summaryrefslogtreecommitdiff
path: root/helpdesk_mgmt/readme/CONFIGURE.rst
diff options
context:
space:
mode:
Diffstat (limited to 'helpdesk_mgmt/readme/CONFIGURE.rst')
-rw-r--r--helpdesk_mgmt/readme/CONFIGURE.rst76
1 files changed, 76 insertions, 0 deletions
diff --git a/helpdesk_mgmt/readme/CONFIGURE.rst b/helpdesk_mgmt/readme/CONFIGURE.rst
new file mode 100644
index 0000000..21edf3a
--- /dev/null
+++ b/helpdesk_mgmt/readme/CONFIGURE.rst
@@ -0,0 +1,76 @@
+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:: ../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:: ../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:: ../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:: ../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:: ../static/description/Tags.PNG
+ :alt: Ticket Tags
+ :width: 600 px