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@@ -17,13 +17,13 @@ Helpdesk Management | |
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github | ||
:target: https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt | ||
:target: https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt | ||
:alt: OCA/helpdesk | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/helpdesk-16-0/helpdesk-16-0-helpdesk_mgmt | ||
:target: https://translation.odoo-community.org/projects/helpdesk-17-0/helpdesk-17-0-helpdesk_mgmt | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=16.0 | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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@@ -40,139 +40,149 @@ Configuration | |
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To configure this module, you need to: | ||
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#. Edit or create new channels. | ||
#. Edit or create new categories. | ||
#. Edit or create new stages. | ||
#. Edit or create new teams. | ||
#. Edit or create new tags. | ||
1. Edit or create new channels. | ||
2. Edit or create new categories. | ||
3. Edit or create new stages. | ||
4. Edit or create new teams. | ||
5. Edit or create new tags. | ||
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Channels | ||
~~~~~~~~ | ||
-------- | ||
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#. Go to *Helpdesk > Configuration > Channels* to edit or create new channels. | ||
#. Edit or create a channel. | ||
#. Set the name for the channel. | ||
#. You can also Activate or Deactivate channels. | ||
1. Go to *Helpdesk > Configuration > Channels* to edit or create new | ||
channels. | ||
2. Edit or create a channel. | ||
3. Set the name for the channel. | ||
4. You can also Activate or Deactivate channels. | ||
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||
.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Channels.PNG | ||
:alt: Channels | ||
:width: 600 px | ||
|image1| | ||
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Categories | ||
~~~~~~~~~~ | ||
---------- | ||
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#. Go to *Helpdesk > Configuration > Categories* to edit or create new categories. | ||
#. Edit or create a new category. | ||
#. Set the name for the category. | ||
#. You can also Activate or Deactivate categories. | ||
1. Go to *Helpdesk > Configuration > Categories* to edit or create new | ||
categories. | ||
2. Edit or create a new category. | ||
3. Set the name for the category. | ||
4. You can also Activate or Deactivate categories. | ||
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||
.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Categories.PNG | ||
:alt: Categories | ||
:width: 600 px | ||
|image2| | ||
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Stages | ||
~~~~~~ | ||
------ | ||
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#. Go to *Helpdesk > Configuration > Stages* to edit or create new stages. | ||
#. Edit or create a new stage. | ||
#. Set the name for the stage. | ||
#. Set the sequence order for the stage. | ||
#. You can select an Email template. | ||
#. Mark the Unattended checkbox if the stage contains unattended tickets. | ||
#. Mark the Closed checkbox if the stage contains closed tickets. | ||
#. You can add a description for the stage. | ||
#. You can also Activate or Deactivate stages. | ||
1. Go to *Helpdesk > Configuration > Stages* to edit or create new | ||
stages. | ||
2. Edit or create a new stage. | ||
3. Set the name for the stage. | ||
4. Set the sequence order for the stage. | ||
5. You can select an Email template. | ||
6. Mark the Unattended checkbox if the stage contains unattended | ||
tickets. | ||
7. Mark the Closed checkbox if the stage contains closed tickets. | ||
8. You can add a description for the stage. | ||
9. You can also Activate or Deactivate stages. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Stages.PNG | ||
:alt: Stages | ||
:width: 600 px | ||
|image3| | ||
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You can also sort the stage sequence if you move up or down the stages in the list view. | ||
You can also sort the stage sequence if you move up or down the stages | ||
in the list view. | ||
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Teams | ||
~~~~~ | ||
----- | ||
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#. Go to *Helpdesk > Configuration > Teams* to edit or create new teams. | ||
#. Edit or create a new team. | ||
#. Set the name for the team. | ||
#. Add the teams members. | ||
#. You can also Activate or Deactivate teams. | ||
1. Go to *Helpdesk > Configuration > Teams* to edit or create new teams. | ||
2. Edit or create a new team. | ||
3. Set the name for the team. | ||
4. Add the teams members. | ||
5. You can also Activate or Deactivate teams. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Teams.PNG | ||
:alt: Teams | ||
:width: 600 px | ||
|image4| | ||
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Tags | ||
~~~~ | ||
---- | ||
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#. Go to *Helpdesk > Configuration > Ticket Tags* to edit or create new tags. | ||
#. Edit or create a new tag. | ||
#. Set the name for the tag. | ||
#. Set the color index for the tag. | ||
#. You can also Activate or Deactivate tags. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Tags.PNG | ||
:alt: Ticket Tags | ||
:width: 600 px | ||
1. Go to *Helpdesk > Configuration > Ticket Tags* to edit or create new | ||
tags. | ||
2. Edit or create a new tag. | ||
3. Set the name for the tag. | ||
4. Set the color index for the tag. | ||
5. You can also Activate or Deactivate tags. | ||
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|image5| | ||
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Permissions | ||
~~~~~~~~~~~ | ||
----------- | ||
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There are restrictions to read tickets according to the user's | ||
permissions set in Helpdesk. | ||
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There are restrictions to read tickets according to the user's permissions set in Helpdesk. | ||
1. *User: Personal tickets*: User is able to see their tickets (those | ||
that are assigned to their user) or those that are no team nor user | ||
is assigned. | ||
2. *User: Team tickets*: 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. | ||
3. *User*: User is able to see all the tickets. | ||
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#. *User: Personal tickets*: User is able to see their tickets (those that are assigned to their user) or those that are no team nor user is assigned. | ||
#. *User: Team tickets*: 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. | ||
#. *User*: User is able to see all the tickets. | ||
.. |image1| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Channels.PNG | ||
.. |image2| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Categories.PNG | ||
.. |image3| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Stages.PNG | ||
.. |image4| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Teams.PNG | ||
.. |image5| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tags.PNG | ||
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Usage | ||
===== | ||
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#. Go to *Helpdesk* or *Helpdesk > Dashboard* to see the tickets dashboard | ||
#. In the Kanban view, click in the kanban card of a team to see their tickets and create new ones. | ||
1. Go to *Helpdesk* or *Helpdesk > Dashboard* to see the tickets | ||
dashboard | ||
2. In the Kanban view, click in the kanban card of a team to see their | ||
tickets and create new ones. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Tickets_Kanban.PNG | ||
:alt: Kanban view | ||
:width: 600 px | ||
|image1| | ||
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To create a new ticket from the kanban view: | ||
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#. Press *Create* button or click on the plus icon at the top of the column of a stage. | ||
#. Set the name or subject for the ticket. | ||
#. Select the team that will manage the ticket. | ||
#. You can select a user to assign the ticket. | ||
#. Set the priority of the ticket. | ||
#. Select the partner, and you can also set the partner name and email. | ||
#. You can select a category and set tags for the ticket. | ||
#. Add a description. | ||
#. You can also attach files to the ticket. | ||
1. Press *Create* button or click on the plus icon at the top of the | ||
column of a stage. | ||
2. Set the name or subject for the ticket. | ||
3. Select the team that will manage the ticket. | ||
4. You can select a user to assign the ticket. | ||
5. Set the priority of the ticket. | ||
6. Select the partner, and you can also set the partner name and email. | ||
7. You can select a category and set tags for the ticket. | ||
8. Add a description. | ||
9. You can also attach files to the ticket. | ||
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|image2| | ||
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.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt/static/description/Tickets01.PNG | ||
:alt: Create a new ticket | ||
:width: 600 px | ||
.. |image1| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tickets_Kanban.PNG | ||
.. |image2| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tickets01.PNG | ||
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Known issues / Roadmap | ||
====================== | ||
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* Add a tour feature similar to what the ``project`` module defines to discover projects / tasks. | ||
* Update portal tests defined in ``tests/test_portal.py`` to rely on tour specs (in JS) | ||
in order to replicate the navigation behavior of portal users. | ||
- Add a tour feature similar to what the ``project`` module defines to | ||
discover projects / tasks. | ||
- Update portal tests defined in ``tests/test_portal.py`` to rely on | ||
tour specs (in JS) in order to replicate the navigation behavior of | ||
portal users. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/helpdesk/issues>`_. | ||
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 | ||
`feedback <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 <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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
------- | ||
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* AdaptiveCity | ||
* Tecnativa | ||
|
@@ -183,57 +193,57 @@ Authors | |
* SDi Soluciones | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
------------ | ||
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* `Domatix <https://www.domatix.com>`_: | ||
- `Domatix <https://www.domatix.com>`__: | ||
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* Carlos Martínez | ||
* Catalin Airimitoaie | ||
* Álvaro López | ||
* Samuel Calvo | ||
- Carlos Martínez | ||
- Catalin Airimitoaie | ||
- Álvaro López | ||
- Samuel Calvo | ||
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* `Adaptive City <https://www.adaptivecity.com>`_: | ||
- `Adaptive City <https://www.adaptivecity.com>`__: | ||
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* Aitor Bouzas | ||
- Aitor Bouzas | ||
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* `SDi Soluciones, S.L. <https://www.sdi.es>`_: | ||
- `SDi Soluciones, S.L. <https://www.sdi.es>`__: | ||
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* Oscar Soto | ||
* Jorge Luis Quinteros | ||
- Oscar Soto | ||
- Jorge Luis Quinteros | ||
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* `C2i Change 2 improve <http://www.c2i.es>`_: | ||
- `C2i Change 2 improve <http://www.c2i.es>`__: | ||
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* Eduardo Magdalena <[email protected]> | ||
- Eduardo Magdalena <[email protected]> | ||
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* `Factor Libre <https://factorlibre.com>`_: | ||
- `Factor Libre <https://factorlibre.com>`__: | ||
|
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* María Alhambra | ||
* Daniel Cano | ||
- María Alhambra | ||
- Daniel Cano | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Pedro M. Baeza | ||
* Víctor Martínez | ||
- Pedro M. Baeza | ||
- Víctor Martínez | ||
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* `ID42 Sistemas <https://www.id42.com.br>`_: | ||
- `ID42 Sistemas <https://www.id42.com.br>`__: | ||
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* Marcel Savegnago | ||
* Eduardo Aparício | ||
- Marcel Savegnago | ||
- Eduardo Aparício | ||
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* `Obertix <https://www.obertix.net>`_: | ||
- `Obertix <https://www.obertix.net>`__: | ||
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* Vicent Cubells | ||
- Vicent Cubells | ||
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* `Solvos <https://www.solvos.es>`_: | ||
- `Solvos <https://www.solvos.es>`__: | ||
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* David Alonso | ||
- David Alonso | ||
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* `XCG Consulting <https://xcg-consulting.fr>`_: | ||
- `XCG Consulting <https://xcg-consulting.fr>`__: | ||
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* Houzéfa Abbasbhay | ||
- Houzéfa Abbasbhay | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
----------- | ||
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This module is maintained by the OCA. | ||
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@@ -245,6 +255,6 @@ 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. | ||
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This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt>`_ project on GitHub. | ||
This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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@@ -0,0 +1,3 @@ | ||
[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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