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Diffstat (limited to 'helpdesk_mgmt/readme')
| -rw-r--r-- | helpdesk_mgmt/readme/CONFIGURE.rst | 76 | ||||
| -rw-r--r-- | helpdesk_mgmt/readme/CONTRIBUTORS.rst | 41 | ||||
| -rw-r--r-- | helpdesk_mgmt/readme/DESCRIPTION.rst | 1 | ||||
| -rw-r--r-- | helpdesk_mgmt/readme/USAGE.rst | 22 |
4 files changed, 140 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 diff --git a/helpdesk_mgmt/readme/CONTRIBUTORS.rst b/helpdesk_mgmt/readme/CONTRIBUTORS.rst new file mode 100644 index 0000000..7705708 --- /dev/null +++ b/helpdesk_mgmt/readme/CONTRIBUTORS.rst @@ -0,0 +1,41 @@ +* `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 diff --git a/helpdesk_mgmt/readme/DESCRIPTION.rst b/helpdesk_mgmt/readme/DESCRIPTION.rst new file mode 100644 index 0000000..f613d00 --- /dev/null +++ b/helpdesk_mgmt/readme/DESCRIPTION.rst @@ -0,0 +1 @@ +This module adds Helpdesk functionality in Odoo. diff --git a/helpdesk_mgmt/readme/USAGE.rst b/helpdesk_mgmt/readme/USAGE.rst new file mode 100644 index 0000000..9f22d3f --- /dev/null +++ b/helpdesk_mgmt/readme/USAGE.rst @@ -0,0 +1,22 @@ +#. 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:: ../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:: ../static/description/Tickets01.PNG + :alt: Create a new ticket + :width: 600 px |
