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You can correct or complete a ticket’s details after it is created — fix a time, add the work performed, or change the entry type. Use this article to edit a ticket and to understand the rules Lift AI enforces when you save.
Editing tickets is limited to the consultant role. Other roles can view tickets and download their files but cannot change them.

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Open a ticket for editing

1

Find the ticket

Open the Tickets table and locate the row you want to change.
2

Open the actions menu

Select the actions menu at the end of the row and choose Edit. The Edit Ticket dialog opens with the ticket’s current values.
3

Make changes and save

Update the fields and select Save.

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What you can change

The Edit Ticket form has the same General and Ticket sections as creating a ticket: property, invoice, service provider, ticket number, entry type, problem and work fields, cars serviced, times, and notes. See Create a ticket for what each field holds. Changing the Entry Type changes which fields appear. Switching to a callback type adds the problem fields and a call time; switching to scheduled work removes them and relabels the time fields.
Changing the property resets the cars-serviced selection, because the available lifts come from the selected property.

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Required fields and validation

Lift AI checks the form before saving and shows an inline error for anything invalid:
  • Ticket Number — required, up to 20 characters.
  • Property — required.
  • Service Provider — required.
  • Cars serviced — each selected lift must belong to the chosen property.
  • Work field — the Corrective Action (callbacks) or Work Performed (scheduled work) field is required.
  • Problem Description — required for callback types (Regular, Emergency/Entrapment, Deferred).
  • Times — for scheduled work, the departure time must be after the arrival time. Times cannot be set in the future, and the year must be valid.
The Invoice field is available only after you select a property, since the list of invoices comes from the chosen property.
Because ticket changes can affect performance, saving an edit refreshes the related KPIs. See Track maintenance performance from tickets.