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authorRichard Sassine <richardsassine@tutanota.com>2021-05-04 18:00:38 +0300
committerRichard Sassine <richardsassine@tutanota.com>2021-05-04 18:00:38 +0300
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+===================
+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.