diff --git a/helpdesk_mgmt_activity/README.rst b/helpdesk_mgmt_activity/README.rst index 331c3fe10..2586b2fe3 100644 --- a/helpdesk_mgmt_activity/README.rst +++ b/helpdesk_mgmt_activity/README.rst @@ -43,6 +43,20 @@ The module adds the following features: .. contents:: :local: +Use Cases / Context +=================== + +To streamline your helpdesk operations you can set activities to the pre-configured odoo modules records right from the Helpdesk. + +The ticket will be moved to the pre-defined stage when the activity is marked as done. + +For instance: + +A customer reaches the support team regarding a delayed shipment.  +- Assign Activity: The helpdesk support team user opens a ticket for the relevant Inventory picking record with specific instructions to check the shipment status and actions that must be taken. +- Warehouse Action: The assigned warehouse user sees the new activity in their Odoo dashboard, follows the prescribed steps to investigate, and updates the activity status accordingly. +- Automated Updates: Once the warehouse user marks the activity as done, the ticket automatically moves to the "Awaiting" stage to be checked by the support team user. + Configuration ============= @@ -52,6 +66,10 @@ Configuration - Go to Helpdesk-->Configuration-->Settings - In the Available Models field add models available for a Helpdesk +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/settings.png + :alt: Settings view + :width: 600 px + To Configure Ticket's Stage on Activity State** =============================================== @@ -60,6 +78,11 @@ To Configure Ticket's Stage on Activity State** - Enable the "Set Activities" checkbox to enable the feature - Select the "Done Activity Stage" to move the ticket when the activity is done +.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/team.png + :alt: Team view + :width: 600 px + + Usage ===== diff --git a/helpdesk_mgmt_activity/readme/CONFIGURE.rst b/helpdesk_mgmt_activity/readme/CONFIGURE.rst index 2cb4782bc..5ab841f48 100644 --- a/helpdesk_mgmt_activity/readme/CONFIGURE.rst +++ b/helpdesk_mgmt_activity/readme/CONFIGURE.rst @@ -4,6 +4,10 @@ - Go to Helpdesk-->Configuration-->Settings - In the Available Models field add models available for a Helpdesk +.. figure:: ../static/img/settings.png + :alt: Settings view + :width: 600 px + To Configure Ticket's Stage on Activity State** =============================================== @@ -11,3 +15,8 @@ To Configure Ticket's Stage on Activity State** - Create a "New" team or select an existing record - Enable the "Set Activities" checkbox to enable the feature - Select the "Done Activity Stage" to move the ticket when the activity is done + +.. figure:: ../static/img/team.png + :alt: Team view + :width: 600 px + diff --git a/helpdesk_mgmt_activity/readme/CONTEXT.rst b/helpdesk_mgmt_activity/readme/CONTEXT.rst new file mode 100644 index 000000000..3acc086ef --- /dev/null +++ b/helpdesk_mgmt_activity/readme/CONTEXT.rst @@ -0,0 +1,10 @@ +To streamline your helpdesk operations you can set activities to the pre-configured odoo modules records right from the Helpdesk. + +The ticket will be moved to the pre-defined stage when the activity is marked as done. + +For instance: + +A customer reaches the support team regarding a delayed shipment.  +- Assign Activity: The helpdesk support team user opens a ticket for the relevant Inventory picking record with specific instructions to check the shipment status and actions that must be taken. +- Warehouse Action: The assigned warehouse user sees the new activity in their Odoo dashboard, follows the prescribed steps to investigate, and updates the activity status accordingly. +- Automated Updates: Once the warehouse user marks the activity as done, the ticket automatically moves to the "Awaiting" stage to be checked by the support team user. \ No newline at end of file diff --git a/helpdesk_mgmt_activity/static/description/index.html b/helpdesk_mgmt_activity/static/description/index.html index 7d1493604..d81e438a1 100644 --- a/helpdesk_mgmt_activity/static/description/index.html +++ b/helpdesk_mgmt_activity/static/description/index.html @@ -380,44 +380,61 @@

Helpdesk Management Activity

Table of contents

+
+

Use Cases / Context

+

To streamline your helpdesk operations you can set activities to the pre-configured odoo modules records right from the Helpdesk.

+

The ticket will be moved to the pre-defined stage when the activity is marked as done.

+

For instance:

+

A customer reaches the support team regarding a delayed shipment. +- Assign Activity: The helpdesk support team user opens a ticket for the relevant Inventory picking record with specific instructions to check the shipment status and actions that must be taken. +- Warehouse Action: The assigned warehouse user sees the new activity in their Odoo dashboard, follows the prescribed steps to investigate, and updates the activity status accordingly. +- Automated Updates: Once the warehouse user marks the activity as done, the ticket automatically moves to the “Awaiting” stage to be checked by the support team user.

+
-

Configuration

+

Configuration

-

To Configure Available Odoo Models

+

To Configure Available Odoo Models

+
+Settings view +
-

To Configure Ticket’s Stage on Activity State**

+

To Configure Ticket’s Stage on Activity State**

+
+Team view +
-

Usage

+

Usage

-

Go to Helpdesk module

+

Go to Helpdesk module

-

Bug Tracker

+

Bug Tracker

Bugs are tracked on GitHub 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 @@ -442,15 +459,15 @@

Bug Tracker

Do not contact contributors directly about support or help with technical issues.

-

Credits

+

Credits

-

Authors

+

Authors

  • Cetmix OÜ
-

Contributors

+

Contributors

-

Maintainers

+

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose diff --git a/helpdesk_mgmt_activity/static/img/settings.png b/helpdesk_mgmt_activity/static/img/settings.png new file mode 100755 index 000000000..91b0ecc11 Binary files /dev/null and b/helpdesk_mgmt_activity/static/img/settings.png differ diff --git a/helpdesk_mgmt_activity/static/img/team.png b/helpdesk_mgmt_activity/static/img/team.png new file mode 100755 index 000000000..031e7028f Binary files /dev/null and b/helpdesk_mgmt_activity/static/img/team.png differ