Asset Management > Workflows and tickets > Create a ticket
  

Create a ticket

You can create a ticket from the New dialog box or from the asset page.
When you create a ticket from the New dialog box, you can specify whether you want to create a ticket with a workflow or without a workflow. For more information, see Creating a ticket.
When you create or modify an asset, you must create a workflow ticket. For more information, see Creating a workflow ticket.
When you report a data quality failure, you must create a ticket without an associated workflow. For more information, see Creating a ticket without a workflow.

Creating a ticket

Use a ticket with a workflow to provide a controlled and audited change approval process. Or, create a ticket without workflows to notify stakeholders about any issue related to their assets. The ticket that you create can be assigned to one or more workflows for an asset, or associated with one or more assets.
    1Open the New dialog box.
    2In the New dialog box, select Others > Ticket.
    3On the New Ticket page, configure the ticket properties.
    The following table describes the properties that you can configure on the New Ticket page:
    Property
    Description
    Name
    Enter a name for the ticket.
    Type
    Select one of the following ticket types:
    • - Approval Request for Create. Select if you want to create an asset.
    • - Approval Request for Change. Select if you want to modify an asset.
    • - Data Quality Failure. Select if you want to report data quality failure issues.
      • Note: A Data Quality Failure ticket is created without a workflow.
    Asset Details
    To create an Approval Request for Create or an Approval Request for Change ticket, select an existing asset from the list of assets in the Select Assets dialog box.
    To create a Data Quality Failure ticket, configure the following fields:
    • - Data Element. Select an existing data element from the system or the catalog source.
      • Note: If you have selected rule occurrences generated from data quality score cards, this field is not mandatory.
    • - Rule Occurrences. This is a mandatory field. Select manually created, automatically generated, or data quality score card-generated rule occurrences from the list.
    Severity
    Specify the severity of the ticket. You can configure one of the following statuses:
    • - High
    • - Medium
    • - Low
    Urgency
    Specify the urgency of the ticket. You can configure one of the following urgency values:
    • - Blocker
    • - Major
    • - Minor
    Status
    Displays the initial status of the ticket.
    Description
    Enter a description for the ticket.
    The Stakeholders section displays the stakeholders that are assigned to the asset for which you are creating the ticket. You can view the role that the user or user group is assigned to, the name and email of the user.
    4To create the ticket, click Create.
    Image depicting the New Ticket page.
The new ticket is created. You can view the ticket on the Ticket Manager page or on the Tickets tab of the asset. For more information about how you can view tickets for an asset, see View a ticket.

Creating a workflow ticket

When you create or modify an asset, you must create a ticket if a workflow has been configured for the asset by the organization administrator.
The following conditions apply if you want to create a workflow ticket:
    1Create or modify the asset, and click Save. For more information about creating assets, see Creating assets and assigning stakeholders.
    Image depicting a Metric asset that was recently modified. The Submit button is highlighted.
    2Click Submit.
    3In the New Ticket dialog box, provide the context of the change to other participants in the workflow.
    The following table describes the properties that you can configure in the New Ticket dialog box:
    Property
    Description
    Asset Type
    Indicates the type of the asset for which you want to create the ticket.
    You can't modify this field.
    Ticket
    Specify whether you want to create a new ticket or select an existing open ticket. You can select one of the two values:
    • - Assign an existing open ticket
    • - Create New Ticket
    If you have an existing ticket for an asset, the ticket is displayed in the Tickets tab of the asset or it appears when you edit the asset and send it for review.
    Name
    Enter a name for the ticket.
    Description
    Enter a description for the ticket.
    Severity
    Specify the severity of the ticket. You can configure one of the following statuses:
    • - High
    • - Medium
    • - Low
    Urgency
    Specify the urgency of the ticket. You can configure one of the following urgency values:
    • - Blocker
    • - Major
    • - Minor
    Image depicting the New Ticket dialog box.
    4Click Submit.

Creating a ticket without a workflow

You can create a ticket that does not require a workflow. Use this ticket to report data quality failure items. You can create this type of a ticket from the asset page or from the rule occurrence page.
    1Open an asset or a rule occurrence.
    For more information about how you can discover assets, see the Search and browse assets topic in the Asset Discovery help.
    2On the asset page or the rule occurrence page, click the Action menu in the top right corner of the page.
    Image depicting the option to create Data Quality Failure ticket from an asset page.
    3Click Data Quality Failure.
    4On the New Ticket page, configure the ticket properties.
    The following table describes the properties that you can configure on the New Ticket page:
    Property
    Description
    Name
    Enter a name for the ticket.
    Type
    The type of the ticket.
    The Data Quality Failure is pre-selected.
    Note: A Data Quality Failure ticket is created without a workflow.
    Asset Details
    Configure the following fields:
    • - Data Element. Select an existing data element from the system or the catalog source.
      • Note: If you have selected rule occurrences generated from data quality score cards, this field is not mandatory.
    • - Rule Occurrences. This is a mandatory field. Select manually created, automatically generated, or data quality score card-generated rule occurrences from the list.
    Severity
    Specify the severity of the ticket. You can configure one of the following statuses:
    • - High
    • - Medium
    • - Low
    Urgency
    Specify the urgency of the ticket. You can configure one of the following urgency values:
    • - Blocker
    • - Major
    • - Minor
    Status
    Displays the initial status of the ticket.
    Description
    Enter a description for the ticket.
    The Stakeholders section displays the stakeholders that are assigned to the asset for which you are creating the ticket. You can view the role that the user or user group is assigned to, the name and email of the user.
    5To create the ticket, click Create.