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  1. If you have any open tickets they will be displayed on the Tickets Tab: you can touch or mouse click to open the ticket.

  2. To open a new ticket, click on the green New Transaction button.

Notes:

 

    • The Tickets screen should be blank before running the End of Shift Report.

    1. The Tickets display can vary depending on what columns you want to see. Columns can be removed or added in CMA. To do so, please navigate to System across the top toolbar and choose Areas.

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    As you are typing the number or name, the screen will display the results. Highlight the member to be assigned to the ticket and hit Enter, or touch the member name, or mouse click on the name to select.

    

Notes:

 

 

    • If the Contains button is highlighted, the system will search all name columns displayed on the screen that meets the search criteria including First name, Last name, and Member Type.

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Example: if you key in John, the system will display all the names that have John in the first or last name such as John, Johnson, Johnnie, etc, or if you key in the name of the Member Type only those members in that type will display. This is the preferred setting.

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    • If the Starts With button is highlighted, the system will only look at the beginning of how the Name is displayed.

 

Example: if the name is displayed as Aaron, Amy R your search criteria will need be Aaron (not Amy). This is not the preferred setting and often is a support call because a server accidentally hit the Starts With button.

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    • The Hide Dependent button gives user the option to filter out the dependents and spouses from the member display.

    • You can sort the screen by each column by touching or clicking the column heading.

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