Close or Cancel a Task Ticket in Texada Web

Describes how to cancel or close a task ticket in Texada Web.

Audience

Texada Web Counter

Products

Texada Web

Context

Delete, close, or cancel a task ticket if it was created in error, or to keep your list of tickets clean and up to date.

The type of action you can take depends on the status of the task ticket. Use the following table as a guide to the actions you can take:

Status	Action Available	Effect
Created	Cancel Ticket	Removes the task ticket from the list of tickets.
Assigned	Unassign Cancel Ticket	Unassign removes the driver from the ticket, and changes the ticket status to Created. Cancel removes the task ticket from the list of tickets
Loading	Cancel Ticket	Removes the task ticket from the list of tickets.
In Progress	Cancel Ticket	Removes the driver from the ticket, and removes the task ticket from the list of tickets.
Unloading	Cancel Ticket	Removes the driver from the ticket, and removes the task ticket from the list of tickets.
Completed	Close	Changes the ticket’s status to Closed.
Closed	None	N/A

Note: Closed task tickets are not recorded in SRM (Systematic Rental Management). They exist only in Texada Web and Texada Mobile. Closing a task ticket changes the status of the ticket to closed, allowing you to more easily organize your task tickets by status.

Before You Begin

Required: Internet connection, valid Texada Web login credentials and access permissions, existing ticket, existing task ticket

Optional: Mobile device with an internet connection

Steps

To close or cancel a task ticket, do the following:

In the Texada Web menu bar, navigate to Tickets > Task
The list of task tickets opens in the main area
Click the ticket you need to close or cancel
The ticket details page opens in the main area
Click Cancel Ticket or Delete Ticket
Click Proceed
The ticket is closed or cancelled

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