Automation

• Recurring tickets overview How SummitPSA generates tickets automatically from scheduled templates and condition-based rules.
• Creating a recurring ticket template Step-by-step guide to building a scheduled ticket template, from recurrence to scope and checklists.
• Automated ticket rules Condition-driven rules that raise a ticket when contracts, warranties, or invoices hit a threshold.
• Time-based rules Automate action on stale or ageing tickets based on how long they have sat in a given state.
• Event-based rules Trigger conditions and actions the moment something happens, such as a ticket being created or assigned.
• Workflow rules Understanding the shared workflow engine that powers event-based automation and its action library.
• Contract renewal reminders Configure renewal rules that alert account managers and auto-create renewal tickets and quotes.
• Warranty alert rules Alert account managers and raise tickets when asset warranties approach their expiry date.