6046 lines
257 KiB
Plaintext
6046 lines
257 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
|
||
# Copyright (C) Odoo S.A.
|
||
# This file is distributed under the same license as the Odoo package.
|
||
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
||
#
|
||
# Translators:
|
||
# marcescu, 2023
|
||
# Iran Villalobos López, 2023
|
||
# Aimée Mendoza Sánchez, 2023
|
||
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
|
||
# Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2023
|
||
# Lucia Pacheco, 2023
|
||
# Wil Odoo, 2024
|
||
# Fernanda Alvarez, 2024
|
||
#
|
||
#, fuzzy
|
||
msgid ""
|
||
msgstr ""
|
||
"Project-Id-Version: Odoo 17.0\n"
|
||
"Report-Msgid-Bugs-To: \n"
|
||
"POT-Creation-Date: 2024-03-08 12:48+0000\n"
|
||
"PO-Revision-Date: 2023-11-08 08:57+0000\n"
|
||
"Last-Translator: Fernanda Alvarez, 2024\n"
|
||
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
|
||
"MIME-Version: 1.0\n"
|
||
"Content-Type: text/plain; charset=UTF-8\n"
|
||
"Content-Transfer-Encoding: 8bit\n"
|
||
"Language: es\n"
|
||
"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
|
||
|
||
#: ../../content/applications/services.rst:5
|
||
msgid "Services"
|
||
msgstr "Servicios"
|
||
|
||
#: ../../content/applications/services/field_service.rst:8
|
||
msgid "Field Service"
|
||
msgstr "Servicio externo"
|
||
|
||
#: ../../content/applications/services/field_service.rst:11
|
||
msgid ""
|
||
"`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-"
|
||
"service-49>`_"
|
||
msgstr ""
|
||
"`Tutoriales de Odoo: Servicio externo <https://www.odoo.com/slides/field-"
|
||
"service-49>`_"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:3
|
||
msgid "User default warehouse"
|
||
msgstr "Almacén predeterminado del usuario"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:5
|
||
msgid ""
|
||
"Setting up a **default warehouse** can be useful for field technicians who "
|
||
"keep a supply in their van or those who always resupply from the same "
|
||
"warehouse. It also allows field workers to switch between warehouses from "
|
||
"their profiles."
|
||
msgstr ""
|
||
"Puede que configurar un **almacén predeterminado** sea útil para los "
|
||
"técnicos de campo que mantienen sus suministros en su camioneta o aquellos "
|
||
"que siempre se reabastecen desde el mismo almacén. También permite a los "
|
||
"trabajadores de campo cambiar entre almacenes desde sus perfiles."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:9
|
||
msgid ""
|
||
"Products in sales orders created during field interventions are always "
|
||
"pulled from the default warehouse, keeping the inventory accurate."
|
||
msgstr ""
|
||
"Los productos en las órdenes de venta creadas durante las intervenciones in "
|
||
"situ siempre se extraen del almacén predeterminado, de esta forma el "
|
||
"inventario se mantiene exacto."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:13
|
||
msgid ":doc:`../../inventory_and_mrp/inventory`"
|
||
msgstr ":doc:`../../inventory_and_mrp/inventory`"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:16
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:14
|
||
#: ../../content/applications/services/planning.rst:29
|
||
#: ../../content/applications/services/project/project_management.rst:17
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:13
|
||
msgid "Configuration"
|
||
msgstr "Configuración"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:18
|
||
msgid ""
|
||
"To set up a user default warehouse, the :doc:`storage locations "
|
||
"</applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations>`"
|
||
" feature needs to be activated in the **Inventory** app. It is also "
|
||
"necessary to have more than one warehouse in your database."
|
||
msgstr ""
|
||
"Para configurar el almacén predeterminado de un usuario debe activar la "
|
||
"función :doc:`ubicaciones de almacenamiento "
|
||
"</applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations>`"
|
||
" en la aplicación **Inventario** y también debe tener más de un almacén en "
|
||
"su base de datos."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:23
|
||
msgid ""
|
||
"You can either set it up :ref:`for your profile <default-warehouse/my-"
|
||
"profile>`, or :ref:`for all users <default-warehouse/all-users>`."
|
||
msgstr ""
|
||
"Puede configurarlo :ref:`para su perfil <default-warehouse/my-profile>` or "
|
||
":ref:`para todos los usuarios <default-warehouse/all-users>`."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:27
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations`"
|
||
msgstr ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations`"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:32
|
||
msgid "For your profile"
|
||
msgstr "Para su perfil"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:34
|
||
msgid ""
|
||
"To set up a default warehouse for yourself, click your **profile icon** in "
|
||
"the upper right corner of the screen, then, go to :menuselection:`My Profile"
|
||
" --> Preferences --> Default Warehouse`. Select the default warehouse from "
|
||
"the drop-down menu."
|
||
msgstr ""
|
||
"Para configurar su almacén predeterminado, haga clic en su **icono de "
|
||
"perfil** en la esquina superior derecha de la pantalla, luego vaya a "
|
||
":menuselection:`Mi perfil --> Preferencias --> Almacén predeterminado`, "
|
||
"después seleccione uno del menú desplegable."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:41
|
||
msgid "For all users"
|
||
msgstr "Para todos los usuarios"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:43
|
||
msgid ""
|
||
"To set up a default warehouse for a specific user, go to "
|
||
":menuselection:`Settings --> Users --> Manage users`, select a user, then go"
|
||
" to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, "
|
||
"and select the default warehouse from the drop-down menu."
|
||
msgstr ""
|
||
"Para configurar un almacén automático para un usuario en específico, vaya a "
|
||
":menuselection:`Ajustes --> Usuarios --> Gestionar usuarios`, seleccione a "
|
||
"un usuario, después vaya a la pestaña :guilabel:`Preferencias`. Baje a la "
|
||
"sección :guilabel:`Inventario` y seleccione un almacén predeterminado del "
|
||
"menú desplegable."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst-1
|
||
msgid "Selection of a default warehouse on a user profile."
|
||
msgstr "Selección de un almacén predeterminado en el perfil de un usuario."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:51
|
||
msgid "Use in field service tasks"
|
||
msgstr "Uso en las tareas de servicio externo"
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:53
|
||
msgid ""
|
||
"Once a default warehouse has been configured for a user, the materials used "
|
||
"for a sales order related to a Field Service task are pulled from that "
|
||
"specific warehouse. Open the related sales order, go to the :guilabel:`Other"
|
||
" Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse "
|
||
"is applied correctly."
|
||
msgstr ""
|
||
"Ya que configuró un almacén predeterminado para un usuario, los materiales "
|
||
"que se usen para una orden de venta que esté relacionada con una tarea de "
|
||
"trabajo de campo saldrán de ese almacén en específico. Abra la orden de "
|
||
"venta relacionada, vaya a la pestaña :guilabel:`Más información`, luego baje"
|
||
" a :guilabel:`Entrega`, aquí podrá revisar que el almacén automático sea el "
|
||
"correcto."
|
||
|
||
#: ../../content/applications/services/field_service/default_warehouse.rst:58
|
||
msgid ""
|
||
"Once the Field Service task is marked as done, the stock of the default "
|
||
"warehouse is automatically updated."
|
||
msgstr ""
|
||
"Ya que la tarea de trabajo de campo se marque como hecha, las existencias "
|
||
"del almacén se actualizarán de manera automática."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:3
|
||
msgid "Onsite interventions planning"
|
||
msgstr "Planificación de intervenciones in situ"
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:6
|
||
msgid "From a sales order"
|
||
msgstr "Desde una orden de ventas"
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:8
|
||
msgid ""
|
||
"Allowing your sales team to open onsite interventions creates a seamless "
|
||
"experience for your customers. They can receive a quotation they first have "
|
||
"to approve before the work even starts."
|
||
msgstr ""
|
||
"El permitir a su equipo de ventas que abre intervenciones in situ hace que "
|
||
"la experiencia del usuario no tenga contratiempos. Los clientes recibirán "
|
||
"una cotización que tendrán que aprobar antes de que el trabajo inicie."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Field Service --> Configuration --> Products` and "
|
||
"create or edit a product."
|
||
msgstr ""
|
||
"Vaya a: menuselection:`Servicio externo -> Configuración -> Productos` y "
|
||
"cree o edite un producto."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:13
|
||
msgid ""
|
||
"Under the :guilabel:`General Information` tab, select :guilabel:`Service` as"
|
||
" :guilabel:`Product Type`."
|
||
msgstr ""
|
||
"En la pestaña :guilabel:`Información general` seleccione "
|
||
":guilabel:`Servicio` como :guilabel:`Tipo de producto`."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:15
|
||
msgid ""
|
||
"Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as "
|
||
":guilabel:`Service Invoicing Policy`."
|
||
msgstr ""
|
||
"En la pestaña :guilabel:`Ventas` para :guilabel:`Política de facturación de "
|
||
"servicios` seleccione :guilabel:`Hojas de horas`."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:17
|
||
msgid ""
|
||
"Select :guilabel:`Create a task in an existing project` as "
|
||
":guilabel:`Service Tracking`."
|
||
msgstr ""
|
||
"Para :guilabel:`dar seguimiento al servicio` seleccione :guilabel:`Crear una"
|
||
" tarea en un proyecto existente`."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:18
|
||
msgid "Select your :guilabel:`Project`."
|
||
msgstr "Seleccione su :guilabel:`Proyecto`."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:19
|
||
msgid "If you use them, select your :guilabel:`Worksheet Template`, and save."
|
||
msgstr ""
|
||
"Seleccione la :guilabel:`Plantilla de hoja de trabajo` si la usa y después "
|
||
"guarde sus cambios."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst-1
|
||
msgid ""
|
||
"Product configuration to create tasks from sales orders in Odoo Field "
|
||
"Service"
|
||
msgstr ""
|
||
"Configuración del producto para crear tareas desde las órdenes de ventas en "
|
||
"el Servicio de externo de Odoo"
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:25
|
||
msgid ""
|
||
"From the :doc:`Sales <../../sales/sales>` app, create a quotation with the "
|
||
"product and confirm it. A task is automatically set up under your Field "
|
||
"Service project. It is directly accessible from the sales order."
|
||
msgstr ""
|
||
"Desde la aplicación :doc:`Ventas <../../sales/sales>` cree una cotización "
|
||
"con el producto y después confírmela. Verá que se creará una tarea de manera"
|
||
" automática en el proyecto de Servicio externo. Puede acceder a esta tarea "
|
||
"de manera automática desde la orden de ventas."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst-1
|
||
msgid "Field Service task on a sales order in Odoo Sales"
|
||
msgstr ""
|
||
"Tarea de servicio externo en una orden de venta en la aplicación Ventas de "
|
||
"Odoo."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:34
|
||
msgid "From helpdesk tickets"
|
||
msgstr "Desde los tickets del servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:36
|
||
msgid ""
|
||
"The integration with the :doc:`Helpdesk <../helpdesk>` app lets your "
|
||
"helpdesk team manage intervention requests directly. Planning field service "
|
||
"tasks from tickets speeds up your processes."
|
||
msgstr ""
|
||
"La integración con la aplicación :doc:`Servicio de asistencia <../helpdesk>`"
|
||
" su equipo de soporte podrá gestionar solicitudes de intervención "
|
||
"directamente. Además, el que pueda planear tareas del servicio externo "
|
||
"agilizará su proceso."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:40
|
||
msgid "Configure the helpdesk team"
|
||
msgstr "Configurar el equipo de servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:42
|
||
msgid ""
|
||
"Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select"
|
||
" a team and enable :guilabel:`Onsite Interventions`."
|
||
msgstr ""
|
||
"Vaya a :menuselection:`Servicio de asistencia --> Configuración --> Equipos "
|
||
"de servicio de asistencia`. Seleccione un equipo y elija "
|
||
":guilabel:`Intervenciones in situ`."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst-1
|
||
msgid "Onsite interventions settings in Odoo Helpdesk"
|
||
msgstr ""
|
||
"Ajustes de las intervenciones in situ dentro del servicio de asistencia de "
|
||
"Odoo."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst:49
|
||
msgid ""
|
||
"The helpdesk tickets of the team now display the :guilabel:`Plan "
|
||
"Intervention` button. Click on it to create a new task under your field "
|
||
"service project."
|
||
msgstr ""
|
||
"Los tickets del servicio de asistencia ahora vienen con un botón para "
|
||
":guilabel:`Planear intervención`. Haga cic aquí para crear una nueva tarea "
|
||
"en el proyecto de servicio externo."
|
||
|
||
#: ../../content/applications/services/field_service/onsite_interventions.rst-1
|
||
msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk"
|
||
msgstr ""
|
||
"Planeación de intervención desde los tickets del servicio de asistencia de "
|
||
"Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:8
|
||
msgid "Helpdesk"
|
||
msgstr "Servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:11
|
||
msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
|
||
msgstr ""
|
||
"`Tutoriales de Odoo: Servicio de asistencia "
|
||
"<https://www.odoo.com/slides/helpdesk-51>`_"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced.rst:5
|
||
msgid "Advanced"
|
||
msgstr "Avanzado"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
|
||
msgid "After-Sales services"
|
||
msgstr "Servicios posventa"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
|
||
msgid ""
|
||
"*After-Sales* services can be configured in the *Helpdesk* application for "
|
||
"individual teams. Once enabled, users can :ref:`issue refunds "
|
||
"<helpdesk/refunds>`, :ref:`generate coupons <helpdesk/coupons>`, "
|
||
":ref:`process returns <helpdesk/returns>`, and :ref:`schedule repairs "
|
||
"<helpdesk/repairs>` or :ref:`field service interventions <helpdesk/field>` "
|
||
"directly from a ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
|
||
msgid "Set up after-sales services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
|
||
msgid ""
|
||
"Start by enabling the after-sales services on a specific *Helpdesk* team, by"
|
||
" going to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`"
|
||
" and click on the team the services should be applied to. Then, scroll to "
|
||
"the :guilabel:`After-Sales` section on the team's settings page, and choose "
|
||
"which of the following options to enable:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18
|
||
msgid ""
|
||
":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the"
|
||
" remaining amount due."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19
|
||
msgid ""
|
||
":guilabel:`Coupons`: offers discounts and free products through an existing "
|
||
"coupon program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
|
||
msgid ""
|
||
":guilabel:`Returns`: initiates a product return from a customer through a "
|
||
"reverse transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21
|
||
msgid ""
|
||
":guilabel:`Repairs`: creates repair orders for broken or faulty products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
|
||
msgid ""
|
||
":guilabel:`Field Service`: plans onsite intervention through the *Field "
|
||
"Service* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27
|
||
msgid ""
|
||
"The services that are enabled can vary based on the type of support a team "
|
||
"provides."
|
||
msgstr ""
|
||
"Los servicios activados pueden cambiar según el tipo de soporte que un "
|
||
"equipo brinda."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
|
||
msgid ""
|
||
"Since all 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 triggers 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."
|
||
msgstr ""
|
||
"Ya que todos los servicios posventa dentro Odoo necesitan de una integración"
|
||
" a otras aplicaciones, es posible que habilitarlos resulte en la instalación"
|
||
" de módulos o aplicaciones adicionales. Instalar una aplicación adicional en"
|
||
" una base de datos con el plan \"Una aplicación gratis\" hará que active el "
|
||
"periodo de prueba de 15 días. Ya no podrá ingresar a la base de datos si al "
|
||
"final de este periodo de prueba no agrega una suscripción de paga."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:38
|
||
msgid "Issue refund with credit note"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:40
|
||
msgid ""
|
||
"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 ""
|
||
"Una *nota de crédito* es un documento que se le brinda a un cliente para "
|
||
"informales que se les ha acreditado cierta cantidad de dinero. Este "
|
||
"documento se puede usar para otorgarle un reembolso completo al cliente o "
|
||
"solo para ajustar la cantidad que se debe. Usualmente estas notas se crear "
|
||
"desde las aplicaciones *Contabilidad* o *Facturación*, pero también es "
|
||
"posible hacerlo desde un ticket del *Servicio de asistencia*."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:46
|
||
msgid "Invoices **must** be posted before a credit note can be generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
|
||
msgid ""
|
||
"To create a credit note, navigate to a ticket on the "
|
||
":menuselection:`Helpdesk app`, and click the :guilabel:`Refund` button in "
|
||
"the top-left corner of the ticket form. This opens a :guilabel:`Refund` pop-"
|
||
"up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of a refund creation page."
|
||
msgstr "Imagen de la ventana donde se crea un reembolso."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:56
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216
|
||
msgid "Fill out the fields with the necessary information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:58
|
||
msgid ""
|
||
":guilabel:`Sales Order`: if a sales order was referenced on the original "
|
||
"ticket, it automatically populates in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:60
|
||
msgid ""
|
||
":guilabel:`Product`: the product the ticket is about. If an item is selected"
|
||
" in this field, only the sales orders, deliveries, and invoices including "
|
||
"this product can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:62
|
||
msgid ""
|
||
":guilabel:`Lot/Serial Number`: this field is **only** visible if the "
|
||
":guilabel:`Product` selected has associated lot or serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:64
|
||
msgid ""
|
||
":guilabel:`Invoices to Refund`: this field is **required**. If no invoices "
|
||
"are available in the drop-down, it indicates this customer currently has no "
|
||
"posted invoices, or the :guilabel:`Product` has no related invoices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
|
||
msgid ""
|
||
":guilabel:`Reason displayed on Credit Note`: this field automatically "
|
||
"populates with the ticket number, though it can be edited with additional "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:69
|
||
msgid ""
|
||
":guilabel:`Journal`: the accounting journal where the credit note should be "
|
||
"posted. After an invoice is selected, this field defaults to the journal "
|
||
"listed on the original invoice, though it can be changed, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:72
|
||
msgid ""
|
||
":guilabel:`Reversal date`: when this field is clicked, use the pop-up "
|
||
"calendar that appears to select a date for the credit note invoice. This "
|
||
"field is **required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:75
|
||
msgid ""
|
||
"After the necessary fields are filled in, click :guilabel:`Reverse` or "
|
||
":guilabel:`Reverse and Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:78
|
||
msgid ""
|
||
":guilabel:`Reverse` creates a credit note in a draft state that can be "
|
||
"edited before it is posted. This option can be used to provide a partial "
|
||
"refund."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:81
|
||
msgid ""
|
||
":guilabel:`Reverse and Create Invoice` creates a credit note that is "
|
||
"automatically posted as well as an invoice in a draft state. The invoice "
|
||
"contains the same information as the original invoice, though this "
|
||
"information can be altered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:85
|
||
msgid ""
|
||
"Once the credit note has been posted, a :guilabel:`Credit Notes` smart "
|
||
"button is 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 ""
|
||
"Imagen de los botones inteligentes de un ticket, con énfasis en el botón de "
|
||
"la nota de crédito."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:93
|
||
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
||
msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98
|
||
msgid "Generate coupons from a ticket"
|
||
msgstr "Generar cupones desde un ticket"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:100
|
||
msgid ""
|
||
"Coupons can be used to alter the price of products or orders. Conditional "
|
||
"rules define the usage constraints of a coupon. *Coupon Programs* are "
|
||
"configured in the *Sales*, *Point of Sale*, or *Website* applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:105
|
||
msgid ""
|
||
"The *eCommerce* module **must** be installed to create coupon codes from the"
|
||
" *Website*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:107
|
||
msgid ""
|
||
"To generate a coupon, open a *Helpdesk* ticket and click on the "
|
||
":guilabel:`Coupon` button in the top-left corner. Select an option from the "
|
||
":guilabel:`Coupon Program` drop-down menu in the :guilabel:`Generate a "
|
||
"Coupon` pop-up window that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of a coupon generation window."
|
||
msgstr "Imagen de la ventana para generar cupones."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:116
|
||
msgid ""
|
||
"To create a new :guilabel:`Coupon Program`, navigate to "
|
||
":menuselection:`Sales app --> Products --> Discount & Loyalty` and click "
|
||
":guilabel:`New`. To make the program available to share with *Helpdesk* "
|
||
"customers, the :guilabel:`Program Type` **must** be set to "
|
||
":guilabel:`Coupons`. This generates single-use coupon codes that grant "
|
||
"immediate access to rewards and discounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:121
|
||
msgid ""
|
||
"Coupon programs can also be created in the *Point of Sale* application or "
|
||
"*Website* application. Refer to :doc:`discount and loyalty programs "
|
||
"<../../../sales/sales/products_prices/loyalty_discount>` for more "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:125
|
||
msgid ""
|
||
"Click on the :guilabel:`Valid Until` field, and use the pop-up calendar to "
|
||
"select an expiration date for this coupon code. If this field is left blank,"
|
||
" the code does **not** expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:128
|
||
msgid ""
|
||
"Click :guilabel:`Send by Email` to compose an email to send to the customer "
|
||
"with the coupon code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:131
|
||
msgid ""
|
||
"When emailing a coupon code, **all** the followers of the ticket are 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. If an expiration date was selected for the code, it is"
|
||
" included in the message template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:0
|
||
msgid "View of an email draft window with coupon code."
|
||
msgstr ""
|
||
"Vista de una ventana de borrador de correo electrónico con un código de "
|
||
"cupón."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:140
|
||
msgid ""
|
||
"Click :guilabel:`Get Share Link` to generate a link to send directly to the "
|
||
"customer. Doing so opens a :guilabel:`Share Coupons` pop-up window. Click "
|
||
"the :guilabel:`Copy` button next to the :guilabel:`Share Link` field and "
|
||
"paste the results to any communication with the customer. When the customer "
|
||
"uses the link, the code is automatically applied to their cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:145
|
||
msgid ""
|
||
"After a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` "
|
||
"smart button is 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 ""
|
||
"Imagen de los botones inteligentes de un ticket, con énfasis en el botón del"
|
||
" cupón."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:154
|
||
msgid "`Coupons <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:155
|
||
msgid ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:160
|
||
msgid "Facilitate a product return with a reverse transfer"
|
||
msgstr ""
|
||
"Realice una transferencia inversa para facilitar la devolución de un "
|
||
"producto"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:162
|
||
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 ""
|
||
"Las devoluciones se completan mediante *transferencias inversas*, las cuales"
|
||
" generan nuevas operaciones en el almacén para los productos que se "
|
||
"regresaron. Haga clic en el botón :guilabel:`Devolver` que se encuentra en "
|
||
"la esquina superior izquierda de un ticket para abrir la ventana emergente "
|
||
":guilabel:`Revertir traslado`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of a Helpdesk ticket with the return button highlighted."
|
||
msgstr ""
|
||
"Imagen de un ticket del servicio de asistencia en el que resalta el botón "
|
||
"para devoluciones."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:171
|
||
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:174
|
||
msgid ""
|
||
"Select a :guilabel:`Sales Order` or :guilabel:`Delivery to Return` to "
|
||
"identify the products that need to be returned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:177
|
||
msgid ""
|
||
"By default, the quantity matches the validated quantity from the delivery "
|
||
"order. Update the :guilabel:`Quantity` field, if necessary. To remove a "
|
||
"line, click the :guilabel:`🗑️ (trash can)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:181
|
||
msgid ""
|
||
"Select a :guilabel:`Return Location` where the items should be directed "
|
||
"after the return is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of a reverse transfer creation page."
|
||
msgstr "Imagen de la página de la transferencia inversa."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:188
|
||
msgid ""
|
||
"Click :guilabel:`Return` to confirm the return. This generates a new "
|
||
"warehouse operation for the incoming returned products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:191
|
||
msgid ""
|
||
"Use the breadcrumbs to return to the helpdesk ticket. A new "
|
||
":guilabel:`Return` smart button can now be accessed at 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 ""
|
||
"Imagen del botón inteligente de devolución en un ticket del servicio de "
|
||
"asistencia."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:199
|
||
msgid ":doc:`../../../sales/sales/products_prices/returns`"
|
||
msgstr ":doc:`../../../sales/sales/products_prices/returns`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:204
|
||
msgid "Send products for repair from a ticket"
|
||
msgstr "Enviar productos a reparación desde un ticket"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:206
|
||
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:209
|
||
msgid ""
|
||
"To create a new repair order, open a :menuselection:`Helpdesk` ticket and "
|
||
"click on the :guilabel:`Repair` button in the top-left corner. This opens a "
|
||
":guilabel:`Repair Reference` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of a repair reference page."
|
||
msgstr "Imagen de la página de una referencia de reparación. "
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:218
|
||
msgid ""
|
||
":guilabel:`Customer`: this field carries over from the ticket, though a new "
|
||
"contact can been selected from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:220
|
||
msgid ""
|
||
":guilabel:`Product to Repair`: if a product was specified in the "
|
||
":guilabel:`Product` field on the ticket, it is added to this field "
|
||
"automatically. If not, click into the field to select a product from the "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:223
|
||
msgid ""
|
||
":guilabel:`Lot/Serial`: this field is **only** visible if the products being"
|
||
" repaired are tracked, via lot or serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:225
|
||
msgid ""
|
||
":guilabel:`Return`: return order from which the product to be repaired comes"
|
||
" from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:226
|
||
msgid ""
|
||
":guilabel:`Under Warranty`: if this box is checked, the sale price for all "
|
||
"products from the repair order are set to zero."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:228
|
||
msgid ""
|
||
":guilabel:`Scheduled Date`: this field defaults to the current date. To "
|
||
"select a new date, click into the field and select a date using the drop-"
|
||
"down calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:230
|
||
msgid ""
|
||
":guilabel:`Responsible`: assign a user from the drop-down menu to manage the"
|
||
" repair."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:231
|
||
msgid ""
|
||
":guilabel:`Tags`: click into this field to assign an existing tag or create "
|
||
"a new one. Multiple tags can be assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:234
|
||
msgid ""
|
||
"If parts are required for the repair, they can be added in the "
|
||
":guilabel:`Parts` tab. Additional information for the internal repair team "
|
||
"can be added to the :guilabel:`Repair Notes` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:237
|
||
msgid ""
|
||
"Once the form is complete, click :guilabel:`Confirm Repair`. To create, "
|
||
"edit, and send a quote for this repair, click :guilabel:`Create Quotation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:240
|
||
msgid ""
|
||
"A :guilabel:`Repairs` smart button is then added to the ticket, linking to "
|
||
"the repair order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of smart buttons focusing on repair button."
|
||
msgstr ""
|
||
"Vista de los botones inteligentes con énfasis en el botón de reparación."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:247
|
||
msgid ""
|
||
"Once a user creates a repair order from a *Helpdesk* ticket, they can access"
|
||
" it through the ticket's :guilabel:`Repair` smart button, or from a link in "
|
||
"the chatter, even if they do not have access rights to the *Repair* "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:254
|
||
msgid "Create field service task from a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:256
|
||
msgid ""
|
||
"On-site interventions can be planned from a ticket and managed through the "
|
||
"*Field Service* application. Customers with :doc:`portal access "
|
||
"<../../../general/users/portal>` are able to track the progress of a *Field "
|
||
"Service* task just as they would a *Helpdesk* ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:261
|
||
msgid ""
|
||
"To change the default *Field Service* project for the team, go to "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` to select"
|
||
" a :guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section, and "
|
||
"choose a project under :guilabel:`Field Service`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:265
|
||
msgid ""
|
||
"To create a new *Field Service* task, navigate to a "
|
||
":menuselection:`Helpdesk` ticket. Click :guilabel:`Plan Intervention` to "
|
||
"open the :guilabel:`Create a Field Service task` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
||
msgid "View of a Field Service task creation page."
|
||
msgstr "Vista de la página de creación de una tarea de Servicio externo."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:272
|
||
msgid "Confirm or update the task :guilabel:`Title`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:274
|
||
msgid ""
|
||
"The :guilabel:`Project` field on the :guilabel:`Create a Field Service task`"
|
||
" pop-up window defaults 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 ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:278
|
||
msgid ""
|
||
"If applicable, select a :guilabel:`Worksheet Template` from the drop-down "
|
||
"menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:281
|
||
msgid ""
|
||
"*Field Service Worksheets* are reports that detail the work completed during"
|
||
" an on-site task. When work is completed, worksheets are signed by the "
|
||
"customer to confirm the job is done and the customer is satisfied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:285
|
||
msgid ""
|
||
"If the *Field Service* project assigned to the *Helpdesk* team has "
|
||
"worksheets enabled, and has a default template assigned, that template "
|
||
"automatically appears in the :guilabel:`Worksheet Template` drop-down field."
|
||
" Even so, the field can be edited, and another template can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:290
|
||
msgid ""
|
||
"If the *Field Service* project does **not** have worksheets enabled, the "
|
||
":guilabel:`Worksheet Template` field does not appear on the "
|
||
":guilabel:`Create a Field Service task` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:293
|
||
msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`."
|
||
msgstr "Haga clic en :guilabel:`Crear tarea` o :guilabel:`Crear y ver tarea`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:295
|
||
msgid ""
|
||
"After the task is created, a :guilabel:`Tasks` smart button is 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 "Vista de los botones inteligentes del ticket con énfasis en la tarea."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:303
|
||
msgid ""
|
||
"`Field Service <https://www.odoo.com/slides/slide/advanced-"
|
||
"settings-862?fullscreen=1>`_"
|
||
msgstr ""
|
||
"`Servicio externo <https://www.odoo.com/slides/slide/advanced-"
|
||
"settings-862?fullscreen=1>`_"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
|
||
msgid "Close tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
|
||
msgid ""
|
||
"Once work has been completed on a *Helpdesk* ticket in Odoo, there are "
|
||
"several ways it can be closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:8
|
||
msgid ""
|
||
"In addition to manually closing solved tickets, automatically closing "
|
||
"inactive tickets keeps the pipeline up-to-date. At the same time, 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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14
|
||
msgid "Manually close solved tickets"
|
||
msgstr "Cerrar de forma manual los tickets resueltos"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:16
|
||
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 ""
|
||
"A medida que resuelve el ticket, este pasa a la siguiente fase del proceso. "
|
||
"Una vez resuelto el problema, el ticket pasa a una etapa *plegada* y se "
|
||
"marca como *cerrado*."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:19
|
||
msgid ""
|
||
"To fold a stage, navigate to the :menuselection:`Helpdesk` app dashboard, "
|
||
"and click on a team to open the to reveal that team's pipeline on a separate"
|
||
" page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:22
|
||
msgid ""
|
||
"From the pipeline page, hover over a stage's heading, and click the "
|
||
":guilabel:`⚙️ (gear)` icon that appears in the top-right corner of that "
|
||
"stage's Kanban column."
|
||
msgstr ""
|
||
|
||
#: ../../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."
|
||
msgstr ""
|
||
"Vista de la etapa en el flujo de ventas de Servicio de asistencia con "
|
||
"énfasis en el icono de engranaje y la opción de edición de la etapa."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:29
|
||
msgid ""
|
||
"From the menu that appears, select :guilabel:`Edit`. This opens the stage's "
|
||
"settings in a pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:32
|
||
msgid ""
|
||
"In the pop-up window, check the box labeled, :guilabel:`Folded in Kanban`, "
|
||
"towards the top of the window. Then, click :guilabel:`Save & Close` to "
|
||
"confirm the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:35
|
||
msgid "Tickets that reach this stage are now considered: *closed*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
||
msgid "Stage settings page."
|
||
msgstr "Página de ajustes de etapa"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:42
|
||
msgid ""
|
||
"Clicking the :guilabel:`⚙️ (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*, the :guilabel:`Folded in "
|
||
"Kanban` checkbox **must** be checked on the stage's settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:49
|
||
msgid "Automatically close inactive tickets"
|
||
msgstr "Cerrar automáticamente los tickets inactivos"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:51
|
||
msgid ""
|
||
"Tickets that are inactive for a set period of time can be automatically "
|
||
"closed. At that point, they are moved to a folded stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54
|
||
msgid ""
|
||
"To have Odoo automatically close inactive tickets, go to the desired team's "
|
||
"settings page, by navigating to :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Helpdesk Teams`, and selecting the desired team to "
|
||
"configure. Under the :guilabel:`Self-Service` section, enable "
|
||
":guilabel:`Automatic Closing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:59
|
||
msgid ""
|
||
"After ticking the box for :guilabel:`Automatic Closing`, three new fields "
|
||
"appear beneath:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:61
|
||
msgid ":guilabel:`Move to Stage`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:62
|
||
msgid ":guilabel:`After (#) days of inactivity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:63
|
||
msgid ":guilabel:`In Stages`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:65
|
||
msgid ""
|
||
"If one of the team's stages is set to be folded in the Kanban view, the "
|
||
"folded stage is the default selection in the :guilabel:`Move to Stage` "
|
||
"field. If the team has more than one folded stage, the folded stage that "
|
||
"occurs first in the pipeline is the default. If no stage is folded, the "
|
||
"default selection is the last stage in the pipeline."
|
||
msgstr ""
|
||
"Si una de las etapas del equipo está configurada para estar plegada en la "
|
||
"vista de kanban, entonces será la selección predeterminada en el campo "
|
||
":guilabel:`Mover a etapa`. Si el equipo tiene más de una etapa plegada, la "
|
||
"etapa de esta clase que ocurra primero en el flujo será la predeterminada. "
|
||
"En caso de que no haya ninguna, la selección predeterminada será la última "
|
||
"etapa del flujo."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:70
|
||
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:74
|
||
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:77
|
||
msgid ""
|
||
"If only certain stages should be used to track days of inactivity, they can "
|
||
"be added to the :guilabel:`In Stages` field."
|
||
msgstr ""
|
||
"Si solo deben utilizarse determinadas etapas para realizar un seguimiento de"
|
||
" los días de inactividad, pueden añadirse al campo :guilabel:`En etapas`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:81
|
||
msgid "A team's pipeline is created with the following stages:"
|
||
msgstr "El flujo de un equipo se crea con las siguientes etapas:"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:83
|
||
msgid "`New`"
|
||
msgstr "`Nuevo`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:84
|
||
msgid "`In Progress`"
|
||
msgstr "`En progreso`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:85
|
||
msgid "`Customer Feedback`"
|
||
msgstr "`Retroalimentación de los clientes`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:86
|
||
msgid "`Closed`"
|
||
msgstr "`Cerrado`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:88
|
||
msgid ""
|
||
"Tickets may 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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:91
|
||
msgid ""
|
||
"Tickets in the :guilabel:`New` and :guilabel:`In Progress` stages could "
|
||
"remain inactive due to assignment or workload issues. The support team may "
|
||
"be looking into the issue even if they are not updating the ticket directly."
|
||
" Closing these tickets automatically would result in issues going unsolved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:96
|
||
msgid ""
|
||
"Therefore, the :guilabel:`Automatic Closing` settings for this team would be"
|
||
" configured as below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:99
|
||
msgid ":guilabel:`Automatic Closing`: *checked*"
|
||
msgstr ":guilabel:`Cierre automático`: *seleccionado*"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:100
|
||
msgid ":guilabel:`Move to Stage`: `Solved`"
|
||
msgstr ":guilabel:`Mover a la etapa`: `resuelto`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:101
|
||
msgid ":guilabel:`After` `7` :guilabel:`days of inactivity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:102
|
||
msgid ":guilabel:`In Stages`: `Customer Feedback`"
|
||
msgstr ":guilabel:`En etapas`: `Retroalimentación de los clientes`"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
||
msgid "Example of Automatic Closing settings."
|
||
msgstr "Ejemplo de configuración del cierre automático."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:109
|
||
msgid "Allow customers to close their own tickets"
|
||
msgstr "Permitir a los clientes cerrar sus tickets"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:111
|
||
msgid ""
|
||
"Enabling the :guilabel:`Closure by Customers` setting allows customers to "
|
||
"close their own tickets when they determine that their issue has been "
|
||
"resolved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:114
|
||
msgid ""
|
||
"To allow customers to close their own tickets, start by navigating to "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
|
||
"click on a team to open the team's settings page. Next, scroll to the "
|
||
":guilabel:`Self-Service` section, and check the box for :guilabel:`Closure "
|
||
"by Customers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
||
msgid "Customer closing setting in Odoo Helpdesk."
|
||
msgstr "Botón de cancelación por clientes en Servicio de asistencia."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:123
|
||
msgid ""
|
||
"Once the ticket closing settings are enabled, a :guilabel:`Close Ticket` "
|
||
"button is available for customers when they view their ticket through the "
|
||
"customer portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
||
msgid "Customer view of ticket closing in Odoo Helpdesk."
|
||
msgstr "Vista de cierre de ticket en Servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:131
|
||
msgid ""
|
||
"Customers are able to view their tickets by clicking the :guilabel:`View the"
|
||
" ticket` link they receive by email. The link is included in the "
|
||
":guilabel:`Helpdesk: Ticket Received` template, which is added to the first "
|
||
"stage of a team by default. This link does **not** require a customer to "
|
||
"have access to the portal to view or respond to their ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:136
|
||
msgid ""
|
||
"Customers with access to the portal can view their tickets under "
|
||
":menuselection:`My Account --> Tickets`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
|
||
msgid "Track and bill time"
|
||
msgstr "Seguimiento y facturación del tiempo"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
|
||
msgid ""
|
||
"Odoo *Helpdesk* provides teams with the ability to track the amount of hours"
|
||
" spent working on a ticket, and to bill a customer for that time. Through "
|
||
"integrations with the *Sales*, *Timesheets* and *Accounting* applications, "
|
||
"customers can be charged once the work is completed, or before it has even "
|
||
"begun."
|
||
msgstr ""
|
||
"La aplicación *Servicio de asistencia* proporciona a los equipos la "
|
||
"capacidad de realizar un seguimiento de la cantidad de horas dedicadas a "
|
||
"trabajar en un ticket, y facturar a un cliente por ese tiempo. A través de "
|
||
"integraciones con las aplicaciones *Ventas*, *Hojas de horas* y "
|
||
"*Contabilidad*, se puede cobrar a los clientes una vez que el trabajo se ha "
|
||
"completado, o incluso antes de que haya comenzado."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
|
||
msgid ""
|
||
"Since the *Track & Bill Time* features require integration with other "
|
||
"applications, enabling them may result in the installation of additional "
|
||
"modules (or applications)."
|
||
msgstr ""
|
||
"Dado que las funciones *Seguimiento y facturación del tiempo* requieren la "
|
||
"integración con otras aplicaciones, su activación puede requerir la "
|
||
"instalación de aplicaciones adicionales."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
|
||
msgid ""
|
||
"Installing a new application on a *One-App-Free* database triggers 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 ""
|
||
"Al instalar una nueva aplicación en una base de datos *Gratis con una "
|
||
"aplicación* se activa un periodo de prueba de 15 días. Al final del periodo "
|
||
"de prueba, si no se ha añadido una suscripción de pago a la base de datos, "
|
||
"se desactivará."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
|
||
msgid "Configure track and bill time features"
|
||
msgstr "Configurar las funciones de seguimiento y facturación del tiempo"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
|
||
msgid ""
|
||
"Before a customer can be invoiced for support services, the *Track & Bill "
|
||
"Time* features must first be enabled. These features must be enabled on each"
|
||
" *Helpdesk* team where they will be utilized."
|
||
msgstr ""
|
||
"Antes de que se le pueda facturar a un cliente por servicios de soporte, "
|
||
"debe habilitar las funciones de *seguimiento y facturación del tiempo*. Cada"
|
||
" equipo que deseé utilizar estas funciones deberán activarlas en Servicio de"
|
||
" asistencia."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
|
||
msgid "Enable track and bill time on a helpdesk team"
|
||
msgstr ""
|
||
"Habilitar el seguimiento y facturación del tiempo un equipo de Servicio de "
|
||
"asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
|
||
msgid ""
|
||
"To view and enable the :guilabel:`Track & Bill Time` features on a "
|
||
"*Helpdesk* team, first navigate to :menuselection:`Helpdesk --> "
|
||
"Configuration --> Teams`. Then select a team from the list or :doc:`create a"
|
||
" new one </applications/services/helpdesk/overview/getting_started>`. This "
|
||
"will reveal a team's settings page."
|
||
msgstr ""
|
||
"Para ver y habilitar las funciones de :guilabel:`seguimiento y facturación "
|
||
"del tiempo` en un equipo de *Servicio de asistencia*, vaya primero a "
|
||
":menuselection:`Servicio de asistencia --> Configuración --> Equipos`. A "
|
||
"continuación, seleccione un equipo de la lista o :doc:`cree uno nuevo "
|
||
"</applications/services/helpdesk/overview/getting_started>`. Esto mostrará "
|
||
"la página de ajustes de un equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:32
|
||
msgid ""
|
||
"On the team's settings page, scroll to the :guilabel:`Track & Bill Time` "
|
||
"section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time "
|
||
"Billing`."
|
||
msgstr ""
|
||
"En la página de ajustes del equipo, vaya a la sección :guilabel:`Seguimiento"
|
||
" y facturación del tiempo`. Marque las casillas :guilabel:`Hojas de horas` y"
|
||
" :guilabel:`Facturación del tiempo`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:35
|
||
msgid ""
|
||
"Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled"
|
||
" :guilabel:`Project`."
|
||
msgstr ""
|
||
"Una vez marcada la casilla :guilabel:`Hojas de horas` aparecerá un nuevo "
|
||
"campo denominado :guilabel:`Proyecto`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
|
||
msgid ""
|
||
"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 "
|
||
":guilabel:`Project`."
|
||
msgstr ""
|
||
"El proyecto seleccionado en este campo es donde se registrarán todas las "
|
||
"hojas de horas de los tickets de este equipo. Haga clic en el menú "
|
||
"desplegable para seleccionar un :guilabel:`proyecto`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
|
||
msgid ""
|
||
"To create a new project where the timesheets will be recorded, click into "
|
||
"the drop-down menu, type a name for the project, and then click "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
"Para crear un nuevo proyecto en el que se registrarán las hojas de horas, "
|
||
"haga clic en el menú desplegable, escriba un nombre para el proyecto y, "
|
||
"después haga clic en :guilabel:`Crear`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
||
msgid ""
|
||
"View of a helpdesk team settings page emphasizing the track and bill time "
|
||
"settings."
|
||
msgstr ""
|
||
"Vista de la página de ajustes de un equipo de Servicio de asistencia en la "
|
||
"que se destacan los ajustes de seguimiento y facturación del tiempo."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:50
|
||
msgid "Configure service products"
|
||
msgstr "Configurar productos de servicio"
|
||
|
||
#: ../../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 ""
|
||
"Cuando la función :guilabel:`Facturación del tiempo` está activada, en la "
|
||
"aplicación *Ventas* se crea un nuevo producto con el nombre "
|
||
":guilabel:`Servicio en la hoja de horas` y puede encontrarlo en "
|
||
":menuselection:`Ventas --> Productos --> Productos`. Busque `Servicio en la "
|
||
"hoja de horas` en la barra de :guilabel:`búsqueda`. Este producto se "
|
||
"utilizará al facturar *servicios de soporte pospago* después de que se hayan"
|
||
" completado."
|
||
|
||
#: ../../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 ""
|
||
"Seleccione :guilabel:`Servicio en la hoja de horas` en la página del "
|
||
"producto. Esto abrirá el formulario de detalles del producto. El producto "
|
||
"está configurado con el :guilabel:`tipo de producto` establecido en "
|
||
":guilabel:`Servicio` y la :guilabel:`política de facturación` en "
|
||
":guilabel:`Según las hojas de horas`."
|
||
|
||
#: ../../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 ""
|
||
"Vista de un producto de servicio con la política de facturación establecida "
|
||
"en 'Según las hojas de horas'."
|
||
|
||
#: ../../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 ""
|
||
"Para facturar los servicios de soporte antes de que se haya completado el "
|
||
"trabajo (a esto también se le conoce como *servicios de soporte "
|
||
"prepagados*), debe crear un producto separado con una política de "
|
||
"facturación distinta."
|
||
|
||
#: ../../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 ""
|
||
"Para crear un nuevo producto de servicio, vaya a :menuselection:`Ventas--> "
|
||
"Productos --> Productos` y haga clic en :guilabel:`Nuevo`. Esto abrirá un "
|
||
"formulario de detalle del producto en blanco."
|
||
|
||
#: ../../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 ""
|
||
"En el formulario del nuevo producto, agregue el :guilabel:`nombre del "
|
||
"producto` y en el :guilabel:`tipo de producto` seleccione "
|
||
":guilabel:`servicio`. Luego, establezca la :guilabel:`Política de "
|
||
"facturación` a :guilabel:`Precio fijo o de prepago`. Esto significa que "
|
||
"puede generar una factura y puede recibir el pago de este producto antes de "
|
||
"que se hayan registrado las entradas en las hojas de horas para estos "
|
||
"servicios."
|
||
|
||
#: ../../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 ""
|
||
"Vista de un producto de servicio con la política de facturación establecida "
|
||
"en 'precio fijo o de prepago'."
|
||
|
||
#: ../../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 ""
|
||
"Por último, establezca el :guilabel:`precio de venta` y confirme que la "
|
||
":guilabel:`unidad de medida` corresponde a :guilabel:`horas`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:85
|
||
msgid "Invoice prepaid support services"
|
||
msgstr "Facturar servicios de soporte prepagados"
|
||
|
||
#: ../../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 ""
|
||
"Cuando los servicios de soporte se facturan a un precio fijo, puede crear "
|
||
"una factura antes de completar cualquier trabajo. En este caso, se utilizará"
|
||
" un producto de servicio con la política de facturación establecida en "
|
||
":guilabel:`precio fijo o de prepago`, al igual que en :ref:`la sección "
|
||
"anterior <helpdesk/advanced/configure-service-products>`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:93
|
||
msgid "Create a sales order with prepaid product"
|
||
msgstr "Crear un pedido de venta con un producto prepagado"
|
||
|
||
#: ../../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 ""
|
||
"Para facturar a un cliente por servicios de soporte prepagados, primero cree"
|
||
" una orden de venta con el producto de servicios de soporte. Para hacer "
|
||
"esto, vaya a :menuselection:`Ventas --> Órdenes --> Cotizaciones --> Nuevo` "
|
||
"y se abrirá un formulario de cotización en blanco."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:99
|
||
msgid "Then, fill out the quotation form with the customer information."
|
||
msgstr ""
|
||
"Luego, llene el formulario de cotización con la información del cliente."
|
||
|
||
#: ../../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 ""
|
||
"Vaya a la pestaña :guilabel:`Líneas de la orden` de la cotización y haga "
|
||
"clic en :guilabel:`Agregar un producto`. Luego, seleccione el *producto de "
|
||
"servicios prepagados* configurado en los pasos anteriores. Actualice el "
|
||
"campo :guilabel:`Cantidad` con el número de horas."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Confirme` la cotización después de actualizar cualquier "
|
||
"información necesaria, esto la convertirá en una orden de ventas."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:109
|
||
msgid "Create and send an invoice for prepaid services"
|
||
msgstr "Crear y enviar una factura para servicios prepagados"
|
||
|
||
#: ../../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 ""
|
||
"Una vez que se haya confirmado la orden de venta, haga clic en el botón "
|
||
":guilabel:`Crear factura`. Esto abrirá la ventana emergente para "
|
||
":guilabel:`crear facturas`."
|
||
|
||
#: ../../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 ""
|
||
"Si no se cobrará un anticipo, el tipo al :guilabel:`crear factura` puede "
|
||
"continuar siendo :guilabel:`factura normal`. Si se cobrará, elija entre "
|
||
":guilabel:`Anticipo (porcentaje)` o :guilabel:`Anticipo (cantidad fija)`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:118
|
||
msgid ""
|
||
"When the necessary information has been entered, click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
"Cuando haya introducido la información necesaria, haga clic en "
|
||
":guilabel:`Crear borrador de factura`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:120
|
||
msgid "The invoice can then be sent to the customer for payment."
|
||
msgstr "Ahora podrá enviar la factura al cliente para que realice su pago."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:123
|
||
msgid "Create helpdesk ticket for prepaid services"
|
||
msgstr "Crear un ticket de servicio de asistencia para servicios prepagados"
|
||
|
||
#: ../../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 ""
|
||
"Para crear un ticket para servicios prepagados, vaya a la aplicación "
|
||
":menuselection:`Servicio de asistencia` y haga clic en el botón "
|
||
":menuselection:`Tickets` para abrir el flujo de un equipo específico. Haga "
|
||
"clic en :guilabel:`Nuevo` para crear un ticket."
|
||
|
||
#: ../../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 ""
|
||
"En el formulario de ticket en blanco, asígnele un :guilabel:`título` y "
|
||
"escriba la información del :guilabel:`cliente`."
|
||
|
||
#: ../../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 ""
|
||
"Cuando agrega el nombre del cliente, el campo :guilabel:`Artículo en la "
|
||
"orden de venta` se completará en automático con el artículo en la orden de "
|
||
"venta prepagada más reciente que tiene tiempo restante."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:136
|
||
msgid "Track hours on helpdesk ticket"
|
||
msgstr "Registrar horas en un ticket de servicio de asistencia"
|
||
|
||
#: ../../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 ""
|
||
"El tiempo que se utiliza en trabajar en un ticket de *Servicio de "
|
||
"asistencia* se registra en la pestaña *Hojas de horas* del ticket "
|
||
"específico."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:140
|
||
msgid ""
|
||
"On the ticket detail form, click on the :guilabel:`Timesheets` tab and click"
|
||
" :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a "
|
||
":guilabel:`Description` of the task, and enter the number of "
|
||
":guilabel:`Hours Spent`."
|
||
msgstr ""
|
||
"En el formulario de detalles del ticket, haga clic en la pestaña "
|
||
":guilabel:`Hojas de horas` y haga clic en :guilabel:`Agregar una línea`. "
|
||
"Seleccione a un :guilabel:`empleado`, agregue una :guilabel:`descripción` "
|
||
"de la tarea y escriba el número de :guilabel:`horas utilizadas`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
|
||
msgid ""
|
||
"As new lines are added to :guilabel:`Timesheets` tab, the "
|
||
":guilabel:`Remaining Hours on SO` field is automatically updated."
|
||
msgstr ""
|
||
"A medida que se agregan nuevas líneas a la pestaña :guilabel:`Hojas de "
|
||
"horas`, el campo :guilabel:`Horas restantes en la orden de ventas` se "
|
||
"actualiza de forma automática."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
||
msgid ""
|
||
"View of the timesheets tab on a ticket with an emphasis on the remaining "
|
||
"hours on an SO."
|
||
msgstr ""
|
||
"Vista de la pestaña de hojas de horas en un ticket, se resaltan las horas "
|
||
"restantes de una orden de ventas."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:152
|
||
msgid ""
|
||
"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."
|
||
msgstr ""
|
||
"Si el número de horas en la pestaña :guilabel:`Hojas de horas` es mayor al "
|
||
"número de horas vendidas, las :guilabel:`horas restantes en la orden de "
|
||
"ventas` aparecerán en rojo."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:155
|
||
msgid ""
|
||
"As hours are added to the :guilabel:`Timesheets` tab, they are automatically"
|
||
" updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`,"
|
||
" as well."
|
||
msgstr ""
|
||
"Al agregar horas a la pestaña :guilabel:`Hojas de horas`, estas también se "
|
||
"actualizan de forma automática en el campo :guilabel:`Entregado` de la "
|
||
"orden de ventas."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:159
|
||
msgid "Invoice post-paid support services"
|
||
msgstr "Facturar servicios de soporte pospago"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
|
||
msgid ""
|
||
"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 ""
|
||
"Cuando los servicios de soporte se facturan según la cantidad de tiempo que "
|
||
"se utilizó para resolver un problema, no puede crear una factura antes de "
|
||
"ingresar el número total de horas necesarias para resolver el problema en "
|
||
"una hoja de horas. En este caso, se utilizaría un producto de servicio con "
|
||
"la política de facturación establecida en :guilabel:`Según las hojas de "
|
||
"horas` como el que creó anteriormente."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
|
||
msgid "Create a sales order with a time-tracked product"
|
||
msgstr ""
|
||
"Crear una orden de ventas con un producto del que lleva registro del tiempo"
|
||
|
||
#: ../../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`."
|
||
msgstr ""
|
||
"Para facturar a un cliente por servicios de soporte pospago, primero cree "
|
||
"una orden de venta con el producto de servicios de soporte. Para hacer esto,"
|
||
" vaya a :menuselection:`Ventas --> Órdenes --> Cotizaciones --> Nuevo`."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:173
|
||
msgid "Fill out the quotation with the customer information."
|
||
msgstr "Complete la cotización con la información del cliente."
|
||
|
||
#: ../../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 ""
|
||
"En la pestaña :guilabel:`Líneas de la orden` de la cotización, haga clic en "
|
||
":guilabel:`Agregar un producto`. Seleccione el producto de servicios pospago"
|
||
" configurado en los pasos anteriores. :guilabel:`Confirme` la cotización "
|
||
"después de actualizar cualquier otra información necesaria."
|
||
|
||
#: ../../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 ""
|
||
"A diferencia de la cotización de servicios prepagados, Odoo no permitirá que"
|
||
" cree una factura en este momento. Esto se debe a que como no ha realizado "
|
||
"ningún servicio, entonces no ha entregado nada y no hay nada que facturar."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:185
|
||
msgid "Create a helpdesk ticket for time-tracked services"
|
||
msgstr ""
|
||
"Crear un ticket de servicio de asistencia para servicios de los que lleva "
|
||
"registro del tiempo"
|
||
|
||
#: ../../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 ""
|
||
"Para registrar una entrada en las *hojas de horas* para servicios de los que"
|
||
" lleva registro del tiempo, vaya a :menuselection:`Servicio de asistencia` y"
|
||
" seleccione el equipo apropiado para el que se aplican estos servicios."
|
||
|
||
#: ../../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 ""
|
||
"Si ya existe un ticket para este problema, selecciónelo en la vista de "
|
||
"kanban y se abrirá el formulario de detalles del ticket. Si no hay ningún "
|
||
"ticket existente para este problema del cliente, haga clic en "
|
||
":guilabel:`Nuevo` para crear uno e ingrese la información necesaria del "
|
||
"cliente en el formulario de detalles del ticket en blanco."
|
||
|
||
#: ../../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 ""
|
||
"Después de seleccionar o crear un ticket, vaya al menú desplegable "
|
||
":guilabel:`Línea de la orden de venta` y seleccione la orden de venta creada"
|
||
" en el paso anterior."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:199
|
||
msgid "Track support hours on a ticket"
|
||
msgstr "Llevar seguimiento de las horas de un ticket"
|
||
|
||
#: ../../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 ""
|
||
"Para crear una factura para un producto según las hojas de horas, se debe "
|
||
"llevar seguimiento de estas y registrarlas. En este punto, el servicio se "
|
||
"considera *entregado*. Para registrar horas para este servicio de soporte, "
|
||
"haga clic en la pestaña :guilabel:`Hojas de horas` del ticket."
|
||
|
||
#: ../../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 ""
|
||
"Haga clic en :guilabel:`Agregar una línea` para registrar una nueva entrada."
|
||
" Seleccione un :guilabel:`empleado` en el menú desplegable y registre el "
|
||
"tiempo correspondiente en la columna :guilabel:`Horas utilizadas`."
|
||
|
||
#: ../../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 ""
|
||
"Repita estos pasos según sea necesario hasta que haya registrado todo el "
|
||
"tiempo que ha utilizado para resolver problemas."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
||
msgid "View of the timesheets tab on a helpdesk ticket."
|
||
msgstr ""
|
||
"Vista de la pestaña de hojas de horas en un ticket de servicio de "
|
||
"asistencia."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
|
||
msgid "Create an invoice for hours tracked on a ticket"
|
||
msgstr "Crear una factura para las horas registradas en un ticket"
|
||
|
||
#: ../../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 ""
|
||
"Después de que haya resuelto el problema del cliente y haya determinado que "
|
||
"no realizará nuevas entradas en la hoja de horas, puede crear una factura "
|
||
"para facturar al cliente."
|
||
|
||
#: ../../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 ""
|
||
"Para hacer esto, regrese a la orden de venta. Haga clic en el botón "
|
||
"inteligente :guilabel:`Orden de venta` en la parte superior del ticket."
|
||
|
||
#: ../../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 ""
|
||
"Antes de crear la factura, confirme que el número en la columna "
|
||
":guilabel:`Entregado` coincide con el número total de :guilabel:`horas "
|
||
"utilizadas` que aparece en la pestaña :guilabel:`Hojas de horas` del ticket."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
||
msgid "View of a sales order with emphasis on the delivered column."
|
||
msgstr "Vista de una orden de venta, se destaca la columna \"entregado\"."
|
||
|
||
#: ../../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 ""
|
||
"Luego, haga clic en :guilabel:`Crear factura`. Esto abrirá una ventana "
|
||
"emergente para :guilabel:`crear facturas`. Si no cobrará un anticipo, el "
|
||
"tipo al :guilabel:`crear factura` puede permanecer en :guilabel:`Factura "
|
||
"normal`. En caso contrario, elija entre :guilabel:`Anticipo (porcentaje)` o "
|
||
":guilabel:`Anticipo (cantidad fija)`."
|
||
|
||
#: ../../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 ""
|
||
"Utilice el campo :guilabel:`Periodo de las hojas de horas` si esta factura "
|
||
"solo debe incluir las hojas de horas de un periodo determinado. Si deja este"
|
||
" campo vacío, se incluirán *todas* las hojas de horas aplicables que aún no "
|
||
"se hayan facturado."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
||
msgid "View of create invoices pop up showing timesheets period fields."
|
||
msgstr ""
|
||
"Vista de la ventana emergente para crear facturas, aparece el campo de "
|
||
"periodo de hojas de horas."
|
||
|
||
#: ../../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 ""
|
||
"Cuando haya introducido la información necesaria, haga clic en "
|
||
":guilabel:`Crear factura`. Ahora puede enviar la factura al cliente para "
|
||
"solicitar el pago."
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:248
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_replenishment/uom`"
|
||
msgstr ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_replenishment/uom`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||
#: ../../content/applications/services/timesheets/overview.rst:5
|
||
msgid "Overview"
|
||
msgstr "Información general"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:3
|
||
msgid "Getting started with Helpdesk"
|
||
msgstr "Fundamentos de Servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:5
|
||
msgid ""
|
||
"Odoo *Helpdesk* is a ticketing-based customer support application. Multiple "
|
||
"teams can be configured and managed in one dashboard, each with their own "
|
||
"pipeline for tickets submitted by customers. Pipelines are organized in "
|
||
"customizable stages that enable teams to track, prioritize, and solve "
|
||
"customer issues quickly and efficiently."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:11
|
||
msgid "Create a Helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:13
|
||
msgid ""
|
||
"To view or modify *Helpdesk* teams, go to :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Helpdesk Teams`. To create a new team, click the "
|
||
":guilabel:`New` button in the top-left of the dashboard."
|
||
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:21
|
||
msgid ""
|
||
"On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. "
|
||
"Then, enter a description of the team in the field below the team name, if "
|
||
"desired. To change the company this team is assigned to, select it from the "
|
||
":guilabel:`Company` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:26
|
||
msgid ""
|
||
"The team description is published on the public facing :doc:`website form "
|
||
"<receiving_tickets>`, where customers and portal users submit tickets. The "
|
||
"description included in this field should **not** include any information "
|
||
"that is for internal use only."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:0
|
||
msgid ""
|
||
"View of a Helpdesk team's website form displaying the team description."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:35
|
||
msgid "Visibility & Assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:37
|
||
msgid ""
|
||
"The *Visibility* settings alter which internal users and portal users have "
|
||
"access to this team and its tickets. The *Assignment* settings alter how "
|
||
"users are assigned to handle each ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:41
|
||
msgid "Determine team visibility"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:43
|
||
msgid ""
|
||
"Under the :guilabel:`Visibility` section, select one of the following "
|
||
"options to determine who can view this team and its tickets:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:46
|
||
msgid ""
|
||
":guilabel:`Invited internal users (private)`: internal users can access the "
|
||
"team and the tickets they are following. This access can be modified on each"
|
||
" ticket individually by adding or removing the user as a follower. Internal "
|
||
"users are considered *invited* once they are added as followers to an "
|
||
"individual ticket, or :ref:`to the team itself "
|
||
"<helpdesk/getting_started/follow>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:50
|
||
msgid ""
|
||
":guilabel:`All internal users (company)`: all internal users can access the "
|
||
"team and all of its tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:52
|
||
msgid ""
|
||
":guilabel:`Invited portal users and all internal users (public)`: all "
|
||
"internal users can access the team and all of its tickets. Portal users can "
|
||
"only access the tickets they are following."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:56
|
||
msgid ""
|
||
"A `Customer Support` team, meant to handle general shipping and product "
|
||
"issues, would have the visibility set on :guilabel:`Invited portal users and"
|
||
" all internal users`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:59
|
||
msgid ""
|
||
"At the same time, 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:63
|
||
msgid ""
|
||
"A team's visibility can be altered after the initial configuration. However,"
|
||
" if the team changes from public access to either private or company-only "
|
||
"access, portal users are removed as followers from both the team, and from "
|
||
"individual tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:70
|
||
msgid "Follow all team's tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:72
|
||
msgid ""
|
||
"If a user should be notified about any updates regarding tickets for this "
|
||
"team, select their name from the :guilabel:`Followers` drop-down menu, "
|
||
"located in the :guilabel:`Follow All Team's Tickets` field. Multiple users "
|
||
"can be selected to follow a single team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:77
|
||
msgid ""
|
||
"External contacts can be selected in the :guilabel:`Followers` field. If the"
|
||
" team's visibility is set to :guilabel:`Invited internal users (private)`, "
|
||
"followers are notified about updates to the team's tickets, but are **not** "
|
||
"able to view them in the portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:82
|
||
msgid "Automatically assign new tickets"
|
||
msgstr "Asignar nuevos tickets de forma automática"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:84
|
||
msgid ""
|
||
"When tickets are received, they need to be assigned to a member of the team."
|
||
" This is done either manually on each ticket individually, or through "
|
||
":guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment`"
|
||
" checkbox to enable this feature for the team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
||
msgid ""
|
||
"View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo\n"
|
||
"Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:93
|
||
msgid ""
|
||
"As soon as :guilabel:`Automatic Assignment` has been enabled, additional "
|
||
"fields appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:95
|
||
msgid ""
|
||
"Select one of the following assignment methods, based on how the workload "
|
||
"should be allocated across the team:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:98
|
||
msgid ""
|
||
":guilabel:`Each user is assigned an equal number of tickets`: tickets are "
|
||
"assigned to team members based on total ticket count, regardless of the "
|
||
"number of open or closed tickets they are currently assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:101
|
||
msgid ""
|
||
":guilabel:`Each user has an equal number of open tickets`: tickets are "
|
||
"assigned to team members based on how many open tickets they are currently "
|
||
"assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:105
|
||
msgid ""
|
||
"When :guilabel:`Each user is assigned an equal number of tickets` is "
|
||
"selected, the overall number of tickets assigned to team members is the "
|
||
"same, but it does **not** consider the current workload."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:109
|
||
msgid ""
|
||
"When :guilabel:`Each user has an equal number of open tickets` is selected, "
|
||
"it ensures a balanced workload among team members, as it takes the current "
|
||
"number of active tickets into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:112
|
||
msgid ""
|
||
"Finally, add the :guilabel:`Team Members` who are to be assigned tickets for"
|
||
" this team. Leave the field empty to include all employees who have the "
|
||
"proper assignments and access rights configured in their user account "
|
||
"settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:117
|
||
msgid ""
|
||
"If an employee has time off scheduled in the *Time Off* application, they "
|
||
"are **not** assigned tickets during that time. If no employees are "
|
||
"available, the system looks ahead until there is a match."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:122
|
||
msgid ":ref:`Manage users <users/add-individual>`"
|
||
msgstr ":ref:`Administrar usuarios <users/add-individual>`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:123
|
||
msgid ":doc:`Access rights <../../../general/users/access_rights>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:126
|
||
msgid "Create or modify stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:128
|
||
msgid ""
|
||
"*Stages* are used to organize the *Helpdesk* pipeline and track the progress"
|
||
" of tickets. Stages are customizable, and can be renamed to fit the needs of"
|
||
" each team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:132
|
||
msgid ""
|
||
":ref:`Developer mode <developer-mode>` **must** be activated to access the "
|
||
"stages menu. To activate developer mode, go to :menuselection:`Settings app "
|
||
"--> General Settings --> Developer Tools`, and click :guilabel:`Activate the"
|
||
" developer mode`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:136
|
||
msgid ""
|
||
"To view or modify *Helpdesk* stages, go to :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Stages`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:139
|
||
msgid ""
|
||
"The default list view on the :guilabel:`Stages` page displays the stages "
|
||
"currently available in *Helpdesk*. They are listed in the order they appear "
|
||
"in the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:142
|
||
msgid ""
|
||
"To change the order of the stages, click the :guilabel:`(six square)` icon, "
|
||
"to the left of the stage name, and drag it to the desired place on the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
||
msgid ""
|
||
"View of the stage list page emphasizing the buttons used to change the order the stages\n"
|
||
"appear in the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:151
|
||
msgid ""
|
||
"Change the stage order on the Kanban view of a *Helpdesk* team's pipeline by"
|
||
" dragging and dropping individual columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:154
|
||
msgid ""
|
||
"To create a new stage, click the :guilabel:`New` button at the top-left of "
|
||
"the stage list. Doing so reveals a blank stage form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:157
|
||
msgid ""
|
||
"Choose a :guilabel:`Name` for the new stage, and add a description, if "
|
||
"desired. Then, proceed to fill out the remaining fields following the steps "
|
||
"below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
||
msgid "View of a stage's settings page in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:165
|
||
msgid "Add email and SMS templates to stages"
|
||
msgstr "Agregar plantillas de correo electrónico y SMS a las etapas"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:167
|
||
msgid ""
|
||
"When an :guilabel:`Email Template` is added to a stage, an email is "
|
||
"automatically sent to the customer when a ticket reaches that specific stage"
|
||
" in the pipeline. Likewise, adding an :guilabel:`SMS Template` triggers an "
|
||
"SMS text message to send to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:172
|
||
msgid ""
|
||
"SMS Text Messaging is an :doc:`In-App Purchase (IAP) "
|
||
"<../../../general/in_app_purchase/>` 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:176
|
||
msgid ""
|
||
"To select an existing email template, select it from the :guilabel:`Email "
|
||
"Template` field. Click on the :guilabel:`→ (Internal Link)` icon to the "
|
||
"right of the field to edit the chosen template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:179
|
||
msgid ""
|
||
"To create a new template, click the field, and enter a title for the new "
|
||
"template. Then, select :guilabel:`Create and edit` from the drop-down menu "
|
||
"that appears, and complete the form details."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:182
|
||
msgid ""
|
||
"Follow the same steps to select, edit, or create an :guilabel:`SMS "
|
||
"Template`."
|
||
msgstr ""
|
||
"Siga los mismos pasos para seleccionar, editar o crear una "
|
||
":guilabel:`plantilla SMS`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
||
msgid "View of an SMS template setup page in Odoo Helpdesk"
|
||
msgstr ""
|
||
"Vista de una página de ajustes de plantilla para SMS en la aplicación "
|
||
"Servicio de asistencia de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:189
|
||
msgid ":doc:`../../../general/email_communication/email_template`"
|
||
msgstr ":doc:`../../../general/email_communication/email_template`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:192
|
||
msgid "Assign stages to a team"
|
||
msgstr "Asignar etapas a un equipo"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:194
|
||
msgid ""
|
||
"Make a selection in the :guilabel:`Helpdesk Teams` field on the "
|
||
":guilabel:`Stages` form. More than one team may be selected, since the same "
|
||
"stage can be assigned to multiple teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:198
|
||
msgid "Fold a stage"
|
||
msgstr "Plegar una etapa"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:200
|
||
msgid ""
|
||
"By default, stages are unfolded in the Kanban view of either tickets "
|
||
"dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets "
|
||
"--> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app "
|
||
"--> Tickets --> All Tickets`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:204
|
||
msgid ""
|
||
"Tickets in an unfolded stage are visible in the pipeline under the stage "
|
||
"name, and are considered *open*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:207
|
||
msgid ""
|
||
"Stages can be configured to be folded in the Kanban view of a tickets page "
|
||
"(:guilabel:`My Tickets` or :guilabel:`All Tickets`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:210
|
||
msgid ""
|
||
"The name of the folded stages are still visible, though the tickets in the "
|
||
"stage are no longer immediately visible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:213
|
||
msgid ""
|
||
"To fold a stage, check the :guilabel:`Folded in Kanban` box on the "
|
||
":guilabel:`Stages` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:216
|
||
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:220
|
||
msgid ""
|
||
"Stages can be temporarily folded in the Kanban view of the tickets pipeline,"
|
||
" as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:222
|
||
msgid ""
|
||
"View a specific team's pipeline by navigating to :menuselection:`Helpdesk "
|
||
"app`, and clicking the team's Kanban card."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:225
|
||
msgid ""
|
||
"Select a stage to fold temporarily, then click the :guilabel:`⚙️ (gear)` "
|
||
"icon, and select :guilabel:`Fold`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst-1
|
||
msgid ""
|
||
"Kanban view of a Helpdesk stage, with the temporary fold option emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:233
|
||
msgid ""
|
||
"Manually folding a stage from the Kanban view is temporary and does **not** "
|
||
"close the tickets in the stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:3
|
||
msgid "Help Center"
|
||
msgstr "Centro de ayuda"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:5
|
||
msgid ""
|
||
"Odoo *Helpdesk* integrates with the *Forum*, *eLearning*, and *Knowledge* "
|
||
"apps to create the *Help Center*. 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-1
|
||
msgid ""
|
||
"Overview of the settings page of a team emphasizing the Help Center "
|
||
"features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:16
|
||
msgid ""
|
||
"To activate any *Help Center* features (*Forums*, *eLearning*, or "
|
||
"*Knowledge*) on a *Helpdesk* team, go to :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new "
|
||
"one <getting_started>`. Verify the :guilabel:`Visibility` of the team is set"
|
||
" to :guilabel:`Invited portal users and all internal users (public)` in the "
|
||
":guilabel:`Visibility & Assignment` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:22
|
||
msgid ""
|
||
"Additionally, the :guilabel:`Website Form` option on the *Helpdesk* team "
|
||
"page **must** be enabled to activate any of the *Help Center* features. When"
|
||
" one or more of the *Help Center* features is enabled, the "
|
||
":guilabel:`Website Form` is automatically enabled, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:27
|
||
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:30
|
||
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:35
|
||
msgid ":doc:`Getting Started <getting_started>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:38
|
||
msgid "Knowledge"
|
||
msgstr "Información"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:40
|
||
msgid ""
|
||
"Odoo's *Knowledge* application is a collaborative library, where users can "
|
||
"store, edit, and share information. The *Knowledge* app is accessible "
|
||
"throughout the database by clicking on the :guilabel:`Knowledge (bookmark)` "
|
||
"icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
||
msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:49
|
||
msgid "Enable Knowledge on a Helpdesk team"
|
||
msgstr "Habilitar Información para un equipo de Servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
|
||
msgid ""
|
||
"To enable the *Knowledge* feature on a *Helpdesk* team, go to "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
||
"select a team, or create a :doc:`new one <getting_started>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:54
|
||
msgid ""
|
||
"When a team has been selected or created, Odoo displays that team's detail "
|
||
"form."
|
||
msgstr ""
|
||
"Cuando selecciona o crea un equipo, Odoo muestra el formulario detallado de "
|
||
"ese equipo. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:56
|
||
msgid ""
|
||
"On the team's detail form, scroll down to the :guilabel:`Help Center` "
|
||
"section. Then, 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:60
|
||
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 ""
|
||
"Al hacer clic en el campo :guilabel:`Arículo`, aparecerá un menú "
|
||
"desplegable. Al inicio, solo aparecerá la opción de :guilabel:`Ayuda` en el "
|
||
"menú que está de manera predeterminada. Seleccione :guilabel:`Ayuda` para "
|
||
"elegir este artículo. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:65
|
||
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 ""
|
||
"Para crear un nuevo artículo, vaya a la :menuselection:`aplicación "
|
||
"Información` y luego coloque el cursor junto al encabezado de la sección "
|
||
":guilabel:`Espacio de trabajo`, ubicado en la barra lateral izquierda. Al "
|
||
"hacerlo, aparecerá un icono escondido de :guilabel:`➕ (signo de más)`."
|
||
" "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:69
|
||
msgid ""
|
||
"Click the :guilabel:`➕ (plus sign)` icon to create a new article in the "
|
||
":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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:74
|
||
msgid ""
|
||
"Once an article has been created and assigned to a *Helpdesk* team, content "
|
||
"can be added and organized through the *Knowledge* app."
|
||
msgstr ""
|
||
"Una vez que creó el artículo y lo asignó a un equipo de *Servicio de "
|
||
"Asistencia*, puede agregar y organizar el contenido a través de la "
|
||
"aplicación *Información*. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:78
|
||
msgid ""
|
||
":doc:`Editing Knowledge articles "
|
||
"<../../../productivity/knowledge/articles_editing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:81
|
||
msgid "Search articles from a Helpdesk ticket"
|
||
msgstr "Buscar artículos desde un ticket de Servicio de Asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:83
|
||
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."
|
||
msgstr ""
|
||
"Cuando los miembros de un equipo de *Servicio de Asistencia* están "
|
||
"resolviendo un ticket, pueden buscar en el contenido de la aplicación "
|
||
"*Información* para obtener más datos acerca del problema. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:86
|
||
msgid ""
|
||
"To search *Knowledge* articles, open a ticket — either from the *Helpdesk* "
|
||
"app dashboard, or by going to :menuselection:`Helpdesk app --> Tickets --> "
|
||
"All Tickets`, then select a ticket from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:90
|
||
msgid "When a ticket is selected, Odoo reveals that ticket's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:92
|
||
msgid ""
|
||
"Click the :guilabel:`Knowledge (bookmark)` icon, located at the top-right of"
|
||
" the page, to open a pop-up search window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
||
msgid "View of knowledge search window from a helpdesk ticket."
|
||
msgstr ""
|
||
"Vista de la ventana de búsqueda en Información desde un ticket de servicio "
|
||
"de asistencia. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:100
|
||
msgid ""
|
||
"*Knowledge* articles can also be searched by pressing :command:`Ctrl + K` to"
|
||
" open the command palette, then typing `?`, followed by the name of the "
|
||
"desired article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:103
|
||
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 ""
|
||
"Cuando Odoo muestra el artículo que desea, haga clic en él o subraye el "
|
||
"título del :guilabel:`Artículo` y presione :command:`Enter`. Esto abrirá el "
|
||
"artículo en la aplicación :guilabel:`Información`. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:106
|
||
msgid "To open the article in a new tab, press :command:`Ctrl + Enter`."
|
||
msgstr ""
|
||
"Para abrir un artículo en una nueva pestaña, presione las teclas "
|
||
":command:`Ctrl + Enter`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:109
|
||
msgid ""
|
||
"If a more in-depth search is required, press :command:`Alt + B`. That "
|
||
"reveals a separate page, in which a more detailed search can occur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:113
|
||
msgid "Share an article to the Help Center"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:115
|
||
msgid ""
|
||
"To make a *Knowledge* article available to customers and website visitors, "
|
||
"it **must** be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:118
|
||
msgid ""
|
||
"Even though the *Help* article has been enabled on a team, Odoo does **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:122
|
||
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 reveals 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 ""
|
||
"Vista de un artículo de Información con énfasis en las opciones de compartir"
|
||
" y publicar."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:131
|
||
msgid "Solve tickets with a clipboard box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:133
|
||
msgid ""
|
||
"*Clipboard* 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:138
|
||
msgid "Add clipboard boxes to articles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:140
|
||
msgid ""
|
||
"To create a clipboard box, go to :menuselection:`Knowledge app --> 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:143
|
||
msgid ""
|
||
"Type `/` to open the *powerbox*, and view a drop-down list of :doc:`commands"
|
||
" <../../../productivity/knowledge/articles_editing>`. Select or type "
|
||
"`clipboard`. A gray block is then 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 clipboard in knowledge with focus on send and copy options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:152
|
||
msgid ""
|
||
"Clipboard boxes only display the :guilabel:`Use as description` or "
|
||
":guilabel:`Send as Message` options if they are accessed directly from the "
|
||
"*Helpdesk*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:156
|
||
msgid "Use clipboard boxes in tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:158
|
||
msgid ""
|
||
"Clipboard boxes 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:161
|
||
msgid ""
|
||
"To use clipboard boxes in a *Helpdesk* ticket, first, open a ticket, either "
|
||
"from the :guilabel:`Helpdesk` dashboard or by going to "
|
||
":menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a "
|
||
"ticket from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:165
|
||
msgid ""
|
||
"Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. "
|
||
"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:169
|
||
msgid ""
|
||
"To use a clipboard box to respond to a ticket, click :guilabel:`Send as "
|
||
"message` in the upper-right corner of the clipboard box, located in the body"
|
||
" of the article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:172
|
||
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 "
|
||
"clipboard content, then click :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:176
|
||
msgid ""
|
||
"To use a clipboard box to add information to a ticket's description, click "
|
||
":guilabel:`Use as description` in the upper-right corner of the clipboard "
|
||
"box, located in the body of the article. Doing so does **not** replace the "
|
||
"existing text in a ticket's description. The content from the clipboard box "
|
||
"is added as additional text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:184
|
||
msgid "Community Forum"
|
||
msgstr "Foro de la comunidad "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:186
|
||
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 ""
|
||
"Un *Foro de la comunidad* le proporciona a los clientes un espacio para "
|
||
"responder a las preguntas de los demás y compartir información. Al integrar "
|
||
"un foro con un equipo de *Servicio de Asistencia*, los tickets que suban los"
|
||
" clientes pueden convertirse en publicaciones y compartirse. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:191
|
||
msgid "Enable forums on a Helpdesk team"
|
||
msgstr "Active los foros en un equipo de Servicio de Asistencia "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:193
|
||
msgid ""
|
||
"To enable :guilabel:`Community Forums` on a *Helpdesk* team, start by "
|
||
"navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk "
|
||
"Teams` and select a team, or create a :doc:`new one <getting_started>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:197
|
||
msgid ""
|
||
"Selecting or creating a team reveals that team's detail form. Scroll down to"
|
||
" the :guilabel:`Help Center` section of features, and enable "
|
||
":guilabel:`Community Forum`, by checking the box beside it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:200
|
||
msgid ""
|
||
"When activated, a new field labeled :guilabel:`Forums` appears beneath."
|
||
msgstr ""
|
||
"Al activarlo, aparecerá un nuevo campo debajo llamado :guilabel:`Foros`. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:202
|
||
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 ""
|
||
"Haga clic en el campo vacío de :guilabel:`Foros` para abrir un menú "
|
||
"desplegable. Solo tendrá activada una opción de manera predeterminada "
|
||
"llamada :guilabel:`Ayuda`. Es la opción que crea Odoo automáticamente al "
|
||
"activar la función de :guilabel:`Foros de la comunidad`. Seleccione "
|
||
":guilabel:`Ayuda` del menú desplegable para activar ese foro. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:207
|
||
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 ""
|
||
"Para crear un nuevo foro, escriba un nombre en el campo vacío de "
|
||
":guilabel:`Foros`, luego haga clic en la opción de :guilabel:`Crear y "
|
||
"Editar`. Puede seleccionar varios foros en este campo. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:211
|
||
msgid ":doc:`Forum documentation <../../../websites/forum>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:214
|
||
msgid "Create a forum post from a Helpdesk ticket"
|
||
msgstr ""
|
||
"Cree una publicación en el foro desde un ticket de Servicio de Asistencia. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:216
|
||
msgid ""
|
||
"When a *Helpdesk* team has a *Forum* enabled, tickets submitted to that team"
|
||
" can be converted to forum posts."
|
||
msgstr ""
|
||
"Cuando se activa un equipo de *Servicio de Asistencia* en un *Foro*, los "
|
||
"tickets que reciba ese equipo se pueden convertir a publicaciones del foro."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:219
|
||
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 ""
|
||
"Para hacerlo, seleccione un ticket, ya sea desde el flujo de un equipo o "
|
||
"desde :menuselection:`Tickets --> Todos los tickets` en la aplicación "
|
||
":guilabel:`Servicio de Asistencia`. "
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:222
|
||
msgid ""
|
||
"At the top of the ticket detail form, click the :guilabel:`Share on Forum` "
|
||
"button."
|
||
msgstr ""
|
||
"En la parte superior del formulario de detalles del ticket, haga clic en "
|
||
":guilabel:`Compartir en el foro`."
|
||
|
||
#: ../../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 ""
|
||
"Vista general de la página de foros de un sitio web para mostrar los que "
|
||
"están disponibles en el Servicio de asistencia de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:228
|
||
msgid ""
|
||
"When clicked, a pop-up window appears. Here, the :guilabel:`Forum` post and "
|
||
":guilabel:`Title` can be edited to correct any typos, or modified to remove "
|
||
"any proprietary or client information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:231
|
||
msgid ""
|
||
":guilabel:`Tags` can also be added to help organize the post in the forum, "
|
||
"making it easier for users to locate during a search. When all adjustments "
|
||
"have been made, click :guilabel:`Create and View Post`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:236
|
||
msgid "eLearning"
|
||
msgstr "eLearning"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:238
|
||
msgid ""
|
||
"Odoo *eLearning* courses offer customers additional training and content in "
|
||
"the form of videos, presentations, and certifications/quizzes. Providing "
|
||
"additional training enables customers to work through issues and find "
|
||
"solutions on their own. They can also develop a deeper understanding of the "
|
||
"services and products they are using."
|
||
msgstr ""
|
||
"Los cursos en la aplicación *eLearning* de Odoo ofrecen capacitación a los "
|
||
"clientes, así como contenido adicional con videos, presentaciones, "
|
||
"certificaciones y pruebas. Gracias a esto, los clientes pueden solucionar "
|
||
"sus problemas por su cuenta, así como desarrollar una mejor comprensión de "
|
||
"los servicios y productos que utilizan."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:244
|
||
msgid "Enable eLearning courses on a Helpdesk team"
|
||
msgstr ""
|
||
"Habilitar cursos de eLearning para un equipo de Servicio de asistencia"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:246
|
||
msgid ""
|
||
"To enable *eLearning* courses on a *Helpdesk* team, go to "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
||
"select a team, or create a :doc:`new one <getting_started>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:249
|
||
msgid ""
|
||
"On the team's settings page, scroll to the :guilabel:`Help Center` section, "
|
||
"and check the box next to :guilabel:`eLearning`. A new field appears below, "
|
||
"labeled :guilabel:`Courses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:252
|
||
msgid ""
|
||
"Click the empty field next to :guilabel:`Courses` beneath the "
|
||
":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 ""
|
||
"Haga clic en el campo vacío junto a :guilabel:`Cursos` debajo de la función "
|
||
":guilabel:`eLearning` para desplegar su menú. Seleccione un curso disponible"
|
||
" en el menú desplegable. También puede escribir el título en el campo y "
|
||
"hacer clic en :guilabel:`Crear y editar` para crear un nuevo curso desde "
|
||
"esta página. Puede asignar varios cursos a un solo equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:258
|
||
msgid "Create an eLearning course"
|
||
msgstr "Crear un curso en eLearning"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:260
|
||
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 ""
|
||
"Puede crear un nuevo curso de *eLearning* desde la página de ajustes del "
|
||
"equipo de :guilabel:`Servicio de asistencia` como se describió antes o desde"
|
||
" la aplicación *eLearning*."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:263
|
||
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 ""
|
||
"Para crear un curso desde la aplicación *eLearning*, vaya a "
|
||
":menuselection:`eLearning --> Nuevo`. Aparecerá una plantilla de curso en "
|
||
"blanco que puede personalizar y modificar según sea necesario."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:267
|
||
msgid ""
|
||
"On the course template page, add a :guilabel:`Course Title`, and below that,"
|
||
" :guilabel:`Tags`."
|
||
msgstr ""
|
||
"En la página de la plantilla del curso, escriba el :guilabel:`título del "
|
||
"curso` y debajo seleccione las :guilabel:`etiquetas`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:269
|
||
msgid "Click on the :guilabel:`Options` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:271
|
||
msgid ""
|
||
"Under :guilabel:`Access Rights`, select which users are able to view and "
|
||
"enroll in the course."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:273
|
||
msgid ""
|
||
"The :guilabel:`Show Course To` field defines who can access the courses. The"
|
||
" :guilabel:`Enroll Policy` field specifies how they can register for the "
|
||
"course."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:276
|
||
msgid ""
|
||
"Under :guilabel:`Display`, choose the preferred course :guilabel:`Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:279
|
||
msgid "Add content to an eLearning course"
|
||
msgstr "Agregar contenido a un curso de eLearning"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:281
|
||
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 ""
|
||
"Para agregar contenido a un curso, haga clic en la pestaña "
|
||
":guilabel:`Contenido` y seleccione :guilabel:`Agregar contenido`. Elija el "
|
||
":guilabel:`tipo de contenido` en el menú desplegable y suba el archivo, o "
|
||
"pegue el enlace donde corresponde. Haga clic en :guilabel:`Guardar` cuando "
|
||
"haya terminado. Haga clic en :guilabel:`Agregar sección` para organizar el "
|
||
"curso en secciones."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
||
msgid "View of a course being published for Odoo Helpdesk."
|
||
msgstr ""
|
||
"Vista la publicación de un curso desde la aplicación Servicio de asistencia "
|
||
"de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:291
|
||
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 ""
|
||
"Para agregar una certificación a un curso, vaya a :menuselection:`eLearning "
|
||
"--> Configuración --> Ajustes`, seleccione la casilla "
|
||
":guilabel:`Certificaciones` y :guilabel:`guarde` para activar este ajuste."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:296
|
||
msgid ""
|
||
"`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_"
|
||
msgstr ""
|
||
"`Tutoriales de Odoo: eLearning <https://www.odoo.com/slides/elearning-56>`_"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:299
|
||
msgid "Publish an eLearning course"
|
||
msgstr "Publicar un curso en eLearning"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:301
|
||
msgid ""
|
||
"To allow customers to enroll in a course, both the course and the contents "
|
||
"**must** be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:304
|
||
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 are "
|
||
"**not** 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 ""
|
||
"Si publica el curso pero **no** su contenido, los clientes podrán "
|
||
"inscribirse al curso en el sitio web pero **no** podrán ver el contenido. Es"
|
||
" muy importante que sepa esto, pues es posible que lo mejor sea publicar el "
|
||
"curso antes si el contenido estará disponible de forma gradual, por ejemplo,"
|
||
" si hay clases con un horario semanal."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:309
|
||
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 ""
|
||
"Para que todo el curso esté disponible, primero debe publicar cada parte del"
|
||
" contenido, luego podrá publicar el curso."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:312
|
||
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 ""
|
||
"Para publicar un curso, elija uno en el tablero de *eLearning*. En la página"
|
||
" de la plantilla del curso, haga clic en el botón inteligente :guilabel:`Ir "
|
||
"al sitio web`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:315
|
||
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 ""
|
||
"Se le redirigirá al frontend de la página web del curso. Allí, en la parte "
|
||
"superior, mueva el interruptor de :guilabel:`Sin publicar` a "
|
||
":guilabel:`Publicado`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:319
|
||
msgid "Publish eLearning course contents from the back-end"
|
||
msgstr "Publicar contenido en el curso de eLearning desde el backend"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:321
|
||
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 ""
|
||
"Para publicar el contenido del curso de *eLearning* desde el backend, elija "
|
||
"un curso en el tablero de la aplicación. En la página de la plantilla del "
|
||
"curso, haga clic en el botón inteligente :guilabel:`Contenidos publicados`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:324
|
||
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 ""
|
||
"La acción anterior abrirá una página que muestra todo el contenido publicado"
|
||
" relacionado con ese curso. Elimine el filtro predeterminado "
|
||
":guilabel:`Publicado` de la barra de búsqueda en la esquina superior derecha"
|
||
" para mostrar todo el contenido relacionado con el curso, incluso el que no "
|
||
"está publicado."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:328
|
||
msgid ""
|
||
"Click the :guilabel:`≣ (bars)` icon in the upper-right corner, directly "
|
||
"beneath the search bar to switch to list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:331
|
||
msgid ""
|
||
"While in 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 title. When"
|
||
" that checkbox is clicked, all the course contents are selected at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:335
|
||
msgid ""
|
||
"With all the course content selected, 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:`Confirm` 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 ""
|
||
"Vista del contenido de un curso que se está publicando desde el backend de "
|
||
"la aplicación Servicio de asistencia de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
|
||
msgid "Customer ratings"
|
||
msgstr "Calificación de clientes"
|
||
|
||
#: ../../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 ""
|
||
"Si sus clientes califican la ayuda que recibieron de un equipo de *Servicio "
|
||
"de asistencia*, podrá medir el rendimiento de su equipo y llevar seguimiento"
|
||
" de la satisfacción del cliente. Puede publicar estas calificaciones en el "
|
||
"portal, así sus clientes tendrán una visión general del rendimiento del "
|
||
"equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:10
|
||
msgid "Enable customer ratings on a Helpdesk team"
|
||
msgstr ""
|
||
"Habilitar calificaciones de clientes para un equipo del Servicio de "
|
||
"asistencia"
|
||
|
||
#: ../../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 ""
|
||
"Para habilitar las *calificaciones de los clientes* en un equipo del "
|
||
"Servicio de asistencia, vaya a :menuselection:`Servicio de asistencia --> "
|
||
"Configuración --> Equipos`, seleccione uno de la lista y diríjase a la "
|
||
"página de ajustes. Vaya a la sección :guilabel:`Rendimiento` y seleccione la"
|
||
" casilla :guilabel:`Calificación de clientes`."
|
||
|
||
#: ../../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 ""
|
||
"Vista general de la página de ajustes de un equipo de servicio de asistencia,se resalta en un recuadro rojo la función de calificación de tickets\n"
|
||
"en la aplicación Servicio de asistencia de Odoo"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:22
|
||
msgid "Set a ratings request email template on a stage"
|
||
msgstr ""
|
||
"Establecer una plantilla de correo electrónico para solicitar una "
|
||
"calificación"
|
||
|
||
#: ../../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 ""
|
||
"Para solicitar calificaciones a los clientes de forma automática una vez que"
|
||
" sus tickets se hayan cerrado, debe agregar una plantilla de correo "
|
||
"electrónico a la etapa correspondiente."
|
||
|
||
#: ../../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 ""
|
||
"Una vez que haya habilitado la :guilabel:`calificación de clientes` en la "
|
||
"página de ajustes del equipo (como se describe arriba), haga clic en "
|
||
":guilabel:`Establecer una plantilla de correo electrónico en etapas`. "
|
||
"Seleccione una etapa de la lista o haga clic en :guilabel:`Nuevo` para crear"
|
||
" una."
|
||
|
||
#: ../../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 ""
|
||
"Solo debe solicitar a los clientes que califiquen los tickets cuando se haya"
|
||
" solucionado el problema y su ticket esté cerrado. Por lo tanto, solo debe "
|
||
"agregar un correo electrónico para la *solicitud de calificación* a una "
|
||
"etapa **plegada** en kanban, pues los tickets en estas etapas se consideran "
|
||
"cerrados."
|
||
|
||
#: ../../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 ""
|
||
"En la página de ajustes de la etapa, seleccione `Servicio de asistencia: "
|
||
"solicitud de calificación de ticket` en el campo :guilabel:`Plantilla de "
|
||
"correo electrónico`. Esta plantilla se encuentra preconfigurada con "
|
||
"calificaciones que los clientes pueden usar para proporcionar "
|
||
"retroalimentación. Para ver la plantilla, haga clic en la flecha en el lado "
|
||
"derecho del campo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:40
|
||
msgid ""
|
||
"Once the template has been added to the stage, it will automatically send a "
|
||
"message when a ticket is moved to that stage. Customers will be asked to "
|
||
"rate the support they received with colored icons."
|
||
msgstr ""
|
||
"Una vez que agregó la plantilla a la etapa, se enviará un mensaje de forma "
|
||
"automática en cuanto un ticket se mueva a esa etapa. Se les solicitará a los"
|
||
" clientes que califiquen la ayuda que recibieron con iconos de colores."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:43
|
||
msgid "*Green smiling face* - Satisfied"
|
||
msgstr "*Carita feliz verde* - Satisfecho"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:44
|
||
msgid "*Yellow neutral face* - Okay"
|
||
msgstr "*Carita neutra amarilla* - Bien"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:45
|
||
msgid "*Red frowning face* - Dissatisfied"
|
||
msgstr "*Carita fruncida roja* - Inconforme"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
||
msgid ""
|
||
"View of a standard helpdesk customer review email template for Odoo "
|
||
"Helpdesk."
|
||
msgstr ""
|
||
"Vista de una plantilla estándar de correo electrónico de reseña de cliente "
|
||
"de servicio de asistencia en la aplicación Servicio de asistencia de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:51
|
||
msgid ""
|
||
"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 "
|
||
"submitted, it is added to the chatter on the ticket."
|
||
msgstr ""
|
||
"Los clientes podrán escribir retroalimentación que complemente su "
|
||
"calificación en el sitio web al que serán redirigidos después de seleccionar"
|
||
" una calificación. Una vez que se envía, esta se agrega al chatter del "
|
||
"ticket."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:56
|
||
msgid ""
|
||
"Customer ratings can also be viewed through the :guilabel:`Customer Ratings`"
|
||
" report. To view this report, go to :menuselection:`Helpdesk --> Reporting "
|
||
"--> Customer Ratings`."
|
||
msgstr ""
|
||
"También puede visualizar las calificaciones de los clientes en un reporte "
|
||
"especializado. Para verlo, vaya a :menuselection:`Servicio de asistencia -->"
|
||
" Reportes --> Calificación de clientes`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:60
|
||
msgid ":doc:`/applications/general/email_communication/email_template`"
|
||
msgstr ":doc:`/applications/general/email_communication/email_template`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:63
|
||
msgid "Publish ratings on the customer portal"
|
||
msgstr "Publicar calificaciones en el portal del cliente"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:65
|
||
msgid ""
|
||
"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."
|
||
msgstr ""
|
||
"Tras habilitar los ajustes para :guilabel:`calificaciones de clientes`, "
|
||
"aparece una opción para publicarlas en el sitio web del equipo. Habilitar "
|
||
"esta configuración permite que los usuarios del portal obtengan un resumen "
|
||
"de las calificaciones que el equipo ha recibido en los últimos treinta días."
|
||
" No se incluyen comentarios específicos por escrito, solo las estadísticas "
|
||
"del rendimiento del equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:71
|
||
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`."
|
||
msgstr ""
|
||
"Para mostrar las calificaciones en el portal del cliente, el equipo debe "
|
||
"tener su ajuste de visibilidad establecido en :guilabel:`Usuarios invitados "
|
||
"del portal y todos los usuarios internos`. Este ajuste se encuentra en la "
|
||
"página de ajustes del equipo, en :guilabel:`Visibilidad`."
|
||
|
||
#: ../../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 ""
|
||
"A continuación, para publicar las calificaciones, vaya a "
|
||
":menuselection:`Servicio de asistencia --> Configuración --> Equipos` y "
|
||
"seleccione uno. Diríjase a la sección :guilabel:`Rendimiento` y habilite "
|
||
":guilabel:`Publique la calificación de este equipo en su sitio web`."
|
||
|
||
#: ../../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 ""
|
||
"Para ver las calificaciones de un equipo, el cliente debe iniciar sesión en "
|
||
"el portal e ir a uno de sus tickets. Luego de hacer clic en el nombre del "
|
||
"equipo en el campo :guilabel:`Gestionado por`, se le redirigirá a una página"
|
||
" con las calificaciones del equipo en los últimos treinta días."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
||
msgid "View of the ratings performance overview from the customer portal."
|
||
msgstr ""
|
||
"Vista del resumen del rendimiento de las calificaciones desde el portal del "
|
||
"cliente."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:88
|
||
msgid "Manually hide individual ratings"
|
||
msgstr "Ocultar de forma manual las calificaciones individuales"
|
||
|
||
#: ../../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 ""
|
||
"Puede ocultar de forma manual las calificaciones individuales desde el "
|
||
"portal. Esto permite que ciertas calificaciones no se incluyan dentro de las"
|
||
" métricas de rendimiento que se muestran a los clientes."
|
||
|
||
#: ../../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 ""
|
||
"Para que solo los usuarios internos puedan visualizar una calificación, vaya"
|
||
" a la página correspondiente. Puede hacerlo de una de estas maneras:"
|
||
|
||
#: ../../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 ""
|
||
"Vaya a :menuselection:`Servicio de asistencia --> Reportes --> Calificación "
|
||
"de clientes` y haga clic en una de las tarjetas kanban para obtener una "
|
||
"calificación individual."
|
||
|
||
#: ../../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 ""
|
||
"Vaya a :menuselection:`Servicio de asistencia --> Tickets --> Todos los "
|
||
"tickets` y elimine el filtro :guilabel:`Abierto` de la barra de búsqueda. "
|
||
"Luego filtre por :guilabel:`Satisfecho`, :guilabel:`Regular` o "
|
||
":guilabel:`Inconforme`. Seleccione un ticket de entre los resultados. Haga "
|
||
"clic en el botón inteligente :guilabel:`Calificación`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:103
|
||
msgid ""
|
||
"Once on the rating details page, check the :guilabel:`Visible Internally "
|
||
"Only` box."
|
||
msgstr ""
|
||
"Una vez que se encuentre en la página de detalles de la calificación, marque"
|
||
" la casilla :guilabel:`Visible solo de forma interna`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:110
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:350
|
||
msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
|
||
msgstr ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:111
|
||
msgid ":doc:`/applications/services/helpdesk/overview/reports`"
|
||
msgstr ":doc:`/applications/services/helpdesk/overview/reports`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
|
||
msgid "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 allowing the support "
|
||
"team to manage multi-channel support tickets from one central location."
|
||
msgstr ""
|
||
"La aplicación *Servicio de asistencia* de Odoo proporciona varios canales "
|
||
"que los clientes pueden contactar para recibir ayuda, como correos "
|
||
"electrónicos, chat en vivo o un formulario de envío en el sitio web. Todas "
|
||
"estas opciones de contacto proporcionan varias oportunidades a los clientes "
|
||
"para que reciban soporte con rapidez, además de que hace que el equipo de "
|
||
"soporte pueda gestionar tickets multicanal desde un solo lugar."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
|
||
msgid "Enable channel options to submit tickets"
|
||
msgstr "Habilitar las opciones de canales para enviar tickets"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
|
||
msgid ""
|
||
"Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk 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 the :guilabel:`Channels` and "
|
||
":guilabel:`Help Center` sections. Enable one or more channels by checking "
|
||
"the respective boxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:19
|
||
msgid ":ref:`Email Alias <helpdesk/receiving_tickets/email-alias>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:20
|
||
msgid ":ref:`Live Chat <helpdesk/receiving_tickets/live-chat>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
|
||
msgid ":ref:`Website Form <helpdesk/receiving_tickets/website-form>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
|
||
msgid "Email Alias"
|
||
msgstr "Pseudónimo de correo"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:28
|
||
msgid ""
|
||
"The *Email Alias* setting creates tickets from messages sent to that team's "
|
||
"specified email alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:31
|
||
msgid ""
|
||
"The following steps are for **Odoo Online** and **Odoo.sh** databases. For "
|
||
"**On-premise** databases, external servers are required for email aliases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:34
|
||
msgid ""
|
||
"When a new *Helpdesk* team is created, an email alias is created for it. "
|
||
"This alias can be changed on the team's settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37
|
||
msgid ""
|
||
"To change a *Helpdesk* team's email alias, navigate to "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
|
||
"click on a team name to open its settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:40
|
||
msgid ""
|
||
"Then, scroll to :menuselection:`Channels --> Email Alias`. In the "
|
||
":guilabel:`Alias` field, type the desired name for the team's email alias."
|
||
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:49
|
||
msgid ""
|
||
"Custom email domains are **not** required in order to use an email alias, "
|
||
"however, they can be configured through the *Settings* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:52
|
||
msgid ""
|
||
"If the database does not have a custom domain already configured, click "
|
||
":guilabel:`Set an Alias 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:56
|
||
msgid ""
|
||
"When an email is received, the subject line 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 chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:63
|
||
msgid "Live Chat"
|
||
msgstr "Chat en vivo"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:65
|
||
msgid ""
|
||
"The *Live Chat* feature lets website visitors connect directly with a "
|
||
"support agent or chatbot. *Helpdesk* tickets can be instantly created during"
|
||
" these conversations using the :doc:`response command "
|
||
"</applications/websites/livechat/responses>` `/ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:69
|
||
msgid ""
|
||
"To enable *Live Chat*, navigate to the :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Helpdesk Teams` list view, select a team, and on the "
|
||
"team's settings page, click the checkbox next to :guilabel:`Live Chat`, "
|
||
"under the :guilabel:`Channels` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:74
|
||
msgid ""
|
||
"If this is the first time :doc:`Live Chat </applications/websites/livechat>`"
|
||
" has been enabled on the database, the page may need to be saved manually "
|
||
"and refreshed before any further steps can be taken."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:78
|
||
msgid ""
|
||
"After the :guilabel:`Live Chat` setting is enabled on a *Helpdesk* team, a "
|
||
"new *Live Chat* channel is created. Click on :guilabel:`Configure Live Chat "
|
||
"Channel` to update the channel's settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:82
|
||
msgid "Live Chat channel configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:84
|
||
msgid ""
|
||
"On the channel's settings page, :guilabel:`Channel Name` can be edited, "
|
||
"though, Odoo names the channel to match the *Helpdesk* team name, by "
|
||
"default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
|
||
msgid ""
|
||
"If a *Helpdesk* team is named `Customer Care`, a *Live Chat* channel is "
|
||
"created called `Customer Care`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
||
msgid "View of the Kanban cards for the available Live Chat channels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:95
|
||
msgid "On the channel form, navigate through the tabs to complete the setup."
|
||
msgstr ""
|
||
"En el formulario del canal, revise las pestañas para completar la "
|
||
"configuración."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:98
|
||
msgid "Operators tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:100
|
||
msgid ""
|
||
"*Operators* are the users who act as agents and respond to live chat "
|
||
"requests from customers. The user who created the live chat channel is added"
|
||
" by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:103
|
||
msgid ""
|
||
"To add additional users, click on the :guilabel:`Operators` tab, then click "
|
||
":guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:106
|
||
msgid ""
|
||
"Click the checkbox next to the users to be added on the :guilabel:`Add: "
|
||
"Operators` pop-up window that appears, then click :guilabel:`Select`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109
|
||
msgid "Click :guilabel:`New` to create new operators, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:111
|
||
msgid ""
|
||
"When the desired addition is complete, click :guilabel:`Save & Close`, or "
|
||
":guilabel:`Save & New` to add multiple new operators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:115
|
||
msgid ""
|
||
"Creating a new user can impact the status of an Odoo subscription, as the "
|
||
"total number of users in a database counts towards the billing rate. Proceed"
|
||
" with caution before creating a new user. If a user already exists, adding "
|
||
"them as an operator will **not** alter the subscription or billing rate for "
|
||
"a database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:120
|
||
msgid ""
|
||
"Additionally, current operators can be edited or removed by clicking on "
|
||
"their respective boxes in the :guilabel:`Operators` tab, and then adjusting "
|
||
"their form values on the pop-up form that appears, or by using one of the "
|
||
"buttons located at the bottom of the form, such as :guilabel:`Remove`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:125
|
||
msgid ""
|
||
"Users can add themselves as an operator by clicking the :guilabel:`Join "
|
||
"Channel` button on a *Live Chat* channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
||
msgid ""
|
||
"View of a live chat channel Kanban card with the join button emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:133
|
||
msgid "Options tab"
|
||
msgstr "Pestaña de opciones"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:135
|
||
msgid ""
|
||
"The :guilabel:`Options` tab contains the visual and text settings for the "
|
||
"live chat window."
|
||
msgstr ""
|
||
"La pestaña :guilabel:`opciones` contiene los ajustes visuales y de texto de "
|
||
"la ventana de chat en vivo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
||
msgid "View of the options tab of a Live Chat channel's settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:141
|
||
msgid ""
|
||
":guilabel:`Notification Text`: this field updates the greeting displayed in "
|
||
"the text bubble when the live chat button appears on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:144
|
||
msgid ""
|
||
":guilabel:`Livechat Button Color`: this field alters the color of the live "
|
||
"chat button as it appears on the website. To change the color, click on a "
|
||
"color bubble to open the color selection window, then click and drag the "
|
||
"circle along the color gradient. Click out of the selection window once "
|
||
"complete. Click the refresh icon to the right of the color bubbles to reset "
|
||
"the colors to the default selection."
|
||
msgstr ""
|
||
":guilabel:`Color del botón de Chat en vivo`: este campo modifica el color "
|
||
"del botón de chat en vivo del sitio web. Para cambiar el color, primero "
|
||
"presione una burbuja de color para abrir la ventana de selección de color, "
|
||
"después haga clic y arrastre el círculo a lo largo del gradiente de color y "
|
||
"haga clic fuera de la ventana de selección una vez que haya terminado. Haga "
|
||
"clic en el icono para actualizar ubicado a la derecha de las burbujas de "
|
||
"color para restablecer los colores a la selección predeterminada."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:150
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:181
|
||
msgid ":guilabel:`Show`: the chat button displays on the selected page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:151
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:183
|
||
msgid ""
|
||
":guilabel:`Show with notification`: the chat button is displayed, with the "
|
||
"addition of the :guilabel:`Notification text` from the :guilabel:`Options` "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:153
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186
|
||
msgid ""
|
||
":guilabel:`Open automatically`: the chat button is displayed, and "
|
||
"automatically opens the chat window after a designated amount of time. The "
|
||
"amount of time is designated in the :guilabel:`Open automatically timer` "
|
||
"field, which appears only when this display option is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:156
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:190
|
||
msgid ""
|
||
":guilabel:`Hide`: the chat button is hidden from display on the webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159
|
||
msgid ""
|
||
"Color selection, for the button or header, can be made manually, or through "
|
||
"RGB, HSL, or HEX code selection. Different options are available, depending "
|
||
"on the operating system or browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:163
|
||
msgid "Channel Rules tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165
|
||
msgid ""
|
||
"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)."
|
||
msgstr ""
|
||
"La pestaña :guilabel:`reglas del canal` determina cuando el sitio web abre "
|
||
"la ventana de chat en vivo mediante la lógica al activar una acción de "
|
||
":guilabel:`Regex de URL` (por ejemplo, una visita a la página)."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169
|
||
msgid ""
|
||
"A regex, or regular expression, is sometimes referred to as a rational "
|
||
"expression. It is a sequence of characters that specifies a match pattern in"
|
||
" text. A match is made within the given range of numbers or for the set of "
|
||
"characters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:173
|
||
msgid ""
|
||
"Edit existing rules by selecting them from the :guilabel:`Channel Rules` "
|
||
"tab, or create a new rule by clicking :guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:176
|
||
msgid ""
|
||
"Then, proceed to configure the details for how the rule should apply on the "
|
||
"pop-up form that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179
|
||
msgid "Choose how the *Live Chat Button* displays on the webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:192
|
||
msgid ""
|
||
"To include a :guilabel:`Chatbot` on this channel, select it from the drop-"
|
||
"down menu. If the chatbot should only be active when no operators are "
|
||
"available, check the box labeled :guilabel:`Enabled only if no operator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197
|
||
msgid ""
|
||
"If a :doc:`chatbot </applications/websites/livechat/chatbots>` is added to a"
|
||
" live chat channel, a new :guilabel:`Chatbots` smart button appears on the "
|
||
"channel settings form. Click here to create and update the chatbot *script*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201
|
||
msgid ""
|
||
"Each line in the script contains a :guilabel:`Message`, :guilabel:`Step "
|
||
"Type`, :guilabel:`Answers`, and conditional *Only If* logic that applies "
|
||
"when certain pre-filled answers are chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:205
|
||
msgid ""
|
||
"To create more steps in the script, click :guilabel:`Add a line`, and fill "
|
||
"out the script steps form, according to the desired logic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:208
|
||
msgid ""
|
||
"Add the URLs for the pages where the channel should appear in the "
|
||
":guilabel:`URL Regex` field. Only the path from the root domain is needed, "
|
||
"not the full URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:211
|
||
msgid ""
|
||
"If this channel should only be available to users in specific countries, add"
|
||
" those countries to the :guilabel:`Country` field. If this field is left "
|
||
"blank, the channel is available to all site visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:220
|
||
msgid "Widget tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:222
|
||
msgid ""
|
||
"The :guilabel:`Widget` tab on the live chat channel form offers a website "
|
||
"widget that can be added to third-party websites. Additionally, a URL is "
|
||
"available, that can provide instant access to a live chat window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226
|
||
msgid ""
|
||
"The live chat :guilabel:`Widget` can be applied to websites created through "
|
||
"Odoo by navigating to the :menuselection:`Website app --> Configuration --> "
|
||
"Settings --> Email & Marketing`. Then, scroll to the :guilabel:`Live Chat` "
|
||
"field, and select the channel to add to the site. Click :guilabel:`Save` to "
|
||
"apply."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:231
|
||
msgid ""
|
||
"To add the widget to a website created on a third-party website, click the "
|
||
":guilabel:`Copy` button next to the first listed code, and paste the code "
|
||
"into the `<head>` tag on the site."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:234
|
||
msgid ""
|
||
"To send a live chat session to a customer or supplier, click the "
|
||
":guilabel:`Copy` button next to the second listed code, and send the URL via"
|
||
" email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238
|
||
msgid "Create a support ticket from a live chat session"
|
||
msgstr "Crear un ticket de soporte a partir de una sesión de chat en vivo"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:240
|
||
msgid ""
|
||
"Operators who have joined a live chat channel are able to communicate with "
|
||
"site visitors in real-time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:243
|
||
msgid ""
|
||
"During the conversation, an operator can use the shortcut :doc:`command "
|
||
"</applications/websites/livechat/responses>` `/ticket` to create a ticket "
|
||
"without leaving the chat window. The transcript from the conversation is "
|
||
"added to the new ticket, under the :guilabel:`Description` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:249
|
||
msgid ""
|
||
"*Helpdesk* tickets can also be created through the :doc:`WhatsApp "
|
||
"</applications/productivity/whatsapp>` app using the same `/ticket` command."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255
|
||
msgid "Website Form"
|
||
msgstr "Formulario de sitio web"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:257
|
||
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 ""
|
||
"Habilitar el ajuste *formulario de sitio web* agrega una nueva página al "
|
||
"sitio web que incluye un formulario personalizable. Al completar y enviar el"
|
||
" formulario, se crea un nuevo ticket."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:260
|
||
msgid ""
|
||
"To activate the website form, navigate to a team's settings page under "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
|
||
"selecting the desired team from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:263
|
||
msgid ""
|
||
"Then, locate the :guilabel:`Website Form` feature, under the :guilabel:`Help"
|
||
" Center` section, and check the box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:266
|
||
msgid ""
|
||
"If more than one website is active on the database, confirm the correct "
|
||
"website is listed in the :guilabel:`Website` field. If not, select the "
|
||
"correct one from the drop-down list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269
|
||
msgid ""
|
||
"After the feature is activated, click the :guilabel:`Go to Website` smart "
|
||
"button at the top of the :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:274
|
||
msgid ""
|
||
"After enabling the :guilabel:`Website Form` setting, the team's settings "
|
||
"page may need to be refreshed before the :guilabel:`Go to Website` smart "
|
||
"button appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:277
|
||
msgid ""
|
||
"Additionally, if a *Help Center* is published, the smart button navigates "
|
||
"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 ""
|
||
"Vista de la página de ajustes de un equipo de servicio en la que se hace énfasis en el botón \"Ir al sitio web\" en la aplicación\n"
|
||
"Servicio de asistencia de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287
|
||
msgid "Website ticket form customization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:289
|
||
msgid ""
|
||
"To customize the default ticket submission form, while on the website, click"
|
||
" the :guilabel:`Edit` button in the upper-right corner of the page. This "
|
||
"opens the editing sidebar on the right side. Then, click on one of the "
|
||
"fields in the form, on the body of the website, to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:293
|
||
msgid ""
|
||
"To add a new field, go to the :guilabel:`Field` section of the sidebar, and "
|
||
"click :guilabel:`+ Field`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:296
|
||
msgid ""
|
||
"Click the :guilabel:`🗑️ (trash can)` icon to delete the field, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:298
|
||
msgid "Edit the other options for the new field in the sidebar, as desired:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:300
|
||
msgid ""
|
||
":guilabel:`Type`: matches an Odoo model value to the field (e.g. `Customer "
|
||
"Name`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301
|
||
msgid ""
|
||
":guilabel:`Input Type`: determine what type of input the field should be, "
|
||
"like `Text`, `Email`, `Telephone`, or `URL`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:303
|
||
msgid ""
|
||
":guilabel:`Label`: give the form field a label (e.g. `Full Name`, `Email "
|
||
"Address`, etc.). Also control the label position on the form by using the "
|
||
"nested :guilabel:`Position` options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305
|
||
msgid ""
|
||
":guilabel:`Description`: determine whether or not to add an editable line "
|
||
"under the input box to provide additional contextual information related to "
|
||
"the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307
|
||
msgid ":guilabel:`Placeholder`: add a sample input value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:308
|
||
msgid ""
|
||
":guilabel:`Default Value`: add common use case values that most customers "
|
||
"would find valuable. For example, this can include prompts of information "
|
||
"customers should include to make it easier to solve their issue, such as an "
|
||
"account number, or product number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:311
|
||
msgid ""
|
||
":guilabel:`Required`: determine whether or not to mark a field as required, "
|
||
"in order for the form to be submitted. Toggle the switch from gray to blue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:313
|
||
msgid ""
|
||
":guilabel:`Visibility`: allow for absolute or conditional visibility of the "
|
||
"field. Nested options, such as, device visibility, appear when certain "
|
||
"options are selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315
|
||
msgid ""
|
||
":guilabel:`Animation`: choose whether or not the field should include "
|
||
"animation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
||
msgid ""
|
||
"View of the unpublished website form to submit a ticket for Odoo Helpdesk."
|
||
msgstr ""
|
||
"Vista del formulario de sitio web sin publicar para enviar un ticket a la "
|
||
"aplicación Servicio de asistencia de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:321
|
||
msgid ""
|
||
"Once the form has been optimized, and is ready for public use, click "
|
||
":guilabel:`Save` to apply the changes. Then, publish the form by toggling "
|
||
"the :guilabel:`Unpublished` switch to :guilabel:`Published` at the top of "
|
||
"the page, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:326
|
||
msgid "Prioritizing tickets"
|
||
msgstr "Priorizar tickets"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328
|
||
msgid ""
|
||
"All tickets include a :guilabel:`Priority` field. The highest priority "
|
||
"tickets appear at the top of the Kanban and list views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
||
msgid ""
|
||
"View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335
|
||
msgid "The priority levels are represented by stars:"
|
||
msgstr "Los niveles de prioridad se representan con estrellas:"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:337
|
||
msgid "0 stars = *Low Priority*"
|
||
msgstr "0 estrellas = *prioridad baja*"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:338
|
||
msgid "1 star = *Medium Priority*"
|
||
msgstr "1 estrella = *prioridad media*"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339
|
||
msgid "2 stars = *High Priority*"
|
||
msgstr "2 estrellas = *prioridad alta*"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:340
|
||
msgid "3 stars = *Urgent*"
|
||
msgstr "3 estrellas = *urgente*"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:342
|
||
msgid ""
|
||
"Tickets are set to low priority (0 stars) by default. To change the priority"
|
||
" level, select the appropriate number of stars on the Kanban card, or on the"
|
||
" ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:346
|
||
msgid ""
|
||
"As priority levels can be used as criteria for assigning :doc:`SLAs <sla>`, "
|
||
"changing the priority level of a ticket can alter the :abbr:`SLA (Service "
|
||
"Level Agreement)` deadline."
|
||
msgstr ""
|
||
"Dado que los niveles de prioridad se pueden utilizar como criterio para "
|
||
"asignar :doc:`acuerdos de nivel de servicio <sla>`, cambiar el nivel de "
|
||
"prioridad de un ticket puede alterar la fecha límite del acuerdo de nivel de"
|
||
" servicio."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:351
|
||
msgid ":doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ":doc:`/applications/general/email_communication/email_servers`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:352
|
||
msgid ":doc:`/applications/websites/livechat`"
|
||
msgstr ":doc:`/applications/websites/livechat`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
|
||
msgid "Reporting"
|
||
msgstr "Reportes"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:5
|
||
msgid ""
|
||
"Odoo *Helpdesk* includes several reports that provide the opportunity to "
|
||
"track trends for customer support tickets, identify areas for improvement, "
|
||
"manage employee workloads, and confirm when customer expectations are met."
|
||
msgstr ""
|
||
"La aplicación *Servicio de asistencia* de Odoo incluye varios reportes que "
|
||
"proporcionan la oportunidad de realizar un seguimiento de las tendencias de "
|
||
"los tickets de soporte al cliente, identificar áreas de mejora, gestionar "
|
||
"las cargas de trabajo de los empleados y confirmar cuando se cumplen las "
|
||
"expectativas del cliente."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:10
|
||
msgid "Available reports"
|
||
msgstr "Reportes disponibles"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
|
||
msgid ""
|
||
"Details about the reports available in Odoo *Helpdesk* can be found below. "
|
||
"To view the different reports, go to :menuselection:`Helpdesk --> "
|
||
"Reporting`."
|
||
msgstr ""
|
||
"A continuación se detallan los reportes disponibles en el *Servicio de "
|
||
"asistencia* de Odoo. Para ver los distintos reportes, vaya a "
|
||
":menuselection:`Servicio de asistencia --> Reportes`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:16
|
||
msgid "Ticket Analysis"
|
||
msgstr "Analisis de tickets"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:18
|
||
msgid ""
|
||
"The *Ticket Analysis* report (:menuselection:`Helpdesk --> Reporting --> "
|
||
"Ticket Analysis`) provides an overview of every customer support ticket in "
|
||
"the database. This includes the number of tickets assigned among teams and "
|
||
"individual users."
|
||
msgstr ""
|
||
"El reporte de *Análisis de tickets* (:menuselection:`Servicio de asistencia "
|
||
"--> Reportes --> Análisis de tickets`) proporciona una vista general de cada"
|
||
" ticket de soporte al cliente en la base de datos. Esto incluye el número de"
|
||
" tickets asignados entre equipos y usuarios individuales."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:22
|
||
msgid ""
|
||
"This report is useful in identifying where teams are spending the most time,"
|
||
" and helps determine if there is an uneven workload distribution among the "
|
||
"support staff. The default report counts the number of tickets per team and "
|
||
"groups them by stage."
|
||
msgstr ""
|
||
"Este reporte es útil para identificar dónde invierten más tiempo los equipos"
|
||
" y ayuda a determinar si hay una distribución desequilibrada de la carga de "
|
||
"trabajo entre el personal de soporte. El reporte predeterminado cuenta el "
|
||
"número de tickets por equipo y los agrupa por etapas."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
||
msgid "View of Ticket Analysis report default view."
|
||
msgstr "Vista predeterminada del reporte de Análisis de tickets."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:30
|
||
msgid ""
|
||
"Alternative measures can be selected to track where the most time is spent "
|
||
"at different points in the workflow. 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:"
|
||
msgstr ""
|
||
"Puede seleccionar medidas alternativas para consultar dónde utilizan más "
|
||
"tiempo en diferentes puntos del flujo de trabajo. Para cambiar las medidas "
|
||
"utilizadas del reporte presentado, o para agregar más, haga clic en el botón"
|
||
" :guilabel:`Medidas` y seleccione una o más opciones del menú desplegable:"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:35
|
||
msgid ""
|
||
":guilabel:`Average Hours to Respond`: average number of working hours "
|
||
"between a message sent from the customer and the response from the support "
|
||
"team. *This is does not include messages sent when the ticket was in a "
|
||
"folded stage*"
|
||
msgstr ""
|
||
":guilabel:`Horas promedio en responder`: promedio de horas laborables entre "
|
||
"un mensaje enviado por el cliente y la respuesta del equipo de soporte. *No "
|
||
"incluye los mensajes enviados cuando el ticket se encontraba en una etapa "
|
||
"plegada*"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:38
|
||
msgid ""
|
||
":guilabel:`Hours Open`: number of hours between the date the ticket was "
|
||
"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**"
|
||
msgstr ""
|
||
":guilabel:`Horas abiertas`: número de horas entre la fecha de creación del "
|
||
"ticket y la fecha de cierre. Si no hay fecha de cierre en el ticket, se "
|
||
"utiliza la fecha actual. **Esta medida no es específica a las horas "
|
||
"laborables**."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:41
|
||
msgid ""
|
||
":guilabel:`Hours Spent`: number of *Timesheet* hours logged on a ticket. "
|
||
"*This measure is only available if Timesheets are enabled on a team, and the"
|
||
" current user has the access rights to view them*"
|
||
msgstr ""
|
||
":guilabel:`Horas utilizadas`: número de horas registradas en *Hojas de "
|
||
"horas* de un ticket. *Esta medida solo está disponible si las Hojas de horas"
|
||
" están habilitadas en un equipo y el usuario actual tiene los permisos de "
|
||
"acceso para verlas*."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:44
|
||
msgid ""
|
||
":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"
|
||
msgstr ""
|
||
":guilabel:`Horas para asignar`: número de horas laborables entre la fecha de"
|
||
" creación del ticket y cuando se asignó a un miembro del equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:46
|
||
msgid ""
|
||
":guilabel:`Hours to Close`: number of working hours between the date on "
|
||
"which the ticket was created and the date it was closed"
|
||
msgstr ""
|
||
":guilabel:`Horas para cerrar`: número de horas laborables entre la fecha de "
|
||
"creación del ticket y la fecha de su cierre."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:48
|
||
msgid ""
|
||
":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*"
|
||
msgstr ""
|
||
":guilabel:`Horas para la primera respuesta`: número de horas laborables "
|
||
"entre la fecha de recepción del ticket y la fecha de envío del primer "
|
||
"mensaje. *No incluye el correo electrónico que se envía de forma automática "
|
||
"cuando un ticket llega a una etapa*."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:51
|
||
msgid ""
|
||
":guilabel:`Hours to SLA Deadline`: number of working hours remaining to "
|
||
"reach the last :abbr:`SLA (Service Level Agreement)` deadline on a ticket"
|
||
msgstr ""
|
||
":guilabel:`Horas para la fecha límite de SLA`: número de horas laborables "
|
||
"para llegar a la última fecha límite de :abbr:`SLA (Acuerdo de nivel de "
|
||
"servicio)` en un ticket."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:53
|
||
msgid ""
|
||
":guilabel:`Rating /5`: number valued assigned to the rating received from a "
|
||
"customer (Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)"
|
||
msgstr ""
|
||
":guilabel:`Valoración /5`: número asignado a la valoración recibida de un "
|
||
"cliente (Inconforme = 1, Bien o neutral = 3, Satisfecho = 5)"
|
||
|
||
#: ../../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 ":guilabel:`Número`: número de tickets en total."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:58
|
||
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 ""
|
||
"Las *horas laborables* se calculan según el calendario de trabajo "
|
||
"predeterminado. Para ver o cambiar el calendario de trabajo, vaya a la "
|
||
"aplicación :menuselection:`Ajustes` y seleccione :menuselection:`Empleados "
|
||
"--> Horas laborables de la empresa`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:63
|
||
msgid "SLA Status Analysis"
|
||
msgstr "Análisis del estado de SLA"
|
||
|
||
#: ../../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."
|
||
msgstr ""
|
||
"El reporte de *Análisis del estado del SLA* (:menuselection:`Servicio de "
|
||
"asistencia --> Reportes --> Análisis del estado del SLA`) registra la "
|
||
"rapidez con la que se cumple un acuerdo de nivel de servicio (SLA, por sus "
|
||
"siglas en inglés), así como la tasa de éxito de las políticas individuales."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:69
|
||
msgid ""
|
||
"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."
|
||
msgstr ""
|
||
"Este reporte se filtra de forma predeterminada para mostrar el número de "
|
||
"acuerdos de nivel de servicio fallidos, así como la tasa de fallas en los "
|
||
"últimos 30 días, agrupados por equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
||
msgid "View of Group by options of Ticket Analysis report."
|
||
msgstr ""
|
||
"Vista de las opciones de \"Agrupar por\" del reporte de Análisis de tickets."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:76
|
||
msgid ""
|
||
"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:"
|
||
msgstr ""
|
||
"Para cambiar las medidas utilizadas para el reporte presentado, o para "
|
||
"agregar más, haga clic en el botón :guilabel:`Medidas` y seleccione una o "
|
||
"más opciones del menú desplegable:"
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`% de SLA fallidos`: porcentaje de tickets que han fallado al "
|
||
"menos un acuerdo de nivel de servicio."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`% de SLA en progreso`: porcentaje de tickets que aún tienen al "
|
||
"menos un acuerdo de nivel de servicio en progreso y no han fallado ninguno."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`% de SLA exitosos`: porcentaje de tickets donde todos los "
|
||
"acuerdos de nivel de servicio han sido exitosos."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Número de SLA fallidos`: número de tickets que han fallado al "
|
||
"menos un acuerdo de nivel de servicio."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Número de SLA exitosos`: número de tickets donde todos los "
|
||
"acuerdos de nivel de servicio han tenido éxito."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Número de SLA en progreso`: número de tickets que aún tienen al "
|
||
"menos un acuerdo de nivel de servicio en progreso y no han fallado ninguno."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Horas laborables para asignar`: número de horas laborables entre "
|
||
"la fecha de creación del ticket y cuando se asignó a un miembro del equipo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:95
|
||
msgid ""
|
||
":guilabel:`Working Hours to Close`: number of working hours between the date"
|
||
" on which the ticket was created and the date it was closed"
|
||
msgstr ""
|
||
":guilabel:`Horas laborables para cerrar`: número de horas laborables entre "
|
||
"la fecha de creación del ticket y la fecha de su cierre."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:97
|
||
msgid ""
|
||
":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"
|
||
msgstr ""
|
||
":guilabel:`Horas laborables para llegar al SLA`: número de horas laborables "
|
||
"entre la fecha de creación del ticket y la fecha en que se cumplió el "
|
||
"acuerdo de nivel de servicio."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:102
|
||
msgid ""
|
||
"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 ""
|
||
"Para ver el número de tickets que pudieron alcanzar los objetivos del "
|
||
":abbr:`SLA (Acuerdo de nivel de servicio)` y hacer un seguimiento de la "
|
||
"cantidad de tiempo que tomó lograrlos, haga clic en :menuselection:`Medidas "
|
||
"--> Número de SLA exitosos` y :menuselection:`Medidas --> Horas laborables "
|
||
"para llegar al SLA`."
|
||
|
||
#: ../../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 ""
|
||
"Para ordenar estos resultados por los miembros del equipo asignados a los "
|
||
"tickets, seleccione :menuselection:`Total --> Asignado a`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:111
|
||
msgid ""
|
||
":doc:`Service Level Agreements (SLA) "
|
||
"</applications/services/helpdesk/overview/sla>`"
|
||
msgstr ""
|
||
":doc:`Acuerdos de nivel de servicio (SLA) "
|
||
"</applications/services/helpdesk/overview/sla>`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:114
|
||
msgid "Customer Ratings"
|
||
msgstr "Calificación de clientes"
|
||
|
||
#: ../../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."
|
||
msgstr ""
|
||
"El reporte de *Calificación de clientes* (:menuselection:`Servicio de "
|
||
"asistencia --> Reportes --> Calificación de clientes`) muestra un resumen de"
|
||
" las calificaciones recibidas en los tickets de soporte individuales, así "
|
||
"como cualquier comentario adicional enviado con la calificación."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
||
msgid "View of the kanban display in the Customer Ratings report."
|
||
msgstr ""
|
||
"Vista de la pantalla de kanban en el reporte de calificación de clientes."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:124
|
||
msgid ""
|
||
"Click on an individual rating to see additional details about the rating "
|
||
"submitted by the customer, including a link to the original ticket."
|
||
msgstr ""
|
||
"Haga clic en una calificación individual para ver los detalles adicionales "
|
||
"de la calificación que envió el cliente, incluye un enlace al ticket "
|
||
"original."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
||
msgid "View of the details of an individual customer rating."
|
||
msgstr "Vista de los detalles de una calificación de cliente individual."
|
||
|
||
#: ../../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 ""
|
||
"En la página de detalles de la calificación, seleccione la opción "
|
||
":guilabel:`Visible solo de forma interna` para ocultar la calificación en el"
|
||
" portal de clientes."
|
||
|
||
#: ../../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 ""
|
||
"El reporte *Calificación de clientes* se muestra en la vista kanban de forma"
|
||
" predeterminada, pero también se puede mostrar en la vista de gráfico, lista"
|
||
" o tabla dinámica."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:139
|
||
msgid ":doc:`Ratings </applications/services/helpdesk/overview/ratings>`"
|
||
msgstr ""
|
||
":doc:`Calificaciones </applications/services/helpdesk/overview/ratings>`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:142
|
||
msgid "View and filter options"
|
||
msgstr "Visualizar y filtrar opciones"
|
||
|
||
#: ../../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 ""
|
||
"En cualquier reporte de Odoo, las opciones de visualización y filtrado "
|
||
"varían según los datos que se están analizando, midiendo y agrupando. A "
|
||
"continuación encontrará más información sobre las vistas disponibles para "
|
||
"los reportes del *Servicio de asistencia*."
|
||
|
||
#: ../../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 ""
|
||
"Solo puede seleccionar una medida a la vez para los gráficos, pero las "
|
||
"tablas dinámicas pueden incluir varias."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:153
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:139
|
||
msgid "Pivot view"
|
||
msgstr "Vista de tabla dinámica"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:155
|
||
msgid ""
|
||
"The *pivot* view presents data in an interactive manner. All three "
|
||
"*Helpdesk* reports are available in pivot view."
|
||
msgstr ""
|
||
"La vista de *tabla dinámica* presenta los datos de forma interactiva y los "
|
||
"tres reportes de *Servicio de asistencia* están disponibles en ella."
|
||
|
||
#: ../../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."
|
||
msgstr ""
|
||
"Puede acceder a la vista de tabla dinámica en cualquier reporte, haga clic "
|
||
"en el :guilabel:`icono de tabla` en la parte superior derecha de la "
|
||
"pantalla."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:149
|
||
msgid "View of the SLA status analysis report in Odoo Helpdesk."
|
||
msgstr ""
|
||
"Vista del reporte de análisis de estado del SLA en el Servicio de asistencia"
|
||
" de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:165
|
||
msgid ""
|
||
"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 ""
|
||
"Para agregar un grupo a una fila o columna a la vista de tabla dinámica, "
|
||
"haga clic en el :guilabel:`➕ (signo más)` junto a :guilabel:`Total` y luego "
|
||
"seleccione uno de los grupos. Para eliminar uno, haga clic en :guilabel:`➖ "
|
||
"(signo menos)` y desmarque la opción apropiada."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:170
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:171
|
||
msgid "Graph view"
|
||
msgstr "Vista de gráfico"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:172
|
||
msgid ""
|
||
"The *graph* view presents data in either a *bar*, *line*, or *pie* chart."
|
||
msgstr ""
|
||
"La vista de *gráfico* presenta datos en un gráfico de *barras*, *líneas* o "
|
||
"*circular*."
|
||
|
||
#: ../../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 ""
|
||
"Cambie a la vista de gráfico seleccionando el :guilabel:`icono de gráfico de"
|
||
" líneas` en la parte superior derecha de la pantalla. Para cambiar entre los"
|
||
" diferentes gráficos, seleccione el *icono relacionado* en la parte superior"
|
||
" izquierda del gráfico mientras se encuentra en esta vista."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:180
|
||
msgid "Bar chart"
|
||
msgstr "Gráfico de barras"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in bar view."
|
||
msgstr "Vista del reporte de análisis de estado del SLA en vista de barras."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:186
|
||
msgid "Line chart"
|
||
msgstr "Gráfico de líneas"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
||
msgid "View of the Customer Ratings report in line view."
|
||
msgstr "Vista del reporte de valoraciones de clientes en la vista de líneas."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:192
|
||
msgid "Pie chart"
|
||
msgstr "Gráfico circular"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
||
msgid "View of the Ticket analysis report in pie chart view."
|
||
msgstr ""
|
||
"Vista del reporte de Análisis de tickets en la vista de gráfico circular."
|
||
|
||
#: ../../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 ""
|
||
"Tanto el *gráfico de barras* como el *gráfico de líneas* pueden utilizar la "
|
||
"opción de *vista apilada*, esta presenta dos (o más) grupos de datos uno "
|
||
"encima del otro, en lugar de uno junto al otro, facilitando así la "
|
||
"comparación de datos."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:204
|
||
msgid "Save and share a favorite search"
|
||
msgstr "Guardar y compartir una búsqueda de favoritos"
|
||
|
||
#: ../../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 ""
|
||
"La función de *Favoritos* en los reportes del *Servicio de asistencia* "
|
||
"permite que los usuarios guarden sus filtros más utilizados sin tener que "
|
||
"reconstruirlos cada vez que los necesitan."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:209
|
||
msgid ""
|
||
"To create and save new *Favorites* on a report, follow the steps below:"
|
||
msgstr ""
|
||
"Siga los pasos a continuación para crear y guardar nuevos *Favoritos* en un "
|
||
"reporte:"
|
||
|
||
#: ../../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 ""
|
||
"Establezca los parámetros necesarios usando las opciones de "
|
||
":guilabel:`Filtros`, :guilabel:`Agrupar por` y :guilabel:`Medidas` ."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:213
|
||
msgid "Click :menuselection:`Favorites --> Save current search`."
|
||
msgstr "Haga clic en :menuselection:`Favoritos --> Guardar búsqueda actual`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:214
|
||
msgid "Rename the search."
|
||
msgstr "Renombre la búsqueda."
|
||
|
||
#: ../../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 ""
|
||
"Seleccione :guilabel:`Utilizar de forma predeterminada` para que estos "
|
||
"ajustes de filtro se muestren de forma automática cuando se abra el reporte."
|
||
" De lo contrario, no seleccione la casilla."
|
||
|
||
#: ../../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 ""
|
||
"Seleccione :guilabel:`Compartir con todos los usuarios` para que este filtro"
|
||
" esté disponible para los demás usuarios de la base de datos. Si esta "
|
||
"casilla no está seleccionada, solo estará disponible para el usuario que la "
|
||
"creó."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:219
|
||
msgid "Click :guilabel:`Save` to preserve the configuration for future use."
|
||
msgstr ""
|
||
"Haga clic en :guilabel:`Guardar` para conservar la configuración para su uso"
|
||
" posterior."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
||
msgid "View of the save favorites option in Odoo Helpdesk."
|
||
msgstr ""
|
||
"Vista de la opción guardar favoritos en la aplicación Servicio de asistencia"
|
||
" de Odoo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:226
|
||
msgid ""
|
||
":doc:`Start receiving tickets "
|
||
"</applications/services/helpdesk/overview/receiving_tickets>`"
|
||
msgstr ""
|
||
":doc:`Empezar a recibir tickets "
|
||
"</applications/services/helpdesk/overview/receiving_tickets>`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:227
|
||
msgid ":doc:`Odoo reporting </applications/general/reporting>`"
|
||
msgstr ":doc:`Reportes de Odoo </applications/general/reporting>`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
|
||
msgid "Service level agreements (SLA)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:5
|
||
msgid ""
|
||
"A *service level agreement* (SLA) defines the level of service a customer "
|
||
"can expect from a supplier. :abbr:`SLAs (Service Level Agreements)` provide "
|
||
"a timeline that tells customers when they can expect results, and keeps the "
|
||
"support team on target."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:10
|
||
msgid ""
|
||
"The *SLA Policies* feature is enabled by default on newly created *Helpdesk*"
|
||
" teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:12
|
||
msgid ""
|
||
"To turn off the feature, or edit the working hours, navigate to "
|
||
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on"
|
||
" a team to open that team's configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:15
|
||
msgid ""
|
||
"From here, scroll to the :guilabel:`Performance` section. To turn off the "
|
||
":abbr:`SLAs (Service Level Agreements)` feature for the team, clear the "
|
||
":guilabel:`SLA Policies` checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of a team page in Helpdesk focusing on the SLA Policies setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:23
|
||
msgid "Create a new SLA policy"
|
||
msgstr "Crear una nueva política de SLA"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:25
|
||
msgid ""
|
||
"To create a new policy, go to :menuselection:`Helpdesk app --> Configuration"
|
||
" --> SLA Policies`, and click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:28
|
||
msgid ""
|
||
"Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> "
|
||
"Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA "
|
||
"Policies` smart button at the top of the team's settings page, and click "
|
||
":guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:32
|
||
msgid ""
|
||
"On the blank :abbr:`SLA (Service Level Agreement)` policy form, enter a "
|
||
":guilabel:`Title` and a :guilabel:`Description` for the new policy, and "
|
||
"proceed to fill out the form using the steps below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:36
|
||
msgid "Define the criteria for an SLA policy"
|
||
msgstr "Definir los criterios de una política SLA"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:38
|
||
msgid ""
|
||
"The :guilabel:`Criteria` section is used to identify which tickets this "
|
||
"policy is applied to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:40
|
||
msgid "Fill out the following fields to adjust the selection criteria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:43
|
||
msgid ""
|
||
"Unless otherwise indicated, multiple selections can be made for each field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:45
|
||
msgid ""
|
||
":guilabel:`Helpdesk Team`: a policy can only be applied to one team. *This "
|
||
"field is required.*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:46
|
||
msgid ""
|
||
":guilabel:`Priority`: the priority level for a ticket is identified by "
|
||
"selecting one, two, or three of the :guilabel:`⭐ (star)` icons, representing"
|
||
" the priority level on the Kanban card or on the ticket itself. The "
|
||
":abbr:`SLA (Service Level Agreement)` is **only** applied after 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 "
|
||
"only applies to tickets marked as `Low Priority`, meaning those with zero "
|
||
":guilabel:`⭐ (star)` icons."
|
||
msgstr ""
|
||
":guilabel:`Prioridad`: el nivel de prioridad de un ticket se identifica al "
|
||
"seleccionar una, dos o tres :guilabel:`⭐ (estrellas)` con el icono "
|
||
"correspondiente, estas representan la prioridad en la tarjeta de kanban o en"
|
||
" el ticket. El acuerdo de nivel de servicio **solo** aplica después de "
|
||
"actualizar el nivel de prioridad en el ticket para que coincida con el "
|
||
"criterio del :abbr:`SLA (Acuerdo de nivel de servicio)`. Si no selecciona "
|
||
"nada en este campo, esta política solo se aplicará a los tickets de `baja "
|
||
"prioridad`, es decir, los que no tienen ningún icono de :guilabel:`⭐ "
|
||
"(estrella)`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:52
|
||
msgid ""
|
||
":guilabel:`Tags`: tags are used to indicate what the ticket is about. "
|
||
"Multiple tags can be applied to a single ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:54
|
||
msgid ""
|
||
":guilabel:`Customers`: individual contacts or companies may be selected in "
|
||
"this field."
|
||
msgstr ""
|
||
":guilabel:`Clientes`: se pueden seleccionar tanto contactos de individuos "
|
||
"como de empresas en este campo."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:55
|
||
msgid ""
|
||
":guilabel:`Sales Order Items`: this field is available only if a team has "
|
||
"the *Timesheets* app enabled. This allows the ticket to link directly to a "
|
||
"specific line on a sales order, which must be indicated on the ticket in the"
|
||
" :guilabel:`Sales Order Items` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:60
|
||
msgid ""
|
||
"A support team needs to address urgent issues for VIP customers within one "
|
||
"business day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:62
|
||
msgid ""
|
||
"The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` "
|
||
"team. It **only** applies to tickets that are assigned three :guilabel:`⭐ "
|
||
"(star)` icons, which equates to an `Urgent` priority level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:66
|
||
msgid ""
|
||
"At the same time, the tickets can be related to multiple issues, so the "
|
||
"policy applies to tickets with `Repair`, `Service`, or `Emergency` tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid ""
|
||
"View of a new SLA policy record with all the relevant information entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:74
|
||
msgid "Establish a target for an SLA policy"
|
||
msgstr "Establecer un objetivo para una política SLA"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:76
|
||
msgid ""
|
||
"A *target* is the stage a ticket needs to reach, and the time allotted 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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:80
|
||
msgid ""
|
||
"Time spent in stages selected in the :guilabel:`Excluding Stages` field are "
|
||
"**not** included in the calculation of the :abbr:`SLA (Service Level "
|
||
"Agreement)` deadline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:84
|
||
msgid ""
|
||
"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`. Simultaneously, an :abbr:`SLA (Service Level "
|
||
"Agreement)` titled `2 Days to Start` tracks the working time before work on "
|
||
"a ticket has begun, and would have `In Progress` as the :guilabel:`Reach "
|
||
"Stage`."
|
||
msgstr ""
|
||
"Un :abbr:`SLA (Acuerdo de nivel de servicio)` con el nombre `8 horas para "
|
||
"cerrar` lleva el registro del tiempo de trabajo antes de completar un ticket"
|
||
" y tendría que :guilabel:`llegar a la etapa` `Resuelto`. De forma "
|
||
"simultánea, un :abbr:`SLA (Acuerdo de nivel de servicio)` llamado `2 días "
|
||
"para iniciar` lleva seguimiento del tiempo de trabajo antes de empezar a "
|
||
"trabajar en un ticket y tendría que :guilabel:`llegar a la etapa` `En "
|
||
"progreso`."
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:90
|
||
msgid "Meet SLA deadlines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:92
|
||
msgid ""
|
||
"As soon as 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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:97
|
||
msgid ""
|
||
"The value indicated next to the :guilabel:`Working Hours` field of an "
|
||
":abbr:`SLA (Service Level Agreement)` policy is used to determine the "
|
||
"deadline. 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:102
|
||
msgid ""
|
||
"The deadline is then added to the ticket, as well as a 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"
|
||
" Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:109
|
||
msgid ""
|
||
"When a ticket satisfies an :abbr:`SLA (Service Level Agreement)` policy, the"
|
||
" :abbr:`SLA (Service Level Agreement)` tag turns green, and the deadline "
|
||
"disappears from view on the ticket."
|
||
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:117
|
||
msgid ""
|
||
"If a ticket fits the criteria for more than one :abbr:`SLA (Service Level "
|
||
"Agreement)`, the earliest occurring deadline is displayed on the ticket. "
|
||
"After that deadline has passed, the next deadline is displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:121
|
||
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 turns red. After the :abbr:`SLA (Service Level Agreement)` "
|
||
"has failed, the red tag stays 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:131
|
||
msgid "Analyze SLA performance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:133
|
||
msgid ""
|
||
"The :guilabel:`SLA Status Analysis` report tracks how quickly an :abbr:`SLA "
|
||
"(Service Level Agreement)` is fulfilled, as well as the performance of "
|
||
"individual team members. Navigate to the report, and corresponding pivot "
|
||
"table, by going to :menuselection:`Helpdesk app --> Reporting --> SLA Status"
|
||
" Analysis`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:141
|
||
msgid ""
|
||
"By default, the report displays in a :guilabel:`Pivot` view. Any :abbr:`SLA "
|
||
"(Service Level Agreement)` policies in the database with tickets that failed"
|
||
" to fulfill a policy, are in progress, or have satisfied a policy are "
|
||
"listed. By default, they are grouped by team and ticket count."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:149
|
||
msgid ""
|
||
"The pivot view aggregates data, which can be manipulated by adding measures "
|
||
"and filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:151
|
||
msgid ""
|
||
"To change the display, or add additional measurements, click the "
|
||
":guilabel:`Measures` button to reveal a drop-down menu of reporting "
|
||
"criteria, and choose from the options available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:154
|
||
msgid ""
|
||
"Whenever a measurement is picked, a :guilabel:`✔️ (checkmark)` icon appears "
|
||
"in the drop-down menu to indicate that the measurement is included, and a "
|
||
"corresponding new column emerges in the pivot table to show the relevant "
|
||
"calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
||
msgid "View of the available measures in the SLA status analysis report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:162
|
||
msgid ""
|
||
"To add a group to a row or column, click the :guilabel:`➕ (plus)` icon next "
|
||
"to the policy name and then select one of the groups. To remove one, click "
|
||
"the :guilabel:`➖ (minus)` icon next to the policy name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
||
msgid ""
|
||
"View of the available group by options in the SLA status analysis report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:173
|
||
msgid ""
|
||
"The :guilabel:`SLA Status Analysis` report can also be viewed as a "
|
||
":guilabel:`Bar Chart`, :guilabel:`Line Chart`, or :guilabel:`Pie Chart`. "
|
||
"Toggle between these views by first selecting the :guilabel:`Graph` button "
|
||
"at the top-right of the dashboard. Then, select the appropriate chart icon "
|
||
"at the top-left of the graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:180
|
||
msgid "Bar Chart"
|
||
msgstr "Gráfico de barras"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:186
|
||
msgid ""
|
||
"A bar chart can deal with larger data sets and compare data across several "
|
||
"categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:188
|
||
msgid "Line Chart"
|
||
msgstr "Gráfico de líneas"
|
||
|
||
#: ../../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:194
|
||
msgid "A line chart can visualize data trends or changes over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:196
|
||
msgid "Pie Chart"
|
||
msgstr "Gráfico circular"
|
||
|
||
#: ../../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:202
|
||
msgid "A pie chart compares data among a small number of categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:205
|
||
msgid ""
|
||
"Both the :guilabel:`Bar Chart` and :guilabel:`Line Chart` views can be "
|
||
":guilabel:`Stacked` by selecting the :guilabel:`Stacked` icon. This displays"
|
||
" two or more groups 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:0
|
||
msgid "View of the SLA status analysis report in bar view, stacked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:214
|
||
msgid "Cohort view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:216
|
||
msgid ""
|
||
"The :guilabel:`Cohort` view is used to track the changes in data over a "
|
||
"period of time. To display the :guilabel:`SLA Status Analysis` report in a "
|
||
":guilabel:`Cohort` view, click the :guilabel:`Cohort` button, represented by"
|
||
" :guilabel:`(four cascading horizontal lines)`, in the top-right corner, "
|
||
"next to the other view options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:225
|
||
msgid "View of the SLA status analysis report in cohort view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:225
|
||
msgid "The cohort view examines the life cycle of data over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:228
|
||
msgid ":ref:`Reporting views <reporting/views>`"
|
||
msgstr ":ref:`Vistas de reporte <reporting/views>`"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:229
|
||
msgid ""
|
||
":doc:`Allow customers to close their tickets "
|
||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||
msgstr ""
|
||
":doc:`Permita que los clientes cierren sus tickets "
|
||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||
|
||
#: ../../content/applications/services/planning.rst:5
|
||
msgid "Planning"
|
||
msgstr "Planificación"
|
||
|
||
#: ../../content/applications/services/planning.rst:7
|
||
msgid ""
|
||
"**Odoo Planning** allows you to plan your team's schedule and manage shifts "
|
||
"and resources."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:9
|
||
msgid ""
|
||
"Handling your team's planning comes with specific requirements that may vary"
|
||
" widely depending on your business needs. The following concepts were "
|
||
"introduced in Odoo Planning to meet those needs:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:12
|
||
msgid ""
|
||
"**Shifts** are dispatched to **resources**, which can be either :ref:`human "
|
||
"<planning/employees>` (employees) or :ref:`material <planning/materials>` "
|
||
"(e.g., equipment). The resources are assigned :ref:`roles <planning/roles>`,"
|
||
" which allows for organization of work within the team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:16
|
||
msgid ""
|
||
"Once the initial configuration is done, :ref:`planning shifts "
|
||
"<planning/shifts>` can be done manually or automated by using the :ref:`Auto"
|
||
" Plan <planning/open-shifts>` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:19
|
||
msgid ""
|
||
"An integration between the Planning and Sales apps allows the linking of "
|
||
"sold services to roles and shifts in Planning. Additionally, integration "
|
||
"with :doc:`Project <project>` allows dedicating shifts, and thus time and "
|
||
"resources, to specific projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:24
|
||
msgid "`Odoo tutorials: Planning <https://www.odoo.com/slides/planning-60>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:34
|
||
msgid "Roles"
|
||
msgstr "Roles"
|
||
|
||
#: ../../content/applications/services/planning.rst:36
|
||
msgid ""
|
||
"To define the roles your resources perform (e.g., chef, bartender, waiter), "
|
||
"go to :menuselection:`Planning --> Configuration --> Roles`, then click "
|
||
":guilabel:`New`, and fill in the :guilabel:`Name` (e.g., assistant, "
|
||
"receptionist, manager). Then, choose the :guilabel:`Resources` that will "
|
||
"perform this role. Resources can be either :ref:`Employees "
|
||
"<planning/employees>` or :ref:`Materials <planning/materials>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:43
|
||
msgid ""
|
||
"If the Sales app is installed in your database, the :guilabel:`Services` "
|
||
"field appears, allowing you to specify which roles are needed to perform "
|
||
"services so that the shifts are dispatched to the right person."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:46
|
||
msgid ""
|
||
"Roles are taken into account when using the :ref:`Auto Plan feature "
|
||
"<planning/open-shifts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:49
|
||
msgid "Property fields and roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:51
|
||
msgid ""
|
||
"**Property fields** allow you to add custom fields to forms across several "
|
||
"Odoo applications. Planning includes the possibility of adding property "
|
||
"fields linked to roles to shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:54
|
||
msgid ""
|
||
"To create a property field, switch to the list view from any schedule. From "
|
||
"there, click :guilabel:`View` on the shift that you wish to edit. If the "
|
||
":guilabel:`Role` field is empty, fill it in with the desired role, then "
|
||
"click the cog icon and select :guilabel:`Add Properties`. :doc:`Configure "
|
||
"<../productivity/knowledge/properties>` the new field according to your "
|
||
"needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst-1
|
||
msgid "Creating a new property field in Planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:62
|
||
msgid ""
|
||
"The property field is linked to the role and is included in the shift form "
|
||
"of all shifts performed by this role."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:66
|
||
msgid "Some of the use cases of role property fields include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:68
|
||
msgid ""
|
||
"**Accreditation**: for roles that require a specific permit (e.g., driving "
|
||
"license)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:69
|
||
msgid ""
|
||
"**Location**: in companies that operate in multiple locations (e.g., shops "
|
||
"or restaurants)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:70
|
||
msgid ""
|
||
"**Language**: in a multi-lingual environment (e.g., consulting company)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:75
|
||
msgid "Employees"
|
||
msgstr "Empleados"
|
||
|
||
#: ../../content/applications/services/planning.rst:77
|
||
msgid "All employees can be included in the planning and assigned shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:79
|
||
msgid ""
|
||
"To adapt the employee's planning settings, go to :menuselection:`Planning "
|
||
"--> Configuration --> Employees`, and choose the employee for whom you want "
|
||
"to edit the settings. Then, go to the :guilabel:`Work Information` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst-1
|
||
msgid "Employee profile and the work information tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:87
|
||
msgid ""
|
||
"You can do the same from the **Employees** app, which is installed by "
|
||
"default along with Planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:90
|
||
msgid ""
|
||
"Two sections of the employee's :guilabel:`Work Information` tab have an "
|
||
"impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working "
|
||
"Hours` field) and :guilabel:`Planning`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:94
|
||
msgid "Working hours"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:96
|
||
msgid ""
|
||
"The :guilabel:`Working Hours` are taken into account when the "
|
||
":guilabel:`Allocated Time` and its percentage is calculated for :ref:`shifts"
|
||
" <planning/templates>`. If the :guilabel:`Working Hours` field is left "
|
||
"blank, the employee is considered to be working flexible hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:100
|
||
msgid ""
|
||
"To create individual :guilabel:`Working Hours`, for example, for employees "
|
||
"working part-time, click :guilabel:`Search more...`, then :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:104
|
||
msgid ""
|
||
"The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning"
|
||
" can impact **Payroll**, if the employee's contract is configured to "
|
||
"generate work entries based on shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:108
|
||
msgid ""
|
||
":ref:`Payroll documentation on working schedules <payroll/working-times>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:111
|
||
msgid "Planning roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:113
|
||
msgid "Once an employee has one or more :guilabel:`Roles`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:115
|
||
msgid ""
|
||
"When creating a shift for this employee, only the shift templates from the "
|
||
"roles chosen in this field are displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:117
|
||
msgid ""
|
||
"When a schedule is published, the employee is only notified of open shifts "
|
||
"for the roles that are assigned to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:119
|
||
msgid ""
|
||
"When auto-assigning open shifts or planning sales orders, the employee is "
|
||
"only assigned shifts for the roles assigned to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:122
|
||
msgid "Additionally, when a :guilabel:`Default role` is defined:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:124
|
||
msgid ""
|
||
"When creating a shift for the employee, the default role is automatically "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:125
|
||
msgid ""
|
||
"This role also has precedence over the other roles of the employee when "
|
||
"auto-assigning open shifts or planning sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:129
|
||
msgid ""
|
||
"If the Planning roles fields are left empty, there are no restrictions in "
|
||
"the shift templates and open shifts shared with the employee. However, it’s "
|
||
"not possible to use the **Auto Plan** feature for employee with no roles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:136
|
||
msgid "Materials"
|
||
msgstr "Materiales"
|
||
|
||
#: ../../content/applications/services/planning.rst:138
|
||
msgid ""
|
||
"**Materials** are resources that can be assigned shifts and working hours "
|
||
"but are not employees. For example, a construction company could use "
|
||
"materials to create shifts for shared machines (e.g., cranes, forklifts)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:142
|
||
msgid ""
|
||
"Similarly to employees, materials can be assigned roles and working time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:147
|
||
msgid "Shift templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:149
|
||
msgid ""
|
||
"To create a shift template, click :guilabel:`New` on any schedule, then fill"
|
||
" in the :ref:`details of the shift <planning/create-shift>`. In order for "
|
||
"the shift to be saved as a template, tick :guilabel:`Save as Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst-1
|
||
msgid "Shift form with the option `save template` ticked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:156
|
||
msgid ""
|
||
"Alternatively, you can go to :menuselection:`Planning --> Configuration --> "
|
||
"Shift Templates`, then click :guilabel:`New`. Fill in the :guilabel:`Start "
|
||
"Hour` and :guilabel:`Shift Duration`. The shift’s :guilabel:`End Time` is "
|
||
"then calculated based on the :guilabel:`Working Hours`, taking into account "
|
||
"working time as well as breaks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:162
|
||
msgid ""
|
||
"The employee's working hours are Monday to Friday, 8 am to 5 pm, with a "
|
||
"break between 12 and 1 pm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:165
|
||
msgid ""
|
||
"Creating a shift template with a start hour of 9 am and a duration of 8 "
|
||
"hours will result in the end hour being 5 pm, based on the working hours and"
|
||
" the 1-hour break."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:167
|
||
msgid ""
|
||
"Creating a shift template with a start hour of 10 am and a duration of 10 "
|
||
"hours will result in the end hour of 10 am the following day, as the company"
|
||
" is closed at 5 pm according to the working hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:171
|
||
msgid "Additionally, for each shift template, you can also configure:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:173
|
||
msgid ":guilabel:`Role`: to link the shift to this specific role."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:174
|
||
msgid ""
|
||
":guilabel:`Project`: to keep track of shifts that are dedicated to work on a"
|
||
" project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:179
|
||
msgid "Planning shifts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:181
|
||
msgid ""
|
||
"On opening the Planning app, the users see their own schedule. Users with "
|
||
"admin roles can also see :guilabel:`Schedule by Resource`, :guilabel:`Role`,"
|
||
" :guilabel:`Project`, or :guilabel:`Sales Order`, as well as reporting and "
|
||
"configuration menus."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:186
|
||
msgid ""
|
||
"The schedule is displayed in the Gantt view, which allows you to edit (with "
|
||
"a drag and drop), resize, split, and duplicate shifts without having to open"
|
||
" them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst-1
|
||
msgid "A schedule displaying various visual elements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:192
|
||
msgid "The following visual elements are used on the shifts in the schedules:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:194
|
||
msgid "**Full color**: shifts that are planned and published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:195
|
||
msgid ""
|
||
"**Diagonal stripes**: shifts that are planned but have yet to be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:196
|
||
msgid "**Grayed-out background**: employees that are on time off."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:197
|
||
msgid ""
|
||
"**Progress bar**: currently ongoing shifts with timesheets linked to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:198
|
||
msgid ""
|
||
"**Grayed-out shift**: when copying shifts, the copied shifts are shown in "
|
||
"full color, whereas previously existing shifts are temporarily greyed out. "
|
||
"The color changes back to full color or diagonal stripes on the next refresh"
|
||
" of the page or by removing the filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:205
|
||
msgid "Create a shift"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:207
|
||
msgid ""
|
||
"To create a shift, go to any schedule, then click :guilabel:`New`. In the "
|
||
"pop-up window that opens, fill in the following details:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:210
|
||
msgid ""
|
||
"**Templates**: If there is one or more templates existing in your database, "
|
||
"they are displayed in the upper section of the pop-up window. Once selected,"
|
||
" a template prefills the shift form accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:213
|
||
msgid ""
|
||
":guilabel:`Resource`: Resources can be both employees or materials. If this "
|
||
"field is left empty, the shift is considered an :ref:`open shift "
|
||
"<planning/open-shifts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:215
|
||
msgid ""
|
||
":guilabel:`Role`: Select the role that the resource assigned will be "
|
||
"performing. This field is used when :ref:`auto-planning <planning/open-"
|
||
"shifts>` shifts. Once you select a role, the shift templates associated with"
|
||
" it are displayed in the upper section of the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:218
|
||
msgid ""
|
||
":guilabel:`Project`: If the Project app is installed in your database, this "
|
||
"field allows you to link the project to the shift is available, allowing you"
|
||
" to plan and track shifts dedicated to work on the selected project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:221
|
||
msgid ""
|
||
":guilabel:`Sales Order Item`: If the Sales app is installed in your "
|
||
"database, this field allows you to link a sales order to the shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:223
|
||
msgid ""
|
||
":guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat "
|
||
"Every` field according to your needs. The following rules apply to recurring"
|
||
" shifts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:226
|
||
msgid ""
|
||
"All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, "
|
||
":guilabel:`Project`) are copied from the original shift except for the date,"
|
||
" which is adjusted according to the :guilabel:`Repeat Every` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:229
|
||
msgid "Recurrences are planned but not published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:230
|
||
msgid ""
|
||
"By default, planned shifts are created six months in advance, after which "
|
||
"they are created gradually. To change the time frame, :ref:`activate the "
|
||
"Developer mode <developer-mode>`, then go to :menuselection:`Planning --> "
|
||
"Configuration --> Settings` and edit the :guilabel:`Recurring Shifts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:235
|
||
msgid ""
|
||
":guilabel:`Save as Template`: When this option is ticked, a shift template "
|
||
"is created with the same :guilabel:`Start and End hours`, "
|
||
":guilabel:`Allocated time`, :guilabel:`Role`, and :guilabel:`Project`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:238
|
||
msgid ""
|
||
":guilabel:`Additional note sent to the employee`: Click on the field to add "
|
||
"a note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:239
|
||
msgid ""
|
||
":guilabel:`Date`: Choose the date and time of your shift. This is the only "
|
||
"mandatory field when creating a shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:241
|
||
msgid ""
|
||
":guilabel:`Allocated time`: Is calculated based on the date and the "
|
||
"employee’s :guilabel:`Working Schedule`. See more in :ref:`Shift Templates "
|
||
"<planning/templates>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:244
|
||
msgid ""
|
||
"Click :guilabel:`Publish & Save` to confirm the shift and send the assigned "
|
||
"employee their schedule by email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:248
|
||
msgid ""
|
||
"The draft is visible on the admin planning view and can be identified by "
|
||
"diagonal lines. The employee is only notified of the shift once it's "
|
||
"published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:251
|
||
msgid ""
|
||
"Two kinds of notifications are sent to the employees depending on their "
|
||
"account configuration:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:253
|
||
msgid ""
|
||
"Employees without user accounts are redirected to a dedicated **Planning "
|
||
"portal**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:254
|
||
msgid ""
|
||
"Employees with a user account are redirected to the :guilabel:`My Planning` "
|
||
"view in the backend view of Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:260
|
||
msgid "Open shifts and auto planning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:262
|
||
msgid ""
|
||
"The :guilabel:`Auto Plan` button allows you to assign **Open shifts** "
|
||
"(shifts with no resource assigned) and create and assign shifts linked to "
|
||
"sales orders or project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:265
|
||
msgid "The following features have an impact on auto planning:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:267
|
||
msgid ""
|
||
"**Roles**: Open shifts are only assigned to resources (employees or "
|
||
"materials) that have the corresponding role assigned. It is not possible to "
|
||
"use the :guilabel:`Auto Plan` feature for employee with no roles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:270
|
||
msgid ""
|
||
"**Default roles**: The default role assigned to a resource is given priority"
|
||
" over the other roles they have assigned to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:272
|
||
msgid ""
|
||
"**Conflicts**: Employees or materials cannot be assigned multiple shifts at "
|
||
"the same time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:273
|
||
msgid ""
|
||
"**Time off**: The employees’ time off is taken into account, as well as "
|
||
"public holidays."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:274
|
||
msgid ""
|
||
"**Company working hours**: Are taken into account when assigning shifts to "
|
||
"employees or materials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:275
|
||
msgid ""
|
||
"**Contracts**: Employees without an active contract cannot be assigned "
|
||
"shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:277
|
||
msgid ""
|
||
"Click :guilabel:`Publish` to confirm the schedule and notify the employees "
|
||
"of their planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:282
|
||
msgid "Switching shifts and unassignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:284
|
||
msgid ""
|
||
"Two features are available to allow employees to make changes to their "
|
||
"schedule: **switching shifts** and **unassignment**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:288
|
||
msgid ""
|
||
"These features are mutually exclusive. Switching shifts is possible by "
|
||
"default and cannot be disabled. However, once the **Allow unassignment** "
|
||
"feature is enabled, it replaces the option to switch shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:293
|
||
msgid "Switching shifts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:295
|
||
msgid ""
|
||
"Once shifts are planned and published, employees receive an email "
|
||
"notification. If an employee wishes to switch a shift, they can click the "
|
||
"unwanted shift and click :guilabel:`Ask to switch`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:298
|
||
msgid ""
|
||
"The shift remains assigned to the original employee, but in the schedule, a "
|
||
"notification informing that the assigned employee would like to switch "
|
||
"shifts is visible on the shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:301
|
||
msgid ""
|
||
"The shift is then displayed to other employees who share the same role, and "
|
||
"if they wish to assign it to themselves, they can click the :guilabel:`I "
|
||
"take it` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:305
|
||
#: ../../content/applications/services/planning.rst:323
|
||
msgid "The following rules apply:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:307
|
||
msgid ""
|
||
"Only the shifts matching the employee's roles are displayed as available to "
|
||
"them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:308
|
||
#: ../../content/applications/services/planning.rst:326
|
||
msgid "Switching shifts is only available for shifts that are in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:311
|
||
msgid "Unassignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:313
|
||
msgid ""
|
||
"To allow employees to unassign themselves from shifts, go to "
|
||
":menuselection:`Planning --> Configuration --> Settings`, then tick the "
|
||
"checkbox :guilabel:`Allow Unassignment`. Then, specify the maximum number of"
|
||
" days that the employees can unassign themselves before the shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:318
|
||
msgid ""
|
||
"Once shifts are planned and published, employees receive an email "
|
||
"notification. If shift unassignment is allowed, the employees can click the "
|
||
":guilabel:`I am unavailable` button, and the shift reverts to an open shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:325
|
||
msgid ""
|
||
"Only the shifts matching the employee's roles are displayed in their "
|
||
"schedule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:8
|
||
msgid "Project"
|
||
msgstr "Proyecto"
|
||
|
||
#: ../../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 ""
|
||
"Proyecto de Odoo es una herramienta para gestionar sus proyectos activos. "
|
||
"Planifique tareas, asigne actividades a sus compañeros de trabajo y "
|
||
"mantengase al tanto del rendimiento de cada proyecto. "
|
||
|
||
#: ../../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 ""
|
||
"`Tutoriales de Odoo: Proyectos y hojas de horas "
|
||
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:3
|
||
msgid "Project management"
|
||
msgstr "Gestión de proyectos "
|
||
|
||
#: ../../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 ""
|
||
"Proyecto de Odoo usa el sistema de gestión de proyectos **Kanban**. Esto "
|
||
"significa que todos los proyectos se desglosan en tareas que se categorizan "
|
||
"en un tablero de acuerdo a la fase de produción en la que se encuentren. "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:8
|
||
msgid "Did you know?"
|
||
msgstr "¿Sabía que? "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:10
|
||
msgid ""
|
||
"The word **Kanban** comes from Japanese and refers to the \"visual board\" "
|
||
"management method."
|
||
msgstr ""
|
||
"La palabra **Kanban** viene del japonés y se refiere al método de gestión "
|
||
"\"tablero visual\". "
|
||
|
||
#: ../../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 ""
|
||
"`Tutoriales de Odoo: Gestión de proyectos Kanban "
|
||
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
|
||
|
||
#: ../../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 ""
|
||
"Abra la aplicación **Proyecto** y haga clic en :guilabel:`Crear` para "
|
||
"comenzar un nuevo proyecto. Introduzca un :guilabel:`Nombre` para su "
|
||
"proyecto y haga clic en :guilabel:`Crear proyecto`. "
|
||
|
||
#: ../../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 ""
|
||
"Puede personalizar sus **proyectos** desde el tablero haciendo clic en el "
|
||
"botón desplegable de alternar (:guilabel:`⋮`) en la **tarjeta** de su "
|
||
"proyecto."
|
||
|
||
#: ../../content/applications/services/project/project_management.rst-1
|
||
msgid "Project card"
|
||
msgstr "Tarjeta del proyecto "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:29
|
||
msgid "This enables a new menu divided into four parts:"
|
||
msgstr "Esto activa un nuevo menú que se divide en cuatro partes:"
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Vista`: vea un resumen de los componentes de su proyecto tales "
|
||
"como sus :guilabel:`Tareas`, :guilabel:`Objetivos` y las "
|
||
":guilabel:`Actualizaciones del proyecto`. Dependiendo de las aplicaciones "
|
||
"que tenga activadas, tendrá más opciones disponibles, como "
|
||
":guilabel:`Documentos`. Puede encontrar todos los archivos subidos en este "
|
||
"menú, así como en la aplicación **Documentos**, en :guilabel:`Proyectos`;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:35
|
||
msgid ""
|
||
":guilabel:`Reporting`: analyze your project's progress and profitability "
|
||
"through graphics and statistics;"
|
||
msgstr ""
|
||
":guilabel:`Reportes`: analice el progreso y rendimiento de su proyecto con "
|
||
"gráficos y estadísticas;"
|
||
|
||
#: ../../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 ""
|
||
"**Color**: ponga una línea de color del lado izquierdo de la tarjeta para "
|
||
"reconocer fácilmente su proyecto;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:39
|
||
msgid ":guilabel:`Settings`: you can change the following:"
|
||
msgstr ":guilabel:`Ajustes`: puede cambiar lo siguiente:"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:41
|
||
msgid "the :guilabel:`Name` of the project;"
|
||
msgstr "el :guilabel:`Nombre` del proyecto;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:42
|
||
msgid "the :guilabel:`Name of the tasks` found under that project;"
|
||
msgstr ""
|
||
"el :guilabel:`Nombre de las tareas` que le pertenecen a ese proyecto; "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:43
|
||
msgid "the :guilabel:`Customer` for whom the project is intended;"
|
||
msgstr "el :guilabel:`Cliente` para quién es el proyecto; "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:44
|
||
msgid "the :guilabel:`Tags` used for filtering;"
|
||
msgstr "las :guilabel:`Etiquetas` que usa para los filtros;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:45
|
||
msgid "the :guilabel:`Company` responsible for the project;"
|
||
msgstr "la :guilabel:`Empresa` responsable del proyecto;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:46
|
||
msgid "the employee designated as :guilabel:`Project Manager`;"
|
||
msgstr "el empleado asignado como :guilabel:`Gerente del proyecto`;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:47
|
||
msgid "the :guilabel:`Planned Date` of the project;"
|
||
msgstr "la :guilabel:`Fecha planeada` del proyecto;"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:48
|
||
msgid "the total :guilabel:`Allocated Hours` for that project."
|
||
msgstr "las :guilabel:`Horas asignadas` totales para ese proyecto."
|
||
|
||
#: ../../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 ""
|
||
"Además, puede marcar el proyecto como :guilabel:`Favorito`, permitiendole "
|
||
"encontrarlo usando el filtro :guilabel:`Mis favoritos` en la vista Kanban;"
|
||
" "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst-1
|
||
msgid "Project settings"
|
||
msgstr "Ajustes del proyecto"
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:58
|
||
msgid ""
|
||
"`Odoo Tutorials: Customize projects "
|
||
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
|
||
msgstr ""
|
||
"`Tutoriales de Odoo: personalice sus proyectos "
|
||
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
|
||
|
||
#: ../../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 ""
|
||
"Más ajustes están disponibles en la pestaña :guilabel:`Ajustes`. La mayoría "
|
||
"están *solo* disponibles dependiendo de las aplicaciones activadas. "
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:65
|
||
msgid "Scheduling activities"
|
||
msgstr "Planificar actividades"
|
||
|
||
#: ../../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 ""
|
||
"Puede planificar **actividades** por proyecto (por ejemplo, "
|
||
":guilabel:`Llamada`, :guilabel:`Reunión`, etc.) haciendo clic en el ícono de"
|
||
" **reloj** en un proyecto. Aparecerá una lista con actividades ya planeadas "
|
||
"y le permitirá planear actividades **nuevas** haciendo clic en :guilabel:`+ "
|
||
"Planificar una actividad`. En la ventana emergente, seleccione el "
|
||
":guilabel:`Tipo de actividad`, escriba un :guilabel:`Resumen` para esa "
|
||
"actividad, una :guilabel:`Fecha límite`, y asígnela a un empleado. De "
|
||
"acuerdo con el :guilabel:`Tipo de actividad`, puede tener disponibles "
|
||
"**opciones adicionales**."
|
||
|
||
#: ../../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 ""
|
||
"Si una actividad **ya** está planeada, el ícono puede cambiar a un "
|
||
"**teléfono**, un **grupo de personas** u otro. "
|
||
|
||
#: ../../content/applications/services/project/tasks.rst:5
|
||
msgid "Tasks"
|
||
msgstr "Tareas"
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:3
|
||
msgid "Create Project's Tasks from an Email Alias"
|
||
msgstr ""
|
||
"Crear tareas del proyecto a partir de un seudónimo de correo electrónico"
|
||
|
||
#: ../../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 ""
|
||
"Cuando cuenta con una dirección de correo electrónico que sus clientes "
|
||
"conocen de inicio a fin, lo último que querrá hacer es cambiarla. En su "
|
||
"lugar, vincule esa dirección a su proyecto y transforme esas conversaciones "
|
||
"en trabajo estructurado. De esta manera se creará automáticamente una tarea "
|
||
"en la primera etapa de un proyecto."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:11
|
||
msgid "Set up an incoming email server"
|
||
msgstr "Configurar un servidor de correo electrónico entrante"
|
||
|
||
#: ../../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 ""
|
||
"En la aplicación *Configuración*, active *Servidores de correo electrónico "
|
||
"externos* y defina el seudónimo de correo electrónico entrante que desee "
|
||
"utilizar."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:15
|
||
msgid ""
|
||
"**For more information**: "
|
||
":doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ""
|
||
"**Para más información**: "
|
||
":doc:`/applications/general/email_communication/email_servers`"
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:18
|
||
msgid "Configure the email alias in your project"
|
||
msgstr "Configure el seudónimo de correo electrónico en su proyecto"
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:22
|
||
msgid ""
|
||
"Now that you have the incoming email server set up, go to "
|
||
":menuselection:`Project --> Configuration --> Projects --> Edit`. Under the "
|
||
"*Emails* tab, define the wanted email alias and choose the policy to receive"
|
||
" a message."
|
||
msgstr ""
|
||
"Después de configurar su servidor de correo electrónico entrante, vaya a "
|
||
":menuselection:`Proyecto --> Configuración --> Proyecto --> Editar`. En la "
|
||
"pestaña de *correos electrónicos* puede definir su seudónimo de correo "
|
||
"electrónico y elegir la política para recibir un mensaje."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:23
|
||
msgid "In addition, you can now directly set it when creating a new project."
|
||
msgstr ""
|
||
"Además, ahora se puede establecer directamente al crear un nuevo proyecto."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst-1
|
||
msgid ""
|
||
"In the settings of your project, define the emails alias under the tab email"
|
||
" in Odoo Project"
|
||
msgstr ""
|
||
"En los ajustes de su proyecto, defina los seudónimos de los correos "
|
||
"electrónicos debajo de la pestaña de correo electrónico."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:30
|
||
msgid ""
|
||
"All the recipients of the email (To/Cc/Bcc) are automatically added as "
|
||
"followers of the task."
|
||
msgstr ""
|
||
"Todos los destinatarios del correo electrónico (Para/Cc/Cco) se añaden "
|
||
"automáticamente como seguidores de la tarea."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:32
|
||
msgid "The email can be seen under the name of your project on the dashboard."
|
||
msgstr ""
|
||
"El correo electrónico puede verse bajo el nombre de su proyecto en el "
|
||
"tablero."
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst-1
|
||
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
|
||
msgstr ""
|
||
"Vista del seudónimo del correo electrónico elegido en el tablero del "
|
||
"proyecto."
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:3
|
||
msgid "Recurring tasks"
|
||
msgstr "Tareas recurrentes"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:5
|
||
msgid ""
|
||
"When handling a project, the same task often needs to be performed several "
|
||
"times: for example, weekly meetings or status reports. The **recurring "
|
||
"tasks** feature allows you to automate the creation of those tasks."
|
||
msgstr ""
|
||
"Al trabajar con un proyecto, es muy común que deba realizar una misma tarea "
|
||
"varias veces: por ejemplo, reuniones semanales o reportes de estado. La "
|
||
"función de **tareas recurrentes** le permite automatizar la creación de esas"
|
||
" tareas. "
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:10
|
||
msgid ""
|
||
"`Odoo Tutorials: Recurring tasks "
|
||
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
|
||
msgstr ""
|
||
"`Tutoriales de Odoo: Tareas recurrentes "
|
||
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:15
|
||
msgid ""
|
||
"To enable recurring tasks, go to :menuselection:`Project --> Configuration "
|
||
"--> Settings`, then activate :guilabel:`Recurring Tasks`, and press "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
"Para activar las tareas recurrentes, vaya a :menuselection:`Proyecto --> "
|
||
"Configuración --> Ajustes`, luego active la función de :guilabel:`Tareas "
|
||
"recurrentes` y haga clic en :guilabel:`Guardar`. "
|
||
|
||
#: ../../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 ""
|
||
"Ahora las tareas recurrentes estarán activadas para todos los proyectos "
|
||
"existentes. Puede desactivar esta función en un proyecto específico haciendo"
|
||
" clic en el botón del menú desplegable :guilabel:`⋮` junto al nombre del "
|
||
"proyecto y luego en :menuselection:`Ajustes --> Ajustes --> Gestión de "
|
||
"tareas` y desactive la función :guilabel:`Tareas recurrentes`. "
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:24
|
||
msgid "Set up task recurrence"
|
||
msgstr "Establezca la recurrencia de una tarea"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:26
|
||
msgid ""
|
||
"In an existing task, press the :guilabel:`Recurrent` button next to the "
|
||
":guilabel:`Planned date`. Then, configure :guilabel:`Repeat Every` field "
|
||
"according to your needs."
|
||
msgstr ""
|
||
"En una tarea existente haga clic en el botón :guilabel:`Recurrente` que se "
|
||
"encuentra a un lado de la :guilabel:`Fecha planeada`. Después, configure el "
|
||
"campo :guilabel:`Repetir cada` según lo que necesite."
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:29
|
||
msgid ""
|
||
"A new task in recurrence will be created once either of this conditions is "
|
||
"met: - Previous task in recurrence has been closed. - On the day of the "
|
||
"planned recurrence."
|
||
msgstr ""
|
||
"Una vez que cualquiera de las siguientes condiciones sea verdadera se creará"
|
||
" una nueva tarea en recurrencia: - Se cerró la tarea previa en la "
|
||
"recurrencia. - En el día de la recurrencia planeada."
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:33
|
||
msgid ""
|
||
"The new task is created on your project dashboard with the following "
|
||
"configuration:"
|
||
msgstr ""
|
||
"La nueva tarea se crea en el tablero del proyecto con los siguientes datos:"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:35
|
||
msgid ""
|
||
":guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or "
|
||
"equivalent);"
|
||
msgstr ""
|
||
":guilabel:`Etapa`: la primera etapa del tablero del proyecto "
|
||
"(:guilabel:`Nuevo` o el equivalente);"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:36
|
||
msgid ""
|
||
":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, "
|
||
":guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: copied from "
|
||
"the original task;"
|
||
msgstr ""
|
||
":guilabel:`Nombre`, :guilabel:`Descripción`, :guilabel:`Proyecto`, "
|
||
":guilabel:`Responsables`, :guilabel:`Cliente`, :guilabel:`Etiquetas`: "
|
||
"copiadas de la tarea original;"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:38
|
||
msgid ""
|
||
":guilabel:`Milestones`, :guilabel:`Deadline`, :guilabel:`Timesheets`, "
|
||
":guilabel:`Chatter`, :guilabel:`Activities`, :guilabel:`Subtasks`: those "
|
||
"fields are not copied;"
|
||
msgstr ""
|
||
":guilabel:`Objetivos`, :guilabel:`Fecha límite`, :guilabel:`Hojas de horas`,"
|
||
" :guilabel:`Chatter`, :guilabel:`Actividades`, :guilabel:`Subtareas`: estos "
|
||
"campos no se copian."
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:41
|
||
msgid ""
|
||
"A **smart button** on the task displays the total number of existing "
|
||
"recurrences."
|
||
msgstr ""
|
||
"Un **botón inteligente** mostrará el número total de recurrencias "
|
||
"existentes. "
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:44
|
||
msgid "Edit or stop task recurrence"
|
||
msgstr "Edite o detenga la recurrencia de una tarea"
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:46
|
||
msgid ""
|
||
"**To edit** the recurrence, open the last task in recurrence. Any changes "
|
||
"made on the task will be applied to the tasks that will be created in the "
|
||
"future."
|
||
msgstr ""
|
||
"**Para editar** la recurrencia, abra la última tarea en recurrencia. "
|
||
"Cualquier modificación que realice a la tarea se aplicará a las tareas que "
|
||
"se crearán en el futuro."
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:49
|
||
msgid ""
|
||
"**To stop** the recurrence, open the last task in recurrence and press the "
|
||
":guilabel:`Recurrent` button next to the :guilabel:`Planned date`."
|
||
msgstr ""
|
||
"**Para detener** la recurrencia, abra la última tarea en recurrencia y "
|
||
"presione el botón :guilabel:`Recurrente` que se encuentra junto a la "
|
||
":guilabel:`fecha planeada`."
|
||
|
||
#: ../../content/applications/services/timesheets.rst:8
|
||
msgid "Timesheets"
|
||
msgstr "Hojas de horas"
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
|
||
msgid "Create Timesheets upon Time Off Validation"
|
||
msgstr "Crear hojas de horas después de la validación del tiempo personal"
|
||
|
||
#: ../../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 ""
|
||
"Odoo registra las horas dedicadas en proyectos/tareas de forma automática "
|
||
"cuando se solicita tiempo personal. Esto permite un mejor control general "
|
||
"sobre la validación de hojas de hora, ya que evita tener que preguntar "
|
||
"acerca de horas que el empleado olvidó registrar."
|
||
|
||
#: ../../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 ""
|
||
"Active el :ref:` modo desarrollador <developer-mode>`, vaya a *Hojas de "
|
||
"horas*, y cambie el *Proyecto* y la *Tarea* establecidos de manera "
|
||
"predeterminada, si así lo desea."
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||
msgid ""
|
||
"View of Timesheets setting enabling the feature record time off in Odoo "
|
||
"Timesheets"
|
||
msgstr ""
|
||
"Vista de los ajustes de hojas de horas cuando se habilita la función de "
|
||
"registro de tiempo personal en la aplicación de Hoja de horas de Odoo."
|
||
|
||
#: ../../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 ""
|
||
"Vaya a :menuselection:`Tiempo personal -> Configuración -> Tipos de tiempo "
|
||
"personal`. Seleccione o cree el tipo necesario y decida si desea que las "
|
||
"solicitudes se validen o no."
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||
msgid ""
|
||
"View of a time off types form emphasizing the time off requests and timesheets section in\n"
|
||
"Odoo Time Off"
|
||
msgstr ""
|
||
"Vista del formulario de los tipos de tiempo personal en la que se destacan la aprobación de solicitudes de tiempo personal y la sección de hojas de horas en\n"
|
||
"la aplicación de Tiempo personal de Odoo."
|
||
|
||
#: ../../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 ""
|
||
"Una vez que el empleado solicitó su tiempo personal y se validó la solicitud"
|
||
" (o no, según los ajustes elegidos), el tiempo se asigna de forma automática"
|
||
" en la aplicación *Hojas de horas*, en el respectivo proyecto y tarea."
|
||
|
||
#: ../../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 ""
|
||
"En el siguiente ejemplo, el usuario solicitó *Tiempo libre pagado* del 13 al"
|
||
" 15 de julio."
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||
msgid "View of the time off request form in Odoo Time Off"
|
||
msgstr "Vista del formulario de solicitud de tiempo personal en Odoo."
|
||
|
||
#: ../../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 ""
|
||
"Si no se necesita validación, el tiempo personal solicitado se muestra "
|
||
"automáticamente en la aplicación *Hojas de horas*. Si la validación es "
|
||
"necesaria, el tiempo se asigna de forma automática en cuanto la persona "
|
||
"responsable lo valida."
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||
msgid ""
|
||
"Video of timesheets emphasizing the requested time off from the employee in "
|
||
"Odoo Timesheets"
|
||
msgstr ""
|
||
"Video de la aplicación de Hoja de horas en el que se destaca el tiempo "
|
||
"personal solicitado del empleado."
|
||
|
||
#: ../../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 ""
|
||
"Haga clic en la lupa y coloque el cursor sobre la celda correspondiente para"
|
||
" acceder a todos los datos agregados en esa celda (día) y ver los detalles "
|
||
"sobre el proyecto/tarea."
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||
msgid "View of the details of a project/task in Odoo Timeheets"
|
||
msgstr ""
|
||
"Vista de los detalles de un proyecto/tarea en la aplicación de Hoja de horas"
|
||
" de Odoo."
|