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71.7 Search for Field Tickets

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71.7.1 Open the Field Ticket List Screen

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On the Latitude ribbon, click 'Main' and select 'Field Ticket List'.

 

71.7.2 How to find Field Tickets

 

Enter the criteria for your search. An asterisk (*) in a field means 'All'.

 

Ticket Date Range - select to display field tickets created between start and end date

Client - select to display field tickets under a specific client

Job - select to display field tickets with a specific job number

Sub Job - mandatory only when the selected Job has sub-jobs

Task Code - mandatory only when the selected Job or Sub-Job has tasks

Project Manager - select to display field tickets under a specific project manager

Crew Chief - select to display field tickets under a specific crew chief

Status - select or unselect checkboxes to display field tickets with the Draft, Submitted, Approved and/or Signed status

 

Once the criteria has been entered click the 'List Field Tickets' button to perform the search. Please note that all criteria fields must have value entered even if just an asterisk (*). Any field tickets found matching the criteria will be displayed in the grid.

 

To view the details of a field ticket in the list, double-click on the yellow 'Ticket No' field, which will open the Field Ticket screen with the selected field ticket displayed.

 

Clicking the 'Clear' button will reset the criteria fields and clear the list of field tickets. Please note that the date range will be defaulted to seven days ending on the current date.

 

The current criteria settings will be saved and used as the default value if you re-open this screen.

 

NOTE: Managers or authorized officers will see all field tickets in the list but will not be able to access field tickets of crew chiefs not listed under their Approval tab.

 

Clicking the 'Edit Style' button directs you to the Field Ticket Style screen. Read 'Set Up a Field Ticket Style' of this HTG.

Clicking the 'Setup Ticket' button directs you to the Field Ticket Setup screen. Read 'Set Up a Field Ticket' of this HTG.

Clicking the 'Add Ticket' button directs you to the Field Ticket screen in ADD mode. Read 'Add a Field Ticket' of this HTG.

Clicking the 'Close' button closes the Field Ticket List screen.

 

NOTE: The Field Ticket tab in a Job Screen lists field tickets made for the particular job or project.