How to create an inbound welcome call ticket in JIRA

This SOP is a step by step guide on how to create a Jira ticket for an inbound welcome call.

Select “Create” from the top banner in JIRA

To fill out the ticket:

Project → EverBright Homeowner Support
Type → Welcome Call
Ticket Naming Convention (Summary): Inbound/Outbound Welcome Call - Org Name - Homeowner Name + Co-applicant name (If needed).
Description: Job Address
Assignee → yourself
Reporter → you can leave as yourself for now
Description → The welcome call for [homeowner name] with [installer company name] has been completed on [current date].
Label → Welcome Call
Support Channel → Email, Phone

No other fields need to be filled out in this pop up. Click ‘Create’.

Once the ticket has been created, click the link in the pop up that will appear in the lower left hand corner to go to the ticket.

Once in the ticket:

Change “Reporter” to the contractor’s email (found in the contract phase of the project on the platform).
Change the organization under the customer info tab to the installer company name
Select from the “canned responses” field - Welcome Call complete - to send the installer a note
Close the ticket as: done → other → Operations

References: