2023-02-13 14:13:25 +07:00
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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2023-07-09 05:40:45 +07:00
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# Martin Trigaux, 2023
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2024-03-03 07:40:41 +07:00
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# Tony Ng, 2024
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2023-02-13 14:13:25 +07:00
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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2024-08-25 06:42:40 +07:00
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"POT-Creation-Date: 2024-08-21 07:41+0000\n"
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2023-02-13 14:13:25 +07:00
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"PO-Revision-Date: 2022-10-04 12:54+0000\n"
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2024-03-03 07:40:41 +07:00
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"Last-Translator: Tony Ng, 2024\n"
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2023-05-07 05:40:42 +07:00
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"Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n"
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2023-02-13 14:13:25 +07:00
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: zh_TW\n"
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"Plural-Forms: nplurals=1; plural=0;\n"
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#: ../../content/applications/services.rst:5
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msgid "Services"
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msgstr "服務"
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service.rst:8
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msgid "Field Service"
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msgstr "欄位服務"
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service.rst:11
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msgid ""
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"`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-"
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"service-49>`_"
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:3
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msgid "User default warehouse"
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:5
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msgid ""
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"Setting up a **default warehouse** can be useful for field technicians who "
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"keep a supply in their van or those who always resupply from the same "
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"warehouse. It also allows field workers to switch between warehouses from "
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"their profiles."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:9
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msgid ""
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"Products in sales orders created during field interventions are always "
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"pulled from the default warehouse, keeping the inventory accurate."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:13
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msgid ":doc:`../../inventory_and_mrp/inventory`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:16
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#: ../../content/applications/services/project/project_management.rst:17
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2023-07-16 05:40:48 +07:00
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:13
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msgid "Configuration"
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msgstr "配置"
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#: ../../content/applications/services/field_service/default_warehouse.rst:18
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msgid ""
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"To set up a user default warehouse, the :doc:`storage locations "
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2024-08-05 13:00:03 +07:00
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"<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`"
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2023-05-07 05:40:42 +07:00
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" feature needs to be activated in the **Inventory** app. It is also "
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"necessary to have more than one warehouse in your database."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:23
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msgid ""
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"You can either set it up :ref:`for your profile <default-warehouse/my-"
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"profile>`, or :ref:`for all users <default-warehouse/all-users>`."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:27
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msgid ""
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2024-08-05 13:00:03 +07:00
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":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:32
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msgid "For your profile"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:34
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msgid ""
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"To set up a default warehouse for yourself, click your **profile icon** in "
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"the upper right corner of the screen, then, go to :menuselection:`My Profile"
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" --> Preferences --> Default Warehouse`. Select the default warehouse from "
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"the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:41
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msgid "For all users"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:43
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msgid ""
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"To set up a default warehouse for a specific user, go to "
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":menuselection:`Settings --> Users --> Manage users`, select a user, then go"
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" to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, "
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"and select the default warehouse from the drop-down menu."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst-1
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msgid "Selection of a default warehouse on a user profile."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:51
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msgid "Use in field service tasks"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:53
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msgid ""
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"Once a default warehouse has been configured for a user, the materials used "
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"for a sales order related to a Field Service task are pulled from that "
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"specific warehouse. Open the related sales order, go to the :guilabel:`Other"
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" Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse "
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"is applied correctly."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/default_warehouse.rst:58
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msgid ""
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"Once the Field Service task is marked as done, the stock of the default "
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"warehouse is automatically updated."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:3
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msgid "Onsite interventions planning"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:6
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msgid "From a sales order"
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:8
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msgid ""
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"Allowing your sales team to open onsite interventions creates a seamless "
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"experience for your customers. They can receive a quotation they first have "
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"to approve before the work even starts."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:11
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msgid ""
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"Go to :menuselection:`Field Service --> Configuration --> Products` and "
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"create or edit a product."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:13
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msgid ""
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"Under the :guilabel:`General Information` tab, select :guilabel:`Service` as"
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" :guilabel:`Product Type`."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:15
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msgid ""
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"Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as "
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":guilabel:`Service Invoicing Policy`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:17
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msgid ""
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"Select :guilabel:`Create a task in an existing project` as "
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":guilabel:`Service Tracking`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:18
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msgid "Select your :guilabel:`Project`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:19
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msgid "If you use them, select your :guilabel:`Worksheet Template`, and save."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst-1
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msgid ""
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"Product configuration to create tasks from sales orders in Odoo Field "
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"Service"
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:25
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msgid ""
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"From the :doc:`Sales <../../sales/sales>` app, create a quotation with the "
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"product and confirm it. A task is automatically set up under your Field "
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"Service project. It is directly accessible from the sales order."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst-1
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msgid "Field Service task on a sales order in Odoo Sales"
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/field_service/onsite_interventions.rst:34
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msgid "From helpdesk tickets"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:36
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msgid ""
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"The integration with the :doc:`Helpdesk <../helpdesk>` app lets your "
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"helpdesk team manage intervention requests directly. Planning field service "
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"tasks from tickets speeds up your processes."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:40
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msgid "Configure the helpdesk team"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:42
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msgid ""
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"Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select"
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" a team and enable :guilabel:`Onsite Interventions`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst-1
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msgid "Onsite interventions settings in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:49
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msgid ""
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"The helpdesk tickets of the team now display the :guilabel:`Plan "
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"Intervention` button. Click on it to create a new task under your field "
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"service project."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst-1
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msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:8
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msgid "Helpdesk"
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msgstr "服務台"
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#: ../../content/applications/services/helpdesk.rst:11
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msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced.rst:5
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msgid "Advanced"
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msgstr "高級"
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
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msgid "After-Sales services"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
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msgid ""
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2023-05-28 05:40:40 +07:00
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"*After-Sales* services can be configured in the *Helpdesk* application for "
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"individual *teams*. Once enabled, users can issue refunds, process returns, "
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"generate coupons, and/or schedule repair and field service interventions "
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"directly from a ticket."
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msgstr ""
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2023-05-28 05:40:40 +07:00
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:10
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msgid "Set up the after-sales services"
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msgstr ""
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|
2023-05-28 05:40:40 +07:00
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|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:12
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
"Start by enabling the after-sales services on specific *Helpdesk* team(s), "
|
|
|
|
|
"by going to :menuselection:`Helpdesk --> Configuration --> Teams` and "
|
|
|
|
|
"selecting which teams(s) these services should be active on. Then, scroll to"
|
|
|
|
|
" the :guilabel:`After-Sales` section on the team's settings page, and choose"
|
|
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|
|
" which of the following options to enable:"
|
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|
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msgstr ""
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|
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:17
|
|
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msgid ""
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":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the"
|
|
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|
|
" remaining amount due"
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18
|
|
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|
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msgid ""
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|
":guilabel:`Coupons`: offers discounts and free products through an existing "
|
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|
|
"coupon program"
|
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msgstr ""
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|
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19
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|
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msgid ""
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|
":guilabel:`Returns`: initiates a product return from a customer through a "
|
|
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|
|
"reverse transfer"
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
|
2023-05-28 05:40:40 +07:00
|
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|
|
msgid ""
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|
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|
":guilabel:`Repairs`: creates repair orders for broken or faulty products"
|
2023-02-13 14:13:25 +07:00
|
|
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|
msgstr ""
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|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
":guilabel:`Field Service`: plans onsite intervention through the *Field "
|
|
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|
|
"Service* application"
|
2023-02-13 14:13:25 +07:00
|
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|
msgstr ""
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|
|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:26
|
|
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|
|
msgid ""
|
|
|
|
|
"The services that are enabled can vary based on the type of support a team "
|
|
|
|
|
"provides."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
|
|
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|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:29
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
"As all of the after-sales services in Odoo require integration with other "
|
|
|
|
|
"applications, enabling any of them may result in the installation of "
|
|
|
|
|
"additional modules or applications. *Installing a new application on a One-"
|
|
|
|
|
"App-Free database will trigger a 15-day trial. At the end of the trial, if a"
|
|
|
|
|
" paid subscription has not been added to the database, it will no longer be "
|
|
|
|
|
"accessible.*"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:35
|
|
|
|
|
msgid "Issue a refund with a credit note"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:37
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
"A *credit note* is a document issued to a customer informing them that they "
|
|
|
|
|
"have been credited a certain amount of money. They can be used to provide a "
|
|
|
|
|
"full refund to a customer, or to adjust any remaining amount due. While they"
|
|
|
|
|
" are usually created through the *Accounting* or *Invoicing* applications, "
|
|
|
|
|
"they can be created through a *Helpdesk* ticket, as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:43
|
|
|
|
|
msgid "Invoices must be posted before a credit note can be generated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:45
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a credit note, navigate to a ticket on the "
|
|
|
|
|
":menuselection:`Helpdesk` application, and click the :guilabel:`Refund` "
|
|
|
|
|
"button in the upper-left corner of the ticket dashboard. Then, select the "
|
|
|
|
|
"corresponding invoice from the :guilabel:`Invoices to Refund` drop-down "
|
|
|
|
|
"menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a refund creation page."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:53
|
|
|
|
|
msgid "Choose a :guilabel:`Credit Method` from one of the following options:"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:55
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
":guilabel:`Partial Refund`: the credit note is created in draft and can be "
|
|
|
|
|
"edited before being issued"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:57
|
2023-05-28 05:40:40 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Full Refund`: the credit note is auto-validated and reconciled "
|
|
|
|
|
"with the invoice. *This is the option to choose if a validated invoice needs"
|
|
|
|
|
" to be canceled*"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:59
|
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
":guilabel:`Full refund and new draft invoice`: the credit note is auto-"
|
|
|
|
|
"validated and reconciled with the invoice. The original invoice is "
|
|
|
|
|
"duplicated as a new draft. *This is the option to choose if a validated "
|
|
|
|
|
"invoice needs to be modified*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Credit Method` options will **not** be available for invoices"
|
|
|
|
|
" that have already been paid."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
|
|
|
|
|
msgid ""
|
2023-05-28 05:40:40 +07:00
|
|
|
|
"Make any necessary changes to the details of the credit note and click "
|
|
|
|
|
":guilabel:`Reverse.` Then click :guilabel:`Confirm` to post the credit note."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:70
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the credit note has been posted, a :guilabel:`Credit Notes` smart "
|
|
|
|
|
"button will be added to the *Helpdesk* ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of smart buttons on a ticket focusing on the credit note button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:78
|
|
|
|
|
msgid ":doc:`/applications/finance/accounting/customer_invoices/credit_notes`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:81
|
|
|
|
|
msgid "Generate coupons from a ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"Coupons can be used to alter the price of products or orders. The usage "
|
|
|
|
|
"constraints of a coupon are defined by conditional rules. *Coupon Programs* "
|
|
|
|
|
"are configured in the *Sales* or *Website* applications."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *eCommerce* module must be installed in order to create coupon codes "
|
|
|
|
|
"from the *Website*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
"To generate a coupon, open a *Helpdesk* ticket and click on the "
|
|
|
|
|
":guilabel:`Coupon` button in the upper left corner. Select an option from "
|
|
|
|
|
"the :guilabel:`Coupon Program` drop-down menu, then click "
|
|
|
|
|
":guilabel:`Generate`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a coupon generation window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Coupon Code` can be copied directly from the pop-up window "
|
|
|
|
|
"(by clicking the :guilabel:`Copy` button), or sent in an email by clicking "
|
|
|
|
|
":guilabel:`Send`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:102
|
|
|
|
|
msgid ""
|
|
|
|
|
"When emailing a coupon code, all the followers of the ticket will be added "
|
|
|
|
|
"as recipients to the email. Additional recipients can be added to the email "
|
|
|
|
|
"as well, in the :guilabel:`Recipients` field of the :guilabel:`Compose "
|
|
|
|
|
"Email` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:0
|
|
|
|
|
msgid "View of an email draft window with coupon code."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:110
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` "
|
|
|
|
|
"smart button will be added to the top of the ticket; click the smart button "
|
|
|
|
|
"to view the coupon code, expiration date, and additional information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of the smart buttons on a ticket focusing on the coupon button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:119
|
|
|
|
|
msgid ""
|
2023-02-13 14:13:25 +07:00
|
|
|
|
"`Coupons <https://www.odoo.com/slides/slide/coupon-"
|
|
|
|
|
"programs-640?fullscreen=1>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-28 05:40:40 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:122
|
|
|
|
|
msgid "Facilitate a product return with a reverse transfer"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:124
|
|
|
|
|
msgid ""
|
|
|
|
|
"Returns are completed through *reverse transfers*, which generate new "
|
|
|
|
|
"warehouse operations for the returning products. Click the "
|
|
|
|
|
":guilabel:`Return` button in the top-left corner of a ticket to open the "
|
|
|
|
|
":guilabel:`Reverse Transfer` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a Helpdesk ticket with the return button highlighted."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:133
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Return` button only appears on a ticket if the customer has a"
|
|
|
|
|
" recorded delivery in the database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:136
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, the quantity will match the validated quantity from the delivery"
|
|
|
|
|
" order. Update the :guilabel:`Quantity` field if necessary."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a reverse transfer creation page."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:143
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Return` to confirm the return. This generates a new "
|
|
|
|
|
"warehouse operation for the incoming returned product(s). A "
|
|
|
|
|
":guilabel:`Return` smart button will then be added to the top of the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of the return smart button on a helpdesk ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:152
|
|
|
|
|
msgid ":doc:`/applications/sales/sales/products_prices/returns`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:155
|
|
|
|
|
msgid "Send products for repair from a ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:157
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the ticket is related to an issue with a faulty or broken product, a "
|
|
|
|
|
"repair order can be created from the *Helpdesk* ticket, and managed through "
|
|
|
|
|
"the *Repairs* application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:160
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new repair order, open a :menuselection:`Helpdesk` ticket and "
|
|
|
|
|
"click on the :guilabel:`Repair` button in the upper left corner."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:163
|
|
|
|
|
msgid ""
|
|
|
|
|
"Clicking the :guilabel:`Repair` button opens a blank :guilabel:`Repair "
|
|
|
|
|
"Reference` form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a repair reference page."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:170
|
|
|
|
|
msgid ""
|
|
|
|
|
"If a product was specified in the :guilabel:`Product` field on the ticket, "
|
|
|
|
|
"it will be added to the :guilabel:`Product to Repair` field automatically. "
|
|
|
|
|
"If not, click into the field to select a product from the drop down."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:174
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msgid ""
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|
"Fill out the :guilabel:`Repair Description` field with a brief explanation "
|
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|
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"of the issue. Click the :guilabel:`Sale Order` field and then select the "
|
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"originating :abbr:`SO (Sales Order)` from which the product is being "
|
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|
"repaired from. If a return has been initiated for the product, select the "
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|
|
|
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"reference number from the drop-down in the :guilabel:`Return` field."
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|
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msgstr ""
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|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:179
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msgid ""
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|
"Choose an :guilabel:`Invoice Method` from the drop-down. Select "
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|
|
":guilabel:`Before Repair` or :guilabel:`After Repair` to generate an invoice"
|
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|
" before or after the work is completed. Selecting :guilabel:`No Invoice` "
|
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|
|
"means that an invoice cannot be generated for this service."
|
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:183
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msgid ""
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"If parts are required for the repair, they can be added in the "
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|
":guilabel:`Parts` tab. Services can be added as product lines on the "
|
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|
|
":guilabel:`Operations` tab. Additional information for the internal repair "
|
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|
"team can be added to the :guilabel:`Repair Notes` tab. Information for the "
|
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|
"customer can be added to the :guilabel:`Quotation Notes` tab, and will be "
|
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|
"automatically added to the PDF of the quotations generated from this "
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|
":guilabel:`Repair Reference`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:189
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msgid ""
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|
"A :guilabel:`Repairs` smart button will be added to the ticket, linking to "
|
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|
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"the repair order."
|
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msgstr ""
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|
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
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msgid "View of smart buttons focusing on repair button."
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:196
|
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|
|
msgid ""
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|
|
"Once a user creates a repair order from a *Helpdesk* ticket, they will be "
|
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|
|
"able to access it through the ticket's :guilabel:`Repair` smart button, or "
|
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"from a link in the :guilabel:`Chatter`, even if they do not have access "
|
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|
|
"rights to the *Repair* application."
|
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:201
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|
|
msgid "Create a field service task from a ticket"
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msgstr ""
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|
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:203
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msgid ""
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|
"On-site interventions can be planned from a ticket and managed through the "
|
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|
|
"*Field Service* application. Customers with :doc:`portal access "
|
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|
|
"</applications/general/users/portal>` will be able to track the progress of "
|
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|
|
"a :guilabel:`Field Service` task just as they would a *Helpdesk* ticket."
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:207
|
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|
msgid ""
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|
"To create a new task, navigate to a :menuselection:`Helpdesk` ticket. Click "
|
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|
":guilabel:`Create Task` to open the :guilabel:`Create a Field Service task` "
|
|
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|
|
"pop-up. Confirm or update the task :guilabel:`Title`."
|
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:212
|
|
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|
|
msgid ""
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|
|
"The :guilabel:`Project` field on the :guilabel:`Create a Field Service task`"
|
|
|
|
|
" pop-up will default to the same *Field Service* project that was identified"
|
|
|
|
|
" on the team's settings page. To change the project for this specific task, "
|
|
|
|
|
"select one from the :guilabel:`Project` field."
|
|
|
|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216
|
|
|
|
|
msgid ""
|
|
|
|
|
"To change the default *Field Service* project for the team, go to "
|
|
|
|
|
":menuselection:`Helpdesk --> Configuration --> Teams` to select a "
|
|
|
|
|
":guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section and choose "
|
|
|
|
|
"new project under :guilabel:`Field Service`."
|
|
|
|
|
msgstr ""
|
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:220
|
|
|
|
|
msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a Field Service task creation page."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:226
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the task is created, a :guilabel:`Tasks` smart button will be added to"
|
|
|
|
|
" the ticket, linking the :guilabel:`Field Service` task to the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of ticket smart buttons focused on task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:234
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Field Service <https://www.odoo.com/slides/slide/advanced-"
|
|
|
|
|
"settings-862?fullscreen=1>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-02-13 14:13:25 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
|
2023-05-07 05:40:42 +07:00
|
|
|
|
msgid "Closing tickets"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
|
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Once work has been completed on a *Helpdesk* ticket in Odoo, there are "
|
|
|
|
|
"several ways it can be closed. Manually closing solved tickets keeps the "
|
|
|
|
|
"pipeline up to date, while automatically closing inactive tickets prevents "
|
|
|
|
|
"unnecessary blocking issues. Allowing customers to close their own tickets "
|
|
|
|
|
"minimizes confusion around whether an issue is considered solved or not. "
|
|
|
|
|
"This results in increased operational capacity for support teams, and higher"
|
|
|
|
|
" customer satisfaction."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12
|
|
|
|
|
msgid "Manually close solved tickets"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"As work on a ticket progresses, it is moved along to the next stage in the "
|
|
|
|
|
"pipeline. Once the issue is solved, the ticket is moved to a *folded* stage."
|
|
|
|
|
" This marks the ticket as *closed*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:17
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"To fold a stage, navigate to the :menuselection:`Helpdesk` dashboard and "
|
|
|
|
|
"click on a team to open the pipeline. Hover over a stage's heading, and then"
|
|
|
|
|
" click the gear icon that appears in the top-right corner of that stage's "
|
|
|
|
|
"kanban column."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of stage on Helpdesk pipeline with emphasis on gear icon and edit stage"
|
|
|
|
|
" option."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:26
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Clicking the gear icon also displays the option to :guilabel:`Fold` the "
|
|
|
|
|
"stage. This setting folds the stage *temporarily* to simplify the kanban "
|
|
|
|
|
"view. This does *not* close the tickets in this stage. It also does not "
|
|
|
|
|
"permanently fold the stage. If a stage needs to be folded so the tickets can"
|
|
|
|
|
" be marked as closed, continue following the steps below."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:31
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"From the menu that appears, select :guilabel:`Edit Stage`. This will open "
|
|
|
|
|
"the stage's settings. Check the box labeled :guilabel:`Folded in Kanban` "
|
|
|
|
|
"towards the top of the window, and then :guilabel:`Save & Close` to confirm "
|
|
|
|
|
"the changes. Now, tickets that reach this stage will be considered as "
|
|
|
|
|
"*closed*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
|
|
|
|
msgid "Stage settings page."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:41
|
|
|
|
|
msgid "Automatically close inactive tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:43
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Tickets that are inactive for a set period of time can be automatically "
|
|
|
|
|
"closed. At that point, they will be moved to a folded stage."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:46
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Go to the team's settings page by going to :menuselection:`Helpdesk --> "
|
|
|
|
|
"Configuration --> Teams`. Under the :guilabel:`Self-Service` section, enable"
|
|
|
|
|
" :guilabel:`Automatic Closing`."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"If one of the team's stages is set to be folded in the kanban view, it will "
|
|
|
|
|
"be the default selection in the :guilabel:`Move to Stage` field. If the team"
|
|
|
|
|
" has more than one folded stage, the stage that occurs first in the pipeline"
|
|
|
|
|
" will be the default. If no stage is folded, the default selection will be "
|
|
|
|
|
"the last stage in the pipeline."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`After days of inactivity` field defaults to `7`, but can be "
|
|
|
|
|
"adjusted if necessary."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:57
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`After days of inactivity` field does **not** take the working"
|
|
|
|
|
" calendar into account when tracking the amount of time a ticket has been "
|
|
|
|
|
"inactive."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:60
|
|
|
|
|
msgid ""
|
|
|
|
|
"If only certain stages should be used to track days of inactivity, they can "
|
|
|
|
|
"be added to the :guilabel:`In Stages` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:64
|
|
|
|
|
msgid "A team's pipeline is created with the following stages:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:66
|
|
|
|
|
msgid "`New`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:67
|
|
|
|
|
msgid "`In Progress`"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:68
|
|
|
|
|
msgid "`Customer Feedback`"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:69
|
|
|
|
|
msgid "`Closed`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:71
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Tickets can linger in the :guilabel:`Customer Feedback stage`, because once "
|
|
|
|
|
"an issue is solved, customers may not respond immediately. At that point, "
|
|
|
|
|
"the tickets can be closed automatically. However, tickets in the "
|
|
|
|
|
":guilabel:`New` and :guilabel:`In Progress` stages may remain inactive due "
|
|
|
|
|
"to assignment or workload issues. Closing these tickets automatically would "
|
|
|
|
|
"result in issues going unsolved."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:77
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Therefore, the :guilabel:`Automatic Closing` settings would be configured as"
|
|
|
|
|
" below\\:\\"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:79
|
|
|
|
|
msgid ":guilabel:`Automatic Closing`: *checked*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:80
|
|
|
|
|
msgid ":guilabel:`Move to Stage`: `Solved`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:81
|
|
|
|
|
msgid ":guilabel:`After``7`:guilabel:`days of inactivity`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:82
|
|
|
|
|
msgid ":guilabel:`In Stages`: `Customer Feedback`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
|
|
|
|
msgid "Example of Automatic Closing settings."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:89
|
|
|
|
|
msgid "Allow customers to close their own tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:91
|
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msgid ""
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"Enabling the :guilabel:`Closure by Customers` setting allows customers to "
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"close their own ticket(s) when they determine that their issue has been "
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"resolved."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:94
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msgid ""
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"Start by navigating to :menuselection:`Helpdesk --> Configuration --> Teams`"
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" and select a team. On the team's settings page, scroll to the "
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":guilabel:`Self-Service` section and check the box for :guilabel:`Closure by"
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" Customers`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
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msgid "Customer closing setting in Odoo Helpdesk."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:102
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msgid ""
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"Once the ticket closing settings are enabled, a :guilabel:`Close Ticket` "
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"button will be available for customers when they view their ticket through "
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"the customer portal."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
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msgid "Customer view of ticket closing in Odoo Helpdesk."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:110
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msgid ""
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"Customers are able to view their tickets by clicking the :guilabel:`View the"
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" ticket` link they receive by email. The link is included in the "
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":guilabel:`Request Acknowledgment` template, which is added to the first "
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"stage of a team by default. This link does not require a customer to have "
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"access to the portal to view or respond to their ticket."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:115
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msgid ""
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"Customers with access to the portal will be able to view their tickets under"
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" :menuselection:`My Account --> Tickets`."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-06-04 05:40:43 +07:00
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
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msgid "Track and bill time"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
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msgid ""
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"Odoo *Helpdesk* provides teams with the ability to track the amount of hours"
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" spent working on a ticket, and to bill a customer for that time. Through "
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"integrations with the *Sales*, *Timesheets* and *Accounting* applications, "
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"customers can be charged once the work is completed, or before it has even "
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"begun."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
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msgid ""
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"Since the *Track & Bill Time* features require integration with other "
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"applications, enabling them may result in the installation of additional "
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"modules (or applications)."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
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msgid ""
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"Installing a new application on a *One-App-Free* database triggers a 15-day "
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"trial. At the end of the trial, if a paid subscription has not been added to"
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" the database, it will no longer be active or accessible."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
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msgid "Configure track and bill time features"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
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msgid ""
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"Before a customer can be invoiced for support services, the *Track & Bill "
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"Time* features must first be enabled. These features must be enabled on each"
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" *Helpdesk* team where they will be utilized."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
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msgid "Enable track and bill time on a helpdesk team"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
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msgid ""
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"To view and enable the :guilabel:`Track & Bill Time` features on a "
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"*Helpdesk* team, first navigate to :menuselection:`Helpdesk --> "
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|
"Configuration --> Teams`. Then select a team from the list or :doc:`create a"
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|
" new one </applications/services/helpdesk/overview/getting_started>`. This "
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"will reveal a team's settings page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:32
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msgid ""
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"On the team's settings page, scroll to the :guilabel:`Track & Bill Time` "
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"section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time "
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"Billing`."
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:35
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msgid ""
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"Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled"
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" :guilabel:`Project`."
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
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msgid ""
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|
"The project selected in this field is where all the timesheets for this "
|
|
|
|
|
"team's tickets will be recorded. Click into the drop-down menu to select a "
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|
":guilabel:`Project`."
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
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msgid ""
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|
"To create a new project where the timesheets will be recorded, click into "
|
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|
|
|
"the drop-down menu, type a name for the project, and then click "
|
|
|
|
|
":guilabel:`Create`."
|
|
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|
|
msgstr ""
|
|
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|
|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
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msgid ""
|
|
|
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|
"View of a helpdesk team settings page emphasizing the track and bill time "
|
|
|
|
|
"settings."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:50
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|
|
|
msgid "Configure service products"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:52
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the :guilabel:`Time Billing` feature is enabled, a new product is "
|
|
|
|
|
"created in the *Sales* app called :guilabel:`Service on Timesheets`. This "
|
|
|
|
|
"product can be found under :menuselection:`Sales --> Products --> Products`."
|
|
|
|
|
" Search for `Service on Timesheets` in the :guilabel:`Search...` bar. This "
|
|
|
|
|
"is the product that will be used when invoicing for *post-paid support "
|
|
|
|
|
"services* after they have been completed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select :guilabel:`Service on Timesheets` from the product page. This reveals"
|
|
|
|
|
" the product detail form. The product is configured with the "
|
|
|
|
|
":guilabel:`Product Type` set to :guilabel:`Service` and the "
|
|
|
|
|
":guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a service product with the invoicing policy set to 'Based on "
|
|
|
|
|
"timesheets'."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:66
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to invoice for support services before the work has been completed "
|
|
|
|
|
"(also known as *prepaid support services*), a separate product with a "
|
|
|
|
|
"different invoicing policy must be created."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:69
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new service product, go to :menuselection:`Sales --> Products "
|
|
|
|
|
"--> Products` and click :guilabel:`New`. This will reveal a blank product "
|
|
|
|
|
"detail form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:72
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the new product form, add a :guilabel:`Product Name`, and set the "
|
|
|
|
|
":guilabel:`Product Type` to :guilabel:`Service`. Then, set the "
|
|
|
|
|
":guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means "
|
|
|
|
|
"an invoice can be generated and payment can be received for this product "
|
|
|
|
|
"before any timesheets entries have been recorded for these services."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a service product with the invoicing policy set to 'prepaid/fixed'."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"Finally, set the :guilabel:`Sales Price`, and confirm that the "
|
|
|
|
|
":guilabel:`Unit of Measure` is set to :guilabel:`Hours`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:85
|
|
|
|
|
msgid "Invoice prepaid support services"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
"When support services are billed on a fixed price, an invoice can be created"
|
|
|
|
|
" before any work is completed on the issue. In this case, a service product "
|
|
|
|
|
"with the invoicing policy set to :guilabel:`Prepaid/Fixed Price` would be "
|
|
|
|
|
"used, just like :ref:`the section above <helpdesk/advanced/configure-"
|
|
|
|
|
"service-products>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:93
|
|
|
|
|
msgid "Create a sales order with prepaid product"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"To invoice a customer for prepaid support services, first create a sales "
|
|
|
|
|
"order (SO) with the support services product. To do this, go to "
|
|
|
|
|
":menuselection:`Sales --> Orders --> Quotations --> New`, which reveals a "
|
|
|
|
|
"blank quotation form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:99
|
|
|
|
|
msgid "Then, fill out the quotation form with the customer information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:101
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to the :guilabel:`Order Lines` tab of the quotation and click "
|
|
|
|
|
":guilabel:`Add a Product`. Then, select the *prepaid services product* "
|
|
|
|
|
"configured in the steps above. Update the :guilabel:`Quantity` field with "
|
|
|
|
|
"the number of hours."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:105
|
|
|
|
|
msgid ""
|
|
|
|
|
"After updating any other necessary information, :guilabel:`Confirm` the "
|
|
|
|
|
"quotation. This converts the quotation into an :abbr:`SO (sales order)`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:109
|
|
|
|
|
msgid "Create and send an invoice for prepaid services"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:111
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the :abbr:`SO (sales order)` has been confirmed, click the "
|
|
|
|
|
":guilabel:`Create Invoice` button. This will open a :guilabel:`Create "
|
|
|
|
|
"Invoices` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114
|
|
|
|
|
msgid ""
|
|
|
|
|
"If no down payment will be collected, the :guilabel:`Create Invoice` type "
|
|
|
|
|
"can remain as :guilabel:`Regular Invoice`. If a down payment will be "
|
|
|
|
|
"collected, choose between either :guilabel:`Down payment (percentage)` or "
|
|
|
|
|
":guilabel:`Down payment (fixed amount)`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:118
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the necessary information has been entered, click :guilabel:`Create "
|
|
|
|
|
"Draft Invoice`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:120
|
|
|
|
|
msgid "The invoice can then be sent to the customer for payment."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:123
|
|
|
|
|
msgid "Create helpdesk ticket for prepaid services"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:125
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a *Helpdesk* ticket for prepaid services, navigate to "
|
|
|
|
|
":menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal"
|
|
|
|
|
" a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the blank ticket form, create a ticket :guilabel:`Title`, and enter the "
|
|
|
|
|
":guilabel:`Customer` information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:132
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the customer name is added, the :guilabel:`Sales Order Item` field will"
|
|
|
|
|
" automatically populate with the most recent prepaid sales order item that "
|
|
|
|
|
"has time remaining."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:136
|
|
|
|
|
msgid "Track hours on helpdesk ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
|
|
|
|
|
msgid ""
|
|
|
|
|
"Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab"
|
|
|
|
|
" on the specific ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:140
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|
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msgid ""
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|
|
"On the ticket detail form, click on the :guilabel:`Timesheets` tab and click"
|
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|
|
|
" :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a "
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|
|
":guilabel:`Description` of the task, and enter the number of "
|
|
|
|
|
":guilabel:`Hours Spent`."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
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msgid ""
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|
|
"As new lines are added to :guilabel:`Timesheets` tab, the "
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|
|
":guilabel:`Remaining Hours on SO` field is automatically updated."
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
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msgid ""
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|
|
"View of the timesheets tab on a ticket with an emphasis on the remaining "
|
|
|
|
|
"hours on an SO."
|
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:152
|
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|
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msgid ""
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|
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|
|
"If the number of hours on the :guilabel:`Timesheets` tab exceeds the number "
|
|
|
|
|
"of hours sold, the :guilabel:`Remaining Hours of SO` will turn red."
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:155
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msgid ""
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|
|
"As hours are added to the :guilabel:`Timesheets` tab, they are automatically"
|
|
|
|
|
" updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`,"
|
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|
|
" as well."
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:159
|
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|
|
msgid "Invoice post-paid support services"
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msgstr ""
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|
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
|
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|
|
msgid ""
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|
|
|
|
"When support services are billed based on the amount of time spent on an "
|
|
|
|
|
"issue, an invoice cannot be created before the total number of hours "
|
|
|
|
|
"required to solve the problem have been entered on a timesheet. In this "
|
|
|
|
|
"case, a service product with the invoicing policy set to :guilabel:`Based on"
|
|
|
|
|
" Timesheets` would be used, like the one created above."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
|
|
|
|
|
msgid "Create a sales order with a time-tracked product"
|
|
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|
|
msgstr ""
|
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:169
|
|
|
|
|
msgid ""
|
|
|
|
|
"To invoice a customer for post-paid support services, first create a sales "
|
|
|
|
|
"order (SO) with the *support services product*. To do this, go to "
|
|
|
|
|
":menuselection:`Sales --> Orders --> Quotations --> New`."
|
|
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|
|
msgstr ""
|
|
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|
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:173
|
|
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|
|
msgid "Fill out the quotation with the customer information."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:175
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select "
|
|
|
|
|
"the post-paid services product configured in the steps above. After updating"
|
|
|
|
|
" any other necessary information, :guilabel:`Confirm` the quotation."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180
|
|
|
|
|
msgid ""
|
|
|
|
|
"Unlike with the prepaid services quotation, Odoo will not allow an invoice "
|
|
|
|
|
"to be created at this time. That is because no services have been performed;"
|
|
|
|
|
" in other words nothing has been delivered, therefore, there is nothing to "
|
|
|
|
|
"invoice."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:185
|
|
|
|
|
msgid "Create a helpdesk ticket for time-tracked services"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187
|
|
|
|
|
msgid ""
|
|
|
|
|
"To record a *Timesheet* entry for time-tracker services, go to "
|
|
|
|
|
":menuselection:`Helpdesk` and select the appropriate team for which these "
|
|
|
|
|
"services apply."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:190
|
|
|
|
|
msgid ""
|
|
|
|
|
"If there is already an existing ticket for this issue, select it from the "
|
|
|
|
|
"kanban view. This will open the ticket details form. If there is no existing"
|
|
|
|
|
" ticket for this customer issue, click :guilabel:`New` to create a new "
|
|
|
|
|
"ticket and enter the necessary customer information on the blank ticket "
|
|
|
|
|
"details form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:195
|
|
|
|
|
msgid ""
|
|
|
|
|
"After selecting or creating a ticket, go to the :guilabel:`Sales Order Line`"
|
|
|
|
|
" drop-down menu. Select the :abbr:`SO (sales order)` created in the previous"
|
|
|
|
|
" step."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:199
|
|
|
|
|
msgid "Track support hours on a ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:201
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to create an invoice for a product based on timesheets, hours need "
|
|
|
|
|
"to be tracked and recorded. At this point, the service is considered "
|
|
|
|
|
"*delivered*. To record hours for this support service, click on the "
|
|
|
|
|
":guilabel:`Timesheets` tab of the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:205
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Add a Line` to record a new entry. Select an "
|
|
|
|
|
":guilabel:`Employee` from the drop-down menu, and record the time spent in "
|
|
|
|
|
"the :guilabel:`Hours Spent` column."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
|
|
|
|
|
msgid ""
|
|
|
|
|
"Repeat these steps as needed until all time spent on the issues has been "
|
|
|
|
|
"recorded."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid "View of the timesheets tab on a helpdesk ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
|
|
|
|
|
msgid "Create an invoice for hours tracked on a ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:217
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the customer's issue has been solved, and it is determined no new "
|
|
|
|
|
"timesheet entries will be made, an invoice can be created, and the customer "
|
|
|
|
|
"can be billed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:220
|
|
|
|
|
msgid ""
|
|
|
|
|
"To do this, return to the :abbr:`SO (sales order)` by clicking on the "
|
|
|
|
|
":guilabel:`Sales Order` smart button at the top of the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:223
|
|
|
|
|
msgid ""
|
|
|
|
|
"Before creating the invoice, confirm that the number in the "
|
|
|
|
|
":guilabel:`Delivered` column matches the total number of :guilabel:`Hours "
|
|
|
|
|
"Spent` listed in the :guilabel:`Timesheets` tab on the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid "View of a sales order with emphasis on the delivered column."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, click :guilabel:`Create Invoice`. This will open a :guilabel:`Create "
|
|
|
|
|
"Invoices` pop-up window. If no down payment will be collected, the "
|
|
|
|
|
":guilabel:`Create Invoice` type can remain as :guilabel:`Regular Invoice`. "
|
|
|
|
|
"If a down payment will be collected, choose between either :guilabel:`Down "
|
|
|
|
|
"payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:236
|
|
|
|
|
msgid ""
|
|
|
|
|
"Use the :guilabel:`Timesheets Period` field if this invoice should only "
|
|
|
|
|
"include timesheets from a certain time period. If this field is left blank, "
|
|
|
|
|
"*all* applicable timesheets that have not yet been invoiced will be "
|
|
|
|
|
"included."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid "View of create invoices pop up showing timesheets period fields."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:244
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the necessary information has been entered, click :guilabel:`Create "
|
|
|
|
|
"Invoice`. The invoice can then be sent to the customer for payment."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:248
|
|
|
|
|
msgid ""
|
2024-08-25 06:42:40 +07:00
|
|
|
|
":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
|
2023-06-04 05:40:43 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-02-13 14:13:25 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview.rst:5
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview.rst:5
|
|
|
|
|
msgid "Overview"
|
|
|
|
|
msgstr "概覽"
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:3
|
|
|
|
|
msgid "Getting started with Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo :guilabel:`Helpdesk` is a ticket-based customer support application. "
|
|
|
|
|
"Teams can track, prioritize, and solve customer issues from their pipeline, "
|
|
|
|
|
"which is organized in customizable stages. Multiple teams can be configured "
|
|
|
|
|
"and managed in one dashboard."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:10
|
|
|
|
|
msgid "Create Helpdesk teams"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"Setting up multiple teams allows for tickets to be grouped by location or by"
|
|
|
|
|
" support type."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view or modify *Helpdesk* teams, go to :menuselection:`Helpdesk --> "
|
|
|
|
|
"Configuration --> Teams`. To create a new team, click on the :guilabel:`New`"
|
|
|
|
|
" button in the top left of the dashboard. From there, name the new team, and"
|
|
|
|
|
" fill out the remaining fields as defined in the following sections on the "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
|
|
|
|
msgid "View of the Helpdesk teams page in Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:24
|
|
|
|
|
msgid "Assignment & Visibility"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:27
|
|
|
|
|
msgid "Determine to whom the team will be visible"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Visibility` section, determine who can view this team "
|
|
|
|
|
"and its tickets."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Invited internal users` have access to the team and tickets they "
|
|
|
|
|
"are following. This can be modified on each individual ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`All internal users` have access to the team and all of its "
|
|
|
|
|
"tickets without being a follower."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Invited portal users and all internal users` have access to the "
|
|
|
|
|
"team without being a follower. Portal users will only be able to access "
|
|
|
|
|
"tickets that they are following."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:39
|
|
|
|
|
msgid ""
|
|
|
|
|
"A `Customer Support` team intended to handle general issues with shipping "
|
|
|
|
|
"and product issues would have the visibility setting :guilabel:`Invited "
|
|
|
|
|
"portal users and all internal users`. However, a `Financial Services` team "
|
|
|
|
|
"handling tickets related to accounting or tax information would only need to"
|
|
|
|
|
" be visible to :guilabel:`Invited internal users`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:45
|
|
|
|
|
msgid "Automatically assign new tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:47
|
|
|
|
|
msgid ""
|
|
|
|
|
"When tickets are received, they will need to be assigned to a member of the "
|
|
|
|
|
"support team. This can be done manually on each ticket individually, or "
|
|
|
|
|
"through :guilabel:`Automatic Assignment`. Check the box next to "
|
|
|
|
|
":guilabel:`Automatic Assignment` to enable the feature for this team."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a Helpdesk team settings page emphasizing the assignment and visibility features\n"
|
|
|
|
|
"in Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:56
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select one of the following assignment methods, based on how workload should"
|
|
|
|
|
" be allocated across the team:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:60
|
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msgid ""
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":guilabel:`Each user is assigned an equal number of tickets` assigns tickets"
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" to team members"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:60
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msgid ""
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"based on total ticket count, regardless of the number of open or closed "
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"tickets they are currently assigned."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:64
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msgid ""
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":guilabel:`Each user has an equal number of open tickets` assigned tickets "
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"to team members based"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:63
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msgid ""
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"on how many open tickets they are currently assigned. This option is useful "
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"for automatically delegating a heavier workload to high-performers who tend "
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"to close tickets quickly."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:66
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msgid ""
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"Finally, add the :guilabel:`Team Members` who will be assigned tickets for "
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"this team. Leave the field empty to include all employees who have the "
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"proper assignments and access rights configured in their user account "
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"settings."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:71
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msgid ""
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"If an employee has time off scheduled in the :guilabel:`Time Off` "
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"application, they will not be assigned tickets during that time. If no "
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"employees are available, the system will look ahead until there is a match."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:76
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msgid ":ref:`Manage users <users/add-individual>`"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:77
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msgid ":doc:`Access rights </applications/general/users/access_rights>`"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:80
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msgid "Create or modify kanban stages"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:82
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msgid ""
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":guilabel:`Stages` are used to organize the *Helpdesk* pipeline and track "
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"the progress of tickets. Stages are customizable, and can be renamed to fit "
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"the needs of each team."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:85
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msgid ""
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"To view or modify *Helpdesk* stages, go to :menuselection:`Helpdesk --> "
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"Configuration --> Stages`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:88
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msgid ""
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":ref:`Developer mode <developer-mode>` must be activated in order to access "
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"the stages menu. To activate developer mode go to :menuselection:`Settings "
|
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"--> General Settings --> Developer Tools` and click on :guilabel:`Activate "
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|
"the developer mode`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:92
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msgid ""
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"The list view shows an overview of all the stages currently available in "
|
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"Helpdesk. They are listed in the order they appear in the pipeline. To "
|
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|
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"change the order of the stages, use the arrow buttons on the left side of "
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"the list."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:97
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msgid ""
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"Change the stage order on the kanban view by dragging and dropping "
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|
|
"individual columns."
|
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msgstr ""
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|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
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msgid ""
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"View of the stage list page emphasizing the option to create a new stage"
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:104
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|
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msgid ""
|
|
|
|
|
"To create a new stage, click on the :guilabel:`New` button in the top left "
|
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|
|
|
"of the dashboard. Next, choose a name for the new stage, and add a "
|
|
|
|
|
"description (though it is not required). Fill out the remaining fields "
|
|
|
|
|
"following the steps below."
|
|
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msgstr ""
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|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
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msgid "View of a stage's settings page in Odoo Helpdesk"
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:113
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|
|
|
msgid "Add email and SMS templates to stages"
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|
|
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msgstr ""
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|
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|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:115
|
|
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|
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msgid ""
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|
|
|
|
"When an :guilabel:`Email Template` is added to a stage, an email is "
|
|
|
|
|
"automatically sent to the the customer when a ticket reaches that specific "
|
|
|
|
|
"stage in the helpdesk pipeline. Likewise, adding an :guilabel:`SMS Template`"
|
|
|
|
|
" will result in an SMS text message being sent to the customer."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:120
|
|
|
|
|
msgid ""
|
|
|
|
|
"SMS Text Messaging is an In-App Purchase (IAP) service that requires prepaid"
|
|
|
|
|
" credits to work. Refer to `SMS Pricing FAQ <https://iap-"
|
|
|
|
|
"services.odoo.com/iap/sms/pricing>`_ for additional information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:124
|
|
|
|
|
msgid ""
|
|
|
|
|
"To select an existing email template, select it from the :guilabel:`Email "
|
|
|
|
|
"Template` field. Click on the arrow key to the right of the field to edit "
|
|
|
|
|
"the template."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:127
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new template, click the field and begin typing a new template "
|
|
|
|
|
"title. Then select :guilabel:`Create and edit`, and complete the form "
|
|
|
|
|
"details."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:130
|
|
|
|
|
msgid ""
|
|
|
|
|
"Follow the same steps to select, edit, or create an :guilabel:`SMS "
|
|
|
|
|
"Template`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
|
|
|
|
msgid "View of an SMS template setup page in Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:137
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:60
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgid ":doc:`/applications/general/companies/email_template`"
|
2023-05-07 05:40:42 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:140
|
|
|
|
|
msgid "Assign stages to a team"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:142
|
|
|
|
|
msgid ""
|
|
|
|
|
"Make a selection in the :guilabel:`Teams` field on the :guilabel:`Stages` "
|
|
|
|
|
"form. More than one team may be selected, since the same stage(s) can be "
|
|
|
|
|
"assigned to multiple teams."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:0
|
|
|
|
|
msgid "View of stage setup emphasizing teams field"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:150
|
|
|
|
|
msgid "Fold a stage"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:152
|
|
|
|
|
msgid ""
|
|
|
|
|
"Check the :guilabel:`Folded in Kanban` box on the :guilabel:`Stages` form to"
|
|
|
|
|
" display this stage as *folded* by default in the kanban view for this team."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:156
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tickets that reach a *folded* stage are considered closed. Closing a ticket "
|
|
|
|
|
"before the work is completed can result in reporting and communication "
|
|
|
|
|
"issues. This setting should only be enabled for stages that are considered "
|
|
|
|
|
"*closing* stages."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:160
|
|
|
|
|
msgid ""
|
|
|
|
|
"Alternatively, stages can be temporarily folded in the kanban view, by "
|
|
|
|
|
"clicking on the settings icon and selecting :guilabel:`Fold`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:164
|
|
|
|
|
msgid ""
|
|
|
|
|
"Manually folding a stage from the kanban view will not close the tickets in "
|
|
|
|
|
"the stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-07-09 05:40:45 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:3
|
|
|
|
|
msgid "Help center"
|
|
|
|
|
msgstr "Help center"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:5
|
|
|
|
|
msgid ""
|
2023-09-17 05:41:00 +07:00
|
|
|
|
"Odoo *Helpdesk* integrates with the *Forum*, *eLearning*, and *Knowledge* "
|
2023-07-09 05:40:45 +07:00
|
|
|
|
"apps to create the *help center*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Overview of the settings page of a team emphasizing the help center "
|
|
|
|
|
"features."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *help center* is a centralized location where teams and customers can "
|
|
|
|
|
"search for and share detailed information about products and services."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to activate any of these features on a *Helpdesk* team, (*Forums*, "
|
|
|
|
|
"*eLearning*, or *Knowledge*), the :guilabel:`Visibility` of the team has to "
|
|
|
|
|
"be set to :guilabel:`Invited portal users and all internal users`. See "
|
|
|
|
|
":doc:`Getting Started "
|
|
|
|
|
"</applications/services/helpdesk/overview/getting_started>` for more "
|
|
|
|
|
"information on *Helpdesk* team settings and configuration."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:23
|
|
|
|
|
msgid ""
|
|
|
|
|
"Since all of the *help center* features require integration with other "
|
|
|
|
|
"applications, enabling any of them may result in the installation of "
|
|
|
|
|
"additional modules or applications."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"Installing a new application on a *One-App-Free* database will trigger a "
|
|
|
|
|
"15-day trial. At the end of the trial, if a paid subscription has not been "
|
|
|
|
|
"added to the database, it will no longer be active or accessible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:31
|
|
|
|
|
msgid "Knowledge"
|
|
|
|
|
msgstr "知識庫"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo's *Knowledge* application is a collaborative library where users can "
|
|
|
|
|
"store, edit, and share information. The *Knowledge* app is represented "
|
|
|
|
|
"throughout the database by a *book* icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a message in Helpdesk focusing on the Knowledge book icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:41
|
|
|
|
|
msgid "Enable Knowledge on a Helpdesk team"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"To enable the *Knowledge* feature on a *Helpdesk* team, go to "
|
|
|
|
|
":menuselection:`Helpdesk --> Configuration --> Teams` and select a team, or "
|
|
|
|
|
"create a :doc:`new one "
|
|
|
|
|
"</applications/services/helpdesk/overview/getting_started>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:47
|
|
|
|
|
msgid ""
|
|
|
|
|
"When a team has been selected or created, Odoo displays that team's detail "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the team's detail form, scroll down to the :guilabel:`Self-Service` "
|
|
|
|
|
"section. Click the box next to :guilabel:`Knowledge` to activate the "
|
|
|
|
|
"*Knowledge* feature. When clicked, a new field labeled :guilabel:`Article` "
|
|
|
|
|
"appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
"Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, "
|
|
|
|
|
"there is only one option in the drop-down menu titled :guilabel:`Help`, "
|
|
|
|
|
"which Odoo provides by default. Select :guilabel:`Help` from the drop-down "
|
|
|
|
|
"menu to choose this article."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new article, go to the :menuselection:`Knowledge app`, then "
|
|
|
|
|
"hover the cursor next to the :guilabel:`Workspace` section heading, located "
|
|
|
|
|
"in the left sidebar. Moving the cursor there reveals a hidden :guilabel:`➕ "
|
|
|
|
|
"(plus sign)` icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:62
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click the :guilabel:`➕ (plus sign)` to create a new article in the "
|
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|
|
":guilabel:`Workspace`. In the upper right corner of the page, click the "
|
|
|
|
|
":guilabel:`Share` button, and slide the :guilabel:`Share to Web` toggle "
|
|
|
|
|
"switch until it reads :guilabel:`Article Published`. It can then be added to"
|
|
|
|
|
" a *Helpdesk* team."
|
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:67
|
|
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|
|
msgid ""
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|
|
|
|
"Once an article has been created and assigned to a *Helpdesk* team, content "
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|
|
|
"can be added and organized through the *Knowledge* app."
|
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msgstr ""
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|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:71
|
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msgid ""
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|
":doc:`Editing Knowledge articles "
|
|
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|
|
"</applications/productivity/knowledge/articles_editing>`"
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:74
|
|
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|
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msgid "Search articles from a Helpdesk ticket"
|
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:76
|
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|
msgid ""
|
|
|
|
|
"When members of a *Helpdesk* team are trying to solve a ticket, they can "
|
|
|
|
|
"search through the content in the *Knowledge* app for more information on "
|
|
|
|
|
"the issue."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:79
|
|
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|
|
msgid ""
|
|
|
|
|
"To search *Knowledge* articles, open a ticket — either from the *Helpdesk* "
|
|
|
|
|
"app dashboard, or by going to :menuselection:`Helpdesk app --> Tickets --> "
|
|
|
|
|
"All Tickets`, and selecting a :guilabel:`Ticket` from the list."
|
|
|
|
|
msgstr ""
|
|
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|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:83
|
|
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|
|
msgid ""
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|
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|
|
"When a :guilabel:`Ticket` is selected, Odoo reveals that ticket's detail "
|
|
|
|
|
"form."
|
|
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|
|
msgstr ""
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|
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|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click the :guilabel:`Knowledge (book)` icon, located above the chatter to "
|
|
|
|
|
"open a search window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of knowledge search window from a helpdesk ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:92
|
|
|
|
|
msgid ""
|
|
|
|
|
"*Knowledge* articles can also be searched by pressing :command:`Ctrl + K` to"
|
|
|
|
|
" open the command palette, then typing :command:`?`, followed by the name of"
|
|
|
|
|
" the desired article."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"When Odoo reveals the desired article, click it, or highlight the "
|
|
|
|
|
":guilabel:`Article` title, and press :command:`Enter`. This will open the "
|
|
|
|
|
"article in the :guilabel:`Knowledge` application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:98
|
|
|
|
|
msgid "To open the article in a new tab, press :command:`Ctrl + Enter`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:101
|
|
|
|
|
msgid ""
|
|
|
|
|
"If a more in-depth search is required, press :command:`Alt + B`. That will "
|
|
|
|
|
"reveal a separate page, in which a more detailed search can occur."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:105
|
|
|
|
|
msgid "Share articles to the help center"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:107
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order for a *Knowledge* article to be available to customers and website "
|
|
|
|
|
"visitors, it has to be published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:111
|
|
|
|
|
msgid ""
|
|
|
|
|
"Even though the *Help* article has been enabled on a team, Odoo will not "
|
|
|
|
|
"share all the nested articles to the web. Individual articles intended for "
|
|
|
|
|
"customers **must** be published for them to be viewable on the website."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:115
|
|
|
|
|
msgid ""
|
|
|
|
|
"To publish an article, navigate to the desired article, by following the "
|
|
|
|
|
"above steps, and click the :guilabel:`Share` icon in the upper-right corner."
|
|
|
|
|
" This will reveal a menu. Slide the toggle button labeled :guilabel:`Share "
|
|
|
|
|
"to Web` to read :guilabel:`Article Published`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a knowledge article focused on sharing and publishing options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:124
|
|
|
|
|
msgid "Solve tickets with templates"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:126
|
|
|
|
|
msgid ""
|
|
|
|
|
"*Template* boxes can be added to *Knowledge* articles to allow content to be"
|
|
|
|
|
" reused, copied, sent as messages, or added to the description on a ticket. "
|
|
|
|
|
"This allows teams to maintain consistency when answering customer tickets, "
|
|
|
|
|
"and minimize the amount of time spent on responding to repeat questions."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:131
|
|
|
|
|
msgid "Add templates to articles"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:133
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a template, go to :menuselection:`Knowledge --> Help`. Click on an"
|
|
|
|
|
" existing nested article or create a new one by clicking the :guilabel:`➕ "
|
|
|
|
|
"(plus sign)` icon next to *Help*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:136
|
|
|
|
|
msgid ""
|
|
|
|
|
"Type `/` to open the :guilabel:`Powerbox` and view a list of :doc:`commands "
|
|
|
|
|
"</applications/productivity/knowledge/articles_editing>`. Select or type "
|
|
|
|
|
"`template`. A gray template block will be added to the page. Add any "
|
|
|
|
|
"necessary content to this block."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a template in knowledge with focus on send and copy options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:145
|
|
|
|
|
msgid ""
|
|
|
|
|
"Templates will only display the :guilabel:`Use as description` or "
|
|
|
|
|
":guilabel:`Send as Message` options if they are accessed directly from "
|
|
|
|
|
"*Helpdesk*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:149
|
|
|
|
|
msgid "Use templates in tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:151
|
|
|
|
|
msgid ""
|
|
|
|
|
"Templates can be used to respond directly to a *Helpdesk* ticket as a "
|
|
|
|
|
"message, or to add information to the ticket's description."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:154
|
|
|
|
|
msgid ""
|
|
|
|
|
"To use templates in a *Helpdesk* ticket, first, open a ticket, either from "
|
|
|
|
|
"the :guilabel:`Helpdesk` dashboard or by going to :menuselection:`Helpdesk "
|
|
|
|
|
"--> Tickets --> All Tickets` and selecting a :guilabel:`Ticket` from the "
|
|
|
|
|
"list."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:158
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on the :guilabel:`Knowledge (book)` icon above the chatter for the "
|
|
|
|
|
"ticket. This opens a search window. In this search window, select, or search"
|
|
|
|
|
" for the desired article. Doing so reveals that article page in the Odoo "
|
|
|
|
|
"*Knowledge* application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:162
|
|
|
|
|
msgid ""
|
|
|
|
|
"To use a template to respond to a ticket, click :guilabel:`Send as message` "
|
|
|
|
|
"in the upper right corner of the template box, located in the body of the "
|
|
|
|
|
"article."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:165
|
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so opens a :guilabel:`Compose email` pop-up window. In this window, "
|
|
|
|
|
"select the recipients, make any necessary additions or edits to the "
|
|
|
|
|
"template, then click :guilabel:`Send`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:169
|
|
|
|
|
msgid ""
|
|
|
|
|
"To use a template to add information to a ticket's description, click "
|
|
|
|
|
":guilabel:`Use as description` in the upper right corner of the template "
|
|
|
|
|
"box, located in the body of the article. Doing so will not replace the "
|
|
|
|
|
"existing text in a ticket's description. The template will be added as "
|
|
|
|
|
"additional text."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:177
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Community Forum"
|
2024-03-03 07:40:41 +07:00
|
|
|
|
msgstr "社群討論區"
|
2023-07-09 05:40:45 +07:00
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:179
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A *Community Forum* provides a space for customers to answer each other's "
|
|
|
|
|
"questions and share information. By integrating a forum with a *Helpdesk* "
|
|
|
|
|
"team, tickets submitted by customers can be converted to posts and shared."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:184
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Enable forums on a Helpdesk team"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:186
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To enable :guilabel:`Community Forums` on a *Helpdesk* team, start by "
|
|
|
|
|
"navigating to :menuselection:`Helpdesk app --> Configuration --> Teams` and "
|
|
|
|
|
"select a team, or create a :doc:`new one "
|
|
|
|
|
"</applications/services/helpdesk/overview/getting_started>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:190
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Selecting or creating a team reveals that team's detail form. Scroll down to"
|
|
|
|
|
" the :guilabel:`Self-Service` section of features, and enable "
|
|
|
|
|
":guilabel:`Community Forum`, by checking the box beside it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:194
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When activated, a new field labeled :guilabel:`Forums` appears beneath."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:196
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the empty :guilabel:`Forums` field to reveal a drop-down menu. By "
|
|
|
|
|
"default, there is only one option to begin with, labeled :guilabel:`Help`. "
|
|
|
|
|
"That is the option Odoo automatically created when the :guilabel:`Community "
|
|
|
|
|
"Forums` feature was enabled. Select :guilabel:`Help` from the drop-down menu"
|
|
|
|
|
" to enable that forum."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:201
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new forum, type a name into the blank :guilabel:`Forums` field, "
|
|
|
|
|
"then click the :guilabel:`Create and Edit` option. Multiple forums can be "
|
|
|
|
|
"selected in this field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:205
|
|
|
|
|
msgid ""
|
2023-09-17 05:41:00 +07:00
|
|
|
|
"Check out the :doc:`Forum documentation <../../../websites/forum>` to learn "
|
|
|
|
|
"how to configure, use, and moderate a forum."
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:209
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Create a forum post from a Helpdesk ticket"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:211
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When a *Helpdesk* team has a *Forum* enabled, tickets submitted to that team"
|
|
|
|
|
" can be converted to forum posts."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:214
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To do that, select a ticket, either from a team's pipeline or from "
|
|
|
|
|
":menuselection:`Tickets --> All Tickets` in the :guilabel:`Helpdesk` "
|
|
|
|
|
"application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:217
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"At the top of the ticket detail form, click the :guilabel:`Share on Forum` "
|
|
|
|
|
"button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Overview of the Forums page of a website to show the available ones in Odoo "
|
|
|
|
|
"Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:223
|
2023-07-09 05:40:45 +07:00
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msgid ""
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"When clicked, a pop-up appears. Here, the post and title can be edited to "
|
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|
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"correct any typos, or modified to remove any proprietary or client "
|
|
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"information. :guilabel:`Tags` can also be added to help organize the post in"
|
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" the forum, making it easier for users to locate during a search. When all "
|
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"adjustments have been made, click :guilabel:`Create and View Post`."
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msgstr ""
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2023-09-17 05:41:00 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:229
|
2023-07-09 05:40:45 +07:00
|
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msgid "eLearning"
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msgstr "數位教學"
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2023-09-17 05:41:00 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:231
|
2023-07-09 05:40:45 +07:00
|
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msgid ""
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"Odoo *eLearning* courses offer customers additional training and content in "
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"the form of videos, presentations, and certifications/quizzes. Providing "
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"additional training enables customers to work through issues and find "
|
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|
"solutions on their own. They can also develop a deeper understanding of the "
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"services and products they are using."
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msgstr ""
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2023-09-17 05:41:00 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:237
|
2023-07-09 05:40:45 +07:00
|
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msgid "Enable eLearning courses on a Helpdesk team"
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msgstr ""
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2023-09-17 05:41:00 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:239
|
2023-07-09 05:40:45 +07:00
|
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msgid ""
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|
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|
|
"To enable *eLearning* courses on a *Helpdesk* team, go to "
|
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|
":menuselection:`Helpdesk --> Configuration --> Teams` and select a team, or "
|
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|
|
"create a :doc:`new one "
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"</applications/services/helpdesk/overview/getting_started>`."
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msgstr ""
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|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:243
|
2023-07-09 05:40:45 +07:00
|
|
|
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msgid ""
|
|
|
|
|
"On the team's settings page, scroll to the :guilabel:`Self-Service` section,"
|
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|
" and check the box next to :guilabel:`eLearning`. A new field will appear "
|
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|
"below, labeled :guilabel:`Courses`."
|
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msgstr ""
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|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:246
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the empty field next to :guilabel:`Courses` beneath the "
|
|
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|
|
":guilabel:`eLearning` feature to reveal a drop-down menu. Select an "
|
|
|
|
|
"available course from the drop-down menu, or type a title into the field, "
|
|
|
|
|
"and click :guilabel:`Create and edit` to create a new course from this page."
|
|
|
|
|
" Multiple courses can be assigned to a single team."
|
|
|
|
|
msgstr ""
|
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|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:252
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Create an eLearning course"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:254
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A new *eLearning* course can be created from the :guilabel:`Helpdesk` team's"
|
|
|
|
|
" settings page, as in the step above, or from the *eLearning* app."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:257
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To create a course directly through the *eLearning* application, navigate to"
|
|
|
|
|
" :menuselection:`eLearning --> New`. This reveals a blank course template "
|
|
|
|
|
"that can be customized and modified as needed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:261
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"On the course template page, add a :guilabel:`Course Title`, and below that,"
|
|
|
|
|
" :guilabel:`Tags`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:263
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click on the :guilabel:`Options` tab. Under :guilabel:`Access Rights`, "
|
|
|
|
|
"choose the :guilabel:`Enroll Policy`. This determines which users will be "
|
|
|
|
|
"allowed to take the course. Under :guilabel:`Display`, choose the course "
|
|
|
|
|
":guilabel:`Type` and :guilabel:`Visibility`. The :guilabel:`Visibility` "
|
|
|
|
|
"setting determines whether the course will be available to public site "
|
|
|
|
|
"visitors or members."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:269
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Add content to an eLearning course"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:271
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To add content to a course, click the :guilabel:`Content` tab and select "
|
|
|
|
|
":guilabel:`Add Content`. Choose the :guilabel:`Content Type` from the drop-"
|
|
|
|
|
"down menu and upload the file, or paste the link, where instructed. Click "
|
|
|
|
|
":guilabel:`Save` when finished. Click :guilabel:`Add Section` to organize "
|
|
|
|
|
"the course in sections."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a course being published for Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:281
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"In order to add a certification to a course, go to :menuselection:`eLearning"
|
|
|
|
|
" --> Configuration --> Settings`, check the box labeled "
|
|
|
|
|
":guilabel:`Certifications`, and :guilabel:`Save` to activate the setting."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:286
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_"
|
2024-06-16 06:40:50 +07:00
|
|
|
|
msgstr "`Odoo 教程:網上學習 <https://www.odoo.com/slides/elearning-56>`_"
|
2023-07-09 05:40:45 +07:00
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:289
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Publish an eLearning course"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:291
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To allow customers to enroll in a course, both the course and the contents "
|
|
|
|
|
"need to be published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:293
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If the course is published, but the contents of the course are not "
|
|
|
|
|
"published, customers can enroll in the course on the website, but they won't"
|
|
|
|
|
" be able to view any of the course content. Knowing this, it may be "
|
|
|
|
|
"beneficial to publish the course first if the course contents are intended "
|
|
|
|
|
"to be released over time, such as classes with a weekly schedule."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:298
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To make the entire course available at once, each piece of course content "
|
|
|
|
|
"must be published first, then the course can be published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:301
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To publish a course, choose a course from the *eLearning* dashboard. On the "
|
|
|
|
|
"course template page, click the :guilabel:`Go to Website` smart button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:304
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"This will reveal the front end of the course's web page. At the top of the "
|
|
|
|
|
"course web page, move the :guilabel:`Unpublished` toggle switch to "
|
|
|
|
|
":guilabel:`Published`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:308
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid "Publish eLearning course contents from the back-end"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:310
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To publish *eLearning* course content from the back-end, choose a course "
|
|
|
|
|
"from the *eLearning* dashboard. On the course template page, click the "
|
|
|
|
|
":guilabel:`Published Contents` smart button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:313
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so reveals a separate page displaying all the published content "
|
|
|
|
|
"related to that course. Remove the default :guilabel:`Published` filter from"
|
|
|
|
|
" the search bar in the upper-right corner, to reveal all the content related"
|
|
|
|
|
" to the course - even the non-published content."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:317
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the :guilabel:`≣ (List View)` icon in the upper-right corner, directly"
|
|
|
|
|
" beneath the search bar to switch to list view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:320
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"While in :guilabel:`List View`, there is a checkbox on the far left of the "
|
|
|
|
|
"screen, above the listed courses, to the left of the :guilabel:`Title` "
|
|
|
|
|
"column. When that checkbox is clicked, all the course contents are selected "
|
|
|
|
|
"at once."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-09-17 05:41:00 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:324
|
2023-07-09 05:40:45 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"With all the course content selected, double click any of the boxes in the "
|
|
|
|
|
":guilabel:`Is Published` column. This reveals a pop-up window, asking for "
|
|
|
|
|
"confirmation that all selected records are intended to be published. Click "
|
|
|
|
|
":guilabel:`OK` to automatically publish all course content."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a course contents being published in Odoo Helpdesk back-end."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
|
|
|
|
|
msgid "Customer ratings"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Asking customers to rate the support they received from a *Helpdesk* team "
|
|
|
|
|
"provides an opportunity to gauge team performance and track customer "
|
|
|
|
|
"satisfaction. Ratings can be published to the portal, providing customers "
|
|
|
|
|
"with a general overview of the team's performance."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:10
|
|
|
|
|
msgid "Enable customer ratings on a Helpdesk team"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"To enable *customer ratings* on a helpdesk team by going to "
|
|
|
|
|
":menuselection:`Helpdesk --> Configuration --> Teams`. Select a team from "
|
|
|
|
|
"the list and navigate to the settings page. Scroll to the "
|
|
|
|
|
":guilabel:`Performance` section, and check the box for :guilabel:`Customer "
|
|
|
|
|
"Ratings`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n"
|
|
|
|
|
"in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:22
|
|
|
|
|
msgid "Set a ratings request email template on a stage"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"To automatically request ratings from customers once their tickets have "
|
|
|
|
|
"closed, an email template should be added to the appropriate stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the :guilabel:`Customer Ratings` setting has been enabled on the team's"
|
|
|
|
|
" settings page, (see above) click the :guilabel:`Set an Email Template on "
|
|
|
|
|
"Stages` link. Select a stage from the list, or click :guilabel:`New` to "
|
|
|
|
|
"create a new stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:32
|
|
|
|
|
msgid ""
|
|
|
|
|
"Customers should only be asked to rate tickets once an issue has been "
|
|
|
|
|
"resolved and their ticket is closed. Therefore, a *ratings request* email "
|
|
|
|
|
"should only be added to a stage that is **folded** in the kanban, as tickets"
|
|
|
|
|
" in a *folded stage* are considered closed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:36
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the stage's settings page, select `Helpdesk: Ticket Rating Request` in "
|
|
|
|
|
"the :guilabel:`Email Template` field. This template has been pre-configured "
|
|
|
|
|
"with ratings customers can use to provide feedback. To view the template, "
|
|
|
|
|
"click the arrow button to the right of the field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:40
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msgid ""
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|
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|
|
"Once the template has been added to the stage, it will automatically send a "
|
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|
|
|
"message when a ticket is moved to that stage. Customers will be asked to "
|
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|
|
"rate the support they received with colored icons."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:43
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|
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msgid "*Green smiling face* - Satisfied"
|
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:44
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msgid "*Yellow neutral face* - Okay"
|
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:45
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msgid "*Red frowning face* - Dissatisfied"
|
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
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msgid ""
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|
|
"View of a standard helpdesk customer review email template for Odoo "
|
|
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|
|
"Helpdesk."
|
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:51
|
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msgid ""
|
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|
|
"After selecting a rating, customers are taken to a webpage where they can "
|
|
|
|
|
"provide specific written feedback to support their rating. Once a rating is "
|
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|
|
|
"submitted, it is added to the chatter on the ticket."
|
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|
|
msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:56
|
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msgid ""
|
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|
|
"Customer ratings can also be viewed through the :guilabel:`Customer Ratings`"
|
|
|
|
|
" report. To view this report, go to :menuselection:`Helpdesk --> Reporting "
|
|
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|
|
"--> Customer Ratings`."
|
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msgstr ""
|
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|
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:63
|
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msgid "Publish ratings on the customer portal"
|
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msgstr ""
|
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|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:65
|
|
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|
|
msgid ""
|
|
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|
|
"After enabling the :guilabel:`Customer Ratings` setting, an option to "
|
|
|
|
|
"publish ratings on the team's website appears. Enabling this setting "
|
|
|
|
|
"provides portal users with an overview of the ratings the team has received "
|
|
|
|
|
"over the last thirty days. Specific written feedback will not be included; "
|
|
|
|
|
"only statistics of the team's performance will be visible."
|
|
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|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:71
|
|
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|
|
msgid ""
|
|
|
|
|
"In order to display ratings on the customer portal, a team has to have their"
|
|
|
|
|
" visibility setting set to :guilabel:`Invited portal users and all internal "
|
|
|
|
|
"users`. This setting is found on the team's settings page under "
|
|
|
|
|
":guilabel:`Visibility`."
|
|
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|
|
msgstr ""
|
|
|
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|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:75
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next, to publish the ratings, go to :menuselection:`Helpdesk --> "
|
|
|
|
|
"Configuration --> Teams` and select a team. Scroll to "
|
|
|
|
|
":guilabel:`Performance` and enable :guilabel:`Publish this team's ratings on"
|
|
|
|
|
" your website`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view the ratings for a team, a customer will log into the portal and "
|
|
|
|
|
"navigate to one of their tickets. After clicking on the team name in the "
|
|
|
|
|
":guilabel:`Managed By` field, they will be directed to a page with the "
|
|
|
|
|
"team's ratings over the past thirty days."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-03-24 07:41:37 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
|
|
|
|
msgid "View of the ratings performance overview from the customer portal."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:88
|
|
|
|
|
msgid "Manually hide individual ratings"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
"Individual ratings can be manually hidden from the portal. This allows for "
|
|
|
|
|
"specific ratings to be kept out of the performance metrics that are shown to"
|
|
|
|
|
" customers."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:93
|
|
|
|
|
msgid ""
|
|
|
|
|
"To make a rating visible only to internal users, navigate to the page for a "
|
|
|
|
|
"rating. This can be done in one of the following ways:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:96
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Helpdesk --> Reporting --> Customer Ratings` and click"
|
|
|
|
|
" on one of the kanban cards for an individual rating."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"Navigate to :menuselection:`Helpdesk --> Tickets --> All Tickets` and remove"
|
|
|
|
|
" the :guilabel:`Open` filter from the search bar. Then filter by "
|
|
|
|
|
":guilabel:`Satisfied`, :guilabel:`Okay` and/or :guilabel:`Dissatisfied`. "
|
|
|
|
|
"Select a ticket from the results. Click the :guilabel:`Rating` smart button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:103
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once on the rating details page, check the :guilabel:`Visible Internally "
|
|
|
|
|
"Only` box."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:110
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:291
|
|
|
|
|
msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:111
|
|
|
|
|
msgid ":doc:`/applications/services/helpdesk/overview/reports`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
|
|
|
|
|
msgid "Start receiving tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo *Helpdesk* offers multiple channels where customers can reach out for "
|
|
|
|
|
"assistance, such as email, live chat, and through a website's submission "
|
|
|
|
|
"form. The variety of these contact options provides customers with multiple "
|
|
|
|
|
"opportunities to receive support quickly, while also giving the support team"
|
|
|
|
|
" the ability to manage multi-channel support tickets from one central "
|
|
|
|
|
"location."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
|
|
|
|
|
msgid "Enable channel options to submit tickets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Helpdesk --> Configuration --> Teams` and choose an "
|
|
|
|
|
"existing team, or click :guilabel:`New` to :doc:`create a new team "
|
|
|
|
|
"<getting_started>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the team's settings page, scroll down to :guilabel:`Channels`. Select one"
|
|
|
|
|
" or more channel(s) to enable by checking the respective box(es)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:19
|
|
|
|
|
msgid ":guilabel:`Email Alias`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:20
|
|
|
|
|
msgid ":guilabel:`Website Form`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
|
|
|
|
|
msgid ":guilabel:`Live Chat`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:24
|
|
|
|
|
msgid "Email Alias"
|
|
|
|
|
msgstr "郵箱別名"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Email Alias* setting automatically creates tickets from messages sent "
|
|
|
|
|
"to that team's specified email alias."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"To alter a *Helpdesk* team's email alias, navigate to the :guilabel:`Teams` "
|
|
|
|
|
"settings page. Find :guilabel:`Email Alias`, under the :guilabel:`Channels` "
|
|
|
|
|
"heading, and then type in the desired team alias in the field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"When a new *Helpdesk* team is created, an :guilabel:`Email Alias` is "
|
|
|
|
|
"created, as well. This alias can be changed in the :guilabel:`Alias` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the database does not have a custom domain already configured, click "
|
|
|
|
|
":guilabel:`Configure a custom domain` to be redirected to the "
|
|
|
|
|
":guilabel:`Settings` page. From there, enable :guilabel:`Custom Email "
|
|
|
|
|
"Servers`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the settings page of a helpdesk team emphasizing the email alias feature in Odoo\n"
|
|
|
|
|
"Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:46
|
|
|
|
|
msgid ""
|
|
|
|
|
"When an email is received, the subject line from the email becomes the title"
|
|
|
|
|
" of a new *Helpdesk* ticket. The body of the email is also added to the "
|
|
|
|
|
"ticket under the :guilabel:`Description` tab and in the ticket's "
|
|
|
|
|
":guilabel:`Chatter` section."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
"The configuration steps outlined above are for **Odoo Online** and "
|
|
|
|
|
"**Odoo.sh** databases. For **On-premise** databases, additional "
|
|
|
|
|
"configuration for custom email servers and email aliases may be required."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:56
|
|
|
|
|
msgid "Website Form"
|
|
|
|
|
msgstr "網站表格"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
"Enabling the *Website Form* setting adds a new page to the website with a "
|
|
|
|
|
"customizable form. A new ticket is created once the required form fields are"
|
|
|
|
|
" filled out and submitted."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"To activate the website form, navigate to a team's settings page under "
|
|
|
|
|
":menuselection:`Configuration --> Teams`. Find the :guilabel:`Website Form` "
|
|
|
|
|
"feature under the :guilabel:`Channels` section, and check the box."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:65
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the feature is activated, click the :guilabel:`Go to Website` smart "
|
|
|
|
|
"button at the top of the that :guilabel:`Teams` settings page to view and "
|
|
|
|
|
"edit the new website form, which is created automatically by Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:70
|
|
|
|
|
msgid ""
|
|
|
|
|
"After enabling the website form, the *Teams* settings page may need to be "
|
|
|
|
|
"refreshed before the *Go to Website* smart button appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:73
|
|
|
|
|
msgid ""
|
|
|
|
|
"As well, if a *Help Center* is published, the smart button will navigate "
|
|
|
|
|
"there first. Simply click the :guilabel:`Contact Us` button at the bottom of"
|
|
|
|
|
" the forum to navigate to the ticket submission form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the settings page of a helpdesk team emphasizing the Go to Website button in\n"
|
|
|
|
|
"Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:83
|
|
|
|
|
msgid "Customize the website ticket form"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
"To customize the default ticket submission form, click the :guilabel:`Edit` "
|
|
|
|
|
"button in the upper right corner of the page. Then click on one of the "
|
|
|
|
|
"fields in the form."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
"Add, remove, or update fields as necessary to alter the information "
|
|
|
|
|
"submitted by customers. Fields can be made marked as :guilabel:`Required`, "
|
|
|
|
|
"by toggling the switch from gray to blue in the website builder's editor "
|
|
|
|
|
"window, located under the :guilabel:`Field` section. As well, other "
|
|
|
|
|
"pertinent field information can be edited here, such as:"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:93
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
":guilabel:`Type`: which matches an Odoo model value to the field (e.g. "
|
|
|
|
|
"`Customer Name`)."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:94
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Input Type`: to determine what time of input the field should be,"
|
|
|
|
|
" like `Text`, `Email`, `Telephone` or `URL`."
|
2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:96
|
2023-02-13 14:13:25 +07:00
|
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|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
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|
|
":guilabel:`Label`: to give the form field a label (e.g. `Full Name`, `Email "
|
|
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|
|
"Address`, etc.). Also control the label position on the form by using the "
|
|
|
|
|
"nested :guilabel:`Position` options."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:98
|
2023-02-13 14:13:25 +07:00
|
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msgid ""
|
2023-05-07 05:40:42 +07:00
|
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":guilabel:`Description`: which, optionally, adds an editable line under the "
|
|
|
|
|
"input box to provide additional contextual information related to the field."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:100
|
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|
msgid ":guilabel:`Placeholder`: to add a sample input value."
|
2023-02-13 14:13:25 +07:00
|
|
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msgstr ""
|
|
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|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:101
|
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|
|
msgid ""
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|
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|
|
":guilabel:`Default value`: to add common use case values that most customers"
|
|
|
|
|
" would find valuable"
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:102
|
2023-02-13 14:13:25 +07:00
|
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msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
":guilabel:`Required`: which sets the field as mandatory before the form can "
|
|
|
|
|
"be submitted."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
|
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|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:103
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
":guilabel:`Visibility`: to allow for absolute or conditional visibility of "
|
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|
|
"the field. Nested options, such as device visibility, appear when certain "
|
|
|
|
|
"options are selected."
|
2023-02-13 14:13:25 +07:00
|
|
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|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:107
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Text blocks can be added in the farthest 1/3 column of the ticket form page,"
|
|
|
|
|
" next to the ticket form. This is an ideal place to include team information"
|
|
|
|
|
" such as additional contact details, hours, or common helpful articles that "
|
|
|
|
|
"link to the :guilabel:`Forum`."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"View of the unpublished website form to submit a ticket for Odoo Helpdesk."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:115
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Once the form has been optimized and is ready for public use, "
|
|
|
|
|
":guilabel:`Save` the changes, and then publish the form by clicking on the "
|
|
|
|
|
":guilabel:`Unpublished` button."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:119
|
|
|
|
|
msgid "Live Chat"
|
|
|
|
|
msgstr "線上客服"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:121
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"The *Live Chat* feature allows website visitors to connect directly with a "
|
|
|
|
|
"support agent or chatbot. During these conversations, *Helpdesk* tickets can"
|
|
|
|
|
" be instantly created by using the :doc:`response command "
|
|
|
|
|
"</applications/websites/livechat/responses>` `/helpdesk`."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:125
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"To enable *Live Chat*, navigate to the :menuselection:`Configuration --> "
|
|
|
|
|
"Teams` list view, select a team, and on the :guilabel:`Teams` settings page,"
|
|
|
|
|
" click the check box next to :guilabel:`Live Chat`, under the "
|
|
|
|
|
":guilabel:`Channels` heading."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:130
|
|
|
|
|
msgid ""
|
|
|
|
|
"If this is the first time *Live Chat* has been enabled on the database, the "
|
|
|
|
|
"page may need to be saved manually and refreshed before any further steps "
|
|
|
|
|
"can be taken."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:133
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"With the :guilabel:`Live Chat` setting engaged, click on :guilabel:`View "
|
|
|
|
|
"Channels`. Then, on the :guilabel:`Website Live Chat Channels` dashboard, "
|
|
|
|
|
"select the kanban card for the channel that was created for the *Helpdesk* "
|
|
|
|
|
"team, or create a :guilabel:`New` one if necessary. When a kanban card is "
|
|
|
|
|
"selected, additional options await on the channel's form."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:139
|
|
|
|
|
msgid "Customize the live chat channel"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:141
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"When an individual channel is clicked on the :guilabel:`Website Live Chat "
|
|
|
|
|
"Channels` dashboard, Odoo directs the page to the channel form. From there, "
|
|
|
|
|
"the :guilabel:`Channel Name` can be edited, however Odoo names this to match"
|
|
|
|
|
" the *Helpdesk* team's kanban pipeline, by default."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:146
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"If a *Helpdesk* team is named `Customer Care`, a *Live Chat* channel will be"
|
|
|
|
|
" created with the same name."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
2024-03-24 07:41:37 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
2023-05-07 05:40:42 +07:00
|
|
|
|
msgid "View of the kanban cards for the available Live Chat channels."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:153
|
|
|
|
|
msgid "On the channel form, navigate through the tabs to complete the setup."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:156
|
|
|
|
|
msgid "Add operators"
|
|
|
|
|
msgstr ""
|
2023-02-13 14:13:25 +07:00
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:158
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"*Operators* are the users who will act as agents and respond to live chat "
|
|
|
|
|
"requests from customers. The user who originally created the live chat "
|
|
|
|
|
"channel will be added by default."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:161
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"To add additional users, navigate and click on the live chat channel from "
|
|
|
|
|
"the :guilabel:`Website Live Chat Channels` dashboard, and on the "
|
|
|
|
|
":guilabel:`Operators` tab, click :guilabel:`ADD`."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:164
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Then, click the check box next to the users to be added, and click "
|
|
|
|
|
":guilabel:`SELECT`. :guilabel:`New` operators can be created and added to "
|
|
|
|
|
"the list, as well, by filling out the :guilabel:`Create Operators` form and "
|
|
|
|
|
"then clicking :guilabel:`SAVE & CLOSE` (or :guilabel:`SAVE & NEW` for "
|
|
|
|
|
"multiplerecord creations)."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"As well, current operators can be edited or removed by clicking on their "
|
|
|
|
|
"respective boxes in the :guilabel:`Operators` tab, and then adjusting their "
|
|
|
|
|
"form values, or by using one of the form buttons located at the bottom of "
|
|
|
|
|
"the form, such as :guilabel:`REMOVE`."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:174
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Users can add themselves as an operator by clicking the :guilabel:`Join` "
|
|
|
|
|
"button on a *Live Chat* channel."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:178
|
|
|
|
|
msgid "Modify channel options"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:180
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"The :guilabel:`Options` tab contains the visual and text settings for the "
|
|
|
|
|
"live chat window."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:182
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Change the text in the :guilabel:`Text of the Button` field to update the "
|
|
|
|
|
"greeting displayed in the text bubble when the live chat button appears on "
|
|
|
|
|
"the website."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:185
|
|
|
|
|
msgid ""
|
|
|
|
|
"Edit the :guilabel:`Welcome Message` to change the message a visitor sees "
|
|
|
|
|
"when they open the chat window. This message will appear as though it is "
|
|
|
|
|
"sent by a live chat operator, and should be an invitation to continue the "
|
|
|
|
|
"conversation."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:189
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Edit the :guilabel:`Chat Input Placeholder` to change the text that appears "
|
|
|
|
|
"in the box where visitors will type their replies."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:192
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2024-03-03 07:40:41 +07:00
|
|
|
|
"Change the :guilabel:`Livechat Button Color` and the :guilabel:`Channel "
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"Header Color` by clicking a color bubble to open the color selection window."
|
|
|
|
|
" Click the refresh icon to the right of the color bubbles to reset the "
|
|
|
|
|
"colors to the default selection."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197
|
|
|
|
|
msgid ""
|
|
|
|
|
"Color selection, for the button or header, can be made manually, or through "
|
|
|
|
|
"RGB, HSL or HEX code selection. Different options will be available, "
|
|
|
|
|
"depending on your operating system."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201
|
|
|
|
|
msgid "Create channel rules"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:203
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"The :guilabel:`Channel Rules` tab determines when the live chat window opens"
|
|
|
|
|
" on the website by logic of when a :guilabel:`URL Regex` action is triggered"
|
|
|
|
|
" (e.g., a page visit)."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:206
|
|
|
|
|
msgid ""
|
|
|
|
|
"Edit existing rules, or create a new one by clicking :guilabel:`Add a line`,"
|
|
|
|
|
" and fill out the pop-up form details based on how the rule should apply."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:209
|
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msgid ""
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"If a :guilabel:`Chatbot` will be included on this channel, select it from "
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"the dropdown. If the chatbot will only be active when no operators are "
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"available, check the box labeled :guilabel:`Enabled only if no operator`."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:214
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msgid ""
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"If a chatbot is added to a live chat channel, then 3 new smart buttons will "
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"appear on the channel settings form: :guilabel:`Chatbots`, "
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":guilabel:`Sessions`, and :guilabel:`% Happy`."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:217
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msgid ""
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"The :guilabel:`Chatbots` smart button is where the chatbot can be programmed"
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" with a :guilabel:`Script`. Each line in the :guilabel:`Script` contains a "
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":guilabel:`Message`, :guilabel:`Step Type`, :guilabel:`Answers`, and "
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"conditional :guilabel:`Only If` logic that applies when certain pre-filled "
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"answers are chosen. To create more steps in the :guilabel:`Script`, click "
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":guilabel:`Add a line` and fill out the script steps form according to the "
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"desired logic."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:223
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msgid ""
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":guilabel:`Sessions` is where live chat sessions are recorded in order of "
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"descending :guilabel:`Session Date`, by default. Each record includes the "
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":guilabel:`Attendees` involved in the live chat session, the :guilabel:`# "
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"Messages`, as well as any :guilabel:`Rating` that was received when the "
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"session ended."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:227
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msgid ""
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"The :guilabel:`% Happy` smart button includes a log of ratings that were "
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"left by live chat attendees, and are labeled by date, time, and the support "
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"agent who was responsible for the live chat session."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:231
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msgid ""
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2023-05-07 05:40:42 +07:00
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"Add the URL for the pages this channel will be applied to in the "
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":guilabel:`URL Regex` field. If this channel will only be available to users"
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" in specific countries, add them to the :guilabel:`Country` field. If this "
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"field is left blank, the channel will be available to all site visitors."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:241
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msgid "Use the live chat widget"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:243
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msgid ""
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"The :guilabel:`Widget` tab on the live chat channel form offers an "
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"embeddable website widget, or a shortcode for instant customer/supplier "
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"access to a live chat window."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:246
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2023-02-13 14:13:25 +07:00
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msgid ""
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"The live chat :guilabel:`Widget` can be applied to websites created through "
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"Odoo by navigating to the :menuselection:`Website --> Configuration --> "
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"Settings`. Then scroll to the :guilabel:`Live Chat` section, and select the "
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"channel to add to the site. Click :guilabel:`Save` to apply."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:250
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2023-02-13 14:13:25 +07:00
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msgid ""
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2023-05-07 05:40:42 +07:00
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"To add the widget to a website created on a third-party platform, click "
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":guilabel:`COPY` and paste the code into the `<head>` tag on the site."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:253
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2023-02-13 14:13:25 +07:00
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msgid ""
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2023-05-07 05:40:42 +07:00
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"Likewise, to send a live chat session to a customer or supplier, click the "
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"second :guilabel:`COPY` button which contains a link to join directly."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:257
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msgid "Create a support ticket from a live chat session"
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:259
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2023-02-13 14:13:25 +07:00
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msgid ""
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2023-05-07 05:40:42 +07:00
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"Once live chat is enabled, operators will be able to communicate with site "
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"visitors in real time."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:261
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2023-02-13 14:13:25 +07:00
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msgid ""
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2023-05-07 05:40:42 +07:00
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"During the conversation, an operator can use the shortcut :doc:`command "
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"</applications/websites/livechat/responses>` `/helpdesk` to create a ticket "
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"without leaving the chat window. The transcript from the conversation will "
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"be added to the new ticket, under the :guilabel:`Description` tab."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:267
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msgid "Prioritizing tickets"
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269
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2023-02-13 14:13:25 +07:00
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msgid ""
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2023-05-07 05:40:42 +07:00
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"All tickets include a :guilabel:`Priority` field. The highest priority "
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"tickets will appear at the top of the kanban and list views."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
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2023-02-13 14:13:25 +07:00
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msgid ""
|
2023-05-07 05:40:42 +07:00
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"View of a team's kanban view and the prioritized tasks in Odoo Helpdesk."
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2023-02-13 14:13:25 +07:00
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:276
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msgid "The priority levels are represented by stars:"
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2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:278
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msgid "0 stars = *Low Priority*"
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2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:279
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msgid "1 star = *Medium Priority*"
|
2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:280
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msgid "2 stars = *High Priority*"
|
2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:281
|
2023-02-13 14:13:25 +07:00
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msgid "3 stars = *Urgent*"
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:283
|
2023-02-13 14:13:25 +07:00
|
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msgid ""
|
2023-05-07 05:40:42 +07:00
|
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"Tickets will be set to low priority (0 stars) by default. To change the "
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"priority level, select the appropriate number of stars on the kanban card, "
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"or on the ticket."
|
2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287
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msgid ""
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"As priority levels can be used as criteria for assigning :doc:`SLAs <sla>`, "
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"changing the priority level of a ticket can alter the :abbr:`SLA (Service "
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"Level Agreement)` deadline."
|
2023-02-13 14:13:25 +07:00
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:292
|
2023-02-13 14:13:25 +07:00
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msgid ":doc:`/applications/general/email_communication/email_servers`"
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msgstr ""
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|
2023-05-07 05:40:42 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:293
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msgid ":doc:`/applications/websites/livechat`"
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msgstr ""
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|
2023-02-13 14:13:25 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
|
2023-05-21 05:40:38 +07:00
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msgid "Reporting"
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msgstr "報表"
|
2023-02-13 14:13:25 +07:00
|
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|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:5
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msgid ""
|
2023-05-21 05:40:38 +07:00
|
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"Odoo *Helpdesk* includes several reports that provide the opportunity to "
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"track trends for customer support tickets, identify areas for improvement, "
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"manage employee workloads, and confirm when customer expectations are met."
|
2023-02-13 14:13:25 +07:00
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:10
|
2023-05-21 05:40:38 +07:00
|
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msgid "Available reports"
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
|
2023-05-21 05:40:38 +07:00
|
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msgid ""
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"Details about the reports available in Odoo *Helpdesk* can be found below. "
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|
"To view the different reports, go to :menuselection:`Helpdesk --> "
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|
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|
"Reporting`."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
2023-05-21 05:40:38 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst:16
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|
|
|
|
msgid "Ticket Analysis"
|
2024-03-03 07:40:41 +07:00
|
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msgstr "支援請求分析"
|
2023-02-13 14:13:25 +07:00
|
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|
2023-05-21 05:40:38 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst:18
|
2023-02-13 14:13:25 +07:00
|
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msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
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|
"The *Ticket Analysis* report (:menuselection:`Helpdesk --> Reporting --> "
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|
|
|
"Ticket Analysis`) provides an overview of every customer support ticket in "
|
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|
|
|
"the database. This includes the number of tickets assigned among teams and "
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|
|
"individual users."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
2023-05-21 05:40:38 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst:22
|
2023-02-13 14:13:25 +07:00
|
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msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
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|
"This report is useful in identifying where teams are spending the most time,"
|
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|
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|
" and helps determine if there is an uneven workload distribution among the "
|
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|
|
|
"support staff. The default report counts the number of tickets per team and "
|
|
|
|
|
"groups them by stage."
|
2023-02-13 14:13:25 +07:00
|
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msgstr ""
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|
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|
2023-05-07 05:40:42 +07:00
|
|
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
2023-05-21 05:40:38 +07:00
|
|
|
|
msgid "View of Ticket Analysis report default view."
|
|
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msgstr ""
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|
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|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"Alternative measures can be selected to track where the most time is spent "
|
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|
|
|
"at different points in the workflow. To change the measures used for the "
|
|
|
|
|
"report that is currently displayed, or to add more, click the "
|
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|
|
|
":guilabel:`Measures` button, and select one or more options from the drop-"
|
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|
"down menu:"
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msgstr ""
|
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|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:35
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|
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msgid ""
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|
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|
":guilabel:`Average Hours to Respond`: average number of working hours "
|
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|
|
|
"between a message sent from the customer and the response from the support "
|
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|
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|
"team. *This is does not include messages sent when the ticket was in a "
|
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|
"folded stage*"
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msgstr ""
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|
#: ../../content/applications/services/helpdesk/overview/reports.rst:38
|
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msgid ""
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|
":guilabel:`Hours Open`: number of hours between the date the ticket was "
|
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|
"created and the closed date. If there is no closed date on the ticket, the "
|
|
|
|
|
"current date is used. **This measure is not specific to working hours**"
|
|
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msgstr ""
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:41
|
|
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msgid ""
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|
|
|
|
":guilabel:`Hours Spent`: number of *Timesheet* hours logged on a ticket. "
|
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|
|
"*This measure is only available if Timesheets are enabled on a team, and the"
|
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|
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|
" current user has the access rights to view them*"
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msgstr ""
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:44
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|
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msgid ""
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|
|
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|
":guilabel:`Hours to Assign`: number of working hours between the date on "
|
|
|
|
|
"which the ticket was created and when it was assigned to a team member"
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:46
|
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|
|
msgid ""
|
|
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|
|
":guilabel:`Hours to Close`: number of working hours between the date on "
|
|
|
|
|
"which the ticket was created and the date it was closed"
|
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|
|
msgstr ""
|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:48
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
":guilabel:`Hours to First Response`: number of working hours between the "
|
|
|
|
|
"date on which the ticket was received and the date one which the first "
|
|
|
|
|
"message was sent. *This does not include email sent automatically when a "
|
|
|
|
|
"ticket reaches a stage*"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
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|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:51
|
|
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|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours to SLA Deadline`: number of working hours remaining to "
|
|
|
|
|
"reach the last :abbr:`SLA (Service Level Agreement)` deadline on a ticket"
|
|
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|
|
msgstr ""
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:53
|
|
|
|
|
msgid ""
|
|
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|
|
":guilabel:`Rating /5`: number valued assigned to the rating received from a "
|
|
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|
|
"customer (Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)"
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:55
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:99
|
|
|
|
|
msgid ":guilabel:`Count`: number of tickets in total"
|
|
|
|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:58
|
|
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|
|
msgid ""
|
|
|
|
|
"*Working hours* are calculated based on the default working calendar. To "
|
|
|
|
|
"view or change the working calendar, go to the :menuselection:`Settings` "
|
|
|
|
|
"application and select :menuselection:`Employees --> Company Working Hours`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:63
|
|
|
|
|
msgid "SLA Status Analysis"
|
2024-03-03 07:40:41 +07:00
|
|
|
|
msgstr "SLA狀態分析"
|
2023-05-21 05:40:38 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:65
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *SLA Status Analysis* report (:menuselection:`Helpdesk --> Reporting -->"
|
|
|
|
|
" SLA Status Analysis`) tracks how quickly an SLA (Service Level Agreement) "
|
|
|
|
|
"is fulfilled, as well as the success rate of individual policies."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:69
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
"By default, this report is filtered to show the number of :abbr:`SLAs "
|
|
|
|
|
"(Service Level Agreements)` failed, as well as the failure rate over the "
|
|
|
|
|
"last 30 days, grouped by team."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
2023-05-21 05:40:38 +07:00
|
|
|
|
msgid "View of Group by options of Ticket Analysis report."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:76
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
"To change the measures used for the report that is currently displayed, or "
|
|
|
|
|
"to add more, click the :guilabel:`Measures` button, and select one or more "
|
|
|
|
|
"options from the drop-down menu:"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`% of Failed SLA`: percentage of tickets that have failed at least"
|
|
|
|
|
" one :abbr:`SLA (Service Level Agreement)`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`% of SLA in Progress`: percentage of tickets that have at least "
|
|
|
|
|
"one :abbr:`SLA (Service Level Agreement)` still in progress, and have not "
|
|
|
|
|
"failed any :abbr:`SLAs (Service Level Agreements)`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:84
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`% of Successful SLA`: percentage of tickets where all :abbr:`SLAs"
|
|
|
|
|
" (Service Level Agreements)` have been successful"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Number of SLA Failed`: number of tickets that have failed at "
|
|
|
|
|
"least one :abbr:`SLA (Service Level Agreement)`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Number of SLA Successful`: number of tickets where all "
|
|
|
|
|
":abbr:`SLAs (Service Level Agreements)` have been successful"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Number of SLA in Progress`: number of tickets that have at least "
|
|
|
|
|
"one :abbr:`SLA (Service Level Agreement)` still in progress, and have not "
|
|
|
|
|
"failed any :abbr:`SLAs (Service Level Agreements)`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:93
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Working Hours to Assign`: number of working hours between the "
|
|
|
|
|
"date on which the ticket was created and when it was assigned to a team "
|
|
|
|
|
"member"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:95
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
":guilabel:`Working Hours to Close`: number of working hours between the date"
|
|
|
|
|
" on which the ticket was created and the date it was closed"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:97
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
":guilabel:`Working Hours to Reach SLA`: number of working hours between the "
|
|
|
|
|
"date on which the ticket was created and the date the :abbr:`SLA (Service "
|
|
|
|
|
"Level Agreement)` was satisfied"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:102
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
"To see the number of tickets that were able to achieve the stated :abbr:`SLA"
|
|
|
|
|
" (Service Level Agreement)` objectives, and track the amount of time it took"
|
|
|
|
|
" to achieve those objectives, click :menuselection:`Measures --> Number of "
|
|
|
|
|
"SLA Successful` and :menuselection:`Measures --> Working Hours to Reach "
|
|
|
|
|
"SLA`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:107
|
|
|
|
|
msgid ""
|
|
|
|
|
"To sort these results by the team members assigned to the tickets, select "
|
|
|
|
|
":menuselection:`Total --> Assigned to`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:111
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Service Level Agreements (SLA) "
|
|
|
|
|
"</applications/services/helpdesk/overview/sla>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:114
|
|
|
|
|
msgid "Customer Ratings"
|
|
|
|
|
msgstr "客戶評級"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:116
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Customer Ratings* report (:menuselection:`Helpdesk --> Reporting -- "
|
|
|
|
|
"Customer Ratings`) displays an overview of the ratings received on "
|
|
|
|
|
"individual support tickets, as well as any additional comments submitted "
|
|
|
|
|
"with the rating."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
2023-05-21 05:40:38 +07:00
|
|
|
|
msgid "View of the kanban display in the Customer Ratings report."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:124
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
"Click on an individual rating to see additional details about the rating "
|
|
|
|
|
"submitted by the customer, including a link to the original ticket."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
|
|
|
|
msgid "View of the details of an individual customer rating."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:132
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the rating's details page, select the :guilabel:`Visible Internally Only`"
|
|
|
|
|
" option to hide the rating from the customer portal."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:135
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Customer Ratings* report is displayed in a kanban view by default, but "
|
|
|
|
|
"can also be displayed in graph, list, or pivot view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:139
|
|
|
|
|
msgid ":doc:`Ratings </applications/services/helpdesk/overview/ratings>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:142
|
|
|
|
|
msgid "View and filter options"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:144
|
|
|
|
|
msgid ""
|
|
|
|
|
"On any Odoo report, the view and filter options vary, depending on what data"
|
|
|
|
|
" is being analyzed, measured, and grouped. See below for additional "
|
|
|
|
|
"information on the available views for the *Helpdesk* reports."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:149
|
|
|
|
|
msgid ""
|
|
|
|
|
"Only one measure may be selected at a time for graphs, but pivot tables can "
|
|
|
|
|
"include multiple measures."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:153
|
|
|
|
|
msgid "Pivot view"
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgstr "樞紐分析檢視模式"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:155
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
"The *pivot* view presents data in an interactive manner. All three "
|
|
|
|
|
"*Helpdesk* reports are available in pivot view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:158
|
|
|
|
|
msgid ""
|
|
|
|
|
"The pivot view can be accessed on any report by selecting the "
|
|
|
|
|
":guilabel:`grid icon` at the top right of the screen."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
2023-05-21 05:40:38 +07:00
|
|
|
|
msgid "View of the SLA status analysis report in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:165
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-21 05:40:38 +07:00
|
|
|
|
"To add a group to a row or column to the pivot view, click the :guilabel:`➕ "
|
|
|
|
|
"(plus sign)` next to :guilabel:`Total`, and then select one of the groups. "
|
|
|
|
|
"To remove one, click the :guilabel:`➖ (minus sign)` and de-select the "
|
|
|
|
|
"appropriate option."
|
|
|
|
|
msgstr ""
|
2024-05-19 06:41:07 +07:00
|
|
|
|
"若要將分組新增至樞紐分析檢視畫面的列或欄,請按一下 :guilabel:`總計` 旁邊的 :guilabel:`➕ "
|
|
|
|
|
"(加號)`,然後選取其中一個分組。若要刪除分組,請按一下 :guilabel:`➖ (減號)` 並取消選擇要移除的選項。"
|
2023-05-21 05:40:38 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:170
|
|
|
|
|
msgid "Graph view"
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgstr "圖表檢視模式"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:172
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *graph* view presents data in either a *bar*, *line*, or *pie* chart."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:174
|
|
|
|
|
msgid ""
|
|
|
|
|
"Switch to the graph view by selecting the :guilabel:`line chart icon` at the"
|
|
|
|
|
" top right of the screen. To switch between the different charts, select the"
|
|
|
|
|
" *related icon* at the top left of the chart, while in graph view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:180
|
|
|
|
|
msgid "Bar chart"
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgstr "棒形圖"
|
2023-05-21 05:40:38 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in bar view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:186
|
|
|
|
|
msgid "Line chart"
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgstr "折線圖"
|
2023-05-21 05:40:38 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
|
|
|
|
msgid "View of the Customer Ratings report in line view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:192
|
|
|
|
|
msgid "Pie chart"
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgstr "圓形圖"
|
2023-05-21 05:40:38 +07:00
|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
|
|
|
|
msgid "View of the Ticket analysis report in pie chart view."
|
|
|
|
|
msgstr ""
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|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:199
|
|
|
|
|
msgid ""
|
|
|
|
|
"Both the *bar chart* and *line chart* can utilize the *stacked* view option."
|
|
|
|
|
" This presents two (or more) groups of data on top of each other, instead of"
|
|
|
|
|
" next to each other, making it easier to compare data."
|
|
|
|
|
msgstr ""
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:204
|
|
|
|
|
msgid "Save and share a favorite search"
|
|
|
|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:206
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Favorites* feature found on *Helpdesk* reports allows users to save "
|
|
|
|
|
"their most commonly used filters without having to reconstruct them every "
|
|
|
|
|
"time they are needed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:209
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create and save new *Favorites* on a report, follow the steps below:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:211
|
|
|
|
|
msgid ""
|
|
|
|
|
"Set the necessary parameters using the :guilabel:`Filters`, :guilabel:`Group"
|
|
|
|
|
" By` and :guilabel:`Measures` options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:213
|
|
|
|
|
msgid "Click :menuselection:`Favorites --> Save current search`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:214
|
|
|
|
|
msgid "Rename the search."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:215
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select :guilabel:`Use by default` to have these filter settings "
|
|
|
|
|
"automatically displayed when the report is opened. Otherwise, leave it "
|
|
|
|
|
"blank."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:217
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select :guilabel:`Share with all users` to make this filter available to all"
|
|
|
|
|
" other database users. If this box is not checked, it will only be available"
|
|
|
|
|
" to the user who creates it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:219
|
|
|
|
|
msgid "Click :guilabel:`Save` to preserve the configuration for future use."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
|
|
|
|
msgid "View of the save favorites option in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:226
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Start receiving tickets "
|
|
|
|
|
"</applications/services/helpdesk/overview/receiving_tickets>`"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-21 05:40:38 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:227
|
2024-03-24 07:41:37 +07:00
|
|
|
|
msgid ":doc:`Odoo reporting </applications/essentials/reporting>`"
|
2023-05-07 05:40:42 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-02-13 14:13:25 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
|
|
|
|
|
msgid "Service Level Agreements (SLA)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:5
|
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"A Service Level Agreement (SLA) defines the level of service a customer can "
|
|
|
|
|
"expect from a supplier. SLAs provide a timeline that tells customers when "
|
|
|
|
|
"they can expect results, and keeps the support team on target."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:10
|
2023-05-07 05:40:42 +07:00
|
|
|
|
msgid "Create a new SLA policy"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:12
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"To create a new :abbr:`SLA (Service Level Agreement)` Policy, navigate to "
|
|
|
|
|
"the team's page under :menuselection:`Helpdesk --> Configuration --> Teams`."
|
|
|
|
|
" Select a team, scroll to the :guilabel:`Performance` section, and then "
|
|
|
|
|
"check the selection box next to :guilabel:`SLA Policies` to enable it for "
|
|
|
|
|
"that specific team."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid "View of a team page in Helpdesk focusing on the SLA Policies setting"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"The value indicated next to the :guilabel:`Working Hours` field is used to "
|
|
|
|
|
"determine the deadline for :abbr:`SLA (Service Level Agreement)` policies. "
|
|
|
|
|
"By default, this is determined by the value set in the :guilabel:`Company "
|
|
|
|
|
"Working Hours` field under :menuselection:`Settings app --> Employees --> "
|
|
|
|
|
"Work Organization`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:27
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"To create a new policy, click the smart button on the team`s settings page "
|
|
|
|
|
"or go to :menuselection:`Helpdesk --> Configuration --> SLA Policies`, and "
|
|
|
|
|
"click :guilabel:`New`. Start by entering a :guilabel:`Title` and a "
|
|
|
|
|
":guilabel:`Description` for the new policy, and proceed to fill out the form"
|
|
|
|
|
" using the steps below."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:33
|
|
|
|
|
msgid "Define the criteria for an SLA policy"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:35
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"The :guilabel:`Criteria` section is used to identify what tickets this "
|
|
|
|
|
"policy will be applied to. Fill out the following fields to adjust the "
|
|
|
|
|
"selection criteria:"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:38
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Team`: a policy can only be applied to one team. *This field is "
|
|
|
|
|
"required.*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:39
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
":guilabel:`Priority`: the priority level for a ticket is identified by "
|
|
|
|
|
"selecting the number of stars representing the priority level on the kanban "
|
|
|
|
|
"card or the ticket itself. The :abbr:`SLA (Service Level Agreement)` will "
|
|
|
|
|
"only be applied once the priority level has been updated on the ticket to "
|
|
|
|
|
"match the :abbr:`SLA (Service Level Agreement)` criteria. If no selection is"
|
|
|
|
|
" made in this field, this policy will only apply to tickets marked as `Low "
|
|
|
|
|
"Priority` (zero stars)."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:44
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
":guilabel:`Types`: ticket types can be helpful when indicating when a ticket"
|
|
|
|
|
" is a customer question, that can be solved with a quick response, or an "
|
|
|
|
|
"issue, that may require additional investigation. Multiple ticket types can "
|
|
|
|
|
"be selected for this field. If no selection is made, this policy will apply "
|
|
|
|
|
"to all ticket types."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Tags`: tags are applied to briefly indicate what the ticket is "
|
|
|
|
|
"about. Multiple tags can be applied to a single ticket."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Customers`: individual contacts or companies may be selected in "
|
|
|
|
|
"this field."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Sales Order Items`: this field is available only if a team has "
|
|
|
|
|
"the *Timesheets* app enabled. This allows the ticket to tie directly to a "
|
|
|
|
|
"specific line on a sales order, which must be indicated on the ticket in the"
|
|
|
|
|
" :guilabel:`Sales Order Item` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:56
|
|
|
|
|
msgid ""
|
|
|
|
|
"Unless otherwise indicated, multiple selections can be made for each field. "
|
|
|
|
|
"(i.e. multiple :guilabel:`Tags` can be included in a policy, but only one "
|
|
|
|
|
":guilabel:`Priority` level)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid "View of a blank SLA policy record"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:64
|
|
|
|
|
msgid "Establish a target for an SLA policy"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:66
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"The :guilabel:`Target` is the stage a ticket needs to reach, and the time "
|
|
|
|
|
"alloted to reach that stage, in order to satisfy the :abbr:`SLA (Service "
|
|
|
|
|
"Level Agreement)` policy. Any stage assigned to a team may be selected for "
|
|
|
|
|
"the :guilabel:`Reach Stage` field. Time spent in stages selected in "
|
|
|
|
|
":guilabel:`Excluding Stages` will not be included in the calculation of the "
|
|
|
|
|
":abbr:`SLA (Service Level Agreement)` deadline."
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:73
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
2023-05-07 05:40:42 +07:00
|
|
|
|
"An :abbr:`SLA (Service Level Agreement)` titled `8 Hours to Close` tracks "
|
|
|
|
|
"the working time before a ticket is completed, and would have `Solved` as "
|
|
|
|
|
"the :guilabel:`Reach Stage`. However, if the :abbr:`SLA (Service Level "
|
|
|
|
|
"Agreement)` was titled `2 Days to Start`, it tracks the working time before "
|
|
|
|
|
"work on a ticket has begun, and would have `In Progress` as the "
|
|
|
|
|
":guilabel:`Reach Stage`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:79
|
|
|
|
|
msgid "Meeting SLA deadlines"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once it is determined that a ticket fits the criteria of an :abbr:`SLA "
|
|
|
|
|
"(Service Level Agreement)` policy, a deadline is calculated. The deadline is"
|
|
|
|
|
" based on the creation date of the ticket, and the targeted working hours. "
|
|
|
|
|
"The deadline is then added to the ticket, as well as a white tag indicating "
|
|
|
|
|
"the name of the :abbr:`SLA (Service Level Agreement)` applied."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a ticket's form emphasizing an open SLA deadline on a ticket in Odoo"
|
2023-02-13 14:13:25 +07:00
|
|
|
|
" Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:91
|
|
|
|
|
msgid ""
|
|
|
|
|
"If a ticket fits the criteria for more than one :abbr:`SLA (Service Level "
|
|
|
|
|
"Agreement)`, the earliest occurring deadline will be displayed on the "
|
|
|
|
|
"ticket. Once that deadline has passed, the next deadline will be displayed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once a ticket satisfies an :abbr:`SLA (Service Level Agreement)` policy, the"
|
|
|
|
|
" :abbr:`SLA (Service Level Agreement)` tag turns green, and the "
|
|
|
|
|
":guilabel:`Deadline` field disappears from view on the."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid "View of a ticket's form emphasizing a satisfied SLA in Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:102
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the :abbr:`SLA (Service Level Agreement)` deadline passes and the ticket "
|
|
|
|
|
"has not moved to the :guilabel:`Reach Stage`, the :abbr:`SLA (Service Level "
|
|
|
|
|
"Agreement)` tag will turn red. Once the :abbr:`SLA (Service Level "
|
|
|
|
|
"Agreement)` has failed, the red tag will stay on the ticket, even after the "
|
|
|
|
|
"ticket is moved to the :guilabel:`Reach Stage`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a ticket's form with a failing and passing SLA in Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:112
|
|
|
|
|
msgid "Analyzing SLA performance"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:114
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`SLA Status Analysis` report tracks how quickly an :abbr:`SLA "
|
|
|
|
|
"(Service Level Agreement)` is fulfilled, as well as the success rate of "
|
|
|
|
|
"individual policies. Navigate to the report and corresponding pivot table by"
|
|
|
|
|
" going to :menuselection:`Helpdesk --> Reporting --> SLA Status Analysis`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:120
|
|
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|
|
msgid "Using the Pivot view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:122
|
|
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|
|
msgid ""
|
|
|
|
|
"By default, the report is displayed in a :guilabel:`Pivot` view, and is "
|
|
|
|
|
"filtered to show the number of SLAs failed and the failure rate over the "
|
|
|
|
|
"last 30 days, grouped by team."
|
|
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|
|
msgstr ""
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
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|
|
msgid "View of the SLA status analysis report in Odoo Helpdesk"
|
|
|
|
|
msgstr ""
|
|
|
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:129
|
|
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|
|
msgid ""
|
|
|
|
|
"To add the number of SLAs passed or in progress, click the "
|
|
|
|
|
":guilabel:`Measures` button to reveal a drop-down menu of reporting "
|
|
|
|
|
"criteria, and choose from the options available based on the measurements "
|
|
|
|
|
"preferred. Whenever a measurement is picked, a check mark will appear in the"
|
|
|
|
|
" drop-down menu to indicate that that measurement is included, and a "
|
|
|
|
|
"corresponding new column will emerge in the pivot table to show the relevant"
|
|
|
|
|
" calculations."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:135
|
|
|
|
|
msgid ""
|
|
|
|
|
"To add a group to a row or column, click the plus :guilabel:` + ` button "
|
|
|
|
|
"next to :guilabel:`Total`, and then select one of the groups. To remove one,"
|
|
|
|
|
" click the minus :guilabel:` - ` button and deselect."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:140
|
|
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|
|
msgid "Using the Graph view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:142
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Status Analysis` report can also be viewed as a "
|
|
|
|
|
":guilabel:`Bar`, :guilabel:`Line`, or :guilabel:`Pie` Chart. Toggle between "
|
|
|
|
|
"these views by selecting the appropriate icon at the top of the chart."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:148
|
|
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|
|
msgid "Bar Chart"
|
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|
|
|
msgstr "柱狀圖"
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in bar view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:154
|
|
|
|
|
msgid "Line Chart"
|
|
|
|
|
msgstr "線狀圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in line view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:160
|
|
|
|
|
msgid "Pie Chart"
|
|
|
|
|
msgstr "圓餅圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in pie chart view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:167
|
|
|
|
|
msgid ""
|
|
|
|
|
"Both the :guilabel:`Bar Chart` and :guilabel:`Line Chart` can be viewed "
|
|
|
|
|
":guilabel:`Stacked`. This presents two or more groups to appear on top of "
|
|
|
|
|
"each other instead of next to each other, making it easier to compare data."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:172
|
|
|
|
|
msgid "Using the Cohort view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:174
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Cohort` view is used to track the changes in data over a "
|
|
|
|
|
"period of time. To display the :guilabel:`Status Analysis` report in a "
|
|
|
|
|
":guilabel:`Cohort` view, click the icon in the top right corner above the "
|
|
|
|
|
"chart."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid "View of the SLA status analysis report in cohort view"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:183
|
|
|
|
|
msgid ":ref:`Reporting views <reporting/views>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:184
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Allow customers to close their tickets "
|
|
|
|
|
"</applications/services/helpdesk/advanced/close_tickets>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-02-13 14:13:25 +07:00
|
|
|
|
#: ../../content/applications/services/project.rst:8
|
|
|
|
|
msgid "Project"
|
|
|
|
|
msgstr "專案"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project is a tool to manage your ongoing projects. Schedule tasks, "
|
|
|
|
|
"assign activities to coworkers, and keep track of each project's "
|
|
|
|
|
"profitability."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project.rst:14
|
|
|
|
|
#: ../../content/applications/services/timesheets.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: Project and Timesheets "
|
|
|
|
|
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:3
|
|
|
|
|
msgid "Project management"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project uses the **Kanban** project management system. This means all "
|
|
|
|
|
"projects are broken down into tasks, which are categorized on a whiteboard "
|
|
|
|
|
"according to what production phase they are in."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:8
|
|
|
|
|
msgid "Did you know?"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"The word **Kanban** comes from Japanese and refers to the \"visual board\" "
|
|
|
|
|
"management method."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: Kanban Project Management "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:19
|
|
|
|
|
msgid ""
|
|
|
|
|
"Open the **Project** app and click :guilabel:`Create` to start a new "
|
|
|
|
|
"project. Enter a :guilabel:`Name` for your project and click "
|
|
|
|
|
":guilabel:`Create Project`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can customize your existing **projects** from the dashboard by clicking "
|
|
|
|
|
"the drop-down toggle button (:guilabel:`⋮`) on your project's **card**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst-1
|
|
|
|
|
msgid "Project card"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:29
|
|
|
|
|
msgid "This enables a new menu divided into four parts:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`View`: see an overview of your project's components, such as its "
|
|
|
|
|
":guilabel:`Tasks`, :guilabel:`Milestones` and :guilabel:`Project Updates`. "
|
|
|
|
|
"Depending on which apps you have activated, more options may be available, "
|
|
|
|
|
"such as :guilabel:`Documents`. All uploaded files can be found under this "
|
|
|
|
|
"menu, as well as in the **Documents** app, under :guilabel:`Projects`;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Reporting`: analyze your project's progress and profitability "
|
|
|
|
|
"through graphics and statistics;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Color**: make a line of color appear on the left side of the card so that "
|
|
|
|
|
"your project is more recognizable;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:39
|
|
|
|
|
msgid ":guilabel:`Settings`: you can change the following:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:41
|
|
|
|
|
msgid "the :guilabel:`Name` of the project;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:42
|
|
|
|
|
msgid "the :guilabel:`Name of the tasks` found under that project;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:43
|
|
|
|
|
msgid "the :guilabel:`Customer` for whom the project is intended;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:44
|
|
|
|
|
msgid "the :guilabel:`Tags` used for filtering;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:45
|
|
|
|
|
msgid "the :guilabel:`Company` responsible for the project;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:46
|
|
|
|
|
msgid "the employee designated as :guilabel:`Project Manager`;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:47
|
|
|
|
|
msgid "the :guilabel:`Planned Date` of the project;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:48
|
|
|
|
|
msgid "the total :guilabel:`Allocated Hours` for that project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
"Additionally, you can mark the project as :guilabel:`Favorite`, allowing you"
|
|
|
|
|
" to find it using the :guilabel:`My Favorites` filter on the Kanban view;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst-1
|
|
|
|
|
msgid "Project settings"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:58
|
|
|
|
|
msgid ""
|
2024-03-03 07:40:41 +07:00
|
|
|
|
"`Odoo Tutorials: Customize projects "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
|
2023-05-07 05:40:42 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"Further settings are available under the :guilabel:`Settings` tab. Most of "
|
|
|
|
|
"them are *only* available depending on the activated apps."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:65
|
|
|
|
|
msgid "Scheduling activities"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:67
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, "
|
|
|
|
|
"etc.) per project by clicking on the **clock** icon on a project. Doing so "
|
|
|
|
|
"opens a list with already scheduled activities and allows planning **new** "
|
|
|
|
|
"activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up "
|
|
|
|
|
"window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` "
|
|
|
|
|
"for that activity, a :guilabel:`Due Date`, and assign it to an employee. "
|
|
|
|
|
"According to the :guilabel:`Activity Type`, you may have **additional "
|
|
|
|
|
"options** available."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:75
|
|
|
|
|
msgid ""
|
|
|
|
|
"If an activity is **already** scheduled, the icon may change to a **phone**,"
|
|
|
|
|
" **group of people**, or other."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-02-13 14:13:25 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks.rst:5
|
|
|
|
|
msgid "Tasks"
|
|
|
|
|
msgstr "任務"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/email_alias.rst:3
|
|
|
|
|
msgid "Create Project's Tasks from an Email Alias"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/email_alias.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"When you already have an email address that customers know from the top of "
|
|
|
|
|
"their heads, changing it is the last thing you want to do. Instead, link "
|
|
|
|
|
"that address to your project and transform those conversations into "
|
|
|
|
|
"structured work. It automatically creates a task in the first stage of a "
|
|
|
|
|
"project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/email_alias.rst:11
|
|
|
|
|
msgid "Set up an incoming email server"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/email_alias.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the *Settings* application, enable *External Email Servers* and define "
|
|
|
|
|
"the incoming email alias you would like to use."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/email_alias.rst:15
|
|
|
|
|
msgid ""
|
|
|
|
|
"**For more information**: "
|
|
|
|
|
":doc:`/applications/general/email_communication/email_servers`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/email_alias.rst:18
|
|
|
|
|
msgid "Configure the email alias in your project"
|
|
|
|
|
msgstr ""
|
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#: ../../content/applications/services/project/tasks/email_alias.rst:22
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msgid ""
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"Now that you have the incoming email server set up, go to "
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":menuselection:`Project --> Configuration --> Projects --> Edit`. Under the "
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"*Emails* tab, define the wanted email alias and choose the policy to receive"
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" a message."
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msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:23
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msgid "In addition, you can now directly set it when creating a new project."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/project/tasks/email_alias.rst-1
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2023-02-13 14:13:25 +07:00
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msgid ""
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"In the settings of your project, define the emails alias under the tab email"
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" in Odoo Project"
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msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:30
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msgid ""
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"All the recipients of the email (To/Cc/Bcc) are automatically added as "
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"followers of the task."
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msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:32
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msgid "The email can be seen under the name of your project on the dashboard."
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msgstr ""
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2023-05-07 05:40:42 +07:00
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#: ../../content/applications/services/project/tasks/email_alias.rst-1
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2023-02-13 14:13:25 +07:00
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msgid "View of the email alias chosen on the dashboard view in Odoo Project"
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msgstr ""
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2023-07-16 05:40:48 +07:00
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:3
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msgid "Recurring tasks"
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:5
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msgid ""
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"When handling a project, the same task often needs to be performed several "
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"times: for example, weekly meetings or status reports. The **recurring "
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"tasks** feature allows you to automate the creation of those tasks."
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:10
|
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msgid ""
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|
"`Odoo Tutorials: Recurring tasks "
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"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
|
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:15
|
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msgid ""
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|
"To enable recurring tasks, go to :menuselection:`Project --> Configuration "
|
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|
|
"--> Settings`, then activate :guilabel:`Recurring Tasks`, and "
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|
|
":guilabel:`Save`."
|
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|
|
|
msgstr ""
|
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|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
"Recurring tasks are now activated on all existing projects. The feature can "
|
|
|
|
|
"be deactivated on an individual project by clicking the drop-down menu "
|
|
|
|
|
"button :guilabel:`⋮` next to the project name, then going to "
|
|
|
|
|
":menuselection:`Settings --> Settings --> Task Management` and disabling "
|
|
|
|
|
":guilabel:`Recurring Tasks`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:24
|
|
|
|
|
msgid "Set up task recurrence"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"In an existing task, go to the :guilabel:`Recurrent` tab, then check the "
|
|
|
|
|
":guilabel:`Recurrent` box. A set of options allows you to configure the "
|
|
|
|
|
"frequency: :guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, "
|
|
|
|
|
":guilabel:`Years`, and the number of repetitions."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the scheduled recurrency date, a new task is created on your project "
|
|
|
|
|
"dashboard with the following configuration:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or "
|
|
|
|
|
"equivalent);"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:34
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, "
|
|
|
|
|
":guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: copied from "
|
|
|
|
|
"the original task;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:36
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Milestones`, :guilabel:`Deadline`, :guilabel:`Timesheets`, "
|
|
|
|
|
":guilabel:`Chatter`, :guilabel:`Activities`: those fields are not copied;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:38
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Subtasks`: copied from the original task, which becomes a parent "
|
|
|
|
|
"of all the tasks in recurrence;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
"A **smart button** on the task displays the total number of existing "
|
|
|
|
|
"recurrences."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"To see the task in your project dashboard before the scheduled date, "
|
|
|
|
|
"consider setting up the recurrence date to a day earlier."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:47
|
|
|
|
|
msgid "Edit or stop task recurrence"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"**To edit** the recurrence, open the task: a blue banner invites you to "
|
|
|
|
|
"choose whether you wish to apply your changes to this task only or to a "
|
|
|
|
|
"sequence of tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:52
|
|
|
|
|
msgid ""
|
|
|
|
|
"**To stop** the recurrence, open the task, then go to the "
|
|
|
|
|
":guilabel:`Recurrency` tab and uncheck :guilabel:`Recurrent`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-02-13 14:13:25 +07:00
|
|
|
|
#: ../../content/applications/services/timesheets.rst:8
|
|
|
|
|
msgid "Timesheets"
|
|
|
|
|
msgstr "工時表"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
|
|
|
|
|
msgid "Create Timesheets upon Time Off Validation"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo automatically timesheets on project/tasks upon time off requests. This "
|
|
|
|
|
"allows for better overall control over the validation of timesheets, as it "
|
|
|
|
|
"does not leave place for forgetfulness and questions after hours that have "
|
|
|
|
|
"not been timesheeted by the employee."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and"
|
|
|
|
|
" change the *Project* and *Task* set by default, if you like."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"View of Timesheets setting enabling the feature record time off in Odoo "
|
|
|
|
|
"Timesheets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select"
|
|
|
|
|
" or create the needed type, and decide if you would like the requests to be "
|
|
|
|
|
"validated or not."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"View of a time off types form emphasizing the time off requests and timesheets section in\n"
|
|
|
|
|
"Odoo Time Off"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"Now, once the employee has requested his time off and the request has been "
|
|
|
|
|
"validated (or not, depending on the setting chosen), the time is "
|
|
|
|
|
"automatically allocated on *Timesheets*, under the respective project and "
|
|
|
|
|
"task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the example below, the user requested *Paid Time off* from July 13th to "
|
|
|
|
|
"15th."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid "View of the time off request form in Odoo Time Off"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"Considering that validation is not required, the requested time off is "
|
|
|
|
|
"automatically displayed in *Timesheets*. If validation is necessary, the "
|
|
|
|
|
"time is automatically allocated after the responsible person for validating "
|
|
|
|
|
"does it so."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Video of timesheets emphasizing the requested time off from the employee in "
|
|
|
|
|
"Odoo Timesheets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:41
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on the magnifying glass, hovering over the concerned cell, to access "
|
|
|
|
|
"all the aggregated data on that cell (day), and see details regarding the "
|
|
|
|
|
"project/task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2023-05-07 05:40:42 +07:00
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
2023-02-13 14:13:25 +07:00
|
|
|
|
msgid "View of the details of a project/task in Odoo Timeheets"
|
|
|
|
|
msgstr ""
|