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Tickets and Emailing Corrective Action
Tickets and Emailing Corrective Action
Sarah Norato avatar
Written by Sarah Norato
Updated over 10 months ago

As social media issues are discovered through ActiveComply system monitoring, ActiveComply users can elect to assign a Ticket to the licensed employee requesting revisions or specific actions. Tickets allow users to email licensed employees about social media issues directly from the ActiveComply platform to track and document the corrective action process.

How to Create and Assign a Ticket

Tickets can be created for either post content or profiles by selecting the Tickets button on the top-right of any Post Content card or Profile card. Once selected, a popup window will appear to create a new ticket.

In the popup window, ActiveComply users can modify and make additions to the Ticket before it is assigned.

Note: Users will need to add an email recipient if an email is not already listed.

Users can also add specific Requested Actions and Optional Descriptions for the employee on the Ticket. Users can then select the appropriate Violation Category for reporting purposes. After creating a Ticket, users can opt to send the Ticket immediately or to send it at a later time in bulk batches.

Note: Profiles with Profile Checkup Alerts will have those items automatically added in as Requested Actions with corresponding regulations checked under the Violations Categories.

How to See All Tickets for a Particular Employee

ActiveComply users can choose to review Tickets by individual licensed employees by visiting the employee's Contact Card. From the Contact Card, users can see the total amount of open tasks on the Contact Card's dashboard (highlighted yellow) and can view the individual tasks for that employee by clicking on the Open Tasks toggle (highlighted red).

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After selecting the Open Tasks toggle, users can see all open Tickets for that employee, the status of those Tickets, and the last update to the Ticket. Users can also select a Ticket's Title to visit the Ticket directly to make updates or changes.

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