Difference between revisions of "Freeside:4:Documentation:Appointments"
From Freeside
(Created page with "= Setup = == Installers == - Designate some employees as installers (Configuration -> Employees -> Employees) - Edit their schedules (Configuration -> Employees -> Installer...") |
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== Installers == | == Installers == | ||
| − | + | * Designate some employees as installers (Configuration -> Employees -> Employees) | |
| − | + | * Edit their schedules (Configuration -> Employees -> Installer availability) | |
== Ticketing == | == Ticketing == | ||
| − | + | * Create (or designate) a queue for appointments (installations, removals, etc.), and set the ticket_system-appointments-queueid config to this queue | |
| − | + | * Make sure the installer employees can own / see / edit tickets in this | |
queue (add them to a ticketing group with OwnTicket / SeeQueue on that queue or global, etc.) | queue (add them to a ticketing group with OwnTicket / SeeQueue on that queue or global, etc.) | ||
| − | + | * Display appointment type in list (optional): Setup a custom field in this queue and set ticket_system-appointments-custom_field to this field | |
== Packages == | == Packages == | ||
| − | + | * <strike>Setup a package category for packages that can schedule appointments</strike> | |
| − | + | * <strike>In the package category, select a queue for appointments or pick "Agent-specific queue"</strike> | |
== Employee rights == | == Employee rights == | ||
| Line 22: | Line 22: | ||
(while scheduling is still under heavy dev, once its ready for more general use we'll have default rights and the upgrade do this) | (while scheduling is still under heavy dev, once its ready for more general use we'll have default rights and the upgrade do this) | ||
| − | + | * Give one or more employee groups "View appointments" and "Make appointment" (in Customer package rights) | |
= Usage = | = Usage = | ||
| − | + | * Appointments tab or section in customer view | |
| − | + | * Tools -> Customers -> Appointments | |
Latest revision as of 18:24, 5 October 2015
Setup
Installers
- Designate some employees as installers (Configuration -> Employees -> Employees)
- Edit their schedules (Configuration -> Employees -> Installer availability)
Ticketing
- Create (or designate) a queue for appointments (installations, removals, etc.), and set the ticket_system-appointments-queueid config to this queue
- Make sure the installer employees can own / see / edit tickets in this
queue (add them to a ticketing group with OwnTicket / SeeQueue on that queue or global, etc.)
- Display appointment type in list (optional): Setup a custom field in this queue and set ticket_system-appointments-custom_field to this field
Packages
-
Setup a package category for packages that can schedule appointments -
In the package category, select a queue for appointments or pick "Agent-specific queue"
Employee rights
(while scheduling is still under heavy dev, once its ready for more general use we'll have default rights and the upgrade do this)
- Give one or more employee groups "View appointments" and "Make appointment" (in Customer package rights)
Usage
- Appointments tab or section in customer view
- Tools -> Customers -> Appointments
