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| author | Richard Sassine <richardsassine@tutanota.com> | 2021-05-04 18:00:38 +0300 |
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| committer | Richard Sassine <richardsassine@tutanota.com> | 2021-05-04 18:00:38 +0300 |
| commit | ad97722b1b35aff50d0adf13a19715f7b8373c07 (patch) | |
| tree | edf36f1114b896a01602e31dafd74efe45736427 /helpdesk_mgmt/README.rst | |
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diff --git a/helpdesk_mgmt/README.rst b/helpdesk_mgmt/README.rst new file mode 100644 index 0000000..401eb3e --- /dev/null +++ b/helpdesk_mgmt/README.rst @@ -0,0 +1,223 @@ +=================== +Helpdesk Management +=================== + +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png + :target: https://odoo-community.org/page/development-status + :alt: Beta +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github + :target: https://github.com/OCA/helpdesk/tree/14.0/helpdesk_mgmt + :alt: OCA/helpdesk +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/helpdesk-14-0/helpdesk-14-0-helpdesk_mgmt + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/282/14.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module adds Helpdesk functionality in Odoo. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +To configure this module, you need to: + +#. Edit or create new channels. +#. Edit or create new categories. +#. Edit or create new stages. +#. Edit or create new teams. +#. Edit or create new tags. + +Channels +~~~~~~~~ + +#. Go to *Helpdesk > Configuration > Channels* to edit or create new channels. +#. Edit or create a channel. +#. Set the name for the channel. +#. You can also Activate or Deactivate channels. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Channels.PNG + :alt: Channels + :width: 600 px + +Categories +~~~~~~~~~~ + +#. Go to *Helpdesk > Configuration > Categories* to edit or create new categories. +#. Edit or create a new category. +#. Set the name for the category. +#. You can also Activate or Deactivate categories. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Categories.PNG + :alt: Categories + :width: 600 px + +Stages +~~~~~~ + +#. Go to *Helpdesk > Configuration > Stages* to edit or create new stages. +#. Edit or create a new stage. +#. Set the name for the stage. +#. Set the sequence order for the stage. +#. You can select an Email template. +#. Mark the Unattended checkbox if the stage contains unattended tickets. +#. Mark the Closed checkbox if the stage contains closed tickets. +#. You can add a description for the stage. +#. You can also Activate or Deactivate stages. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Stages.PNG + :alt: Stages + :width: 600 px + +You can also sort the stage sequence if you move up or down the stages in the list view. + +Teams +~~~~~ + +#. Go to *Helpdesk > Configuration > Teams* to edit or create new teams. +#. Edit or create a new team. +#. Set the name for the team. +#. Add the teams members. +#. You can also Activate or Deactivate teams. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Teams.PNG + :alt: Teams + :width: 600 px + +Tags +~~~~ + +#. Go to *Helpdesk > Configuration > Ticket Tags* to edit or create new tags. +#. Edit or create a new tag. +#. Set the name for the tag. +#. Set the color index for the tag. +#. You can also Activate or Deactivate tags. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Tags.PNG + :alt: Ticket Tags + :width: 600 px + +Usage +===== + +#. Go to *Helpdesk* or *Helpdesk > Dashboard* to see the tickets dashboard +#. In the Kanban view, click in the kanban card of a team to see their tickets and create new ones. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Tickets_Kanban.PNG + :alt: Kanban view + :width: 600 px + +To create a new ticket from the kanban view: + +#. Press *Create* button or click on the plus icon at the top of the column of a stage. +#. Set the name or subject for the ticket. +#. Select the team that will manage the ticket. +#. You can select a user to assign the ticket. +#. Set the priority of the ticket. +#. Select the partner, and you can also set the partner name and email. +#. You can select a category and set tags for the ticket. +#. Add a description. +#. You can also attach files to the ticket. + +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/14.0/helpdesk_mgmt/static/description/Tickets01.PNG + :alt: Create a new ticket + :width: 600 px + +Bug Tracker +=========== + +Bugs are tracked on `GitHub Issues <https://github.com/OCA/helpdesk/issues>`_. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us smashing it by providing a detailed and welcomed +`feedback <https://github.com/OCA/helpdesk/issues/new?body=module:%20helpdesk_mgmt%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* AdaptiveCity +* C2i Change 2 Improve +* Domatix +* Factor Libre +* SDi Soluciones + +Contributors +~~~~~~~~~~~~ + +* `Domatix <https://www.domatix.com>`_: + + * Carlos Martínez + * Catalin Airimitoaie + * Álvaro López + * Samuel Calvo + +* `Adaptive City <https://www.adaptivecity.com>`_: + + * Aitor Bouzas + +* `SDi Soluciones, S.L. <https://www.sdi.es>`_: + + * Oscar Soto + * Jorge Luis Quinteros + +* `C2i Change 2 improve <http://www.c2i.es>`_: + + * Eduardo Magdalena <emagdalena@c2i.es> + +* `Factor Libre <https://factorlibre.com>`_: + + * María Alhambra + * Daniel Cano + +* `Tecnativa <https://www.tecnativa.com>`_: + + * Pedro M. Baeza + +* `ID42 Sistemas <https://www.id42.com.br>`_: + + * Marcel Savegnago + * Eduardo Aparício + +* `Obertix <https://www.obertix.net>`_: + + * Vicent Cubells + +* `Solvos <https://www.solvos.es>`_: + + * David Alonso + +Maintainers +~~~~~~~~~~~ + +This module is maintained by the OCA. + +.. image:: https://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: https://odoo-community.org + +OCA, or the Odoo Community Association, is a nonprofit organization whose +mission is to support the collaborative development of Odoo features and +promote its widespread use. + +This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/14.0/helpdesk_mgmt>`_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
