Use the Screen feature to create screens that determine the fields/columns that appear on the Ticket Summary page. User access to filters and screens is determined by their group permissions.
To configure filters for tickets, see Ticket Filter Configuration.
To configure screens for work items (People, Work and Assets), see Screen Configuration.
Default screens
The system provides a default screen for each user.
Screen Summary
Screens are displayed in a list on the right of the Screen Summary.
Columns can be sorted alphabetically (A-Z or Z-A) by clicking the column headings.
Action | Description |
Add Screen | See Create or Modify Screen, step 2, below |
Find Screen | There are two ways to find screens:
|
Modify Screen | See Create or Modify Screen, step 2, below |
Restore Default Screens |
|
View Screen | To see a screen, click the screen Name in the Name column which opens the Screen Details page for that screen. |
Add or Modify Screen
On the top menu bar, click Tickets>Screen Configuration
On the Screen Summary page, create or modify a screen:
Action Description Create - In the upper-left corner, click Add a Screen
- On the Add Screen page, fill in the Name and Description fields. Click Add
- The Screen Details page appears for the screen you created. Go to step 3
Modify - In the Name column, click the Name of the screen you want to edit. Go to step 3
On the Screen Detail page, in the Tasks column on the left, click an option to modify the screen:
3a: Display Order- On the Screen Detail page, click Change Display Order for this Screen
On the Change Display Order for this Screen page, click the arrows to change the order of the fields:
Arrow Description Up ( ↑ ) Moves the field to the right when displayed on the Ticket Summary page
Down ( ↓ ) Moves the field to the left when displayed on the Ticket Summary page
- Click Save
3b: Icon Columns- On the Screen Detail page, click Select Icon Columns for this Screen
On the Select Icon Columns for this Screen page, click the icon name to display it on the Ticket Summary page.
Field Description Adjacent Address Whether or not the ticket address is adjacent to another ticket. Attachment Whether or not the ticket has attachments. Digsite Size The Dig Site Size for the ticket: Small (green), Medium (yellow), or Large (red) Due Time Past Due, Emergency, Short, Regular, or Irrelevant. OCC Dig Area and Geocode Digsite Distance Warning Whether or not the distance from OCC dig area to geocoded dig site exceeds the distance tolerance. Non Compliant Excavator Whether or not the ticket excavator is non-compliant. Same Address Whether or not the ticket has the same address as another ticket. Ticket Status Pending Your Research, Assigned, In Ticket Folder, or Closed. Ticket Type Category The standard ticket type categories:
- Aerial
- Damaged Utility
- Design
- Emergency
- Meet
- Recall
- Regular
- Revision
- Short
- Click Save
3c: FieldsDefine the screen by adding up to 15 fields. The fields below are the general fields. Your company may create other fields.
- On the Screen Detail page, click Select Fields for this Screen
On the Select Fields for Screen page, add fields. There are two ways to find fields
- At the top left, in the Columns dropdown list, click the column, type your search, and click Search ( )
- In the lower right corner, click the page number links to locate fields
- General fields
Field Description Address The street name and address number Additional Classification Company decides the name of the classifications. Advanced option Apply Time (Amount of Time until Auto-Processing Result is Applied) Enter the amount of time (days, hours, minutes) the system delays applying auto processing rules to tickets Assigned to The user the item is assigned to Auto-Processing Result Choose the auto-processing result:
- Assigned
- Assignment Recommended
- Folder Recommended
- None
- Put in Folder
- Response Added
- Response Recommended
Auto-Processing Type Choose the auto-processing type:Auto Processing Type Description Address The street name and address number from the ticket Address (adj place used) The dig site location is found at an address adjacent to the original address in the ticket Between The location is on a street that runs between two parallel streets (between two intersections) County The county in the address Grid The One Call Center provides grid data in the ticket, if applicable. Some grids are converted to latitude/longitude data. Not commonly used Intersection Intersections are defined by One Call Centers on each ticket and usually have these elements:
- Two streets that cross each other
- Additional information (landmark, one of the four corners, etc)
- Part of the dig site
Example: Intersection: The northwest corner of 1st street and Main street
Keyword Keywords are defined by your company to easily find tickets, for auto-processing, to trigger ticket notifications, or to highlight information in the ticket Map, Page, Cell Type the Map, Page, and Grid Cell values from the ticket OCC Dig Area The One Call Center (OCC) dig area contains the latitude and longitude coordinates from the One Call Center ticket (can also contain grid data). This dig area is a shaded box
If you chose OCC dig area and a geocode, then choose order of geocode application. If you do not check OCC dig area, then the order does not matter
Recommendations
- Use OCC Dig Area, if possible
- Avoid using County, Place, and Street
Parcel The parcel of the address from the ticket. The parcel shows the legal boundary of the address Place The official boundaries of the city State, County, Place Select the State from the dropdown list
Type or the County and Place
Street The name of the street or road Township, Range, Section, Quarter Type the Township, Range, Section, and Quarter from the ticket
The three largest units from the United States Public Land Survey System (PLSS), also known as Congressional townships or survey townships. The units in the system from largest to smallest: Township, Range, Section, Quarter/Quadrangle/Quadrant
Not commonly used
Ticket Update Rule Ticket update rules are part of the Auto Process Override Rules Ticket Category Defined by the administrator to group forms with similar characteristics County The county in the address of the item Creation Time The time the item was received into the system Dig Site Area Size Enter area size (usually square feet) to find tickets in the area on the Summary page Digsite Distance (to User) The distance from the center of the digsite to the location of the last action taken by the user (usually based on the GPS of the user's mobile device) Due Time The deadline for completing the item (date and time). The same as the work start date time Excavator City The city in the address of the item Excavator Name Excavator name from ticket First Folder First folder ticket was placed in First Response First response entered on ticket Folder The folder containing the item. Folders are used to organize items Job Number A number used by excavators to identify jobs. Multiple tickets can have the same job number. Last Note The text of the most recent note Last Note Date The date of the most recent note Last Response Last response entered on a ticket Last Response Date The date and time of the most recent response on a ticket Last Response Note The last note on response Locate Time (date) Time the locate was performed Latitude (N S or center Latitude) Parallels of latitude are lines parallel to the equator, measured in degrees north or south from the equator Longitude (N S or center Longitude) Lines of longitude run from the North Pole to the South Pole. Each is identified by the number of degrees it lies east or west of the prime meridian Not Reached Attempts The number of your failed tries to contact the excavator Place The official boundaries of the city Reviewed Indicates if ticket has been reviewed (Yes/No) Smart Score Smart scores are listed by name State A geographic and political unit (United States) Status The status of the ticket results from actions taken by users or your company’s auto processing rules. There are four ticket statuses, all of which are system defined. A status is either open (user can work on it) or closed (user cannot work on it):
- Assigned (open): Ticket that has been assigned to a locator or contract locator
- Closed: Ticket that is closed
- In Ticket Folder (open): Ticket was placed in a folder by a user or an auto-processing rule
- Pending Your Research (open): Research needed because no auto processing rules applied, no rules were recommended, or the ticket matches multiple rules
Total Work Time The amount of time spent working on an item (start time minus end time per work session) Ticket Category The standard ticket type categories:
- Aerial
- Damaged Utility
- Design
- Emergency
- Meet
- Recall
- Regular
- Revision
- Short
Type (Ticket ) Based on ticket type provided by the one call center
- Click Save
3d: Delete this ScreenOnce a screen is used, the only way to remove it from the Screen dropdown lists on the Ticket Summary page is by:
- Modifying the screen so it links to a different form
- Deleting the screen from the system. On the Screen Details screen, click Delete.
- Change the group permissions so the group that no longer needs the screen no longer sees it. For details, see Groups
3e: Use this ScreenClick Use this Screen to add the screen to the Screen dropdown list in the bottom right corner of the Ticket Summary page
3f: Go to Screen SummaryClick Go to Screen Summary to return to the Screen Summary page
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