RT

Request Tracker

RT (Request Tracker) is the ticketing system the con uses to handle email requests. The goal is to have all departmental emails in RT over the next few years. Please read through this if you are new to RT. PLEASE update this with detailed procedures as you learn how to do things that aren't listed here.

Logging in

You can access RT from mail.snafucon.com/tickets/. Your account is now linked to BACON and so you only need to log in with your current username and password. However, you will need to have privileges set up first or you will only be able to see your tickets - not actually be able to see or answer any from the queue.

Changing Your Password

Your password is set by BACON. If you need to change your password you need to do it there.

Queues

Most users will only have one Queue, but some users will have multiple ones. The easiest way to navigate RT is by queue, especially if you need to do something to a lot of messages at once. The Queues you have access to are listed on the right-hand side of the screen under "Quick Search."

Bulk Update

To do a bulk update (most useful for deleting spam):

1. From the landing page, click on the queue you want to update (right-hand side of the screen)
2. In the upper-right corner, click on Bulk Update
3. Uncheck the messages you want to leave alone, or use the Clear All button at the bottom if that's faster.
4. Once you have only the messages checked that you want to update, scroll to the bottom
5. In the form at the bottom make the changes that you want to apply to all the messages checked. To set them to "deleted," you pull down the drop-down next to Make Status and choose deleted.
6. Once you have filled the form with all the changes you want to make, click Update.

You can also use Bulk Update to merge tickets (see below) or do many other maintenance tasks. Deleting is the most common.

Replying or Commenting

To reply to a ticket you need to get into a ticket to view it. You can click on a ticket from your dashboard, or from your queue.

You can update all the headers' information. See Updating below.

1. To reply to the ticket, scroll down to the History section. You can view all history for this ticket (emails in and out).
2. Click Reply or Comment
3. If you are the first reply, on the right-hand side you may want to update the Status and the Owner. RT should update it for you after your reply if you don't make any settings. If you are closing the ticket you will want to change the status to resolved (or rejected as applicable).
4. Type your reply in the box (the signature is automattically added to the end of the message - if you are replying at the top, move your signature but if you are replying in-line, leave it at the bottom).
5. If you want to add a person as a one-time cc or bcc, then do that in the applicable fields
6. When you are ready to send your reply (or add your comment), click "Update Ticket" and your reply will be sent and will show in the ticket history

NOTE: The reply box is exactly the same for reply or comment except it will be pink if you are replying. If you want to change your reply to a comment (or vice versa) on the right-hand side of the screen there is a drop-down menu and you can change whether the message you are writing is a reply or a comment. The color of the text area will change accordingly.

Updating a Ticket

Once you are in a ticket you will see a header with all sorts of information you can change. Every section had things you can modify by clicking on its header. So, if you want to update who owns the ticket and whether it's open/closed, you can click on The Basics and update those things from there. If you have multiple queues you can change what queue the ticket is in from The Basics section, because people often send requests to the wrong email.

Statuses

• New status is the default status for new tickets.
• Open status is best for tickets that we have replied to and are in the process of helping but are completed.
• Stalled status is best for tickets that are on hold for some reason.
• Resolved status is for tickets that are completed and closed.
• Rejected status is used for tickets that we aren't answering intentionally, or we've answered and asked for more info, but they aren't getting back to us and after a long while we just want to clear it from the queue.
• Deleted status is best for spam or emails that don't need to be in the ticketing system. DELETED TICKETS ARE NOT TRULY DELETED at first. So, if you set it to deleted accidentally and then need to fix it, you can. About twice a year the admin will purge the deleted tickets from the system.

When a ticket is resolved, rejected, or deleted, it will disappear from your queue but is not actually deleted from the system.

Merging Tickets

Sometimes the way someone replies to a thread opens a new ticket. Sometimes people email multiple times. Sometimes you just need to merge everything together.

If you have two or more tickets that are really all part of the same thread then they should be merged into the same ticket. Luckily, merging is really easy (a little TOO easy).

The way you merge tickets is:

1. Determine the id number of the main ticket you want to merge into.
2. Go to bulk update for that queue and select the other ticket(s) you want to merge
3. Scroll to the bottom and enter the id number of the main ticket
4. Click Update.

You should now have the whole thread in one. Notice that it warns that the process is not reversible, so don't mess it up!

CAUTION: If you do any more bulk updating RT will continue to merge tickets until you either navigate to another page or clear out the merge field!

For the Admin

To add a user to a queue

1. Admin->Users->Select
2. Put user in the go to user box. Unfortunately this will not necessarily be all the users.
   • If the user does not exist, it needs to be created. So you can create the user by sending them an email from RT letting them know they can log into RT. It's freaking magic!
3. Open the user account
4. Check the box to make the user a privileged user
5. Save Changes at the bottom
6. Admin->Queues->Select
7. Select the queue
8. Click "Watchers"
9. enter the user's name in the "Find People whose" box and hit Go - The user will show up in the lower right area
10. Select "AdminCC"
11. Click "Save Changes"