Assing a serviceticket

How to assign a 'Company Contact' to a 'Service Ticket' in AssetLog?

Assigning a company contact to a service ticket in AssetLog ensures that every issue has a clear point of contact on the customer side. This improves communication about progress, planning and completion of work orders, and keeps your asset management process transparent and traceable.​

1. In your browser, navigate to
   https://my.assetlog.nl/my-dashboard.
   
   The dashboard is your starting point to access projects, service tickets and all related asset data.​

2. On the main screen, click “Projects”.
   
   The Projects section lets you work within the correct project context so all tickets and contacts stay grouped per project.​

3. In the list, find the relevant Project and click “Manage project”.
   
   Project management opens all functions for that project, including service tickets and linked contacts.​

4. In the project menu, click “All service tickets”.
   
   This view shows you all service tickets for the project, so you can quickly locate the ticket you want to assign a contact to.​

5. Use the hierarchy filters “Building”, “Floor” and “Room” at the top to find the relevant service ticket.
   
   
   
   These filters help you narrow down tickets to a specific location in the building structure, which is useful when many tickets are open.​

6. Refine the list further if needed (for example by status, date or other visible filters in the overview).
   Filtering reduces noise and makes it easier to find the exact ticket that requires a company contact.​

7. Scroll through the filtered list to locate the correct Service Ticket.
   Verifying the ticket details (title, location, status) prevents you from assigning a contact to the wrong ticket.​

8. Click the relevant Service Ticket to open its details.
   
   The detail view shows all information about the ticket, including any existing links to contacts and assets.​

9. On the service ticket, click “Actions”.
   
   The Actions menu groups additional operations for the ticket, such as assigning or changing contacts.​

10. In the Actions menu, click “Assign contact”.
    
    This opens the assignment dialog where you can search for and select the correct company contact.​

11. Use the dropdown menu as filters to search for the relevant Contact (e.g. by company, role or name).
    
    Filtering allows you to quickly narrow down the list, which is particularly useful when many contacts exist in the system.​

12. Adjust or combine filters in the dropdowns until the correct contact appears in the list.
    
    Fine-tuning your filters helps you avoid selecting the wrong person, ensuring that communication goes to the right stakeholder.​

13. Click the relevant Contact (in this example: “demo-plumber”).
    
    Selecting the contact links this person to the service ticket as the main communication partner on the company side.​

14. Click “Assign” or “Assign without sending mail”, depending on whether you want to notify the contact by email.
    
    This choice lets you control whether an immediate notification is sent, which is useful when testing or when communication is handled outside AssetLog.​

15. Verify that a Contact is now assigned to the Service Ticket.
    
    
    
    This confirmation ensures that anyone viewing the ticket can see who the company contact is, improving clarity and follow-up in your workflow.