=\"color: #000000;\">Complete the <strong>Create a Ticket<\/strong> form:<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Origin<\/em> - Where did this come from?<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Contact information - <\/em>Who is the customer, and does he or she want a response?<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\">If the person wants a response, enter name and email and\/or phone.<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\">If left blank, this Ticket is submitted anonymously.<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\">Note: If a name is entered, a phone number or email address is required.<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Received from<\/em> - What type of customer is this?<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Assign to - <\/em>What Topic (team) should respond?<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\">You may identify a specific user to receive this Ticket. If no user is specified, the topic owner will receive it.<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Type<\/em> - What type of Ticket is this?<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Content<\/em> - Subject (What is it about?) and Description (What is the actual question\/comment\/etc.?)<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\">Options<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\"><em>Attachment - <\/em>Any relevant documents<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\"><em>Add Internal Comment<\/em> - Additional notes to share with internal team members, but not customer.\u00a0<span style=\"font-weight: 400;\">You can also tag an internal team member by typing the \u201c@\u201d followed by their name or tag a user group by typing the \u201c#\u201d followed by the name of the group<\/span><\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\"><em>Add me to Ticket <\/em>- Allows you to monitor follow-up<\/span><\/p><p style=\"padding-left: 60px;\"><span style=\"color: #000000;\"><em>Send Customer Thank You email<\/em> - If address provided<\/span><\/p><p style=\"padding-left: 30px;\"><span style=\"color: #000000;\"><em>Tags<\/em> - What is the Ticket about specifically? Add those that apply.<\/span><\/p><p><span style=\"color: #000000;\"><strong>Submit!<\/strong> You will see an onscreen message confirming that your Ticket has been successfully recorded.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>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...<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[409],"class_list":["post-395","post","type-post","status-publish","format-standard","hentry","category-how-to-articles"],"_links":{"self":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/395","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\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/comments?post=395"}],"version-history":[{"count":16,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/395\/revisions"}],"predecessor-version":[{"id":15483,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/395\/revisions\/15483"}],"wp:attachment":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/media?parent=395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/categories?post=395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}