Difference between revisions of "Freeside:4:Documentation:Appointments"

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(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)
+
* Designate some employees as installers (Configuration -> Employees -> Employees)
- Edit their schedules (Configuration -> Employees -> Installer availability)
+
* 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
+
* 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
+
* 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
+
* 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>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>
+
* <strike>In the package category, select a queue for appointments or pick "Agent-specific queue"</strike>
  
 
== Employee rights ==
 
== Employee rights ==
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(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)
+
* Give one or more employee groups "View appointments" and "Make appointment" (in Customer package rights)
  
 
= Usage =
 
= Usage =
  
- Appointments tab or section in customer view
+
* Appointments tab or section in customer view
- Tools -> Customers -> Appointments
+
* 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