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Commit 14aa73ff authored by kmmoreau's avatar kmmoreau Committed by Peter Rotich
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Help tip review on staff tab

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...@@ -28,53 +28,51 @@ name: ...@@ -28,53 +28,51 @@ name:
type: type:
title: Type title: Type
content: > content: >
Select Private if the Department will only be pertinent to matters among Select Private if you do not want the Department assignment
other Agents. Additionally, when labelled as Private, the Email Signature visible to the user from the Client Portal.
Additionally, when labelled as Private, the Email Signature
will not display in replies. will not display in replies.
email: email:
title: Email title: Email
content: > content: >
Email Address assigned to this Department. When Tickets are assigned to Email Address used when responses are sent to users from Agents or assigned staff on tickets in this department.
this Department, for example, it is this Email Address from whom the Client
will receive an Auto-Response Email.
template: template:
title: Template title: Template
content: > content: >
Template Set used for Auto-Responses, Alerts & Notices for all Tickets Template Set used for Auto-Responses and Alerts & Notices for all Tickets
associated with this Department. associated with this Department.
sla: sla:
title: SLA title: SLA
content: > content: >
Service Level Agreement for all tickets transferred to Department or Service Level Agreement for all tickets assigned or transferred to Department. (To create or edit a SLA Plan, see Admin Panel
auto-assigned by Help Topic. (To create or edit a SLA Plan, see Admin Panel
-> Manage -> SLA Plans). -> Manage -> SLA Plans).
group_membership: group_membership:
title: Group Membership title: Group Membership
content: > content: >
You may optionally choose to extend membership access to Groups (to whom To send Alerts & Notices to groups allowed access to this department from their group access.
Alerts and Notices will be sent). (To edit Groups, see Admin Panel -> Otherwise, only staff assigned to this department will receive Alerts & Notices (if enabled). (To edit Groups, see Admin Panel ->
Agents (Staff) -> Groups). Agents (Staff) -> Groups).
auto_response_settings: auto_response_settings:
title: Auto-Response Settings title: Auto-Response Settings
content: > content: >
This allows you to disable New Ticket Auto-Response to Clients and/or New This allows you to disable New Ticket Auto-Response and/or New
Message Auto-Response to users when creating a ticket in this department. Message Auto-Response to users when creating a ticket in this department.
new_ticket: new_ticket:
title: New Ticket title: New Ticket
content: > content: >
Click the checkbox if do not want an Email automatically sent to the Client Click the checkbox if do not want an email automatically sent to the Client
when a New Ticket is Opened. when a New Ticket is Opened.
new_message: new_message:
title: New Message title: New Message
content: > content: >
Click the checkbox if do not want an Email automatically sent when a New Click the checkbox if do not want an email automatically sent when a New
Message is received. Message is received.
auto_response_email: auto_response_email:
...@@ -87,18 +85,13 @@ auto_response_email: ...@@ -87,18 +85,13 @@ auto_response_email:
department_access: department_access:
title: Department Access title: Department Access
content: > content: >
Department Manager and Primary Members will always have access independent Allow staff members assigned to another department to have access to this deparmtent's tickets.
of group selection or assignment. To commission an Agent as a Department Staff's access will be limited to their assigned group permissions. Be sure to check the above "Group Membership" if you would also like staff with group access to receive Alerts & Notices.'(To edit an Agent’s Account, see Admin Panel -> Agent
Manager, you must first add that Agent to the Department by editing that
Agent’s Account. (To edit an Agent’s Account, see Admin Panel -> Agent
(Staff) Members -> Choose the Agent to Edit). (Staff) Members -> Choose the Agent to Edit).
department_signature: department_signature:
title: Department Signature title: Department Signature
content: > content: >
Signature is made available as a choice, for Public Departments, on Ticket Signature is made available as a choice, for Public Departments, on Ticket
Reply. What you create here will be an optional Signature that perhaps Reply. (To create email templates, see Admin Panel -> Emails ->
appears at the end of the Agent’s Ticket Responses. Whether this signature Templates.)
appears or not depends on the Email Template that will be used in a Ticket
Response. (To create email templates, see Admin Panel -> Emails ->
Templates ).
...@@ -28,6 +28,7 @@ name: ...@@ -28,6 +28,7 @@ name:
status: status:
title: Status title: Status
content: > content: >
By disabling, staff assigned to the group will be limited in their access to the help desk.
group_permissions: group_permissions:
title: Group Permissions title: Group Permissions
......
...@@ -28,28 +28,15 @@ username: ...@@ -28,28 +28,15 @@ username:
class="doc-desc-title">username</span> that is unique to your <span class="doc-desc-title">username</span> that is unique to your <span
class="doc-desc-title">Help Desk</span>. class="doc-desc-title">Help Desk</span>.
first_name:
title: First Name
content: >
The full name will generally be visible to any Agent/administrator you create on your <span class="doc-desc-title">Help Desk</span>. However, you can choose to hide all Agent names inside of ticket responses in <span class="doc-desc-title">Ticket Settings</span>.
links:
- title: Hide Agent Names in Ticket Responses
href: /scp/settings.php?t=tickets
last_name:
title: Last Name
content: >
The full name will generally be visible to any Agent/administrator you create on your <span class="doc-desc-title">Help Desk</span>. However, you can choose to hide all Agent names inside of ticket responses in <span class="doc-desc-title">Ticket Settings</span>.
links:
- title: Hide Agent Names in Ticket Responses
href: /scp/settings.php?t=tickets
email_address: email_address:
title: Email Address title: Email Address
content: > content: >
This is the Agents email that will receive <span Agent's email that will receive <span
class="doc-desc-title">Alerts</span> from the <span class="doc-desc-title">Alerts</span> from the <span
class="doc-desc-title">Help Desk</span>. class="doc-desc-title">Help Desk</span>.
<br><br>
Staff can log into the staff control panel with either username or email address.
phone_number_mobile_number: phone_number_mobile_number:
title: Phone Number/Mobile Number title: Phone Number/Mobile Number
...@@ -62,10 +49,10 @@ mobile_number: ...@@ -62,10 +49,10 @@ mobile_number:
welcome_email: welcome_email:
title: Welcome Email title: Welcome Email
content: > content: >
Enable this to send the new Agent an email with an account access Email sent to new Agents with an account access
link. By following the link, the Agent will then be able to set link. By following the link in the sent email, the Agent will then be able to set
their own password. Disable this if you would like to choose a their own password. To disable, uncheck this box and set password for staff.
password for them now. You will need to communicated log-in information to new staff.
account_password: account_password:
title: Account Password title: Account Password
...@@ -86,13 +73,15 @@ forced_password_change: ...@@ -86,13 +73,15 @@ forced_password_change:
title: Forced Password Change title: Forced Password Change
content: > content: >
Enable this if you would like to force the new Agent to create Enable this if you would like to force the new Agent to create
their own password. <em>Recommended</em> their own password upon next log-in. <em>Recommended</em>
agents_signature: agents_signature:
title: Agent’s Signature title: Agent’s Signature
content: > content: >
Create an optional signature that perhaps appears at Create an optional signature for the Agent which can be selected when sending a response.
the end of the Agent’s ticket responses. Whether this signature appears or not depends on the <span class="doc-desc-title">email template</span> that will be used in a ticket response.
Whether this signature appears or not depends on the <span class="doc-desc-title">email template</span> that will be used in a ticket response.
links: links:
- title: Manage Email Templates - title: Manage Email Templates
href: /scp/templates.php href: /scp/templates.php
...@@ -100,37 +89,26 @@ agents_signature: ...@@ -100,37 +89,26 @@ agents_signature:
account_status: account_status:
title: Account Status title: Account Status
content: > content: >
If you change the Agent's status to <span If the Agent's status is <span
class="doc-desc-opt">Locked</span>, then he/she will not be able to class="doc-desc-opt">Locked</span>, they will not be able to
log in. If you change the Agent’s status to <span log in to the help desk.
class="doc-desc-opt">Vacation Mode</span>, the Agent will be able
to log in, but will not receive any of his normal <span
class="doc-desc-title">Alerts</span> or have any tickets assigned.
assigned_group: assigned_group:
title: Assigned Group title: Assigned Group
content: > content: >
The <span class="doc-desc-title">Group</span> that you choose for The <span class="doc-desc-title">Group</span> that you choose for
this Agent to belong will decide what permissions the Agent has this Agent to belong will decide what permissions the Agent has
within the <span class="doc-desc-title">Help Desk</span>. The within the <span class="doc-desc-title">Help Desk</span>.
difference between <span class="doc-desc-title">Teams</span> and
<span class="doc-desc-title">Groups</span> is that a <span
class="doc-desc-title">Group</span> decides permissions for its
Agents, and a <span class="doc-desc-title">Team</span> is simply a
collection of Agents with a common purpose.
links: links:
- title: Manage Groups - title: Manage Groups
href: /scp/groups.php href: /scp/groups.php
- title: Manage Teams
href: /scp/teams.php
primary_department: primary_department:
title: Primary Department title: Primary Department
content: > content: >
Choose the <span class="doc-desc-title">department</span> in which you would like this Agent to be primarily Choose the primary <span class="doc-desc-title">department</span> in this Agent is assigned.
active. This is necessary if you wish to commission this <span
class="doc-desc-title">Agent</span> as the <span
class="doc-desc-title">Department Manager</span>.
links: links:
- title: Manage Departments - title: Manage Departments
href: /scp/departments.php href: /scp/departments.php
...@@ -162,4 +140,7 @@ directory_listing: ...@@ -162,4 +140,7 @@ directory_listing:
vacation_mode: vacation_mode:
title: Vacation Mode title: Vacation Mode
content: > content: >
Change the Agent's status to <span class="doc-desc-opt">Vacation Mode</span> if you would like to temporarily suspend any reception of <span class="doc-desc-title">Alerts</span> and ticket assignments. If you change the Agent’s status to <span
class="doc-desc-opt">Vacation Mode</span>, the Agent will be able
to log in, but will not receive any of his normal <span
class="doc-desc-title">Alerts</span> or have any tickets assigned.
\ No newline at end of file
...@@ -24,8 +24,7 @@ name: ...@@ -24,8 +24,7 @@ name:
type: type:
title: Type title: Type
content: > content: >
If the Department’s Type is Private, then that Department only handles If the Department’s Type is Private, then the Department Signature will not be available on response nor will the department assignment show from the Client Portal.
matters pertinent among other Agents.
users: users:
title: Users title: Users
...@@ -36,11 +35,7 @@ email_address: ...@@ -36,11 +35,7 @@ email_address:
content: > content: >
dept_manager: dept_manager:
title: Dept. Manager title: Department Manager
content: > content: >
You may commission an Agent as a Department Manager by first adding that You may choose an Agent as a Department Manager to receive Alerts & Notices for tickets in departments.
Agent to the Department, and then choose that Agent as Manager by editing Agents do not have to be members of the Department to be the Manager of the Department
the Department. (To add an Agent to a Department, see Admin Panel -> Staff
-> Staff Members; Select the Agent whose account you would like to edit. To
commission an Agent as a Department Manager, simply click the Department
name below that you would like to edit).
...@@ -24,15 +24,23 @@ team_information: ...@@ -24,15 +24,23 @@ team_information:
name: name:
title: Name title: Name
content: > content: >
Name of Team visible in the drop down when configuring auto-assignement of Help Topics or Ticket Filters.
Team Name will also show as an option when assigning from Ticket Thread.
status: status:
title: Status title: Status
content: > content: >
If Disabled, Team will not be available for ticket assignments nor receive Alerts & Notices on previous assignments.
team_lead: team_lead:
title: Team Lead title: Team Lead
content: > content: >
Assign Team Lead where applicable. You can also set Alerts & Notices to be sent to only Team Lead or both Team Lead and Team Members.
links:
- title: Manage Alerts & Notices
href: /scp/settings.php
assignment_alerts: assignment_alerts:
title: Assignment Alerts title: Assignment Alerts
content: > content: >
Disable Global Alerts & Notices from being sent to Team for New Ticket Assignment Alerts.
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