How to Create a Ticket on Platform Solutions (Step-by-Step Guide)

What Is a Ticket in Platform Solutions?

A ticket in Platform Solutions is how you track issues, ask questions, and manage requests directly within the platform.

Instead of relying on emails or calls, tickets keep everything in one place: so updates, responses, and resolutions are easy to follow from start to finish. Tickets always go to both the users’ email and Platform Solutions ticket center, so you never miss a ticket when you’re out.


Why Tickets Matter in Facility Operations

In long term care and healthcare facilities, small issues can turn into bigger problems if they are not tracked properly.

Using tickets helps your team:

  • Keep communication organized
  • Track requests from start to resolution
  • Stay aligned with vendors and internal teams
  • Avoid missed updates or delays

Everything is documented with clear visibility.


Step-by-Step: How to Create a Ticket

🎬This video walks through the full process: 

What You’ll Learn

  • How to create a new ticket
  • Where to add details and context
  • How to include vendors or team members
  • How to track updates and responses

The process is simple and designed so anyone on your team can use it without training.


When to Use a Ticket

Tickets should be used any time something needs attention.

Common use cases include:

  • Order issues or discrepancies
  • Delivery delays
  • Product concerns
  • Vendor communication
  • General support requests

If something needs to be followed through, it should be a ticket.


Best Practices for Using Tickets Effectively

To get faster and clearer responses:

  • Be specific about the issue
  • Include order or product details when possible
  • Add the right people or vendors to the ticket
  • Keep all updates within the same thread

This keeps everything clean, organized, and easy to resolve.


How Tickets Fit Into the Bigger System

Tickets are not separate from your workflow. They are a part of i.

They connect directly with:

  • Orders
  • Vendors
  • Products
  • Internal teams

👉 Learn how ordering works here:
How to Place a Punchout Order on Platform Solutions

👉 Just getting started? Start here:
How to Activate Your Platform Solutions Account

👉For a general idea of the Platform Solutions system, watch the order to approval process:

How To Create an Order on Platform Solutions


Why Platform Solutions Makes This Easier

Platform Solutions brings communication, ordering, and tracking into one place.

With tickets, your team:

  • Knows what is happening
  • Knows who is handling it
  • Knows when it is resolved

No chasing updates. No scattered communication.


What is a ticket in Platform Solutions?

A ticket is a tracked request or issue used to communicate with vendors or teams directly within Platform Solutions.

When should I create a ticket?

You should create a ticket anytime you have an issue, question, or request that needs to be tracked and resolved.

Can I track ticket updates?

Yes, all updates and responses are stored within the ticket, making it easy to follow progress.

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