Viewing Tickets in the ITS Client Portal

Audience

Public

Question

How do I view tickets in the TDX Client Portal?

Answer

  1. Open a web browser and navigate to the Client Portal.

  2. Click "Review Your Tickets".
    • If you are not already logged into the Client Portal, you will be prompted to enter your Central Piedmont account credentials. After you log in, you will be taken to the "Ticket Requests" page.
    • If you are already logged into the Client Portal, you will be taken directly to the "Ticket Requests" page.
  3. The "Ticket Requests" page consists of a series of filters, a "Search" button, and a table of tickets matching the selected filters. By default, this page shows tickets that are in an open state (i.e., with a status class of "New", "In Process, or "On Hold").
    The "Ticket Requests" page.
    • To view tickets that have been resolved or closed, click on the dropdown menu beside "Status Class", select either "Completed" or "Cancelled", and click "Search".
      The "Status Class" dropdown.
    • To view tickets that you did not submit but are listed as a contact, check the "Include requests that I am listed as a contact on" box and click "Search".
  4. Click on the title of a ticket title to view it.
    • At the bottom of the ticket is the feed, which will show all updates that have been provided for the ticket.
    • You can add additional comments to the ticket by clicking on the "Comment" button. A comment box will appear allowing you to add additional information or ask questions about the ticket. Once finished, click the "Save" button; your comment will now show up in the feed, and the person or team responsible for the ticket will be notified.
      An example client portal ticket feed.

Details

Article ID: 9650
Created
Tue 8/23/22 8:31 AM
Modified
Mon 3/18/24 4:20 PM