Metadata-Version: 2.1
Name: odoo-addon-helpdesk_mgmt_activity
Version: 18.0.1.0.0.4
Requires-Python: >=3.10
Requires-Dist: odoo-addon-helpdesk_mgmt==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Create Activities for Odoo records from the Helpdesk
Home-page: https://github.com/OCA/helpdesk
License: AGPL-3
Author: =?utf-8?q?Cetmix_O=C3=9C=2C_Odoo_Community_Association_=28OCA=29?=
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

============================
Helpdesk Management Activity
============================

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|badge1| |badge2| |badge3| |badge4| |badge5|

The module adds the following features:

- Link a ticket to an Odoo model record
- Set the list of available models for a Helpdesk team
- Pre-configure ticket description template based on it's category
- Create an activity for the linked record right from the Ticket
- Change the Ticket's stage based on the activity state

**Table of contents**

.. 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
=============

**To Configure Available Odoo Models**
--------------------------------------

- Go to Helpdesk-->Configuration-->Settings
- In the Available Models field add models available for a Helpdesk

|Settings view|

To Configure Ticket's Stage on Activity State*\*
------------------------------------------------

- Go to Helpdesk-->Configuration-->Teams
- 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

|Team view|

.. |Settings view| image:: https://raw.githubusercontent.com/OCA/helpdesk/18.0/helpdesk_mgmt_activity/static/img/settings.png
.. |Team view| image:: https://raw.githubusercontent.com/OCA/helpdesk/18.0/helpdesk_mgmt_activity/static/img/team.png

Usage
=====

**Go to Helpdesk module**
-------------------------

- Select a Team
- Open a Ticket
- Create a new Ticket
- In the "Assign Activity" group

  - Select a related model and record in the Source field
  - Select Activity type and due date

|Helpdesk Activity Fields|

- Enter the Description
- Click the "Perform Action" button
- Ticket will be moved to the next preset state and activity will be
  created in the related model
- If an activity is Done, the Ticket moves to the pre-defined stage

.. |Helpdesk Activity Fields| image:: https://raw.githubusercontent.com/OCA/helpdesk/18.0/helpdesk_mgmt_activity/static/img/helpdesk_activity_fields.png

Bug Tracker
===========

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_activity%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Cetmix OÜ

Contributors
------------

- `Cetmix OÜ <https://cetmix.com>`__:

  - Ivan Sokolov
  - Mikhail Lapin
  - Dessan Hemrayev
  - Maksim Shurupov

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/18.0/helpdesk_mgmt_activity>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
