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How to Update, Modify, and Resolve an iTop (helpdesk) REQUEST Ticket

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This system is no longer used. Check the Talk “Issues and Requests” section for most Issues and/or Requests. Each committee has a group of ticket “Resolvers” who can view, modify, and resolve tickets in our new iTop (helpdesk) ticket system.
As a rule, the “Resolvers” are Committee Chairs, along with a few members who volunteer to help maintain equipment and supplies at the ‘Space.
See Screenshots below for a preview of the steps that Resolvers can take to update a REQUEST ticket in our new iTop (helpdesk) Ticket System.\

How do I know if there is an open Request ticket that needs to be handled?

Section titled “How do I know if there is an open Request ticket that needs to be handled?”

1. If you are a “Resolver”, you can log into the iTop (helpdesk) ticket system at any time to check on all open Request tickets.

  • Once logged into the ticket system, click on the “Request Management” option in the left sidebar, then click the “All open requests” option to view all Requests currently open.
  • R - You can click on Request Management on the left sidebar then click All open requests to view all Requests currently open.png

2. You receive a notification that a ticket has been dispatched to your group. Click on the ticket number (blue hyperlink) to view the ticket.

  • 1R - Receive notification that a ticket has been dispatched to your group.PNG
  • Log into the iTop (helpdesk) Ticket System

  • 2R - Log into the iTop (helpdesk) Ticket System.png
  • After logging in, the window will open directly to the ticket in the link you received in the e-mail message.

  • 3R - Window opens directly to the ticket in the link on the message.png

What do I do after I pull up a ticket to review?

Section titled “What do I do after I pull up a ticket to review?”

1. In the top right corner, click the “Other Actions” button, then click “Assign”.

  • 4R - Click Other Actions then click Assign.png

2. Click on the Agent Dropdown Menu and select yourself (or the person who will be handling the request and updating the ticket once resolved).

  • 5R.1 - Click on the Agent Dropdown Menu and select yourself.png

3. After selecting the person who will be handling the request, click on the “Assign” button under the Agent Dropdown Menu.

  • 5R.2 - Click on the Assign button under the Agent Dropdown Menu.png

4. Click the “Other Actions” button again, then click “Pending”.

  • 6R.1 - Click Other Actions then click Pending.png

5. Enter a reason for Pending the ticket, then click the “Pending” button under the Pending Reason text box.

  • 6R.2 - Enter a reason for Pending the ticket then click the Pending button under the Pending Reason text box.png

What if I want to track the tickets opened for a particular resource/tool?

Section titled “What if I want to track the tickets opened for a particular resource/tool?”

You will want to attach a “CI” to the ticket.\

NOTE: A “CI” is a “configuration item” - which is a ticket-system way of saying a ‘resource’ or ‘tool’, as far as most of our tickets will be concerned.\

Examples: “3D Printer - Lefty”, “Toilet Paper”, “Laser - Lasersaur”, “JUMP”, “Paper Towels”, etc…\

Attaching a “CI” is a way to allow reports to be generated on tickets opened for a particular resource/tool. It’s not mandatory; but, could be helpful.\

If there are any resources/tools that you would like to have as an available “CI”, please open a ticket to request it/them be added. Thanks!\

  • Click the “CIs” tab in the orange area, then click the “Modify” button near the top right corner - to see if there are any applicable CIs available to add.
  • 7R.1 - Click the CIs tab then click the Modify button IF to see if there are any applicable CIs available to add.png
  • Click the “Add Functional CIs” button to bring up a search box to search for available CIs

  • 7R.2 - Click the Add Functional CIs button to bring up a search box to search for available CIs.png
  • You can search OR browse through the available CIs to see if any are available for the resource the ticket is about.

  • 7R.3 - You can search or browse through the available CIs to see if any are available for the resource the ticket is about.png
  • Put a checkmark in the box to the left of the CI if you find one that applies then click the “Add” button on the bottom.

  • 7R.4 - Put a checkmark in the box to the left of the CI if you find one that applies then click the Add button on the bottom.png
  • Confirm that the CI you selected shows up in the list then click the “Apply” button on the bottom.

  • 7R.5 - Confirm that the CI shows up in the list then click the Apply button on the bottom.png

How do I add notes or comments to the log files on a ticket?

Section titled “How do I add notes or comments to the log files on a ticket?”

1. Click the “Modify” button near the top to be able to log comments on the ticket.

  • 8R.1 - Click the Modify button near the top to be able to log comments on the ticket.png

2. Scroll down if needed, then add notes to the ticket by logging comments in the appropriate section. Once you are sure you have the information entered correctly, click on the “Apply” button near the bottom to log the comment.\

NOTE: Comments cannot be edited or deleted after clicking “Apply”.\

Which section should I log the comments in?\

  • Private Log: We don’t really use this field much. It’s typically only used to log technical issues with the ticket, etc… For updates to the request, please use the Public log.\
  • Public Log: Most comments should be logged in the Public Log field.\
  • 8R.2 - Scroll down if needed then add notes to the ticket by logging comments in the appropriate section.png

REMEMBER: Notes added by logging comments cannot be edited or deleted after clicking the Apply button.

  • 8R.3 - Notes added by logging comments cannot be edited or deleted after clicking the Apply button.png

1. To Resolve a ticket click the “Other Actions” button and select “Mark as resolved”, if the option is available.\

NOTE: If the option to “Mark as resolved” is not available, you will have to ‘assign’ the ticket to yourself - even if it’s already assigned to you.
(See the “What do I do after I pull up a ticket to review?” section above for refresher on how to assign the ticket to yourself, if needed.)

  • 9R.1 - To Resolve a ticket click the Other Actions - You will probably have to select Assign again even if it is already assigned to you.png
  • 9R.2 - Click the Other Actions button and select Mark as resolved.png

2. After selecting the option to “Mark as resolved” from the “Other options” menu, you will need to enter the solution, then click the “Mark as resolved” button below the text box to save the ticket as resolved.

  • 9R.3 - Enter the solution then click the Mark as resolved button below the text box.png

Migrated from the legacy DMS wiki: original page