Yoga FSM End User Guide

Overview

This guide serves as a walkthrough of the Yoga for FSM solution. Yoga is a SaaS (Software as a Service) solution for OCR and document handling. Yoga for FSM - AP was created to address common issues that occur when indexing documents while ensuring compatibility with Infor CloudSuite Financials. It allows for indexing documents with OCR (Optical Character Recognition), coupled with a smooth end-user processing experience to bring invoice forms and their images to CloudSuite for approval and payment.

Please use the Table of Content hyperlinks below to navigate quickly to a section of interest:

How to Sign In

Capturing a Document 

Processing an Invoice

AP Review

Alternative Views in AP Review

Document Viewer

Text extraction

Routing

Reason Codes

Document Notes

PO Lines or Header Closed

Canceling an Invoice

Splitting an Invoice

Reordering Pages

Merging Documents

Email Vendors on Invoices

Form Changes

Reports

EDI

Error queues for routing

Post to Infor

PO Line pairing

Add-On Costs (AOCs)

Default View Overview

Support Tickets

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How to Sign In

To sign into Yoga, you will use the default Yoga URL. Once logged in, you can switch between tenants as needed.

https://yogacontentrpic.com/

When first attempting to login, you might be greeted by the Yoga login page. After clicking on the Login button in the top-right corner, you’ll be taken to a Microsoft SSO page where you’ll fill in the necessary login and authentication information before being routed to your Yoga profile’s default tenant and view.

 

Sign Out

• Signs you out of Yoga.

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Capturing a Document

Most invoices will be captured using the Yoga Connect Intelligent Email Capture or by scanning. Additionally, you may create invoices manually in Yoga for FSM. Below are the steps for Yoga for FSM’s Manual Capture:

1. Navigate to the Left-hand Vertical Pane and select the Capture option
2. Select Add Invoice and you will be redirected to the Capture Page
3. Either drag and drop a document image PDF file from your file system into the Drop Zone; or click on the Drop Zone and select a file from your file explorer.
   
4. The image(s) will populate in the initial PDF viewer.
   1. If the PDF has multiple pages, you can toggle through the pages below the PDF viewer.
   2. Users can also zoom in/out and rotate the image if necessary.
   3. Multiple invoices can be added to capture if needed.
      
5. If the status of the document is Ready, you may click the green Add Invoice button in the top right of the page
   
6. If the document is uploaded successfully, you will see the ready status has changed to “Document created”

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Processing an Invoice

Once an invoice has been captured via any of the three methods, it will be sent through OCR (optical character recognition) and the form fields will attempt to be extracted. Once it has gone through OCR, it can usually be found in the AP Review queue; otherwise, it might be in OCR Error or AP Duplicate Invoice. All Views and their functions are listed in the table below.

(These views and their names are customizable by tenant)

View	Function/Definition
All Invoices	Contains all invoices that have been processed to date. AP Processors should not work invoices in this queue; it should only be used as a way to find invoices across other views.
AP Cancel	Contains all invoices or items that have been cancelled. Only use if invoice is no longer needed. Utilized as an archive or trach view in Yoga
AP Duplicate Invoice	Contains all duplicate invoices. Invoices are flagged for having identical PO/Invoice information to Invoices already uploaded to Infor. Invoices can be moved here automatically or manually and can be reviewed if needed.
AP Paid	Contains invoices that have been flagged as Historical/Paid in Infor CloudSuite. Invoices are moved here at least once a day in Yoga via job.
AP Review	Contains all invoices that have come into the system and are awaiting processing/review. Reason codes can be utilized to guide users on elements that need their attention
Awaiting Payment	Contains all invoices that have been posted to Infor successfully.
EDI	If utilizing Yoga's EDI image generation solution, those records that cannot be posted over to Infor can be found in this view.
OCR Error	Contains all invoices that had an extraneous issue during OCR/extraction. This view is monitored by your Yoga SaaS team. (size of document, encryption, not an invoice, etc)
Purchasing Invoice Resolution	Contains all invoices that need supply chain team to work with us on. (Closed PO, Cancelled PO, Missing PO, Invoice Vendor and PO Vendor differing, Line missing, Line closed)
RPI Review	Contains invoices that need further review from Yoga Saas team. This view is monitored by the Yoga SaaS team. (integration issues, need assistance from client team on processing, troublesome invoices)
Statements	Contains statements which can’t be processed in the AP Review queue but AP may still want accessible to review.
Vendor Maintenance	Contains all invoices that need Vendor Master adjustments made. This view should be seen as a holding queue for the invoice while the vendor master updates are being updated in your ERP. (New Vendor created, needing additional remit to)

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AP Review

This view is where you will do most of your work in Yoga for FSM. After a document has been captured and sent through OCR, it may end up here if further review is needed. This view contains a searchable and sortable list of invoices that are pending review. It is Best Practice to work AP Review using the "Oldest to Newest" Invoice method. 

A single click on a record in this view will redirect you to the invoice form. You will need to fill out and/or correct the form with the invoice information so it can be posted to your ERP. All required fields to enable routing will be indicated by a red * symbol next to the label.

**Form below is an example of key fields that may be available in Yoga. Forms are customizable per client.

Field (bolded means it is required)	Value (to be entered)
Company	Select the AP Company.
Invoice Type	Select the invoice type from the drop-down if needed (NON-PO, PO, CREDIT, SERVICE CONTRACT).
Source	Populates from email connector, scanning, or manual capture
Duplicate Reviewed	Can be utilized to mark duplicates from AP Duplicate Invoice view as reviewed. For perfect 5-way match duplicates (Company, Vendor, Invoice Number, Invoice Amount, and Invoice Date) this field will be checked on default.
Duplicate Reason	Will populate on default if the system is able to indicate a perfect duplicate or other key values from a 5 way check may differ to help the team if reviewing. Warning on company field will indicate where the duplicate record was found (ERP or Yoga)
Credit For PO	Select if invoice is a Credit to a Purchase Order
Vendor Return	Select Vendor Return for Credit invoice if applicable
Vendor	Select the vendor for the new invoice.
Vendor Location	Select the vendor location for the current vendor.
Invoice Number	Type in the invoice number.
Invoice Date	Select the date the invoice was created from the calendar.
Invoice Due Date	Select the due date of the invoice from the calendar.
Subtotal	Type in the subtotal for non-po invoices and credits.
Invoice Amount	Type in the invoice amount.
Payment Comments	Type in any payment comments to be sent to Infor.
Invoice Routing Category   (Required for some invoice types)	This is what will drive the automated approval section. This needs to be entered for the invoice to be auto-assigned when sent to Infor.
Enclosure
Pay immediately	Select if document needs to be paid immediately.
Separate Check
Purchase Order                           (Required for PO)	Type or select the PO code. Note: If you leave this field empty while selecting a match handling code an error will occur and the PO tab will not be available after you create the invoice.
Service Contract (Required for Service Contract)	Type or select the Service Contract Number
Credit PO	Type or select PO affiliated to Credit reimbursement
Freight Amount (AOC)	Select Freight charges added to the Subtotal.
Misc. Charges (AOC)	Select Miscellaneous charges added to the Subtotal.
Tax (AOC)	Select Tax Codes to apply to the invoice.
Discount	Select to populate Discount fields for amount or rate. This is separate from vendor term discounts
Invoice Lines                                 (Required for PO)	Select the lines from the PO to accurately reflect the final SubTotal and Invoice Amount.
Service Lines (Required for Service Contract Lines)	Select the line from the contract to accurately reflect the final SubTotal and Invoice Amount
GL Lines	Select Add Line to add a line directly to the form below. Select Review Lines to see the GL lines in a bigger popup to add accordingly.

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Alternative Views within AP Review

Customizing Your View

You can adjust your view columns by selecting Customize View at the bottom of the page.  Any new columns you add will appear on the left. You can also drag and drop column headers to rearrange them. These changes must be made on a per view basis and do not take place on other views in the system automatically, at this time.

To resize columns, click and drag the column borders at the top of the page. If there are many columns, a scroll bar will appear at the bottom, allowing you to move left and right.

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Filtering and Sorting

You can use the filter and search options in each column to find specific invoices or sort them (e.g., from oldest to newest).

To see what filters or sorts are currently applied, select the View option at the top right. To remove all filters and sorts, click Clear in the same area.

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Downloading records in a View

If you need a report based on your current view, click Download to CSV at the bottom of the page. Any filters and sorting applied to the page will be reflected in the downloaded file.

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Locked Documents

If you see a lock icon in the Status column, it means another user is currently working on that document. You can still open it to view, but only the first user who accessed it can make edits. This prevents multiple users from editing the same document at once.

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Performing Mass Actions

Some users may have the ability to perform actions on multiple records at once:

1. Select the checkbox next to the records you want to update.
2. At the bottom of the screen, click the Action button.
3. Choose the action you want to perform, such as assigning Invoice Routing Categories, Processors, or using Reason Codes for mass routing.

This feature helps speed up tasks that require updates to multiple records at once. You cannot utilize Mass Actions on locked documents or documents that are not in the same queue (1 document is in Duplicate another in AP Review).

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Document Viewer

From the Document Viewer, users will have the ability to visually manipulate the invoice. 

1. Navigate to the AP Review tab in the Left-hand Vertical Pane
2. Open your document
3. On the left half of the screen, you’ll see the PDF Document viewer
4. Using the icons in the bottom right corner of the PDF viewer, you can zoom in, zoom out, rotate counterclockwise, rotate clockwise and view/not view the extraction areas of the document
5. You can also view all your pages of a multi-page document below the Document Viewer. Hop between pages by selecting the needed page below the Document Viewer or using the arrows off to each side of the Document Viewer
6. Values in the pdf the may be surrounded by a blue box are items that were attempted to be extracted via OCR and mapped to the invoice form. Hovering over these values you'll be able to see what the system thought that value is and the confidence of extraction.

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Text extraction

All OCR’d documents in the system have the ability for users to pull data directly from the pdf viewer to the eForm on the right-hand side of the screen. This helps limit the risk of manually keying values on the eForm in the system.

1. Select inside a currency, text, number, or popup field
2. Select CTRL on your keyboard
   1. You should see a note appear in the pdf viewer and different values extracted highlighted in yellow
      
3. Select the value or drag a box over the values needed within the pdf viewer that you would like to populate in the selected field.

1. 1. The value then appears in the eForm field selected.

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Routing

From the AP review window, users will have the ability to route documents to different queues based on the documents’ needs. Routing documents is customizable per tenant and is currently configured within the queues. Users will not be able to route documents until all required fields (indicated by a *) have been filled out unless the user opts to route without saving or utilizes a Routing Code. See below how to route your documents to a different queue:

1. Navigate to the Left-hand Vertical Pane
2. Under the Views dropdown, select AP Review
3. Towards the top right of the AP Review window, you’ll see four buttons: Cancel, Save, Route and Document Notes. Select the Route dropdown

 

 

4. Here you can route the document to its correct queue to be reviewed by another resource, mark it as a duplicate, or whatever queue you may have set up for various reasons.

(Depending on what queues are set up for a particular tenant, they can depict where documents can be routed from what queue to what queues)

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Reason Codes

Normally, incomplete documents are unavailable for routing until all required fields are completed. Found at the top of the eForm, Reason Codes can be used to route incomplete documents to specific queues based on the code used. Once a code is selected, the document is free to route.

Listed below are the queues that each reason code route to. These are the default reason codes available in all tenants:

STATMENT: AP Cancel, Statement

ZERO DOLLAR INVOICE: AP Cancel

AP Cancel: AP Cancel

MISSING OR INVALID PO: Purchasing Invoice Resolution (Requires Comments)

VENDOR NOT FOUND: Vendor Maintenance (Requires Comments)

NOT AN INVOICE: AP Cancel

MANUAL DUPLICATE INVOICE: Duplicate Invoice

PO VENDOR MISMATCH: Purchasing Invoice Resolution (Requires Comments)

HOLD INVOICE: No routes, adds a hold icon to the status column on the view page (Requires Comments)

Complex Reason Codes

Complex Reason codes convert the dropdown to a lookup modal with a larger list of reason codes (detailed below) and the ability to add tenant-specific custom reason codes. 

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Document Notes

Document notes are a way for users to document any findings, concerns or questions following that document. This area will also track any routing taken place on this invoice. These are then transferred with the document to Infor as an ‘Invoice Comment’ in the rest of that document’s workflow.

1. Navigate to the Left-hand Vertical Pane
2. Under the Views dropdown, select AP Review
3. Towards the top right of the AP Review window, you’ll see four buttons: Cancel, Save, Route and Document Notes. Select Document Notes
   
4. A light gray panel will appear to the right of the PDF image viewer and Form Browser
   
5. Here, you can view any comments other users have associated with this document and follow any yscript routing taken place in this document’s workflow.

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PO Lines or Header Closed

When validating a Purchase Order invoice, your PO lines, or header may be returned as closed or don't exist and buyers may need to assist. To resolve this issue, you will need to route to Purchasing Invoice Resolution. (Note: all invoice line discrepancies such as amounts or UOM will take place in Infor CloudSuite with buyer messages).

1. With your document open, click on the Route button.
2. Click on Purchasing Invoice Resolution.
   1. A pop-up may appear stating that there are ‘Unsaved changes detected’ – you may choose to Save and Route, saving the changes you have made to the document, or you may choose to Route without Saving your changes
3. A green pop up should appear in the bottom right of your screen stating that the ‘Document Successfully Routed’.

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Canceling an Invoice

There may be instances where an invoice doesn’t need to be reviewed and go through the approval process, but you don’t necessarily want to delete the invoice. That is where the AP Cancel queue comes into play. You can route this document to the queue where it will still be present but maybe doesn’t need to go through the full invoice workflow.

1. From the AP Review view, select your invoice from the list
2. You need to cancel the invoice, maybe the vendor sent you the wrong one, but you don’t want to lose the record, you can select the Route drop down in the top right and route the document to the AP Cancel queue
   
3. This document will then leave the AP Review queue and move to the AP Cancel queue where the document is still viewable but doesn’t necessarily need to be reviewed
   
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Splitting an Invoice

There may be times when you need to split a multi-page document to be their own pages. Follow the steps below to understand how to do so.

1. Navigate to the AP Review queue in the Left-hand Vertical Pane
2. Select your multi-page document
3. You should be able to see the different pages of the document below the PDF viewer
4. In the top right-hand corner of the document, select the three vertical dots, select Split Document
   
5. The Split Document window appears. Within this window you can split up multiple or individual pages of a document
   
6. When you split a document, you’ll select which queue to route the pages to.
7. If your final document pages need to be sent back to OCR, you can also select the Send Document to OCR option, and it will route all remaining pages to OCR as a collective document. This option is unavailable if you have any documents selected, as you’ll need to use the Split Document option to route the documents to OCR.

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Reordering Pages

There may be times when you need to reorder pages in a multi-page document to be in a specific order. Follow the steps below to understand how to do so.

1. Navigate to the AP Review queue in the Left-hand Vertical Pane
2. Select your multi-page document
3. You should be able to see the different pages of the document below the PDF viewer
4. In the top right-hand corner of the document, select the three vertical dots, select Split Document
5. You should see two tabs at the top of the Split Document window: Primary Document and Supporting Documentation. Within the Primary Document page, drag and drop a page into a new position
   1. You should now see a blue rotate page symbol at the top of the pages moved
   2. The option at the bottom of the window now state Revert page ordering and Save page ordering
   
   
6. Select Revert page ordering to put the pages back in order and the split document window options reappear
7. Reselect a page and drag and drop into a new position
8. Select Save page ordering
   1. The pages are reorders and the split document window options reappear

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Merging Documents

1. From any view in Yoga for FSM, open a record
2. In the top right-hand corner, select the three vertical dots next to the Document Notes and below your avatar
3. Select the Merge Document into option
   
4. Select the document that you need to merge the record into
   
5. From the window, there are several ways to merge documents
   1. Select Add all to and select Primary Document
   2. Select Add all to and select Supporting Documents
   3. Drag and drop pages to Primary Document box
   4. Drag and drop pages to Supporting Documents box
      
6. To move pages back to the original document, simply select the red X at the top of the thumbnail
   
7. Once you have moved the documents to their correct location, select the green Confirm Merge button at the bottom of the window.

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Email Vendors on Invoices

Within Yoga for FSM, users can send an email on an invoice within the system directly to the Vendor without having to download the image or email attachments and manually send an email via their inbox.

1. Select the 3 vertical dots in the top right-hand corner of Yoga for FSM
2. Select “Send Email”
   1. The Send Invoice Inquiry Email popup appears
      
      
3. Insert the email address of who you need additional information from in the To field
4. A subject line has defaulted to contain the Invoice Number but can be edited if necessary
5. Type your inquiry to the resource in the Message box
6. Attach primary document as PDF is defaulted. If record came into Yoga for FSM via email or you have attached supporting documentation that you need to include in the inquiry, select the Attach supporting documentation as PDF
7. Select Send Email when you are ready to send

Once the vendor replies to the Yoga-generated email, you, as an end user, will receive those responses in your inbox outside the application, where you can respond as needed. The Send Email from Invoice feature displays the sender's actual email address instead of a generic "no-reply" address, and the sender’s name is prominently shown in the email body. The client's logo appears in the email instead of the Yoga logo for a more personalized experience. Confirmation and error alerts provide better email tracking, with failed email notifications sent directly to the sender, ensuring users are informed of any delivery issues.

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Form Changes

Within Yoga, Super Users and other designated groups may have the ability to track form changes on records in their system, similar to how the audit log works in Infor FSM. These are two places' users can go to grab these changes

1. Open document notes, scroll down to the Form Update box (this box appears each time the form has been updated and what the updates made were)
2. Select the 3 dots in the upper right-hand corner, select Download Form Changes to download a CSV of all form changes made to this document.

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Reports

Reports in Yoga for FSM provide a quick snapshot of the AP environment and can be drilled down to the document level to quickly find documents that stand out in a filtered report. For more information regarding the current reports available in Yoga for FSM, please visit our Yoga FSM Reports Guide 

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EDI

Yoga for FSM current EDI Image Generation solution runs daily in client environments. This job will pick up all EDI 810 records not stuck in Infor's Match Interface tables with issues to generate images. For records with a Payables Invoice attached, the invoice will be generated in IDM and put against the Invoice in Infor FSM. If a Payables Invoice has not been created yet due to interface issues, a temporary image with the current EDI 810 logic will be created in Yoga for FSM, for in the EDI view, for users to review for potential issues.

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Error Queues for Routing

1. OCR Error – documents may be encrypted or password locked, issue with OCR, not accepted file type
2. RPI Review – Issues posting to Infor non-related to processing, ION API down in Infor, holding place until issue is resolved

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Post to Infor

1. From the AP Review view, select your invoice from the list
2. After reviewing the invoice for errors and incorrectly extracted data, you can Save the document, ensuring that all fields were reviewed
3. When the invoice is done being reviewed, you can select the Route drop down in the top right and route the document to the Post to Infor queue
   
4. This document will then leave the AP Review queue indicating it has been reviewed and is ready to go to through the approval process in Infor

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PO Line pairing

1. From the AP Review view, select your PO invoice from the list
   1. You can sort by date created or invoice type for ease of searching
2. When in your invoice, scroll down to view the Invoice Details area
   1. Here, you will be able to see the PO lines that were extracted from the invoice during OCR
3. If the lines weren’t able to pair automatically, possible reasons include:
   • Unit cost differences between the PO and the invoice.
   • UOM (Unit of Measure) mismatches that prevent automatic pairing.
   • Missing master data, meaning the PO line is not recognized in the system.
   
   
4. Select the magnify glass in the column to the left of PO Line # column to pull up a window that shows the line-item results associated with that PO number in the master data
   
5. Select the correct PO line that corresponds to the invoice 
6. Once your lines are paired, they will be highlighted in green

If the line was not extracted or does not appear, you can:

• Click "View PO Lines" to search for PO lines in the system.
• Select the correct PO line and choose:
  • Add & Pair PO Lines – If the invoice line matches the PO exactly.
  • Add PO Lines – If adjustments to QTY or Unit Price are needed before pairing.

If an incorrect PO line was selected, you can:

• Unpair Lines to reattempt pairing.
• Remove Selected Lines if they do not belong to the invoice.
  • Unpaired lines will remain highlighted in gray until properly matched to a PO line.

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Add-On Costs (AOCs)

1. The AOCs for any document will be present anywhere you can view and manage the document. In most cases, this can be from within any of the queues under the View drop down in the Left-hand Vertical Pane
2. Select the queue your document is under, search within that queue and open your document
3. On the right-hand side of the page, about halfway down, you will see a drop down called Add-On Costs
4. If not already, open the drop down using the light blue arrow on the right-hand side of that gray bar
   
   
5. Here, you should see the different add-on costs that are built out for your tenant to be present
   
6. If there was information within the PDF that was extracted for these fields, they would appear here
7. If any of the above AOCs needed additional rows, you that may not have extracted or you needed to separate out these costs (Ex – the taxes on the invoice were added together within extraction but you needed to see them separately), you could select Details for that line and add another line
   
8. Also from within the Details pop up window, you could delete line items if applicable by selecting the item and hitting the Delete Selected button in the right-hand corner

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Default View Overview

Top Right Corner

Clicking on your Avatar brings up your display name, email address and three options for you to select from: My Profile, My Tenants, Support Tickets, and Sign Out. Clicking on the tiles to the left of your Avatar does nothing.

My Profile

• Whenever you wish to view or change Personal or Account information, navigate to the Personal Settings page by clicking on the My Profile option. From the Personal Information pane you can update your Avatar and Display Name
• From the Account Information pane, you have the ability to set a default view (per tenant), default tenant (takes place upon each sign on), allow alternating row colors, and default the image popout window (can do manually from record if preferred).

My Tenants

• Each tenant is seen as a separate environment, and you can change between the PROD and TEST environments by clicking on the My Tenants option and selecting one.

Support Tickets

• If you need assistance with Yoga for FSM, you can access the HubSpot Portal by clicking on 'Support Tickets.' Once there, you can create a new ticket or check the status. To learn more about support tickets, Click Here

What’s New

• Along with receiving an email biweekly during your SaaS subscription, you can also access all recent Yoga Release Notes by accessing the Yoga Knowledge Base from this hyperlink.

Updating your Default View

The Default View is the first page you see when signing into Yoga, so you may wish to update it to match what page you want to see. To update your Default View, follow the steps below:

1. Click on your Avatar in the Top Right Corner
2. Select the My Profile option – you should be brought to the Personal Settings page
3. Navigate to the Account Information tab
4. Select a View from the drop-down for your Default View and click Save Changes
   1. If, for instance, you were to change it to the AP Review view, then the next time you log into Yoga you should see the AP Review view first.
5. To see your final Default View changes, you’ll need to log out and log back into Yoga for FSM

Customizing Your View

Once your Default View is set, you can also customize how information is displayed to fit your workflow. Yoga FSM allows you to:

• Add or remove columns to display the most relevant data
• Rearrange columns by dragging and dropping them into the preferred order
• Resize columns by adjusting the column bars at the top
• Filter and sort invoices to quickly find what you need
• Download your data as a CSV file for reporting 
  
  • TIP: IF your view contains many columns, use the horizontal scroll bar at the bottom of the page to navigate smoothly.

Left-hand Vertical Pane

This pane is used to, access Admin pages, as well as navigate to the Capture pages, other Views and various reports

• Docking & Undocking the Pane
  • When docked/locked, the stacked arrows (right of the Yoga Logo) will be pointing left—click these to partially hide the pane.
  • When partially hidden, the arrows will be pointing right—click these to dock/lock the pane
• Accessing Additional Items:
  
  • Sections like Admin or Views contain expandable menus.
  • Click on items with white arrows to reveal additional options.

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Support Tickets

By clicking on the avatar in the top right, you will see Support ticket as an option. Support Ticket feature in Yoga for FSM allows you to easily submit, track, and manage support requests through the HubSpot Support Portal. You can create new tickets, check the status of existing ones, and communicate directly within the system. Below is a breakdown of how to use this feature effectively 

Submitting a Support Ticket

You can submit a Support Ticket in two ways:

1. Through the HubSpot Support Portal

   • Track the status of your tickets.
   • Create new tickets for technical issues or questions.
   • Access your tickets directly from Yoga, which links to HubSpot.

2. Via Email (support@rpic.com)

   • Subject: Enter the ticket title.
   • Body: Provide a detailed explanation with examples/images.
   • Automatic Ticket Creation: Emails generate HubSpot tickets and assign them based on the sender's company email.
   • Visibility: Tickets appear in Yoga > HubSpot for tracking.
   • Communication: Updates and responses are sent via email, and you can reply directly through HubSpot or email.

Accessing HubSpot from Yoga

• First-time login: Create an account when first accessing HubSpot from Yoga.
  • Sign-In > Register Account
    
    • Use company email
• Auto-login: Future access will be seamless by clicking the HubSpot Support Ticket icon.
• Sign-in page: If prompted, you’ll be directed to sign in or register.

Tracking & Managing Tickets

Once a ticket is created, you can track it using:

Search & Filter

• Search: Find tickets by Subject or Ticket ID and press Enter.
• View: Filter based on ticket ownership. My tickets, displays tickets created by you.
• Status: Filter current progress of the ticket.
  • Ticket ID: Unique reference number.
  • Subject: Issue title/description.
  • Date Created: Submission timestamp.
  • Last Activity: Recent communication or updates.
  • Status: Current progress of the ticket.

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