[ADD] helpdesk: Add a documentation section and page
Coming from https://docs.google.com/document/d/1s0kvziIR26mbeUoDNX0eUk0-UQQGkeo_QrRbxMZ1RaA/edit
BIN
_static/banners/helpdesk.jpg
Normal file
After Width: | Height: | Size: 62 KiB |
@ -16,6 +16,7 @@ Applications
|
||||
manufacturing
|
||||
point_of_sale
|
||||
project
|
||||
helpdesk/helpdesk
|
||||
expense/expense
|
||||
general
|
||||
.. expenses
|
||||
|
179
helpdesk/helpdesk.rst
Normal file
@ -0,0 +1,179 @@
|
||||
:banner: banners/helpdesk.jpg
|
||||
|
||||
========
|
||||
Expenses
|
||||
========
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
Getting started with Odoo Helpdesk
|
||||
----------------------------------
|
||||
|
||||
Installing Odoo Helpdesk:
|
||||
|
||||
Open the Apps module, search for "Helpdesk", and click install
|
||||
|
||||
.. image:: media/helpdesk01.png
|
||||
:align: center
|
||||
|
||||
Set up Helpdesk teams
|
||||
---------------------
|
||||
|
||||
By default, Odoo Helpdesk comes with a team installed called "Support"
|
||||
|
||||
.. image:: media/helpdesk02.png
|
||||
:align: center
|
||||
|
||||
To modify this team, or create additional teams, select "Configuration"
|
||||
in the purple bar and select "Settings"
|
||||
|
||||
.. image:: media/helpdesk03.png
|
||||
:align: center
|
||||
|
||||
Here you can create new teams, decide what team members to add to this
|
||||
team, how your customers can submit tickets and set up SLA policies and
|
||||
ratings. For the assignation method you can have tickets assigned
|
||||
randomly, balanced, or manually.
|
||||
|
||||
How to set up different stages for each team
|
||||
--------------------------------------------
|
||||
|
||||
First you will need to activate the developer mode. To do this go to
|
||||
your settings module, and select the link for "Activate the developer
|
||||
mode" on the lower right-hand side.
|
||||
|
||||
.. image:: media/helpdesk04.png
|
||||
:align: center
|
||||
|
||||
Now, when you return to your Helpdesk module and select "Configuration"
|
||||
in the purple bar you will find additional options, like "Stages". Here
|
||||
you can create new stages and assign those stages to 1 or multiple teams
|
||||
allowing for customizable stages for each team!
|
||||
|
||||
Start receiving tickets
|
||||
=======================
|
||||
|
||||
How can my customers submit tickets?
|
||||
------------------------------------
|
||||
|
||||
Select "Configuration" in the purple bar and select "Settings", select
|
||||
your Helpdesk team. Under "Channels you will find 4 options:
|
||||
|
||||
.. image:: media/helpdesk05.png
|
||||
:align: center
|
||||
|
||||
Email Alias allows for customers to email the alias you choose to create
|
||||
a ticket. The subject line of the email with become the Subject on the
|
||||
ticket.
|
||||
|
||||
.. image:: media/helpdesk06.png
|
||||
:align: center
|
||||
|
||||
Website Form allows your customer to go to
|
||||
yourwebsite.com/helpdesk/support-1/submit and submit a ticket via a
|
||||
website form - much like odoo.com/help!
|
||||
|
||||
.. image:: media/helpdesk07.png
|
||||
:align: center
|
||||
|
||||
Live Chat allows your customers to submit a ticket via Live Chat on your
|
||||
website. Your customer will begin the live chat and your Live Chat
|
||||
Operator can create the ticket by using the command /helpdesk Subject of
|
||||
Ticket.
|
||||
|
||||
.. image:: media/helpdesk08.png
|
||||
:align: center
|
||||
|
||||
The final option to submit tickets is thru an API connection. View the
|
||||
documentation
|
||||
`*here* <https://www.odoo.com/documentation/10.0/api_integration.html>`__.
|
||||
|
||||
Tickets have been created, now what?
|
||||
------------------------------------
|
||||
|
||||
Now your employees can start working on them! If you have selecting a
|
||||
manual assignation method then your employees will need to assign
|
||||
themselves to tickets using the "Assign To Me" button on the top left of
|
||||
a ticket or by adding themselves to the "Assigned to" field.
|
||||
|
||||
.. image:: media/helpdesk09.png
|
||||
:align: center
|
||||
|
||||
If you have selected "Random" or "Balanced" assignation method, your
|
||||
tickets will be assigned to a member of that Helpdesk team.
|
||||
|
||||
From there they will begin working on resolving the tickets! When they
|
||||
are completed, they will move the ticket to the solved stage.
|
||||
|
||||
How do I mark this ticket as urgent?
|
||||
------------------------------------
|
||||
|
||||
On your tickets you will see stars. You can determine how urgent a
|
||||
ticket is but selecting one or more stars on the ticket. You can do this
|
||||
in the Kanban view or on the ticket form.
|
||||
|
||||
.. image:: media/helpdesk10.png
|
||||
:align: center
|
||||
|
||||
To set up a Service Level Agreement Policy for your employees, first
|
||||
activate the setting under "Settings"
|
||||
|
||||
.. image:: media/helpdesk11.png
|
||||
:align: center
|
||||
|
||||
From here, select "Configure SLA Policies" and click "Create".
|
||||
|
||||
You will fill in information like the Helpdesk team, what the minimum
|
||||
priority is on the ticket (the stars) and the targets for the ticket.
|
||||
|
||||
.. image:: media/helpdesk12.png
|
||||
:align: center
|
||||
|
||||
What if a ticket is blocked or is ready to be worked on?
|
||||
--------------------------------------------------------
|
||||
|
||||
If a ticket cannot be resolved or is blocked, you can adjust the "Kanban
|
||||
State" on the ticket. You have 3 options:
|
||||
|
||||
- Grey - Normal State
|
||||
|
||||
- Red - Blocked
|
||||
|
||||
- Green - Ready for next stage
|
||||
|
||||
Like the urgency stars you can adjust the state in the Kanban or on the
|
||||
Ticket form.
|
||||
|
||||
.. image:: media/helpdesk13.png
|
||||
:align: center
|
||||
|
||||
How can my employees log time against a ticket?
|
||||
-----------------------------------------------
|
||||
|
||||
First, head over to "Settings" and select the option for "Timesheet on
|
||||
Ticket". You will see a field appear where you can select the project
|
||||
the timesheets will log against.
|
||||
|
||||
.. image:: media/helpdesk14.png
|
||||
:align: center
|
||||
|
||||
Now that you have selected a project, you can save. If you move back to
|
||||
your tickets, you will see a new tab called "Timesheets"
|
||||
|
||||
.. image:: media/helpdesk15.png
|
||||
:align: center
|
||||
|
||||
Here you employees can add a line to add work they have done for this
|
||||
ticket.
|
||||
|
||||
How to allow your customers to rate the service they received
|
||||
-------------------------------------------------------------
|
||||
|
||||
First, you will need to activate the ratings setting under "Settings"
|
||||
|
||||
.. image:: media/helpdesk16.png
|
||||
:align: center
|
||||
|
||||
Now, when a ticket is moved to its solved or completed stage, it will
|
||||
send an email to the customer asking how their service went.
|
BIN
helpdesk/media/helpdesk01.png
Normal file
After Width: | Height: | Size: 9.4 KiB |
BIN
helpdesk/media/helpdesk02.png
Normal file
After Width: | Height: | Size: 17 KiB |
BIN
helpdesk/media/helpdesk03.png
Normal file
After Width: | Height: | Size: 8.9 KiB |
BIN
helpdesk/media/helpdesk04.png
Normal file
After Width: | Height: | Size: 44 KiB |
BIN
helpdesk/media/helpdesk05.png
Normal file
After Width: | Height: | Size: 3.3 KiB |
BIN
helpdesk/media/helpdesk06.png
Normal file
After Width: | Height: | Size: 4.4 KiB |
BIN
helpdesk/media/helpdesk07.png
Normal file
After Width: | Height: | Size: 4.4 KiB |
BIN
helpdesk/media/helpdesk08.png
Normal file
After Width: | Height: | Size: 4.4 KiB |
BIN
helpdesk/media/helpdesk09.png
Normal file
After Width: | Height: | Size: 7.6 KiB |
BIN
helpdesk/media/helpdesk10.png
Normal file
After Width: | Height: | Size: 4.8 KiB |
BIN
helpdesk/media/helpdesk11.png
Normal file
After Width: | Height: | Size: 22 KiB |
BIN
helpdesk/media/helpdesk12.png
Normal file
After Width: | Height: | Size: 18 KiB |
BIN
helpdesk/media/helpdesk13.png
Normal file
After Width: | Height: | Size: 5.5 KiB |
BIN
helpdesk/media/helpdesk14.png
Normal file
After Width: | Height: | Size: 5.4 KiB |
BIN
helpdesk/media/helpdesk15.png
Normal file
After Width: | Height: | Size: 14 KiB |
BIN
helpdesk/media/helpdesk16.png
Normal file
After Width: | Height: | Size: 4.6 KiB |