PURPOSE How to move a ticket through the correct service workflow. GENERAL STEPS Open Autotask PSA in a supported browser or approved app, sign in with the correct work account, and navigate to the relevant account, contact, ticket, queue, configuration item, contract, schedule, time entry, project task, or search area. VERIFY RESULTS Confirm that the ticket, note, attachment, status, assignment, time entry, schedule entry, account, contact, configuration item, contract, or notification appears as expected before closing the task. TROUBLESHOOTING If Autotask PSA behaves unexpectedly, refresh the page, confirm you are in the correct account or queue, check your permissions, try another supported browser, and capture any error message or ticket number. BEST PRACTICE Document work clearly and choose the correct account, contact, queue, status, work type, contract, and time entry details. PSA data is where billing, reporting, and accountability meet; do not feed it mystery meat.