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| Original file line number | Diff line number | Diff line change |
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| <?xml version="1.0" encoding="utf-8"?> | ||
| <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> | ||
| <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> | ||
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| /* | ||
| :Author: David Goodger ([email protected]) | ||
| :Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $ | ||
| :Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $ | ||
| :Copyright: This stylesheet has been placed in the public domain. | ||
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| Default cascading style sheet for the HTML output of Docutils. | ||
| Despite the name, some widely supported CSS2 features are used. | ||
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| See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to | ||
| customize this style sheet. | ||
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| pre.code .ln { color: grey; } /* line numbers */ | ||
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@@ -369,7 +369,7 @@ <h1 class="title">Helpdesk Management</h1> | |
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:cedeb6d130da8d860c927b8bb9da141d744a51997e0294ea4af2f9a0d1e4185d | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> | ||
| <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt"><img alt="OCA/helpdesk" src="https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/helpdesk-16-0/helpdesk-16-0-helpdesk_mgmt"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
| <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt"><img alt="OCA/helpdesk" src="https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/helpdesk-17-0/helpdesk-17-0-helpdesk_mgmt"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
| <p>This module adds Helpdesk functionality in Odoo.</p> | ||
| <p><strong>Table of contents</strong></p> | ||
| <div class="contents local topic" id="contents"> | ||
|
|
@@ -407,44 +407,43 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1> | |
| <div class="section" id="channels"> | ||
| <h2><a class="toc-backref" href="#toc-entry-2">Channels</a></h2> | ||
| <ol class="arabic simple"> | ||
| <li>Go to <em>Helpdesk > Configuration > Channels</em> to edit or create new channels.</li> | ||
| <li>Go to <em>Helpdesk > Configuration > Channels</em> to edit or create new | ||
| channels.</li> | ||
| <li>Edit or create a channel.</li> | ||
| <li>Set the name for the channel.</li> | ||
| <li>You can also Activate or Deactivate channels.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Channels" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Channels.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p><img alt="image1" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Channels.PNG" /></p> | ||
| </div> | ||
| <div class="section" id="categories"> | ||
| <h2><a class="toc-backref" href="#toc-entry-3">Categories</a></h2> | ||
| <ol class="arabic simple"> | ||
| <li>Go to <em>Helpdesk > Configuration > Categories</em> to edit or create new categories.</li> | ||
| <li>Go to <em>Helpdesk > Configuration > Categories</em> to edit or create new | ||
| categories.</li> | ||
| <li>Edit or create a new category.</li> | ||
| <li>Set the name for the category.</li> | ||
| <li>You can also Activate or Deactivate categories.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Categories" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Categories.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p><img alt="image2" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Categories.PNG" /></p> | ||
| </div> | ||
| <div class="section" id="stages"> | ||
| <h2><a class="toc-backref" href="#toc-entry-4">Stages</a></h2> | ||
| <ol class="arabic simple"> | ||
| <li>Go to <em>Helpdesk > Configuration > Stages</em> to edit or create new stages.</li> | ||
| <li>Go to <em>Helpdesk > Configuration > Stages</em> to edit or create new | ||
| stages.</li> | ||
| <li>Edit or create a new stage.</li> | ||
| <li>Set the name for the stage.</li> | ||
| <li>Set the sequence order for the stage.</li> | ||
| <li>You can select an Email template.</li> | ||
| <li>Mark the Unattended checkbox if the stage contains unattended tickets.</li> | ||
| <li>Mark the Unattended checkbox if the stage contains unattended | ||
| tickets.</li> | ||
| <li>Mark the Closed checkbox if the stage contains closed tickets.</li> | ||
| <li>You can add a description for the stage.</li> | ||
| <li>You can also Activate or Deactivate stages.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Stages" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Stages.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p>You can also sort the stage sequence if you move up or down the stages in the list view.</p> | ||
| <p><img alt="image3" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Stages.PNG" /></p> | ||
| <p>You can also sort the stage sequence if you move up or down the stages | ||
| in the list view.</p> | ||
| </div> | ||
| <div class="section" id="teams"> | ||
| <h2><a class="toc-backref" href="#toc-entry-5">Teams</a></h2> | ||
|
|
@@ -455,45 +454,48 @@ <h2><a class="toc-backref" href="#toc-entry-5">Teams</a></h2> | |
| <li>Add the teams members.</li> | ||
| <li>You can also Activate or Deactivate teams.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Teams" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Teams.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p><img alt="image4" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Teams.PNG" /></p> | ||
| </div> | ||
| <div class="section" id="tags"> | ||
| <h2><a class="toc-backref" href="#toc-entry-6">Tags</a></h2> | ||
| <ol class="arabic simple"> | ||
| <li>Go to <em>Helpdesk > Configuration > Ticket Tags</em> to edit or create new tags.</li> | ||
| <li>Go to <em>Helpdesk > Configuration > Ticket Tags</em> to edit or create new | ||
| tags.</li> | ||
| <li>Edit or create a new tag.</li> | ||
| <li>Set the name for the tag.</li> | ||
| <li>Set the color index for the tag.</li> | ||
| <li>You can also Activate or Deactivate tags.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Ticket Tags" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Tags.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p><img alt="image5" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tags.PNG" /></p> | ||
| </div> | ||
| <div class="section" id="permissions"> | ||
| <h2><a class="toc-backref" href="#toc-entry-7">Permissions</a></h2> | ||
| <p>There are restrictions to read tickets according to the user’s permissions set in Helpdesk.</p> | ||
| <p>There are restrictions to read tickets according to the user’s | ||
| permissions set in Helpdesk.</p> | ||
| <ol class="arabic simple"> | ||
| <li><em>User: Personal tickets</em>: User is able to see their tickets (those that are assigned to their user) or those that are no team nor user is assigned.</li> | ||
| <li><em>User: Team tickets</em>: User is able to see all the tickets that are assigned to the teams to which he/she belongs or the tickets that are not assigned to any team nor user.</li> | ||
| <li><em>User: Personal tickets</em>: User is able to see their tickets (those | ||
| that are assigned to their user) or those that are no team nor user | ||
| is assigned.</li> | ||
| <li><em>User: Team tickets</em>: User is able to see all the tickets that are | ||
| assigned to the teams to which he/she belongs or the tickets that are | ||
| not assigned to any team nor user.</li> | ||
| <li><em>User</em>: User is able to see all the tickets.</li> | ||
| </ol> | ||
| </div> | ||
| </div> | ||
| <div class="section" id="usage"> | ||
| <h1><a class="toc-backref" href="#toc-entry-8">Usage</a></h1> | ||
| <ol class="arabic simple"> | ||
| <li>Go to <em>Helpdesk</em> or <em>Helpdesk > Dashboard</em> to see the tickets dashboard</li> | ||
| <li>In the Kanban view, click in the kanban card of a team to see their tickets and create new ones.</li> | ||
| <li>Go to <em>Helpdesk</em> or <em>Helpdesk > Dashboard</em> to see the tickets | ||
| dashboard</li> | ||
| <li>In the Kanban view, click in the kanban card of a team to see their | ||
| tickets and create new ones.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Kanban view" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Tickets_Kanban.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p><img alt="Tickets_Kanban" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tickets_Kanban.PNG" /></p> | ||
| <p>To create a new ticket from the kanban view:</p> | ||
| <ol class="arabic simple"> | ||
| <li>Press <em>Create</em> button or click on the plus icon at the top of the column of a stage.</li> | ||
| <li>Press <em>Create</em> button or click on the plus icon at the top of the | ||
| column of a stage.</li> | ||
| <li>Set the name or subject for the ticket.</li> | ||
| <li>Select the team that will manage the ticket.</li> | ||
| <li>You can select a user to assign the ticket.</li> | ||
|
|
@@ -503,24 +505,24 @@ <h1><a class="toc-backref" href="#toc-entry-8">Usage</a></h1> | |
| <li>Add a description.</li> | ||
| <li>You can also attach files to the ticket.</li> | ||
| </ol> | ||
| <div class="figure"> | ||
| <img alt="Create a new ticket" src="https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Tickets01.PNG" style="width: 600px;" /> | ||
| </div> | ||
| <p><img alt="Tickets01" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tickets01.PNG" /></p> | ||
| </div> | ||
| <div class="section" id="known-issues-roadmap"> | ||
| <h1><a class="toc-backref" href="#toc-entry-9">Known issues / Roadmap</a></h1> | ||
| <ul class="simple"> | ||
| <li>Add a tour feature similar to what the <tt class="docutils literal">project</tt> module defines to discover projects / tasks.</li> | ||
| <li>Update portal tests defined in <tt class="docutils literal">tests/test_portal.py</tt> to rely on tour specs (in JS) | ||
| in order to replicate the navigation behavior of portal users.</li> | ||
| <li>Add a tour feature similar to what the <tt class="docutils literal">project</tt> module defines to | ||
| discover projects / tasks.</li> | ||
| <li>Update portal tests defined in <tt class="docutils literal">tests/test_portal.py</tt> to rely on | ||
| tour specs (in JS) in order to replicate the navigation behavior of | ||
| portal users.</li> | ||
| </ul> | ||
| </div> | ||
| <div class="section" id="bug-tracker"> | ||
| <h1><a class="toc-backref" href="#toc-entry-10">Bug Tracker</a></h1> | ||
| <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/helpdesk/issues">GitHub Issues</a>. | ||
| In case of trouble, please check there if your issue has already been reported. | ||
| If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
| <a class="reference external" href="https://github.com/OCA/helpdesk/issues/new?body=module:%20helpdesk_mgmt%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
| <a class="reference external" href="https://github.com/OCA/helpdesk/issues/new?body=module:%20helpdesk_mgmt%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
| <p>Do not contact contributors directly about support or help with technical issues.</p> | ||
| </div> | ||
| <div class="section" id="credits"> | ||
|
|
@@ -568,8 +570,6 @@ <h2><a class="toc-backref" href="#toc-entry-13">Contributors</a></h2> | |
| <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> | ||
| <li>Pedro M. Baeza</li> | ||
| <li>Víctor Martínez</li> | ||
| <li>Carolina Fernandez</li> | ||
| <li>Carlos Roca</li> | ||
| </ul> | ||
| </li> | ||
| <li><a class="reference external" href="https://www.id42.com.br">ID42 Sistemas</a>:<ul> | ||
|
|
@@ -594,11 +594,13 @@ <h2><a class="toc-backref" href="#toc-entry-13">Contributors</a></h2> | |
| <div class="section" id="maintainers"> | ||
| <h2><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h2> | ||
| <p>This module is maintained by the OCA.</p> | ||
| <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> | ||
| <a class="reference external image-reference" href="https://odoo-community.org"> | ||
| <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /> | ||
| </a> | ||
| <p>OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
| mission is to support the collaborative development of Odoo features and | ||
| promote its widespread use.</p> | ||
| <p>This module is part of the <a class="reference external" href="https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt">OCA/helpdesk</a> project on GitHub.</p> | ||
| <p>This module is part of the <a class="reference external" href="https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt">OCA/helpdesk</a> project on GitHub.</p> | ||
| <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> | ||
| </div> | ||
| </div> | ||
|
|
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