Create a Ticket: Using a Template

In This Article

In this article, you will find detailed instructions on how to create a ticket from a Template. 

What You Will Learn

    1. Access the Template library

    2. Create a ticket from a template

Who Should Use This

• Generator Users

Definition:

• Template: a template is a preset 'ticket' used to guide users in creating a compliant and complete manifest or shipping document. It simplifies the ticket creation processes by removing unnecessary steps, making it quick and easy to complete a ticket. Templates can be setup in advance and help ensure compliance and uniformity, saving time by providing a reusable standard structure
• Templates can include the following information:
  • A title
  • Pickup location
  • Waste type, code and classification
  • Drop-off location
• Templates will not include pickup date/time, shipping information (volume) and the transporter details as this information changes on a ticket-by-ticket basis.

WiQ Tip! To have new templates added to your template library, contact your company's Superuser or WiQ Support for support.

Instructions

1. Access the Templates Library:

• From the main page, click 'Templates' located at the top right corner of the page.

• Sort Templates by clicking 'Sort by Name' or 'Sort by Date'.
• Select the template you would like to use by clicking 'Template details'

2. Creating a ticket from a template

• Click 'Use Template' to create a ticket

• Pickup date/time, Shipping Information, and Transporter Details
  • This information is not pre-populated on a template and must be completed
  • Pickup time: select a pickup date and time using the calendar and clock icons
  • Shipping information: enter the volume and select the unit of measure
  • Select the transport company from the 'Transporter' dropdown.
    • Option: to select the driver name from the dropdown, or type their name and phone number in the available text box
    • Option: to enter the 'Truck ticket/BOL# information if known.
      
  • Click 'Proceed' 

• Additional ticket information:
  • Depending on the template setup, you might need to fill out additional sections to complete the ticket. The required information can vary based on the details included in the template. These sections may include:
    • Pickup information
    • Generator Information
    • Waste or Product Details
    • Receiver Location
    • Transporter Selection
    • Review and Approve
  • Click on the sections above to view articles on how to complete each one.
• When all information in the ticket is complete, click 'Proceed' to move to the review page

• Review Page & Sign off on the ticket

  • Review the ticket details

  • Notes added to the 'WiQ Ticket notes' section will be included on the manifest or shipping document.

  • Click 'Name of Authorized Person' to sign off on the ticket. 

    • If you do not see your name in the dropdown, type your name in the text box and click 'Create.' This will add your name to the dropdown menu.

• DOW/Hazardous waste ticket: you will be asked to confirm that you have read and agree to the TDG declaration, check the box to continue.
• Non-DOW/Non-Hazardous waste ticket: you will be asked to confirm all information is correct. Check the box to continue
• Click 'Proceed' to review and confirm the final ticket PDF

• Confirm AER Manifest/Shipping Document PDF:
  • The ticket is in DRAFT Status and must be confirmed to become a live ticket. 
  • Click 'Confirm' to send the manifest or shipping document to the transporter and receiver. 

Conclusion

Congratulations! You have successfully created a ticket from a Template. 

Additional Support

Can’t find what you’re looking for? Send our Customer Success team a request for additional support: Call us 1.833.639.0947, Text us 1.587.817.0455, Email us support@wiqtech.com.