Metadata-Version: 2.1
Name: odoo-addon-helpdesk_mgmt_activity
Version: 16.0.1.0.0.4
Summary: Create Activities for Odoo records from the Helpdesk
Home-page: https://github.com/OCA/helpdesk
Author: Cetmix OÜ, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-helpdesk-mgmt<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a

.. 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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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

.. 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**
===============================================

- 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

.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/team.png
   :alt: Team view
   :width: 600 px


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

.. image:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/helpdesk_activity_fields.png
  :width: 400
  :alt: 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

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:%2016.0%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/16.0/helpdesk_mgmt_activity>`_ project on GitHub.

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