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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 |
