View & Edit a Ticket – PlanRadar HelpCenter

Overview

Open a ticket to view details or make changes.

Read more about tickets and what you can do with them in Tickets.

Access & Permissions

You need an in-house user with a role permission to edit or view tickets and the user permission 'Tickets & Project Reports'. Read more in Permissions.
Subcontractors see only assigned tickets and have limited rights to edit tickets. Read more in User Types.

Open a Ticket

Open a ticket in Tickets Plan View, Tickets List View or Tickets Calendar View.

The ticket header shows some key information:

Project name
Ticket title
User who created it and creation date
Ticket ID (with background colour of ticket's status) and status. Read more in Status Colours & Ticket Pins.
Form name (selected when ticket was created)

Initially after opening a ticket the ticket header is slim and shows only ticket ID and title.
Scroll up to show the full header with the following key information:
Ticket title
User who created it and creation date
Ticket ID (with background colour of ticket's status) and status. Read more in Status Colours & Ticket Pins.
Form name (selected when ticket was created)

The creator of a ticket can see if the assignee has viewed the ticket, if the assignee has enabled read receipts.
Read more in View Read Receipts of Tickets.

Ticket fields

All the ticket fields (e.g. status, assignee, due date) and how to fill them out are described in Fill in the Form of a Ticket.

Save a Ticket

When you have finished editing your ticket (e.g. set the status to "In Progress"), you must save the changes to the ticket fields:

WebApp
Mobile

Click Save or Save and close

Tap back to save your changes

If you are offline while saving, your changes will be synced once you are back online.

Attachments & more

There is more you can do in a ticket, which is described in the following articles: