Approval workflows can be created in different ways on OTRS.
There is a simple way to do that using ITSMIncidentProblemManagement.
With ITSMIncidentProblemManagement package, you get a Decision link on ticket menu. Obviously some configurations have to be done in order to this link be shown only for some users like a department manager (we will call this role decision makers now on). This also can be made in different ways.
I’d like to show a way to create those workflows. I made it this days and see to be efficient.
The concept
We have a group called Service Desk which watchs a queue called “ServiceDesk”. This team receives and process all tickets on the system and try to solve them. They also send some tickets to approval when it’s needed.
So we have to create a queue for each decision group. We may have decision makers on IT and decision makers on HR department for example.
We have those queues on the system:
- ServiceDesk
- Ask Approval
- IT Decision Makers
- HR Decision Makers
- Infraestructure specialist
- Applications specialist
When the ServiceDesk identifies a request which needs approval, they send it to the respective decision maker group.
The Decision Maker approves or not the ticket and he or she move it again to the service desk queue.
How to show Decision link only for decision makers?
Decision Makers will be registered on 2 groups: decisionit and decisionhr
Go to the SysConfig and access Ticket -> Frontend::Agent::Ticket::MenuModule
Find Ticket::Frontend::MenuModule###420-Decision and add a key called “Group” with this content: “rw:decisionit;rw:decisionhr”.
And it’s done!
Making it better
To make the decision maker’s life easier, I created a module (and a package) that moves the ticket to a “next defined queue”, in the same screen where the approval is done. In our example, the ticket will be moved back to the ServiceDesk queue.
You can download this package here.
After it’s installation, you may configure it on Sysconfig -> Ticket -> Frontend::Agent::Ticket::ViewDecisionMove
Dilson 11:32 on 23/03/2012 Permalink |
Agora sim… =)
paulo lopes 11:03 on 24/03/2012 Permalink |
Richieri, gostaria de aprender mais sobre OTRS. Estamos implantando na empresa.
Se puder me dar dicas, como trilhar o caminho.
http://www.cimfel.com.br
Felipe 14:34 on 02/04/2012 Permalink |
Richieri, gostaria de saber se tem como configurar no otrs para adicionar notas no chamado pelo email e reabrir chamado.
pois tenho aqui instalado e no meu não está funcionando esta parte
richieri 15:12 on 02/04/2012 Permalink |
Felipe, acesse o Fórum acima e deixe sua dúvida lá ok? Se precisar de ajuda pontual e profissional, envie um email para minha empresa contato@complemento.net.br e te ajudamos!
Abraços!
ricardo 15:35 on 05/04/2012 Permalink |
ronaldo,
poderia me ajuar? instalei o modulo de help-desk no windows, como faço para instalar o modulo de mudancas?
Sanderson 10:46 on 11/05/2012 Permalink |
Richieri, Bom Dia
Trabalho na area de TI de uma empresa, e estamos nas primeiras semanas de implementação, e nessa segunda semana, houve um pequeno problema pela madrugada na parte de envios de emails de NF-e, e com isso foram abertos, mais de 2000 chamados, e minha duvida é a seguinte, há um jeito mais fácil de fechar todos chamados de uma só vez, os associando ou deletando? Pelo administrador ou pelo Banco…. Desde já agradeço e parabéns pelo blog e o fórum, foram de grande ajuda pra mim e para a equipe.