Page Comparison

1. Click Create and the ticket will appear

...

• Task - This is the default and should be selected when the request does not fit into the below

• Doc - This should be selected for all document requests

• Onboarding - This should be selected for all onboarding requests

• Config Finance - This should be selected for all configured financing

• Resolution - This should be used to file a ticket where a configuration error is being resolved. See here for more info.

Summary -

...

When creating CS tickets in general, try to include a clear action/configuration that is needed in the summary.It is also important to include the Finance Product (EverOwn, EverFix Direct Pay, etc.) that is being configured or is causing an issue.

...

The Epic Link determines the type of the ticket and there are multiple different epics important to configuration. Always place Epics on tickets, tickets without an epic tend to get lost. There is only 1 Epic per CS ticket.

Please select the best fit or most appropriate Epic from the following. The Epics are:

• CS Workflow/Milestone Requests

  • This Epic is utilized for workflow or milestone changes that will come internally from EverBright employees.

• CS Installer Configurations

  • This Epic is utilized for Installer Requests

• CS Incentive Requests

  • This epic is for tickets related to incentives

• CS Milestone Payment Requests

  • This epic is for tickets related to milestone payment configurations

• CS Equipment Requests

  • This epic is for any equipment configurations

• CS Product Rule Requests

  • This epic is for any tickets where a product rule is added or adjusted

• CS Onboarding

  • This epic is for onboarding (partner, installer, product, etc.) related requests

• CS Document Requests

  • This epic is for any tickets related to documents

• Proposal Services

  • This epic is for tickets related to proposals

• Installer Configurations - This includes contract changes, product changes, general updates to the existing user accounts

• Installer Onboardings - The onboarding tickets

• Public Data Configurations - These tickets are for adding in the information we don't currently have offered on the platform, specifically products and equipment

• Internal - Tickets for the internal purposes of Sighten

...

It is imperative for the CS ticket to be linked to its related SS ticket. You can mention the SS ticket in the comments to automatically link it, or you can add the link manually. This is used when there is a relationship between tickets. Either one is caused or blocked by the other one. The linked issues field sets the relationship and the Issue field sets the ticket to which the current ticket is related.

3. Submit the ticket (at the bottom of the ticket window)

...