[IMP] helpdesk: close_ticket.rst cleanup

closes odoo/documentation#3386

X-original-commit: 8396c2a4ad
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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Jess Rogers (jero) 2022-12-22 19:49:22 +00:00 committed by Zachary Straub (ZST)
parent 8245b99acb
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======================================
Allow Customers to Close their Tickets
Allow customers to close their tickets
======================================
Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about
when an issue is considered solved, or not. It makes communication and actions more efficient.
Allowing customers to close their own tickets gives them autonomy and minimizes misunderstandings
around when an issue is considered solved or not. This results in operational capacity for support
teams, and higher satisfaction for the customer.
Configure the feature
Enable ticket closing
=====================
To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit`
and enable *Ticket closing*.
Start by navigating to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and choose
the appropriate team. Then click :guilabel:`Edit` and enable :guilabel:`Ticket closing` by
checking the field box.
.. image:: close_tickets/closetickets1.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
.. image:: close_tickets/close-ticket-settings.png
:alt: Ticket closing feature in Odoo Helpdesk.
In order to designate to which stage the ticket migrates to once it is closed, go to
:menuselection:`Helpdesk --> Overview --> Tickets`.
To designate which stage the ticket migrates to once it is closed, navigate to the ticket pipeline
by going to :menuselection:`Helpdesk --> Overview` and clicking :guilabel:`Tickets` on the team's
card.
.. image:: close_tickets/closetickets2.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
There are two options: create a new Kanban stage or work with an existing one. For both scenarios,
click the :guilabel:`Settings (gear)` icon next to the stage name, select :guilabel:`Edit Stage`,
and enable :guilabel:`Closing Stage`. After checking the field box, click :guilabel:`Save` to
finish.
You can either create a new Kanban stage or work with an existing one. For both scenarios, go to
:menuselection:`Helpdesk --> Settings --> Edit Stage` and enable *Closing Stage*.
.. note::
If a closing stage is not specified, by default, the ticket is moved to the last stage in the
kanban. If more than one stage is set as a closing stage, the ticket is placed in the first
closing stage column.
.. image:: close_tickets/closetickets3.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
With the ticket closing settings now complete, customers can now view the option to
:guilabel:`Close this ticket` when they log into their portal.
If a closing stage is not specified, by default, the ticket is moved to the last stage;
contrarily, if you have more than one stage set as closing, the ticket is put in the first one.
.. image:: close_tickets/customer-view-close-ticket.png
:alt: Customer view of ticket closing in Odoo Helpdesk.
The Costumer Portal
===================
Now, once the user logs into his Portal, the option *Close this ticket* is available.
.. image:: close_tickets/closetickets4.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
Get reports on tickets closed by costumers
Get reports on tickets closed by customers
==========================================
To do an analysis of the tickets that have been closed by costumers go to
:menuselection:`Helpdesk --> Reporting --> Tickets --> Filters --> Add Custom filter -->
Closed by partner --> Applied`.
To analyze the tickets that have been closed by customers, go to :menuselection:`Helpdesk -->
Reporting --> Tickets`. Then, click on the :guilabel:`Filters` menu and choose :guilabel:`Add
Custom filter`. Next, set the custom filter parameters to :guilabel:`Closed by partner` and
:guilabel:`is true`. Finally, click :guilabel:`Apply`.
.. image:: close_tickets/closetickets5.png
:align: center
:height: 300
:alt: Reports on Ticket closing in Odoo Helpdesk
.. image:: close_tickets/closed-by-search-filter.png
:alt: Filter for tickets closed by customers on Odoo Helpdesk's reporting page.

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