Creating Notes and Activities for a Data Change Management Ticket

When you work on a ticket, you can enter notes about research or other information related to the ticket. The process for entering notes for a ticket is similar to the process for entering notes for a contact in InterAction Windows Client in that you can only use plain text and you can automatically add the date and your name to the note.

You can also automatically create an activity for the contact from the notes you have entered. The activity is added to the contact for which the ticket was created and the originator is set as the data steward who is entering the note. The summary of the activity is Data Change Management Note.

Add a Note or Activity to a Ticket

1. Access ticket details:

   • From By Ticket view (Tools > Data Change Management Tickets - By Ticket), select the ticket in the Inbox then choose Ticket > Ticket Details.

   • From the Comprehensive View, choose the More link.

2. To preface your note with the date and your name, choose Date/Name.

3. Enter the note for the ticket.

4. To create an activity that can be seen by other InterAction users, choose Add Activity.

5. Modify any of the settings on the Add Activity dialog box and choose OK when finished.

6. When finished, choose OK.

View the History for a Ticket

1. Access ticket details:

   • From By Ticket view (Tools > Data Change Management Tickets - By Ticket), select the ticket in the Inbox then choose Ticket > Ticket Details.

   • From the Comprehensive View, choose the More link.

2. Select the Ticket History tab.

3. When finished, choose OK.