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6675 lines
255 KiB
Plaintext
6675 lines
255 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Adi Sharashov <Adi@laylinetech.com>, 2023
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# Yihya Hugirat <hugirat@gmail.com>, 2023
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# דודי מלכה <Dudimalka6@gmail.com>, 2023
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# Roy Sayag, 2023
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# Martin Trigaux, 2024
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# david danilov, 2024
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# ZVI BLONDER <ZVIBLONDER@gmail.com>, 2024
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# Amit Spilman <amit@laylinetech.com>, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-08-18 08:33+0000\n"
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"PO-Revision-Date: 2023-11-08 08:57+0000\n"
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"Last-Translator: Amit Spilman <amit@laylinetech.com>, 2024\n"
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"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n"
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"Language: he\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Plural-Forms: nplurals=3; plural=(n == 1 && n % 1 == 0) ? 0 : (n == 2 && n % "
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"1 == 0) ? 1: 2;\n"
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#: ../../content/applications/services.rst:5
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msgid "Services"
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msgstr "שירותים"
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#: ../../content/applications/services/field_service.rst:8
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msgid "Field Service"
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msgstr "שירות שטח"
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#: ../../content/applications/services/field_service.rst:11
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msgid ""
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"`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-"
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"service-49>`_"
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:3
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msgid "Creating field service tasks"
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:5
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msgid ""
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"Tasks in Odoo Field Service can be created manually or automatically, "
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"including from sales orders or helpdesk tickets."
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:9
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#: ../../content/applications/services/project/tasks/task_creation.rst:9
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msgid "Manual task creation"
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:11
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msgid "To create a new field service task:"
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:13
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msgid ""
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"Open the Field service app and go to :menuselection:`Field Service --> All "
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"Tasks --> All Tasks`."
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:14
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msgid "Click :guilabel:`New`."
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:15
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msgid ""
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"Fill in the task title, :guilabel:`Customer` and any other :ref:`optional "
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"field <task_creation/task-configuration>`, then save manually."
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:19
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msgid "Task creation from a sales order"
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:21
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msgid ""
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"This feature allows for field service tasks to be automatically created from "
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"a sales order. When you create a quotation with the :ref:`service product "
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"<sales/invoicing/configured-service-product>` and confirm it, a task is "
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"automatically created in your Field Service project. Click "
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"the :guilabel:`Tasks` smart button to access it from the sales order."
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:27
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msgid "Task creation from a helpdesk ticket"
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msgstr ""
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#: ../../content/applications/services/field_service/creating_tasks.rst:29
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msgid ""
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"If you have the Helpdesk app installed, you can :ref:`create field service "
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"tasks from a helpdesk ticket <helpdesk/field>`."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:3
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msgid "Planning an itinerary"
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:5
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msgid ""
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"By default, **Odoo Field Service** shows a static map where all task "
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"locations for the day are pinned. To make it more useful for the field "
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"service workers, it is possible to display an itinerary on the map using "
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"MapBox. To do so, enable the **Map Routes** feature as follows:"
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:9
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msgid ""
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"Create or sign in to a MapBox account using the following link: `<https://"
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"www.mapbox.com/>`_."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:10
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msgid ""
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"`Create a token <https://docs.mapbox.com/help/getting-started/access-tokens/"
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"#adding-url-restrictions-to-access-tokens>`_."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:11
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msgid ""
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"Go to the `Access tokens page on Mapbox <https://account.mapbox.com/access-"
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"tokens/>`_ and copy your token."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:13
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msgid ""
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"In Odoo, go to the :guilabel:`Settings` app and scroll down to "
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"the :guilabel:`Integrations` section. Paste your Mapbox access token in "
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"the :guilabel:`Token` field under :guilabel:`Map Routes`, and "
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"click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:18
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msgid "Displaying your itinerary on a map"
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:21
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msgid ""
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"For a field service task to be featured on the map, a **valid address** must "
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"be provided for the customer."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:24
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msgid ""
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"To display your tasks on a map, go to :menuselection:`Field Service --> My "
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"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service "
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"tasks based on their :guilabel:`Planned Date` to show the way from one "
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"location to the next."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:28
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msgid ""
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"To open your itinerary on the Google Maps website or app, "
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"click :guilabel:`View in Google Maps`. Google Maps includes your current "
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"location as a starting point for your itinerary."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:32
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msgid ""
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"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter "
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"in the search bar to display all tasks. Your tasks are then sorted by date "
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"in the left column."
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msgstr ""
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#: ../../content/applications/services/field_service/planning_itinerary.rst:34
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msgid ""
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"Click your task in the left column or the map pin to display the task's "
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"details. From there, you can :guilabel:`Open` the task or "
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"click :guilabel:`Navigate to` to get an itinerary from your current location "
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"to this specific task's location."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:3
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msgid "Product management"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:5
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msgid ""
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"When field service workers perform tasks on-site, they commonly use products "
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"to complete their work. Odoo Field Service allows them to record these "
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"products using the **product catalog** and **default warehouse** features. "
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"Doing so keeps your inventory up-to-date in real-time and automatically adds "
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"the products to the invoice."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:11
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msgid "Product catalog"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:13
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msgid ""
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"To activate the product catalog for Field Service, go "
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"to :menuselection:`Field Service --> Configuration --> Settings` and enable "
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"the :guilabel:`Time and Material Invoicing` feature."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:16
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msgid "To add products to a task, proceed as follows:"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:18
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msgid "Go to Field Service and open a task."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:19
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msgid "Click the :guilabel:`Products` smart button."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:20
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msgid "Click :guilabel:`Add` on a product card to add it to your task."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:21
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msgid ""
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"If needed, adjust the number of products using the :guilabel:`-` "
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"and :guilabel:`+` buttons."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:23
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msgid ""
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"Going back to your task, the smart button now displays the amount of "
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"products you added and the price. You can return to the product catalog at "
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"any time to edit the product selection."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:27
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msgid ""
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"To create and edit products from Field Service, go to :menuselection:`Field "
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"Service --> Configuration --> Products`."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:29
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msgid ""
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"To find your products more easily, use the search bar and filter your "
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"products by :guilabel:`Product Category` and :guilabel:`Attributes`."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:33
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msgid "User default warehouse"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:35
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msgid ""
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"Setting up a **default warehouse** can be useful for field technicians who "
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"keep a supply on the go in their van or those who always resupply from the "
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"same warehouse. It also allows field workers to switch between warehouses "
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"from their profiles."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:39
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msgid ""
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"Products in sales orders created during field interventions are always "
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"pulled from the default warehouse, keeping the inventory accurate."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:43
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msgid ":doc:`../../inventory_and_mrp/inventory`"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:46
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#: ../../content/applications/services/field_service/worksheets.rst:15
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:15
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#: ../../content/applications/services/planning.rst:29
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#: ../../content/applications/services/project/project_management.rst:18
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:13
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#: ../../content/applications/services/timesheets/billing_rates.rst:19
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#: ../../content/applications/services/timesheets/billing_rates.rst:54
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msgid "Configuration"
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msgstr "תצורה"
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#: ../../content/applications/services/field_service/product_management.rst:48
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msgid ""
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"To set up a user default warehouse, the :doc:`storage locations <../../"
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"inventory_and_mrp/inventory/warehouses_storage/inventory_management/"
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"use_locations>` feature needs to be activated in the **Inventory** app. It "
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"is also necessary to have more than one warehouse in your database."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:53
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msgid ""
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"You can either set it up :ref:`for your profile <default-warehouse/my-"
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"profile>`, or :ref:`for all users <default-warehouse/all-users>`."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:57
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msgid ""
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":doc:`../../inventory_and_mrp/inventory/warehouses_storage/"
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"inventory_management/use_locations`"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:62
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msgid "For your profile"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:64
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msgid ""
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"To set up a default warehouse for yourself, click your **profile icon** in "
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"the upper right corner of the screen, then, go to :menuselection:`My Profile "
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"--> Preferences --> Default Warehouse`. Select the default warehouse from "
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"the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:71
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msgid "For all users"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:73
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msgid ""
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"To set up a default warehouse for a specific user, go "
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"to :menuselection:`Settings --> Users --> Manage users`, select a user, then "
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"go to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, "
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"and select the default warehouse from the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:-1
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msgid "Selection of a default warehouse on a user profile."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:81
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msgid "Use in field service tasks"
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:83
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msgid ""
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"Once a default warehouse has been configured for a user, the materials used "
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"for a sales order related to a Field Service task are pulled from that "
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"specific warehouse. Open the related sales order, go to the :guilabel:`Other "
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"Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse "
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"is applied correctly."
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msgstr ""
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#: ../../content/applications/services/field_service/product_management.rst:88
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msgid ""
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"Once the Field Service task is marked as done, the stock of the default "
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"warehouse is automatically updated."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:3
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msgid "Worksheets"
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msgstr "גיליונות עבודה"
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#: ../../content/applications/services/field_service/worksheets.rst:5
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msgid ""
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"**Worksheets** help your field service workers perform and report their on-"
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"site tasks. They can feature various information, such as instructions, to-"
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"do lists, etc. You can also format your worksheet using checkboxes, bullet "
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"points, blank fields to fill in, HTML, and add files, images, links, and "
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"more."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:10
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msgid ""
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"It is common for businesses to have their workers perform the same type of "
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"field service repeatedly. Making custom **worksheet templates** eliminates "
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"the need to recreate the same worksheet each time you plan a similar field "
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"service task."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:17
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msgid ""
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"To use worksheets in Field Service, go to :menuselection:`Field Service --> "
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"Configuration --> Settings`, enable the :guilabel:`Worksheets` feature, and "
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"click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:21
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msgid ""
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"Worksheet templates are designed using **Studio**. Enabling "
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"the :guilabel:`Worksheets` feature automatically installs the **Studio** "
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"app, which may impact your price plan."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:25
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msgid "Create a worksheet template"
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:27
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msgid ""
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"To create your **worksheet templates**, go to :menuselection:`Field Service "
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"--> Configuration --> Worksheet Templates`. Click :guilabel:`New` and give "
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"your worksheet template a name. Manually save, then click :guilabel:`Design "
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"Template` to open **Studio** and customize your worksheet template."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:31
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msgid ""
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"In Studio, drag and drop the desired fields from the left column into your "
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"worksheet on the right. To rearrange the fields on the worksheet, drag and "
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"drop them in the desired order. Click a field to customize "
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"its :ref:`properties <studio/fields/properties>`."
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:35
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msgid ""
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"When your worksheet template is complete, click :guilabel:`Close` in the top "
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"right corner of the page to leave **Studio**."
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msgstr ""
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||
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#: ../../content/applications/services/field_service/worksheets.rst:39
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msgid ":doc:`Fields and widgets in Studio <../../studio/fields>`"
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msgstr ""
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||
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#: ../../content/applications/services/field_service/worksheets.rst:42
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msgid "Add a worksheet template to a field service task"
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msgstr ""
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#: ../../content/applications/services/field_service/worksheets.rst:44
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msgid ""
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"Go to your field service task, select a :guilabel:`Worksheet Template`, and "
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"click :guilabel:`Save`."
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msgstr ""
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||
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#: ../../content/applications/services/field_service/worksheets.rst:46
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msgid ""
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||
"By default, the :guilabel:`Default Worksheet` template is selected. To "
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"define another default worksheet template, click the :guilabel:`➔` "
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"(:guilabel:`Internal link`) icon that appears when you hover your mouse over "
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"the :guilabel:`Project` field on the task form."
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msgstr ""
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||
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#: ../../content/applications/services/field_service/worksheets.rst:-1
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msgid "Mouse on project name to setup default worksheet template"
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msgstr ""
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||
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||
#: ../../content/applications/services/field_service/worksheets.rst:54
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msgid ""
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"Then, in the :guilabel:`Settings` tab, scroll down to the :guilabel:`Field "
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"service` section and select the :guilabel:`Worksheet Template` you want to "
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"set up as default."
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msgstr ""
|
||
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#: ../../content/applications/services/field_service/worksheets.rst:58
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msgid "Use worksheets on site"
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msgstr ""
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||
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#: ../../content/applications/services/field_service/worksheets.rst:60
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msgid ""
|
||
"To complete the worksheet on site, access the task and click "
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"the :guilabel:`Worksheet` smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/field_service/worksheets.rst:63
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msgid ""
|
||
"As soon as you save a worksheet, the label of the :guilabel:`Worksheet` "
|
||
"smart button on the task changes to :guilabel:`Worksheet Complete` instead, "
|
||
"even if some fields are left blank."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/field_service/worksheets.rst:66
|
||
msgid ""
|
||
"Any field defined as :guilabel:`Required` has to be filled for a worksheet "
|
||
"to be saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:6
|
||
msgid "Helpdesk"
|
||
msgstr "מוקד תמיכה ללקוחות"
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:8
|
||
msgid ""
|
||
"Odoo **Helpdesk** is a ticket-based customer support application. Multiple "
|
||
"teams can be configured and managed in one dashboard, each with their own "
|
||
"pipeline for tickets submitted by customers. Pipelines are organized in "
|
||
"customizable stages that enable teams to track, prioritize, and solve "
|
||
"customer issues quickly and efficiently."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:16
|
||
msgid "Create a Helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:18
|
||
msgid ""
|
||
"To view or modify **Helpdesk** teams, go to :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Helpdesk Teams`. To create a new team, click "
|
||
"the :guilabel:`New` button on the top-left of the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:-1
|
||
msgid "View of the Helpdesk teams page in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:25
|
||
msgid ""
|
||
"On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. "
|
||
"Then, enter a description of the team in the field below the team name, if "
|
||
"desired. To change the company this team is assigned to, select it from "
|
||
"the :guilabel:`Company` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:30
|
||
msgid ""
|
||
"The team description is published on the public facing :doc:`website form "
|
||
"<helpdesk/overview/receiving_tickets>`, where customers and portal users "
|
||
"submit tickets. The description included in this field should **not** "
|
||
"include any information that is for internal use only."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:0
|
||
msgid "View of a Helpdesk team's website form displaying the team description."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:39
|
||
msgid "Visibility & Assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:41
|
||
msgid ""
|
||
"The *Visibility* settings alter which internal users and portal users have "
|
||
"access to this team and its tickets. The *Assignment* settings alter how "
|
||
"users are assigned to handle each ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:45
|
||
msgid "Determine team visibility"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:47
|
||
msgid ""
|
||
"Under the :guilabel:`Visibility` section, select one of the following "
|
||
"options to determine who can view this team and its tickets:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:50
|
||
msgid ""
|
||
":guilabel:`Invited internal users (private)`: Internal users can access the "
|
||
"team and the tickets they are following. This access can be modified on each "
|
||
"ticket individually by adding or removing the user as a follower. Internal "
|
||
"users are considered *invited* once they are added as followers to an "
|
||
"individual ticket, or :ref:`to the team itself <helpdesk/follow>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:54
|
||
msgid ""
|
||
":guilabel:`All internal users (company)`: All internal users can access the "
|
||
"team and all of its tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:56
|
||
msgid ""
|
||
":guilabel:`Invited portal users and all internal users (public)`: All "
|
||
"internal users can access the team and all of its tickets. Portal users can "
|
||
"only access the tickets they are following."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:60
|
||
msgid ""
|
||
"A `Customer Support` team, meant to handle general shipping and product "
|
||
"issues, would have the visibility set on :guilabel:`Invited portal users and "
|
||
"all internal users`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:63
|
||
msgid ""
|
||
"At the same time, a `Financial Services` team handling tickets related to "
|
||
"accounting or tax information would only need to be visible "
|
||
"to :guilabel:`Invited internal users`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:67
|
||
msgid ""
|
||
"A team's visibility can be altered after the initial configuration. However, "
|
||
"if the team changes from *Invited portal users and all internal users "
|
||
"(public)* access to either *Invited internal users (private)* or *All "
|
||
"internal users (company)*-only access, portal users are removed as followers "
|
||
"from both the team, and from individual tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:75
|
||
msgid "Follow all team's tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:77
|
||
msgid ""
|
||
"If a user should be notified about any updates regarding tickets for this "
|
||
"team, select their name from the :guilabel:`Followers` drop-down menu, "
|
||
"located in the :guilabel:`Follow All Team's Tickets` field. Multiple users "
|
||
"can be selected to follow a single team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:82
|
||
msgid ""
|
||
"External contacts can be selected in the :guilabel:`Followers` field. If the "
|
||
"team's visibility is set to :guilabel:`Invited internal users (private)`, "
|
||
"followers are notified about updates to the team's tickets, but are **not** "
|
||
"able to view them in the portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:87
|
||
msgid "Automatically assign new tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:89
|
||
msgid ""
|
||
"When tickets are received, they need to be assigned to a member of the team. "
|
||
"This is done either manually on each individual ticket, or "
|
||
"through :guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic "
|
||
"Assignment` checkbox to enable this feature for the team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:-1
|
||
msgid ""
|
||
"View of a Helpdesk team settings page emphasizing the automatic assignment "
|
||
"features in Odoo\n"
|
||
"Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:97
|
||
msgid ""
|
||
"Select one of the following assignment methods, based on how the workload "
|
||
"should be allocated across the team:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:100
|
||
msgid ""
|
||
":guilabel:`Each user is assigned an equal number of tickets`: Tickets are "
|
||
"assigned to team members based on total ticket count, regardless of the "
|
||
"number of open or closed tickets they are currently assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:103
|
||
msgid ""
|
||
":guilabel:`Each user has an equal number of open tickets`: Tickets are "
|
||
"assigned to team members based on how many open tickets they are currently "
|
||
"assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:107
|
||
msgid ""
|
||
"When :guilabel:`Each user is assigned an equal number of tickets` is "
|
||
"selected, the overall number of tickets assigned to team members is the "
|
||
"same, but it does **not** consider the current workload."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:111
|
||
msgid ""
|
||
"When :guilabel:`Each user has an equal number of open tickets` is selected, "
|
||
"it ensures a balanced workload among team members, as it takes the current "
|
||
"number of active tickets into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:114
|
||
msgid ""
|
||
"Finally, add the :guilabel:`Team Members` who are to be assigned tickets for "
|
||
"this team. Leave the field empty to include all employees who have the "
|
||
"proper assignments and access rights configured in their user account "
|
||
"settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:119
|
||
msgid ""
|
||
"If an employee has time off scheduled in the **Time Off** application, they "
|
||
"are **not** assigned tickets during that time. If no employees are "
|
||
"available, the system looks ahead until there is a match."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:124
|
||
msgid ":ref:`Manage users <users/add-individual>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:125
|
||
msgid ":doc:`Access rights <../general/users/access_rights>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:128
|
||
msgid "Merge tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:130
|
||
msgid ""
|
||
"If duplicate tickets are found in **Helpdesk**, they can be combined into a "
|
||
"single ticket using the *merge* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:134
|
||
msgid ""
|
||
"The *merge* feature is **only** accessible if the :doc:`Data Cleaning <../"
|
||
"productivity/data_cleaning>` application is installed on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:137
|
||
msgid ""
|
||
"To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> "
|
||
"Tickets --> All Tickets`. Identify the tickets to be merged, and tick the "
|
||
"checkbox at the far-left of each ticket to select them. Then, click "
|
||
"the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` "
|
||
"from the drop-down menu. Doing so opens a new page where the selected "
|
||
"tickets are listed with their :guilabel:`Similarity` rating. From here, "
|
||
"click either :ref:`Merge <data_cleaning/merge-records>` to combine the "
|
||
"tickets, or :guilabel:`DISCARD`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:145
|
||
msgid "Convert tickets to opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:147
|
||
msgid ""
|
||
"Some tickets may be better handled by the sales team, rather than the "
|
||
"support team. In this case, tickets can be converted to *opportunities* and "
|
||
"assigned to a sales team for follow-up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:151
|
||
msgid ""
|
||
"This feature is **only** available if the :doc:`CRM <../sales/crm>` app is "
|
||
"installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:153
|
||
msgid ""
|
||
"To convert a ticket to an opportunity, first navigate to a ticket, either "
|
||
"from a team's pipeline, or by navigating to :menuselection:`Helpdesk app --> "
|
||
"Tickets` and clicking a ticket to open it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:156
|
||
msgid ""
|
||
"At the top of the ticket, click the :guilabel:`Convert to Opportunity` "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:159
|
||
msgid ""
|
||
"If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the "
|
||
"**CRM** app, tickets are converted to *leads*, and the button "
|
||
"reads :guilabel:`Convert to Lead`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:162
|
||
msgid ""
|
||
"This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select "
|
||
"the following information on the pop-up:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:165
|
||
msgid ""
|
||
":guilabel:`Customer`: Select whether to :guilabel:`Create a new "
|
||
"customer`, :guilabel:`Link to an existing customer`, or :guilabel:`Do not "
|
||
"link to a customer`. If :guilabel:`Link to a customer` is chosen, select the "
|
||
"appropriate customer name from the :guilabel:`Customer` drop-down."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:169
|
||
msgid ""
|
||
":guilabel:`Sales Team`: Specify which :guilabel:`Sales Team` "
|
||
"and :guilabel:`Salesperson` this created opportunity is assigned to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:-1
|
||
msgid "The convert to opportunity pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:175
|
||
msgid ""
|
||
"After completing the form, click :guilabel:`Convert to Opportunity`. Doing "
|
||
"so creates a new opportunity in the **CRM** app. The original ticket is "
|
||
"linked in the chatter of the new opportunity for traceability."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:180
|
||
msgid ""
|
||
"After the ticket is converted to an opportunity, the ticket is archived."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk.rst:183
|
||
msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced.rst:5
|
||
msgid "Advanced"
|
||
msgstr "מתקדם"
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
|
||
msgid "After-Sales services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
|
||
msgid ""
|
||
"*After-Sales* services can be configured in the **Helpdesk** application for "
|
||
"individual teams. Once enabled, users can :ref:`issue refunds <helpdesk/"
|
||
"refunds>`, :ref:`generate coupons <helpdesk/coupons>`, :ref:`process returns "
|
||
"<helpdesk/returns>`, and :ref:`schedule repairs <helpdesk/repairs>` "
|
||
"or :ref:`field service interventions <helpdesk/field>` directly from a "
|
||
"ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
|
||
msgid "Set up after-sales services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
|
||
msgid ""
|
||
"Start by enabling the after-sales services on a specific **Helpdesk** team, "
|
||
"by going to :menuselection:`Helpdesk app --> Configuration --> Helpdesk "
|
||
"Teams` and click on the team the services should be applied to. Then, scroll "
|
||
"to the :guilabel:`After-Sales` section on the team's settings page, and "
|
||
"choose which of the following options to enable:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18
|
||
msgid ""
|
||
":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the "
|
||
"remaining amount due."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19
|
||
msgid ""
|
||
":guilabel:`Coupons`: offers discounts and free products through an existing "
|
||
"coupon program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
|
||
msgid ""
|
||
":guilabel:`Returns`: initiates a product return from a customer through a "
|
||
"reverse transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21
|
||
msgid ""
|
||
":guilabel:`Repairs`: creates repair orders for broken or faulty products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
|
||
msgid ""
|
||
":guilabel:`Field Service`: plans onsite intervention through the **Field "
|
||
"Service** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27
|
||
msgid "The after sales options enabled on a helpdesk team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27
|
||
msgid ""
|
||
"The services that are enabled can vary based on the type of support a team "
|
||
"provides."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
|
||
msgid ""
|
||
"Since all the after-sales services in Odoo require integration with other "
|
||
"applications, enabling any of them may result in the installation of "
|
||
"additional modules or applications. Installing a new application on a One-"
|
||
"App-Free database triggers a 15-day trial. At the end of the trial, if a "
|
||
"paid subscription has not been added to the database, it will no longer be "
|
||
"accessible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:38
|
||
msgid "Issue refund with credit note"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:40
|
||
msgid ""
|
||
"A *credit note* is a document issued to a customer informing them that they "
|
||
"have been credited a certain amount of money. They can be used to provide a "
|
||
"full refund to a customer, or to adjust any remaining amount due. While they "
|
||
"are usually created through the **Accounting** or **Invoicing** "
|
||
"applications, they can be created through a **Helpdesk** ticket, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:46
|
||
msgid "Invoices **must** be posted before a credit note can be generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
|
||
msgid ""
|
||
"To create a credit note, navigate to a ticket on "
|
||
"the :menuselection:`Helpdesk app`, and click the :guilabel:`Refund` button "
|
||
"in the top-left corner of the ticket form. This opens a :guilabel:`Refund` "
|
||
"pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of a refund creation page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:55
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:201
|
||
msgid "Fill out the fields with the necessary information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:57
|
||
msgid ""
|
||
":guilabel:`Sales Order`: if a sales order was referenced on the original "
|
||
"ticket, it automatically populates in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:59
|
||
msgid ""
|
||
":guilabel:`Product`: the product the ticket is about. If an item is selected "
|
||
"in this field, only the sales orders, deliveries, and invoices including "
|
||
"this product can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:61
|
||
msgid ""
|
||
":guilabel:`Lot/Serial Number`: this field is **only** visible if "
|
||
"the :guilabel:`Product` selected has associated lot or serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:63
|
||
msgid ""
|
||
":guilabel:`Invoices to Refund`: this field is **required**. If no invoices "
|
||
"are available in the drop-down, it indicates this customer currently has no "
|
||
"posted invoices, or the :guilabel:`Product` has no related invoices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:66
|
||
msgid ""
|
||
":guilabel:`Reason displayed on Credit Note`: this field automatically "
|
||
"populates with the ticket number, though it can be edited with additional "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:68
|
||
msgid ""
|
||
":guilabel:`Journal`: the accounting journal where the credit note should be "
|
||
"posted. After an invoice is selected, this field defaults to the journal "
|
||
"listed on the original invoice, though it can be changed, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:71
|
||
msgid ""
|
||
":guilabel:`Reversal date`: when this field is clicked, use the pop-up "
|
||
"calendar that appears to select a date for the credit note invoice. This "
|
||
"field is **required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:74
|
||
msgid ""
|
||
"After the necessary fields are filled in, click :guilabel:`Reverse` "
|
||
"or :guilabel:`Reverse and Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:77
|
||
msgid ""
|
||
":guilabel:`Reverse` creates a credit note in a draft state that can be "
|
||
"edited before it is posted. This option can be used to provide a partial "
|
||
"refund."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:80
|
||
msgid ""
|
||
":guilabel:`Reverse and Create Invoice` creates a credit note that is "
|
||
"automatically posted as well as an invoice in a draft state. The invoice "
|
||
"contains the same information as the original invoice, though this "
|
||
"information can be altered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:84
|
||
msgid ""
|
||
"Once the credit note has been posted, a :guilabel:`Credit Notes` smart "
|
||
"button is added to the **Helpdesk** ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of smart buttons on a ticket focusing on the credit note button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:91
|
||
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:96
|
||
msgid "Generate coupons from a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98
|
||
msgid ""
|
||
"Coupons can be used to alter the price of products or orders. Conditional "
|
||
"rules define the usage constraints of a coupon. *Coupon Programs* are "
|
||
"configured in the **Sales**, **Point of Sale**, or **Website** applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:103
|
||
msgid ""
|
||
"The **eCommerce** module **must** be installed to create coupon codes from "
|
||
"the **Website**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:105
|
||
msgid ""
|
||
"To generate a coupon, open a **Helpdesk** ticket and click on "
|
||
"the :guilabel:`Coupon` button in the top-left corner. Select an option from "
|
||
"the :guilabel:`Coupon Program` drop-down menu in the :guilabel:`Generate a "
|
||
"Coupon` pop-up window that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of a coupon generation window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:113
|
||
msgid ""
|
||
"To create a new :guilabel:`Coupon Program`, navigate "
|
||
"to :menuselection:`Sales app --> Products --> Discount & Loyalty` and "
|
||
"click :guilabel:`New`. To make the program available to share with "
|
||
"**Helpdesk** customers, the :guilabel:`Program Type` **must** be set "
|
||
"to :guilabel:`Coupons`. This generates single-use coupon codes that grant "
|
||
"immediate access to rewards and discounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:118
|
||
msgid ""
|
||
"Coupon programs can also be created in the **Point of Sale** or **Website** "
|
||
"applications. Refer to :doc:`discount and loyalty programs <../../../sales/"
|
||
"sales/products_prices/loyalty_discount>` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:122
|
||
msgid ""
|
||
"Click on the :guilabel:`Valid Until` field, and use the pop-up calendar to "
|
||
"select an expiration date for this coupon code. If this field is left blank, "
|
||
"the code does **not** expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:125
|
||
msgid ""
|
||
"Click :guilabel:`Send by Email` to compose an email to send to the customer "
|
||
"with the coupon code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:127
|
||
msgid ""
|
||
"Click :guilabel:`Get Share Link` to generate a link to send directly to the "
|
||
"customer. Doing so opens a :guilabel:`Share Coupons` pop-up window. Click "
|
||
"the :guilabel:`Copy` button next to the :guilabel:`Share Link` field and "
|
||
"paste the results to any communication with the customer. When the customer "
|
||
"uses the link, the code is automatically applied to their cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:132
|
||
msgid ""
|
||
"After a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` "
|
||
"smart button is added to the top of the ticket; click the smart button to "
|
||
"view the coupon code, expiration date, and additional information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of the smart buttons on a ticket focusing on the coupon button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:140
|
||
msgid "`Coupons <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:141
|
||
msgid ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:146
|
||
msgid "Return products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:148
|
||
msgid ""
|
||
"Returns are completed through *reverse transfers*, which generate new "
|
||
"warehouse operations for the returning products. Click "
|
||
"the :guilabel:`Return` button at the top of a ticket to open "
|
||
"the :guilabel:`Return` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of a Helpdesk ticket with the return button highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:156
|
||
msgid ""
|
||
"The :guilabel:`Return` button **only** appears on a ticket if the customer "
|
||
"has a recorded delivery in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:159
|
||
msgid ""
|
||
"Select a :guilabel:`Sales Order` or :guilabel:`Delivery to Return` to "
|
||
"identify the products that need to be returned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:162
|
||
msgid ""
|
||
"By default, the quantity matches the validated quantity from the delivery "
|
||
"order. Update the :guilabel:`Quantity` field, if necessary. To remove a "
|
||
"line, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:166
|
||
msgid ""
|
||
"Select a :guilabel:`Return Location` where the items should be directed "
|
||
"after the return is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of a reverse transfer creation page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:172
|
||
msgid ""
|
||
"To confirm the return, click :guilabel:`Return`. This generates a new "
|
||
"warehouse operation for the incoming returned products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:175
|
||
msgid ""
|
||
"To exchange the received item with a new one, click :guilabel:`Return for "
|
||
"Exchange`. Doing so generates a warehouse operation in Odoo to deliver the "
|
||
"replacement product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:178
|
||
msgid ""
|
||
"Use the breadcrumbs to return to the helpdesk ticket. A "
|
||
"new :guilabel:`Return` smart button can now be accessed at the top of the "
|
||
"ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of the return smart button on a helpdesk ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:185
|
||
msgid ":doc:`../../../sales/sales/products_prices/returns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:190
|
||
msgid "Send products for repair from a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:192
|
||
msgid ""
|
||
"If the ticket is related to an issue with a faulty or broken product, a "
|
||
"*repair order* can be created from the **Helpdesk** ticket, and managed "
|
||
"through the **Repairs** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:195
|
||
msgid ""
|
||
"To create a new repair order, open a :menuselection:`Helpdesk` ticket and "
|
||
"click on the :guilabel:`Repair` button in the top-left corner. This opens "
|
||
"a :guilabel:`Repair Reference` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of a repair reference page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:203
|
||
msgid ""
|
||
":guilabel:`Customer`: this field carries over from the ticket, though a new "
|
||
"contact can been selected from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:205
|
||
msgid ""
|
||
":guilabel:`Product to Repair`: if a product was specified in "
|
||
"the :guilabel:`Product` field on the ticket, it is added to this field "
|
||
"automatically. If not, click into the field to select a product from the "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:208
|
||
msgid ""
|
||
":guilabel:`Lot/Serial`: this field is **only** visible if the products being "
|
||
"repaired are tracked, via lot or serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:210
|
||
msgid ""
|
||
":guilabel:`Return`: return order from which the product to be repaired comes "
|
||
"from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:211
|
||
msgid ""
|
||
":guilabel:`Under Warranty`: if this box is checked, the sale price for all "
|
||
"products from the repair order are set to zero."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:213
|
||
msgid ""
|
||
":guilabel:`Scheduled Date`: this field defaults to the current date. To "
|
||
"select a new date, click into the field and select a date using the drop-"
|
||
"down calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:215
|
||
msgid ""
|
||
":guilabel:`Responsible`: assign a user from the drop-down menu to manage the "
|
||
"repair."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216
|
||
msgid ""
|
||
":guilabel:`Tags`: click into this field to assign an existing tag or create "
|
||
"a new one. Multiple tags can be assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:219
|
||
msgid ""
|
||
"If parts are required for the repair, they can be added in "
|
||
"the :guilabel:`Parts` tab. Additional information for the internal repair "
|
||
"team can be added to the :guilabel:`Repair Notes` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:222
|
||
msgid ""
|
||
"Once the form is complete, click :guilabel:`Confirm Repair`. To create, "
|
||
"edit, and send a quote for this repair, click :guilabel:`Create Quotation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:225
|
||
msgid ""
|
||
"A :guilabel:`Repairs` smart button is then added to the ticket, linking to "
|
||
"the repair order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of smart buttons focusing on repair button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:231
|
||
msgid ""
|
||
"Once a user creates a repair order from a **Helpdesk** ticket, they can "
|
||
"access it through the ticket's :guilabel:`Repair` smart button, or from a "
|
||
"link in the chatter, even if they do not have access rights to the "
|
||
"**Repair** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:238
|
||
msgid "Create field service task from a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:240
|
||
msgid ""
|
||
"On-site interventions can be planned from a ticket and managed through the "
|
||
"**Field Service** application. Customers with :doc:`portal access <../../../"
|
||
"general/users/portal>` are able to track the progress of a **Field Service** "
|
||
"task the same as they would a **Helpdesk** ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:245
|
||
msgid ""
|
||
"To change the default **Field Service** project for the team, go "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` to "
|
||
"select a :guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section, "
|
||
"and choose a project under :guilabel:`Field Service`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:249
|
||
msgid ""
|
||
"To create a new **Field Service** task, navigate to "
|
||
"a :menuselection:`Helpdesk` ticket. Click :guilabel:`Plan Intervention` to "
|
||
"open the :guilabel:`Create a Field Service task` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of a Field Service task creation page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:255
|
||
msgid "Confirm or update the task :guilabel:`Title`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:257
|
||
msgid ""
|
||
"The :guilabel:`Project` field on the :guilabel:`Create a Field Service task` "
|
||
"pop-up window defaults to the same **Field Service** project that was "
|
||
"identified on the team's settings page. To change the project for this "
|
||
"specific task, select one from the :guilabel:`Project` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:261
|
||
msgid ""
|
||
"If applicable, select a :guilabel:`Worksheet Template` from the drop-down "
|
||
"menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:264
|
||
msgid ""
|
||
"*Field Service Worksheets* are reports that detail the work completed during "
|
||
"an on-site task. When work is completed, worksheets are signed by the "
|
||
"customer to confirm the job is done and the customer is satisfied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:268
|
||
msgid ""
|
||
"If the **Field Service** project assigned to the **Helpdesk** team has "
|
||
"worksheets enabled, and has a default template assigned, that template "
|
||
"automatically appears in the :guilabel:`Worksheet Template` drop-down field. "
|
||
"Even so, the field can be edited, and another template can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:273
|
||
msgid ""
|
||
"If the **Field Service** project does **not** have worksheets enabled, "
|
||
"the :guilabel:`Worksheet Template` field does not appear on "
|
||
"the :guilabel:`Create a Field Service task` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:276
|
||
msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:278
|
||
msgid ""
|
||
"After the task is created, a :guilabel:`Tasks` smart button is added to the "
|
||
"ticket, linking the :guilabel:`Field Service` task to the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
|
||
msgid "View of ticket smart buttons focused on task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:285
|
||
msgid ""
|
||
"`Field Service <https://www.odoo.com/slides/slide/advanced-settings-862?"
|
||
"fullscreen=1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
|
||
msgid "Close tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
|
||
msgid ""
|
||
"After work has been completed on a ticket in the **Helpdesk** app, there are "
|
||
"several ways it can be closed. Manually closing solved tickets keeps the "
|
||
"pipeline up to date, while automatically closing inactive tickets prevents "
|
||
"unnecessary blocking issues. Allowing customers to close their own tickets "
|
||
"minimizes confusion around whether an issue is considered solved or not. "
|
||
"This results in increased operational capacity for support teams, and higher "
|
||
"customer satisfaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12
|
||
msgid "Manually close solved tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14
|
||
msgid ""
|
||
"As work on a ticket progresses, it is moved along to the next stage in the "
|
||
"pipeline. When the issue is solved, the ticket is moved to a *folded* stage. "
|
||
"This marks the ticket as *closed*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:17
|
||
msgid ""
|
||
"To fold a stage, navigate to the :menuselection:`Helpdesk` dashboard and "
|
||
"click on a team to open the pipeline. Hover over a stage's heading, and then "
|
||
"click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears in the top-"
|
||
"right corner of that stage's Kanban column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
|
||
msgid ""
|
||
"View of stage on Helpdesk pipeline with emphasis on gear icon and edit stage "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:25
|
||
msgid ""
|
||
"Clicking the gear icon also displays the option to :guilabel:`Fold` the "
|
||
"stage. This setting folds the stage *temporarily* to simplify the Kanban "
|
||
"view. This does **not** close the tickets in this stage. It also does not "
|
||
"permanently fold the stage. If a stage needs to be folded so the tickets can "
|
||
"be marked as closed, continue following the steps below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:30
|
||
msgid ""
|
||
"From the menu that appears, select :guilabel:`Edit`. This opens the stage's "
|
||
"settings. Tick the checkbox labeled :guilabel:`Folded in Kanban`, and "
|
||
"then :guilabel:`Save & Close` to confirm the changes. Now, tickets are "
|
||
"*closed* once they reach this folded stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
||
msgid "Stage settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:38
|
||
msgid "Automatically close inactive tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:40
|
||
msgid ""
|
||
"Tickets that are inactive for a set period of time can be automatically "
|
||
"closed. At that point, they are moved to a folded stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:43
|
||
msgid ""
|
||
"Go to the team's settings page by going to :menuselection:`Helpdesk --> "
|
||
"Configuration --> Helpdesk Teams`. Under the :guilabel:`Self-Service` "
|
||
"section, enable :guilabel:`Automatic Closing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:46
|
||
msgid ""
|
||
"If only one of the team's stages is folded in the Kanban view, it is the "
|
||
"default selection in the :guilabel:`Move to Stage` field. If the team has "
|
||
"more than one folded stage, the stage that occurs first in the pipeline is "
|
||
"the default for this field. If no stage is folded, the default selection is "
|
||
"the last stage in the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:51
|
||
msgid ""
|
||
"The :guilabel:`After days of inactivity` field defaults to `7`, but can be "
|
||
"adjusted if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54
|
||
msgid ""
|
||
"The :guilabel:`After days of inactivity` field does **not** take the working "
|
||
"calendar into account when tracking the amount of time a ticket has been "
|
||
"inactive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:57
|
||
msgid ""
|
||
"If only certain stages should be used to track days of inactivity, they can "
|
||
"be added to the :guilabel:`In Stages` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:61
|
||
msgid "A team's pipeline is created with the following stages:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:63
|
||
msgid "`New`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:64
|
||
msgid "`In Progress`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:65
|
||
msgid "`Customer Feedback`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:66
|
||
msgid "`Closed`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:68
|
||
msgid ""
|
||
"Tickets can linger in the :guilabel:`Customer Feedback stage`, because once "
|
||
"an issue is solved, customers may not respond immediately. At that point, "
|
||
"the tickets can be closed automatically. However, tickets in "
|
||
"the :guilabel:`New` and :guilabel:`In Progress` stages may remain inactive "
|
||
"due to assignment or workload issues. Closing these tickets automatically "
|
||
"would result in issues going unsolved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:74
|
||
msgid ""
|
||
"Therefore, the :guilabel:`Automatic Closing` settings would be configured as "
|
||
"below\\:\\"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:76
|
||
msgid ":guilabel:`Automatic Closing`: *checked*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:77
|
||
msgid ":guilabel:`Move to Stage`: `Solved`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:78
|
||
msgid ":guilabel:`After` `7` :guilabel:`days of inactivity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:79
|
||
msgid ":guilabel:`In Stages`: `Customer Feedback`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
||
msgid "Example of Automatic Closing settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:85
|
||
msgid "Allow customers to close their own tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:87
|
||
msgid ""
|
||
"Enabling the :guilabel:`Closure by Customers` setting allows customers to "
|
||
"close their own tickets when they determine that their issue has been "
|
||
"resolved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:90
|
||
msgid ""
|
||
"Start by navigating to :menuselection:`Helpdesk --> Configuration --> "
|
||
"Helpdesk Teams` and select a team. On the team's settings page, scroll to "
|
||
"the :guilabel:`Self-Service` section and tick the checkbox "
|
||
"for :guilabel:`Closure by Customers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
|
||
msgid "Customer closing setting in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:97
|
||
msgid ""
|
||
"After the ticket closing settings are enabled, a :guilabel:`Close Ticket` "
|
||
"button is available for customers when they view their ticket through the "
|
||
"customer portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
|
||
msgid "Customer view of ticket closing in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:104
|
||
msgid ""
|
||
"Customers are able to view their tickets by clicking the :guilabel:`View the "
|
||
"ticket` link they receive by email. The link is included in "
|
||
"the :guilabel:`Request Acknowledgment` template, which is added to the first "
|
||
"stage of a team by default. This link does not require a customer to have "
|
||
"access to the portal to view or respond to their ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:109
|
||
msgid ""
|
||
"Customers with access to the :doc:`portal <../../../general/users/portal>` "
|
||
"are able to view their tickets under :menuselection:`My Account --> Tickets`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
|
||
msgid "Track and bill time"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:7
|
||
msgid ""
|
||
"Odoo **Helpdesk** provides teams with the ability to track the amount of "
|
||
"hours spent working on a ticket, and to bill a customer for that time. "
|
||
"Through integrations with the **Sales**, **Timesheets**, **Project** and "
|
||
"**Accounting** applications, customers can be charged once the work is "
|
||
"completed, or before it has even begun."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:13
|
||
msgid ""
|
||
"Since the *Track & Bill Time* features require integration with other "
|
||
"applications, enabling them may result in the installation of additional "
|
||
"modules or applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:16
|
||
msgid ""
|
||
"Installing a new application on a *One-App-Free* database triggers a 15-day "
|
||
"trial. At the end of the trial, if a paid subscription has not been added to "
|
||
"the database, it will no longer be active or accessible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
|
||
msgid "Configure track and bill time features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:23
|
||
msgid ""
|
||
"Before a customer can be invoiced for support services, the *Track & Bill "
|
||
"Time* features **must** be enabled on each **Helpdesk** team individually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
|
||
msgid "Enable track and bill time on a helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:29
|
||
msgid ""
|
||
"To view and enable the *Track & Bill Time* features on a **Helpdesk** team, "
|
||
"first navigate to :menuselection:`Helpdesk app --> Configuration --> "
|
||
"Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new "
|
||
"one <../../helpdesk>`. This reveals a team's settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:33
|
||
msgid ""
|
||
"On the team's settings page, scroll to the :guilabel:`Track & Bill Time` "
|
||
"section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time "
|
||
"Billing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:36
|
||
msgid ""
|
||
"After the :guilabel:`Timesheets` box is checked, a new field appears, "
|
||
"labeled :guilabel:`Project`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:39
|
||
msgid ""
|
||
"If this is the first time this feature has been enabled on this database, "
|
||
"the page may need to be manually saved and refreshed before "
|
||
"the :guilabel:`Project` field appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:42
|
||
msgid ""
|
||
"The project selected in this field represents where all the timesheets for "
|
||
"this team's tickets are recorded. Click into the :guilabel:`Project` drop-"
|
||
"down menu to select a project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:45
|
||
msgid ""
|
||
"To create a new project where the timesheets are recorded, click into "
|
||
"the :guilabel:`Project` drop-down menu, type a name for the project, and "
|
||
"then click :guilabel:`Create` from the drop-down menu beneath."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid ""
|
||
"View of a helpdesk team settings page emphasizing the track and bill time "
|
||
"settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:55
|
||
msgid "Configure service products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:57
|
||
msgid ""
|
||
"When the :guilabel:`Time Billing` feature is enabled, a new product is "
|
||
"created in the **Sales** app called *Service on Timesheets*. This product "
|
||
"can be found under :menuselection:`Sales app--> Products --> Products`. "
|
||
"Then, search for `Service on Timesheets` in the search bar. This is the "
|
||
"product that is used when invoicing for *post-paid support services* "
|
||
"**after** they have been completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:63
|
||
msgid ""
|
||
"Select :guilabel:`Service on Timesheets` from the product page. This reveals "
|
||
"the product detail form. The product is configured with "
|
||
"the :guilabel:`Product Type` set to :guilabel:`Service` and "
|
||
"the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. "
|
||
"Make any necessary changes to the product record, such as "
|
||
"the :guilabel:`Cost` or :guilabel:`Sales Price`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid ""
|
||
"View of a service product with the invoicing policy set to 'Based on "
|
||
"timesheets'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:71
|
||
msgid ""
|
||
"In order to invoice for support services **before** the work has been "
|
||
"completed (also known as *prepaid support services*), a separate product "
|
||
"with a different invoicing policy must be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:74
|
||
msgid ""
|
||
"To create a new service product, go to :menuselection:`Sales app --> "
|
||
"Products --> Products`, and click :guilabel:`New`. This reveals a blank "
|
||
"product detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:77
|
||
msgid ""
|
||
"On the new product form, add a :guilabel:`Product Name`, and set "
|
||
"the :guilabel:`Product Type` to :guilabel:`Service`. Then, set "
|
||
"the :guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This "
|
||
"means an invoice can be generated and payment can be received for this "
|
||
"product before any timesheets entries have been recorded for these services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid ""
|
||
"View of a service product with the invoicing policy set to 'prepaid/fixed'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:85
|
||
msgid ""
|
||
"Finally, set the :guilabel:`Sales Price`, and confirm that the unit of "
|
||
"measure is set to :guilabel:`Hours`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:89
|
||
msgid "Invoice prepaid support services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:91
|
||
msgid ""
|
||
"When support services are billed on a fixed price, an invoice can be created "
|
||
"before any work is completed on the issue. In this case, a service product "
|
||
"with the :guilabel:`Invoicing Policy` set to *Prepaid/Fixed Price* is used, "
|
||
"like :ref:`the section above <helpdesk/configure-service-products>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:96
|
||
msgid "Create a sales order with prepaid product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98
|
||
msgid ""
|
||
"To invoice a customer for prepaid support services, first create a sales "
|
||
"order (SO) with the support services product. To do this, go "
|
||
"to :menuselection:`Sales app --> Orders --> Quotations`. Then, "
|
||
"click :guilabel:`New` to reveal a blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:102
|
||
msgid "Then, fill out the quotation form with the customer information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104
|
||
msgid ""
|
||
"Go to the :guilabel:`Order Lines` tab of the quotation and "
|
||
"click :guilabel:`Add a product`. Then, select the *prepaid services product* "
|
||
"when :ref:`configuring the service product <helpdesk/configure-service-"
|
||
"products>`. Update the :guilabel:`Quantity` field with the number of hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:109
|
||
msgid ""
|
||
"After updating any other necessary information, :guilabel:`Confirm` the "
|
||
"quotation. This converts the quotation into an |SO|."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:113
|
||
msgid "Create and send an invoice for prepaid services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:115
|
||
msgid ""
|
||
"After the |SO| has been confirmed, click the :guilabel:`Create Invoice` "
|
||
"button. This opens a :guilabel:`Create invoice(s)` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:118
|
||
msgid ""
|
||
"If no down payment is collected, the :guilabel:`Create Invoice` type can "
|
||
"remain as :guilabel:`Regular Invoice`. If a :doc:`down payment <../../../"
|
||
"sales/sales/invoicing/down_payment>` is collected, choose between "
|
||
"either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment "
|
||
"(fixed amount)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:123
|
||
msgid ""
|
||
"When the necessary information has been entered, click :guilabel:`Create "
|
||
"Draft`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:125
|
||
msgid "The invoice can then be sent to the customer for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:128
|
||
msgid "Create helpdesk ticket for prepaid services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:130
|
||
msgid ""
|
||
"To create a **Helpdesk** ticket for prepaid services, navigate "
|
||
"to :menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to "
|
||
"reveal a specific team's pipeline. Click :guilabel:`New` to create a new "
|
||
"ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:134
|
||
msgid ""
|
||
"On the blank ticket form, create a ticket :guilabel:`Title`, and enter "
|
||
"the :guilabel:`Customer` information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:137
|
||
msgid ""
|
||
"When the customer name is added, the :guilabel:`Sales Order Item` field "
|
||
"automatically populates with the most recent prepaid sales order item that "
|
||
"has time remaining."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:141
|
||
msgid "Track hours on helpdesk ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:143
|
||
msgid ""
|
||
"Time spent working on a **Helpdesk** ticket is tracked on the **Timesheets** "
|
||
"tab on the specific ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146
|
||
msgid ""
|
||
"On the ticket detail form, click on the :guilabel:`Timesheets` tab and "
|
||
"click :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add "
|
||
"a :guilabel:`Description` of the task, and enter the number "
|
||
"of :guilabel:`Hours Spent`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:150
|
||
msgid ""
|
||
"As new lines are added to :guilabel:`Timesheets` tab, "
|
||
"the :guilabel:`Remaining Hours on SO` field, at the bottom-right of the tab, "
|
||
"is automatically updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid ""
|
||
"View of the timesheets tab on a ticket with an emphasis on the remaining "
|
||
"hours on an SO."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:157
|
||
msgid ""
|
||
"If the number of hours on the :guilabel:`Timesheets` tab exceeds the number "
|
||
"of hours sold, the :guilabel:`Remaining Hours of SO` turns red."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:0
|
||
msgid ""
|
||
"An example of a ticket with the number of hours exceeding the hours "
|
||
"remaining."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:163
|
||
msgid ""
|
||
"As hours are added to the :guilabel:`Timesheets` tab, they are automatically "
|
||
"updated in the :guilabel:`Delivered` field on the |SO|, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
|
||
msgid "Invoice post-paid support services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:169
|
||
msgid ""
|
||
"When support services are billed based on the amount of time spent on an "
|
||
"issue, an invoice cannot be created before the total number of hours "
|
||
"required to solve the problem have been entered on a timesheet. In this "
|
||
"case, a service product with the :guilabel:`Invoicing Policy` set "
|
||
"to :guilabel:`Based on Timesheets` is used, like the one that is "
|
||
"automatically created after :ref:`the Time Billing <helpdesk/configure-"
|
||
"service-products>` feature is enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:176
|
||
msgid "Create a sales order with a time-tracked product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:178
|
||
msgid ""
|
||
"To invoice a customer for post-paid support services, first create a |SO| "
|
||
"with the *Service on Timesheets* product. To do this, go "
|
||
"to :menuselection:`Sales app --> Orders --> Quotations`. Then, "
|
||
"click :guilabel:`New` to reveal a blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182
|
||
msgid "Fill out the quotation with the customer information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:184
|
||
msgid ""
|
||
"On the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`. Select "
|
||
"the :guilabel:`Service on Timesheets` product. After updating any other "
|
||
"necessary information, :guilabel:`Confirm` the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:189
|
||
msgid ""
|
||
"Unlike with the prepaid services quotation, Odoo does **not** allow an "
|
||
"invoice to be created at this time. Since services were **not** performed, "
|
||
"nothing was delivered, so there is nothing to invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194
|
||
msgid "Create a helpdesk ticket for time-tracked services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:196
|
||
msgid ""
|
||
"To record a timesheet entry for time-tracked services, go to "
|
||
"the :menuselection:`Helpdesk` app, and select the appropriate team for which "
|
||
"these services apply."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:199
|
||
msgid ""
|
||
"If there is already an existing ticket for this issue, select it from the "
|
||
"Kanban view. This opens the ticket details form. If there is no existing "
|
||
"ticket for this customer issue, click :guilabel:`New` to create a new ticket "
|
||
"and enter the necessary customer information on the blank ticket details "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:204
|
||
msgid ""
|
||
"After selecting or creating a ticket, go to the :guilabel:`Sales Order Item` "
|
||
"drop-down menu. Select the |SO| created in the previous step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
|
||
msgid "Track support hours on a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:210
|
||
msgid ""
|
||
"In order to create an invoice for a product based on timesheets, hours need "
|
||
"to be tracked and recorded. At this point, the service is considered "
|
||
"*delivered*. To record hours for this support service, click on "
|
||
"the :guilabel:`Timesheets` tab of the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:214
|
||
msgid ""
|
||
"Click :guilabel:`Add a Line` to record a new entry. Select "
|
||
"an :guilabel:`Employee` from the drop-down menu, and record the time spent "
|
||
"in the :guilabel:`Hours Spent` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:217
|
||
msgid "Repeat these steps until all timesheet entries have been recorded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid "View of the timesheets tab on a helpdesk ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:223
|
||
msgid "Create an invoice for hours tracked on a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:225
|
||
msgid ""
|
||
"If no new timesheets are needed, then create an invoice and send it to the "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227
|
||
msgid ""
|
||
"To do this, return to the |SO| by clicking on the :guilabel:`Sales Order` "
|
||
"smart button at the top of the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
|
||
msgid ""
|
||
"Before creating the invoice, confirm that the number in "
|
||
"the :guilabel:`Delivered` column matches the total number "
|
||
"of :guilabel:`Hours Spent` listed in the :guilabel:`Timesheets` tab on the "
|
||
"ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid "View of a sales order with emphasis on the delivered column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:236
|
||
msgid ""
|
||
"Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create "
|
||
"invoice(s)` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:238
|
||
msgid ""
|
||
"If no down payment is collected, the :guilabel:`Create Invoice` type can "
|
||
"remain as :guilabel:`Regular Invoice`. If a down payment is collected, "
|
||
"choose between either :guilabel:`Down payment (percentage)` "
|
||
"or :guilabel:`Down payment (fixed amount)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:243
|
||
msgid ""
|
||
"Use the :guilabel:`Timesheets Period` field if this invoice should **only** "
|
||
"include timesheets from a certain time period. If this field is left blank, "
|
||
"**all** applicable timesheets that have not yet been invoiced are included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:247
|
||
msgid ""
|
||
"When the necessary information has been entered, click :guilabel:`Create "
|
||
"Draft`. The invoice can then be reviewed, edited, and sent to the customer "
|
||
"for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:251
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:252
|
||
msgid ":doc:`../../../sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||
msgid "Overview"
|
||
msgstr "סקירה כללית"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:3
|
||
msgid "Help Center"
|
||
msgstr "מרכז עזרה"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:7
|
||
msgid ""
|
||
"Odoo **Helpdesk** integrates with the **Forums**, **eLearning**, and "
|
||
"**Knowledge** apps to create the *Help Center*. The *Help Center* is a "
|
||
"centralized location where teams and customers can search for and share "
|
||
"detailed information about products and services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid ""
|
||
"Overview of the settings page of a team emphasizing the Help Center features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:17
|
||
msgid ""
|
||
"To activate any of the *Help Center* features on a *Helpdesk* team, go "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
||
"select a team, or create a :doc:`new one <../../helpdesk>`. Verify "
|
||
"the :guilabel:`Visibility` of the team is set to :guilabel:`Invited portal "
|
||
"users and all internal users (public)` in the :guilabel:`Visibility & "
|
||
"Assignment` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:22
|
||
msgid ""
|
||
"Additionally, the :guilabel:`Website Form` option on the **Helpdesk** team "
|
||
"form **must** be enabled to activate any of the *Help Center* features. When "
|
||
"one or more of the *Help Center* features is enabled, the :guilabel:`Website "
|
||
"Form` is automatically enabled, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:27
|
||
msgid ""
|
||
"Since all of the *Help Center* features require integration with other "
|
||
"applications, enabling any of them may result in the installation of "
|
||
"additional modules or applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:30
|
||
msgid ""
|
||
"Installing a new application on a *One-App-Free* database will trigger a 15-"
|
||
"day trial. At the end of the trial, if a `paid subscription <https://"
|
||
"www.odoo.com/pricing>`_ has **not** been added to the database, it will no "
|
||
"longer be active or accessible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:35
|
||
msgid ":doc:`Helpdesk Overview <../../helpdesk>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:38
|
||
msgid "Knowledge"
|
||
msgstr "ידע"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:40
|
||
msgid ""
|
||
"Odoo's **Knowledge** application is a collaborative library, where users can "
|
||
"store, edit, and share information. The **Knowledge** app can be used to "
|
||
"publish user guides and :abbr:`FAQs (Frequently Asked Questions)` with "
|
||
"customers externally, while also collaborating internally on shared "
|
||
"documents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:45
|
||
msgid ""
|
||
"The **Knowledge** app is accessible throughout the database by clicking on "
|
||
"the :guilabel:`Knowledge (bookmark)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
|
||
msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
|
||
msgid "The Knowledge app is represented by the bookmark icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:54
|
||
msgid "Enable Knowledge on a Helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:56
|
||
msgid ""
|
||
"To enable the **Knowledge** feature on a *Helpdesk* team, go "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
||
"select a team, or create a :doc:`new one <../../helpdesk>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:59
|
||
msgid ""
|
||
"When a team has been selected or created, Odoo displays that team's detail "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:61
|
||
msgid ""
|
||
"On the team's detail form, scroll down to the :guilabel:`Help Center` "
|
||
"section. Then, click the box next to :guilabel:`Knowledge` to activate the "
|
||
"**Knowledge** feature. When clicked, a new field "
|
||
"labeled, :guilabel:`Article` appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:65
|
||
msgid ""
|
||
"Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, "
|
||
"there is only one option in the drop-down menu titled :guilabel:`Help`, "
|
||
"which Odoo provides by default. Select :guilabel:`Help` from the drop-down "
|
||
"menu to choose this article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:70
|
||
msgid ""
|
||
"To create a new article, go to the :menuselection:`Knowledge app`, then "
|
||
"hover the cursor next to the :guilabel:`Workspace` section heading, located "
|
||
"in the left sidebar. Moving the cursor there reveals a hidden |plus|."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:74
|
||
msgid ""
|
||
"Click the |plus| to create a new article in the :guilabel:`Workspace`. Click "
|
||
"the :icon:`fa-share-alt` :guilabel:`Share` icon, and slide "
|
||
"the :guilabel:`Share to Web` toggle switch until it reads :guilabel:`Article "
|
||
"Published`. It can then be added to a **Helpdesk** team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:78
|
||
msgid ""
|
||
"Once an article has been created and assigned to a **Helpdesk** team, "
|
||
"content can be added and organized through the **Knowledge** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:82
|
||
msgid ""
|
||
":ref:`Editing Knowledge articles <knowledge/articles_editing/edit-article>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:85
|
||
msgid "Search articles from a Helpdesk ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:87
|
||
msgid ""
|
||
"When members of a **Helpdesk** team are trying to solve a ticket, they can "
|
||
"search through the content in the **Knowledge** app for more information on "
|
||
"the issue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:90
|
||
msgid ""
|
||
"To search **Knowledge** articles, open a ticket — either from the "
|
||
"**Helpdesk** app dashboard, or by going to :menuselection:`Helpdesk app --> "
|
||
"Tickets --> All Tickets`, then select a ticket from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:94
|
||
msgid "When a ticket is selected, Odoo reveals that ticket's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:96
|
||
msgid ""
|
||
"Click the :guilabel:`Knowledge (bookmark)` icon, located at the top-right of "
|
||
"the page, to open a pop-up search window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid "View of knowledge search window from a helpdesk ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:103
|
||
msgid ""
|
||
"**Knowledge** articles can also be searched by pressing :command:`Ctrl + K` "
|
||
"to open the command palette, then typing :kbd:`?`, followed by the name of "
|
||
"the desired article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:106
|
||
msgid ""
|
||
"When Odoo reveals the desired article, click it, or highlight "
|
||
"the :guilabel:`Article` title, and press :command:`Enter`. This will open "
|
||
"the article in the :guilabel:`Knowledge` application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:109
|
||
msgid "To open the article in a new tab, press :command:`Ctrl + Enter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:112
|
||
msgid ""
|
||
"If a more in-depth search is required, press :command:`Alt + B`. That "
|
||
"reveals a separate page, in which a more detailed search can occur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:116
|
||
msgid "Share an article to the Help Center"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:118
|
||
msgid ""
|
||
"To make a **Knowledge** article available to customers and website visitors, "
|
||
"it **must** be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:122
|
||
msgid ""
|
||
"Even though the *Help* article has been enabled on a team, Odoo does **not** "
|
||
"share all the nested articles to the web. Individual articles intended for "
|
||
"customers **must** be published for them to be viewable on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:126
|
||
msgid ""
|
||
"To publish an article, navigate to the desired article, by following the "
|
||
"above steps, and click the :icon:`fa-share-alt` :guilabel:`Share` icon. This "
|
||
"reveals a menu. Slide the toggle button labeled :guilabel:`Share to Web` to "
|
||
"read :guilabel:`Article Published`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid "View of a knowledge article focused on sharing and publishing options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:134
|
||
msgid "Solve tickets with a clipboard box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:136
|
||
msgid ""
|
||
"*Clipboard* boxes can be added to **Knowledge** articles to allow content to "
|
||
"be reused, copied, sent as messages, or added to the description on a "
|
||
"ticket. This allows teams to maintain consistency when answering customer "
|
||
"tickets, and minimize the amount of time spent on responding to repeat "
|
||
"questions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:141
|
||
msgid "Add clipboard boxes to articles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:143
|
||
msgid ""
|
||
"To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. "
|
||
"Click on an existing nested article or create a new one by clicking the |"
|
||
"plus| next to *Help*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:146
|
||
msgid ""
|
||
"Type :kbd:`/` to open the *powerbox*, and view a drop-down list "
|
||
"of :ref:`commands <knowledge/articles_editing/commands>`. Select or "
|
||
"type :kbd:`clipboard`. A gray block is then added to the page. Add any "
|
||
"necessary content to this block."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid "View of a clipboard in knowledge with focus on send and copy options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:154
|
||
msgid ""
|
||
"Clipboard boxes only display the :guilabel:`Use as description` "
|
||
"or :guilabel:`Send as Message` options if they are accessed directly from "
|
||
"the **Helpdesk**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:158
|
||
msgid "Use clipboard boxes in tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:160
|
||
msgid ""
|
||
"Clipboard boxes can be used to respond directly to a **Helpdesk** ticket as "
|
||
"a message, or to add information to the ticket's description."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:163
|
||
msgid ""
|
||
"To use clipboard boxes in a **Helpdesk** ticket, first, open a ticket, "
|
||
"either from the :guilabel:`Helpdesk` dashboard or by going "
|
||
"to :menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a "
|
||
"ticket from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:167
|
||
msgid ""
|
||
"Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. "
|
||
"This opens a search window. In this search window, select, or search, for "
|
||
"the desired article. Doing so reveals that article page in the Odoo "
|
||
"**Knowledge** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:171
|
||
msgid ""
|
||
"To use a clipboard box to respond to a ticket, click :guilabel:`Send as "
|
||
"message` in the upper-right corner of the clipboard box, located in the body "
|
||
"of the article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:174
|
||
msgid ""
|
||
"Doing so opens a :guilabel:`Compose Email` pop-up window. In this window, "
|
||
"select the recipients, make any necessary additions or edits to the "
|
||
"clipboard content, then click :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:178
|
||
msgid ""
|
||
"To use a clipboard box to add information to a ticket's description, "
|
||
"click :guilabel:`Use as description` in the upper-right corner of the "
|
||
"clipboard box, located in the body of the article. Doing so does **not** "
|
||
"replace the existing text in a ticket's description. The content from the "
|
||
"clipboard box is added as additional text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:186
|
||
msgid "Community Forum"
|
||
msgstr "פורום קהילתי"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:188
|
||
msgid ""
|
||
"A *Community Forum* provides a space for customers to answer each other's "
|
||
"questions and share information. By integrating a forum with a **Helpdesk** "
|
||
"team, tickets submitted by customers can be converted to posts and shared."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:193
|
||
msgid "Enable forums on a Helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:195
|
||
msgid ""
|
||
"To enable :guilabel:`Community Forums` on a **Helpdesk** team, start by "
|
||
"navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk "
|
||
"Teams` and select a team, or create a :doc:`new one <../../helpdesk>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:199
|
||
msgid ""
|
||
"Selecting or creating a team reveals that team's detail form. Scroll down to "
|
||
"the :guilabel:`Help Center` section of features, and "
|
||
"enable :guilabel:`Community Forum`, by checking the box beside it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:202
|
||
msgid "When activated, a new field labeled :guilabel:`Forums` appears beneath."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:204
|
||
msgid ""
|
||
"Click the empty :guilabel:`Forums` field to reveal a drop-down menu. By "
|
||
"default, there is only one option to begin with, labeled :guilabel:`Help`. "
|
||
"That is the option Odoo automatically created when the :guilabel:`Community "
|
||
"Forums` feature was enabled. Select :guilabel:`Help` from the drop-down menu "
|
||
"to enable that forum."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:209
|
||
msgid ""
|
||
"To create a new forum, type a name into the blank :guilabel:`Forums` field, "
|
||
"then click the :guilabel:`Create and Edit` option. Multiple forums can be "
|
||
"selected in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:213
|
||
msgid ":doc:`Forum documentation <../../../websites/forum>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:216
|
||
msgid "Create a forum post from a Helpdesk ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:218
|
||
msgid ""
|
||
"When a **Helpdesk** team has a *Forum* enabled, tickets submitted to that "
|
||
"team can be converted to forum posts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:221
|
||
msgid ""
|
||
"To do that, select a ticket, either from a team's pipeline or "
|
||
"from :menuselection:`Tickets --> All Tickets` in the :guilabel:`Helpdesk` "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:224
|
||
msgid ""
|
||
"At the top of the ticket detail form, click the :guilabel:`Share on Forum` "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid ""
|
||
"Overview of the Forums page of a website to show the available ones in Odoo "
|
||
"Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:229
|
||
msgid ""
|
||
"When clicked, a pop-up window appears. Here, the :guilabel:`Forum` post "
|
||
"and :guilabel:`Title` can be edited to correct any typos, or modified to "
|
||
"remove any proprietary or client information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:232
|
||
msgid ""
|
||
":guilabel:`Tags` can also be added to help organize the post in the forum, "
|
||
"making it easier for users to locate during a search. When all adjustments "
|
||
"have been made, click :guilabel:`Create and View Post`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:237
|
||
msgid "Create a Helpdesk ticket from a forum post"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:239
|
||
msgid ""
|
||
"Forum posts submitted by portal users can be converted to **Helpdesk** "
|
||
"tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:241
|
||
msgid ""
|
||
"To create a ticket, navigate to a forum post, and click the :icon:`fa-"
|
||
"ellipsis-h` :guilabel:`(ellipsis)` icon. Then, click :guilabel:`Create "
|
||
"Ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid "A forum post with the create ticket option visible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:247
|
||
msgid ""
|
||
"This opens a :guilabel:`Create Ticket` pop-up. Make any necessary edits to "
|
||
"the :guilabel:`Create Ticket` field. Then, confirm the :guilabel:`Helpdesk "
|
||
"Team` the ticket should be assigned to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:250
|
||
msgid "Click :guilabel:`Create & View Ticket` or :guilabel:`Create Ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:253
|
||
msgid "The original forum post is linked in the chatter on the new ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:256
|
||
msgid "eLearning"
|
||
msgstr "למידה אלקטרונית"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:258
|
||
msgid ""
|
||
"Odoo **eLearning** courses offer customers additional training and content "
|
||
"in the form of videos, presentations, and certifications/quizzes. Providing "
|
||
"additional training enables customers to work through issues and find "
|
||
"solutions on their own. They can also develop a deeper understanding of the "
|
||
"services and products they are using."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:264
|
||
msgid "Enable eLearning courses on a Helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:266
|
||
msgid ""
|
||
"To enable **eLearning** courses on a **Helpdesk** team, go "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
||
"select a team, or create a :doc:`new one <../../helpdesk>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:269
|
||
msgid ""
|
||
"On the team's settings page, scroll to the :guilabel:`Help Center` section, "
|
||
"and check the box next to :guilabel:`eLearning`. A new field appears below, "
|
||
"labeled :guilabel:`Courses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:272
|
||
msgid ""
|
||
"Click the empty field next to :guilabel:`Courses` beneath "
|
||
"the :guilabel:`eLearning` feature to reveal a drop-down menu. Select an "
|
||
"available course from the drop-down menu, or type a title into the field, "
|
||
"and click :guilabel:`Create and edit` to create a new course from this page. "
|
||
"Multiple courses can be assigned to a single team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:278
|
||
msgid "Create an eLearning course"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:280
|
||
msgid ""
|
||
"A new **eLearning** course can be created from the :guilabel:`Helpdesk` "
|
||
"team's settings page, as in the step above, or from the **eLearning** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:283
|
||
msgid ""
|
||
"To create a course directly through the **eLearning** application, navigate "
|
||
"to :menuselection:`eLearning --> New`. This reveals a blank course template "
|
||
"that can be customized and modified as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:287
|
||
msgid ""
|
||
"On the course template page, add a :guilabel:`Course Title`, and below "
|
||
"that, :guilabel:`Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:289
|
||
msgid "Click on the :guilabel:`Options` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:291
|
||
msgid ""
|
||
"Under :guilabel:`Access Rights`, select which users are able to view and "
|
||
"enroll in the course."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:293
|
||
msgid ""
|
||
"The :guilabel:`Show Course To` field defines who can access the courses. "
|
||
"The :guilabel:`Enroll Policy` field specifies how they can register for the "
|
||
"course."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:296
|
||
msgid ""
|
||
"Under :guilabel:`Display`, choose the preferred course :guilabel:`Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:299
|
||
msgid "Add content to an eLearning course"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:301
|
||
msgid ""
|
||
"To add content to a course, click the :guilabel:`Content` tab and "
|
||
"select :guilabel:`Add Content`. Choose the :guilabel:`Content Type` from the "
|
||
"drop-down menu and upload the file, or paste the link, where instructed. "
|
||
"Click :guilabel:`Save` when finished. Click :guilabel:`Add Section` to "
|
||
"organize the course in sections."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid "View of a course being published for Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:310
|
||
msgid ""
|
||
"In order to add a certification to a course, go to :menuselection:`eLearning "
|
||
"--> Configuration --> Settings`, check the box "
|
||
"labeled :guilabel:`Certifications`, and :guilabel:`Save` to activate the "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:315
|
||
msgid "`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:318
|
||
msgid "Publish an eLearning course"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:320
|
||
msgid ""
|
||
"To allow customers to enroll in a course, both the course and the contents "
|
||
"**must** be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:323
|
||
msgid ""
|
||
"If the course is published, but the contents of the course are **not** "
|
||
"published, customers can enroll in the course on the website, but they are "
|
||
"**not** able to view any of the course content. Knowing this, it may be "
|
||
"beneficial to publish the course first, if the course contents are intended "
|
||
"to be released over time, such as classes with a weekly schedule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:328
|
||
msgid ""
|
||
"To make the entire course available at once, each piece of course content "
|
||
"must be published first, then the course can be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:331
|
||
msgid ""
|
||
"To publish a course, choose a course from the **eLearning** dashboard. On "
|
||
"the course template page, click the :guilabel:`Go to Website` smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:334
|
||
msgid ""
|
||
"This will reveal the front end of the course's web page. At the top of the "
|
||
"course web page, move the :guilabel:`Unpublished` toggle switch "
|
||
"to :guilabel:`Published`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:338
|
||
msgid "Publish eLearning course contents from the back-end"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:340
|
||
msgid ""
|
||
"To publish **eLearning** course content from the back-end, choose a course "
|
||
"from the **eLearning** dashboard. On the course template page, click "
|
||
"the :guilabel:`Published Contents` smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:343
|
||
msgid ""
|
||
"Doing so reveals a separate page displaying all the published content "
|
||
"related to that course. Remove the default :guilabel:`Published` filter from "
|
||
"the search bar in the upper-right corner, to reveal all the content related "
|
||
"to the course - even the non-published content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:347
|
||
msgid ""
|
||
"Click the :icon:`oi-view-list` :guilabel:`(list)` icon to switch to list "
|
||
"view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:349
|
||
msgid ""
|
||
"While in list view, there is a checkbox on the far-left of the screen, above "
|
||
"the listed courses, to the left of the :guilabel:`Title` column title. When "
|
||
"that checkbox is clicked, all the course contents are selected at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:353
|
||
msgid ""
|
||
"With all the course content selected, click any of the boxes in "
|
||
"the :guilabel:`Is Published` column. This reveals a pop-up window, asking "
|
||
"for confirmation that all selected records are intended to be published. "
|
||
"Click :guilabel:`Confirm` to automatically publish all course content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1
|
||
msgid "View of a course contents being published in Odoo Helpdesk back-end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
|
||
msgid "Customer ratings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:9
|
||
msgid ""
|
||
"Asking customers to rate the support they received from a **Helpdesk** team "
|
||
"provides an opportunity to gauge team performance and track customer "
|
||
"satisfaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:15
|
||
msgid "Enable customer ratings on Helpdesk teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:17
|
||
msgid ""
|
||
"To enable *customer ratings* on a helpdesk team, navigate "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click "
|
||
"on a team from the list to open the settings page. Scroll to "
|
||
"the :guilabel:`Performance` section, and tick the :guilabel:`Customer "
|
||
"Ratings` checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid ""
|
||
"Overview of the settings page of a helpdesk team emphasizing the rating on "
|
||
"ticket feature\n"
|
||
"in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:26
|
||
msgid "Set a ratings request email template on a stage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:28
|
||
msgid ""
|
||
"To automatically request ratings from customers once their tickets have "
|
||
"closed, an email template needs to be added to the appropriate stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:31
|
||
msgid ""
|
||
"After the :guilabel:`Customer Ratings` :ref:`setting has been enabled "
|
||
"<helpdesk/enable-ratings>` on the team's settings page, click "
|
||
"the :guilabel:`Set an Email Template on Stages` link. Select a stage from "
|
||
"the list, or click :guilabel:`New` to create a new stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:36
|
||
msgid ""
|
||
"Customers should only be asked to rate tickets once an issue has been "
|
||
"resolved and their ticket is *closed*. Therefore, a *ratings request* email "
|
||
"should **only** be added to a stage that is folded in the Kanban, as tickets "
|
||
"in a *folded stage* are considered closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:40
|
||
msgid ""
|
||
"On the stage's settings page, select the template, `Helpdesk: Ticket Rating "
|
||
"Request` in the :guilabel:`Email Template` field. This template has been "
|
||
"preconfigured with ratings customers can use to provide feedback. To view "
|
||
"the template, click the arrow button to the right of the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:44
|
||
msgid ""
|
||
"After the template is added to the stage, it automatically sends a message "
|
||
"when a ticket is moved to that stage. Customers are then asked to rate the "
|
||
"support they received with colored icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:47
|
||
msgid "**Satisfied** - |smile|"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:48
|
||
msgid "**Okay** - |meh|"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:49
|
||
msgid "**Dissatisfied** - |frown|"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "A preview of the ticket rating request template in Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:54
|
||
msgid ""
|
||
"After selecting a rating, customers are taken to a webpage where they can "
|
||
"provide specific written feedback to support their rating. The rating is "
|
||
"then submitted, and the rating, as well as any additional comments, are "
|
||
"added to the chatter on the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:59
|
||
msgid ""
|
||
"Customer ratings can also be viewed through the :guilabel:`Customer Ratings` "
|
||
"report. To view this report, go to :menuselection:`Helpdesk app --> "
|
||
"Reporting --> Customer Ratings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:63
|
||
msgid ":doc:`../../../general/companies/email_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:64
|
||
msgid ":doc:`../advanced/close_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:65
|
||
msgid ":doc:`reports`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
|
||
msgid "Receiving tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
|
||
msgid ""
|
||
"Odoo's **Helpdesk** app offers multiple channels where customers can reach "
|
||
"out for assistance, such as email, live chat, and through a website's "
|
||
"submission form. The variety of these contact options provides customers "
|
||
"with multiple opportunities to receive support quickly while also allowing "
|
||
"the support team to manage multi-channel support tickets from one central "
|
||
"location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
|
||
msgid "Enable channel options to submit tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
|
||
msgid ""
|
||
"Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, "
|
||
"and choose an existing team, or click :guilabel:`New` to :doc:`create a new "
|
||
"team <../../helpdesk>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:16
|
||
msgid ""
|
||
"On the team's settings page, scroll down to the :guilabel:`Channels` "
|
||
"and :guilabel:`Help Center` sections. Enable one or more channels by "
|
||
"checking the respective boxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:19
|
||
msgid ":ref:`Email Alias <helpdesk/receiving_tickets/email-alias>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:20
|
||
msgid ":ref:`Live Chat <helpdesk/receiving_tickets/live-chat>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
|
||
msgid ":ref:`Website Form <helpdesk/receiving_tickets/website-form>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
|
||
msgid "Email Alias"
|
||
msgstr "קידומת מייל"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:28
|
||
msgid ""
|
||
"The *Email Alias* setting creates tickets from messages sent to that team's "
|
||
"specified email alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:31
|
||
msgid ""
|
||
"The following steps are for **Odoo Online** and **Odoo.sh** databases. For "
|
||
"**On-premise** databases, external servers are required for email aliases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:34
|
||
msgid ""
|
||
"When a new **Helpdesk** team is created, an email alias is created for it. "
|
||
"This alias can be changed on the team's settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37
|
||
msgid ""
|
||
"To change a **Helpdesk** team's email alias, navigate "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
|
||
"click on a team name to open its settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:40
|
||
msgid ""
|
||
"Then, scroll to :menuselection:`Channels --> Email Alias`. In "
|
||
"the :guilabel:`Alias` field, type the desired name for the team's email "
|
||
"alias."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid ""
|
||
"View of the settings page of a Helpdesk team emphasizing the email alias "
|
||
"feature in Odoo\n"
|
||
"Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:48
|
||
msgid ""
|
||
"Custom email domains are **not** required in order to use an email alias, "
|
||
"however, they can be configured through the **Settings** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:51
|
||
msgid ""
|
||
"If the database does not have a custom domain already configured, "
|
||
"click :guilabel:`Set an Alias Domain` to be redirected to "
|
||
"the :guilabel:`Settings` page. From there, enable :guilabel:`Custom Email "
|
||
"Servers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:55
|
||
msgid ""
|
||
"When an email is received, the subject line becomes the title of a new "
|
||
"**Helpdesk** ticket. The body of the email is also added to the ticket, "
|
||
"under the :guilabel:`Description` tab, and in the ticket's chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:62
|
||
msgid "Live Chat"
|
||
msgstr " צ'אט חי"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:64
|
||
msgid ""
|
||
"The **Live Chat** feature lets website visitors connect directly with a "
|
||
"support agent or chatbot. **Helpdesk** tickets can be instantly created "
|
||
"during these conversations using the :doc:`response command </applications/"
|
||
"websites/livechat/responses>` `/ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68
|
||
msgid ""
|
||
"To enable **Live Chat**, navigate to the :menuselection:`Helpdesk app --> "
|
||
"Configuration --> Helpdesk Teams` list view, select a team, and on the "
|
||
"team's settings page, click the checkbox next to :guilabel:`Live Chat`, "
|
||
"under the :guilabel:`Channels` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:73
|
||
msgid ""
|
||
"If this is the first time :doc:`Live Chat </applications/websites/livechat>` "
|
||
"has been enabled on the database, the page may need to be saved manually and "
|
||
"refreshed before any further steps can be taken."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77
|
||
msgid ""
|
||
"After the :guilabel:`Live Chat` setting is enabled on a **Helpdesk** team, a "
|
||
"new **Live Chat** channel is created. Click on :guilabel:`Configure Live "
|
||
"Chat Channel` to update the channel's settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:82
|
||
msgid "Live Chat channel configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:84
|
||
msgid ""
|
||
"On the channel's settings page, :guilabel:`Channel Name` can be edited, "
|
||
"though, Odoo names the channel to match the **Helpdesk** team name, by "
|
||
"default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
|
||
msgid ""
|
||
"If a **Helpdesk** team is named `Customer Care`, a **Live Chat** channel is "
|
||
"created called `Customer Care`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the Kanban cards for the available Live Chat channels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:94
|
||
msgid "On the channel form, navigate through the tabs to complete the setup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:97
|
||
msgid "Operators tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:99
|
||
msgid ""
|
||
"*Operators* are the users who act as agents and respond to live chat "
|
||
"requests from customers. The user who created the live chat channel is added "
|
||
"by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:102
|
||
msgid ""
|
||
"To add additional users, click on the :guilabel:`Operators` tab, then "
|
||
"click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:104
|
||
msgid ""
|
||
"Click the checkbox next to the users to be added on the :guilabel:`Add: "
|
||
"Operators` pop-up window that appears, then click :guilabel:`Select`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:107
|
||
msgid "Click :guilabel:`New` to create new operators, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109
|
||
msgid ""
|
||
"When the desired addition is complete, click :guilabel:`Save & Close`, "
|
||
"or :guilabel:`Save & New` to add multiple new operators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:113
|
||
msgid ""
|
||
"Creating a new user can impact the status of an Odoo subscription, as the "
|
||
"total number of users in a database counts towards the billing rate. Proceed "
|
||
"with caution before creating a new user. If a user already exists, adding "
|
||
"them as an operator will **not** alter the subscription or billing rate for "
|
||
"a database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:118
|
||
msgid ""
|
||
"Additionally, current operators can be edited or removed by clicking on "
|
||
"their respective boxes in the :guilabel:`Operators` tab, and then adjusting "
|
||
"their form values on the pop-up form that appears, or by using one of the "
|
||
"buttons located at the bottom of the form, such as :guilabel:`Remove`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:123
|
||
msgid ""
|
||
"Users can add themselves as an operator by clicking the :guilabel:`Join "
|
||
"Channel` button on a **Live Chat** channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
||
msgid ""
|
||
"View of a live chat channel Kanban card with the join button emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:130
|
||
msgid "Options tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:132
|
||
msgid ""
|
||
"The :guilabel:`Options` tab contains the visual and text settings for the "
|
||
"live chat window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the options tab of a Live Chat channel's settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:137
|
||
msgid ""
|
||
":guilabel:`Notification Text`: This field updates the greeting displayed in "
|
||
"the text bubble when the live chat button appears on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:140
|
||
msgid ""
|
||
":guilabel:`Livechat Button Color`: This field alters the color of the live "
|
||
"chat button as it appears on the website. To change the color, click on a "
|
||
"color bubble to open the color selection window, then click and drag the "
|
||
"circle along the color gradient. Click out of the selection window once "
|
||
"complete. Click the refresh icon to the right of the color bubbles to reset "
|
||
"the colors to the default selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:146
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:177
|
||
msgid ":guilabel:`Show`: The chat button displays on the selected page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:147
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179
|
||
msgid ""
|
||
":guilabel:`Show with notification`: The chat button is displayed, with the "
|
||
"addition of the :guilabel:`Notification text` from the :guilabel:`Options` "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:149
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:182
|
||
msgid ""
|
||
":guilabel:`Open automatically`: The chat button is displayed, and "
|
||
"automatically opens the chat window after a designated amount of time. The "
|
||
"amount of time is designated in the :guilabel:`Open automatically timer` "
|
||
"field, which appears only when this display option is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:152
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186
|
||
msgid ""
|
||
":guilabel:`Hide`: The chat button is hidden from display on the webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:155
|
||
msgid ""
|
||
"Color selection, for the button or header, can be made manually, or through "
|
||
"RGB, HSL, or HEX code selection. Different options are available, depending "
|
||
"on the operating system or browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159
|
||
msgid "Channel Rules tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:161
|
||
msgid ""
|
||
"The :guilabel:`Channel Rules` tab determines when the live chat window opens "
|
||
"on the website by logic of when a :guilabel:`URL Regex` action is triggered "
|
||
"(e.g., a page visit)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165
|
||
msgid ""
|
||
"A regex, or regular expression, is sometimes referred to as a rational "
|
||
"expression. It is a sequence of characters that specifies a match pattern in "
|
||
"text. A match is made within the given range of numbers or for the set of "
|
||
"characters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169
|
||
msgid ""
|
||
"Edit existing rules by selecting them from the :guilabel:`Channel Rules` "
|
||
"tab, or create a new rule by clicking :guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:172
|
||
msgid ""
|
||
"Then, proceed to configure the details for how the rule should apply on the "
|
||
"pop-up form that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:175
|
||
msgid "Choose how the *Live Chat Button* displays on the webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:188
|
||
msgid ""
|
||
"To include a :guilabel:`Chatbot` on this channel, select it from the drop-"
|
||
"down menu. If the chatbot should only be active when no operators are "
|
||
"available, check the box labeled :guilabel:`Enabled only if no operator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:193
|
||
msgid ""
|
||
"If a :doc:`chatbot </applications/websites/livechat/chatbots>` is added to a "
|
||
"live chat channel, a new :guilabel:`Chatbots` smart button appears on the "
|
||
"channel settings form. Click here to create and update the chatbot *script*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197
|
||
msgid ""
|
||
"Each line in the script contains a :guilabel:`Message`, :guilabel:`Step "
|
||
"Type`, :guilabel:`Answers`, and conditional *Only If* logic that applies "
|
||
"when certain pre-filled answers are chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201
|
||
msgid ""
|
||
"To create more steps in the script, click :guilabel:`Add a line`, and fill "
|
||
"out the script steps form, according to the desired logic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:204
|
||
msgid ""
|
||
"Add the URLs for the pages where the channel should appear in "
|
||
"the :guilabel:`URL Regex` field. Only the path from the root domain is "
|
||
"needed, not the full URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:207
|
||
msgid ""
|
||
"If this channel should only be available to users in specific countries, add "
|
||
"those countries to the :guilabel:`Country` field. If this field is left "
|
||
"blank, the channel is available to all site visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:215
|
||
msgid "Widget tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:217
|
||
msgid ""
|
||
"The :guilabel:`Widget` tab on the live chat channel form offers a website "
|
||
"widget that can be added to third-party websites. Additionally, a URL is "
|
||
"available, that can provide instant access to a live chat window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:221
|
||
msgid ""
|
||
"The live chat :guilabel:`Widget` can be applied to websites created through "
|
||
"Odoo by navigating to the :menuselection:`Website app --> Configuration --> "
|
||
"Settings --> Email & Marketing`. Then, scroll to the :guilabel:`Live Chat` "
|
||
"field, and select the channel to add to the site. Click :guilabel:`Save` to "
|
||
"apply."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226
|
||
msgid ""
|
||
"To add the widget to a website created on a third-party website, click "
|
||
"the :guilabel:`Copy` button next to the first listed code, and paste the "
|
||
"code into the `<head>` tag on the site."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:229
|
||
msgid ""
|
||
"To send a live chat session to a customer or supplier, click "
|
||
"the :guilabel:`Copy` button next to the second listed code, and send the URL "
|
||
"via email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:233
|
||
msgid "Create a support ticket from a live chat session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:235
|
||
msgid ""
|
||
"Operators who have joined a live chat channel are able to communicate with "
|
||
"site visitors in real-time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238
|
||
msgid ""
|
||
"During the conversation, an operator can use the shortcut :doc:`command </"
|
||
"applications/websites/livechat/responses>` `/ticket` to create a ticket "
|
||
"without leaving the chat window. The transcript from the conversation is "
|
||
"added to the new ticket, under the :guilabel:`Description` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:244
|
||
msgid ""
|
||
"**Helpdesk** tickets can also be created through the :doc:`WhatsApp </"
|
||
"applications/productivity/whatsapp>` app using the same `/ticket` command."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:250
|
||
msgid "Website Form"
|
||
msgstr "טופס אתר אינטרנט"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:252
|
||
msgid ""
|
||
"Enabling the *Website Form* setting adds a new page to the website with a "
|
||
"customizable form. A new ticket is created once the required form fields are "
|
||
"filled out and submitted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255
|
||
msgid ""
|
||
"To activate the website form, navigate to a team's settings page "
|
||
"under :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, "
|
||
"and selecting the desired team from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:258
|
||
msgid ""
|
||
"Then, locate the :guilabel:`Website Form` feature, under the :guilabel:`Help "
|
||
"Center` section, and check the box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:261
|
||
msgid ""
|
||
"If more than one website is active on the database, confirm the correct "
|
||
"website is listed in the :guilabel:`Website` field. If not, select the "
|
||
"correct one from the drop-down list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:264
|
||
msgid ""
|
||
"After the feature is activated, click the :guilabel:`Go to Website` smart "
|
||
"button at the top of the :guilabel:`Teams` settings page to view and edit "
|
||
"the new website form, which is created automatically by Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269
|
||
msgid ""
|
||
"After enabling the :guilabel:`Website Form` setting, the team's settings "
|
||
"page may need to be refreshed before the :guilabel:`Go to Website` smart "
|
||
"button appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:272
|
||
msgid ""
|
||
"Additionally, if a *Help Center* is published, the smart button navigates "
|
||
"there first. Simply click the :guilabel:`Contact Us` button, at the bottom "
|
||
"of the forum, to navigate to the ticket submission form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid ""
|
||
"View of the settings page of a helpdesk team emphasizing the Go to Website "
|
||
"button in\n"
|
||
"Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:281
|
||
msgid "Website ticket form customization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:283
|
||
msgid ""
|
||
"To customize the default ticket submission form, while on the website, click "
|
||
"the :guilabel:`Edit` button in the upper-right corner of the page. This "
|
||
"opens the editing sidebar on the right side. Then, click on one of the "
|
||
"fields in the form, on the body of the website, to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287
|
||
msgid ""
|
||
"To add a new field, go to the :guilabel:`Field` section of the sidebar, and "
|
||
"click :guilabel:`+ Field`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:290
|
||
msgid ""
|
||
"Click the :guilabel:`🗑️ (trash can)` icon to delete the field, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:292
|
||
msgid "Edit the other options for the new field in the sidebar, as desired:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:294
|
||
msgid ""
|
||
":guilabel:`Type`: matches an Odoo model value to the field (e.g. `Customer "
|
||
"Name`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:295
|
||
msgid ""
|
||
":guilabel:`Input Type`: determine what type of input the field should be, "
|
||
"like `Text`, `Email`, `Telephone`, or `URL`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:297
|
||
msgid ""
|
||
":guilabel:`Label`: give the form field a label (e.g. `Full Name`, `Email "
|
||
"Address`, etc.). Also control the label position on the form by using the "
|
||
"nested :guilabel:`Position` options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:299
|
||
msgid ""
|
||
":guilabel:`Description`: determine whether or not to add an editable line "
|
||
"under the input box to provide additional contextual information related to "
|
||
"the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301
|
||
msgid ":guilabel:`Placeholder`: add a sample input value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:302
|
||
msgid ""
|
||
":guilabel:`Default Value`: add common use case values that most customers "
|
||
"would find valuable. For example, this can include prompts of information "
|
||
"customers should include to make it easier to solve their issue, such as an "
|
||
"account number, or product number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305
|
||
msgid ""
|
||
":guilabel:`Required`: determine whether or not to mark a field as required, "
|
||
"in order for the form to be submitted. Toggle the switch from gray to blue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307
|
||
msgid ""
|
||
":guilabel:`Visibility`: allow for absolute or conditional visibility of the "
|
||
"field. Nested options, such as, device visibility, appear when certain "
|
||
"options are selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:309
|
||
msgid ""
|
||
":guilabel:`Animation`: choose whether or not the field should include "
|
||
"animation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid ""
|
||
"View of the unpublished website form to submit a ticket for Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315
|
||
msgid ""
|
||
"Once the form has been optimized, and is ready for public use, "
|
||
"click :guilabel:`Save` to apply the changes. Then, publish the form by "
|
||
"toggling the :guilabel:`Unpublished` switch to :guilabel:`Published` at the "
|
||
"top of the page, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:320
|
||
msgid "Prioritizing tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:322
|
||
msgid ""
|
||
"All tickets include a :guilabel:`Priority` field. The highest priority "
|
||
"tickets appear at the top of the Kanban and list views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid ""
|
||
"View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328
|
||
msgid "The priority levels are represented by stars:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:330
|
||
msgid "0 stars = *Low Priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:331
|
||
msgid "1 star = *Medium Priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:332
|
||
msgid "2 stars = *High Priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:333
|
||
msgid "3 stars = *Urgent*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335
|
||
msgid ""
|
||
"Tickets are set to low priority (0 stars) by default. To change the priority "
|
||
"level, select the appropriate number of stars on the Kanban card, or on the "
|
||
"ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339
|
||
msgid ""
|
||
"As priority levels can be used as criteria for assigning :doc:`SLAs <sla>`, "
|
||
"changing the priority level of a ticket can alter the :abbr:`SLA (Service "
|
||
"Level Agreement)` deadline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:343
|
||
msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:344
|
||
msgid ":doc:`../../../general/email_communication`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:345
|
||
msgid ":doc:`/applications/websites/livechat`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
|
||
msgid "Reporting"
|
||
msgstr "דו\"חות"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:8
|
||
msgid ""
|
||
"Reports in Odoo **Helpdesk** provide the opportunity to manage employee "
|
||
"workloads, identify areas for improvement, and confirm if customer "
|
||
"expectations are being met."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
|
||
msgid "Available reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:14
|
||
msgid ""
|
||
"Details about the reports available in Odoo **Helpdesk** can be found below. "
|
||
"To view the different reports, go to :menuselection:`Helpdesk app --> "
|
||
"Reporting`, and select one of the following: :guilabel:`Tickets "
|
||
"Analysis`, :guilabel:`SLA Status Analysis`, or :guilabel:`Customer Ratings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:19
|
||
msgid "Tickets Analysis"
|
||
msgstr "ניתוח נתוני קריאות שירות"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:21
|
||
msgid ""
|
||
"The *Tickets Analysis* report (:menuselection:`Helpdesk app --> Reporting --"
|
||
"> Tickets Analysis`) provides an overview of every customer support ticket "
|
||
"in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:24
|
||
msgid ""
|
||
"This report is useful for identifying where teams are spending the most "
|
||
"time, and helps determine if there is an uneven workload distribution among "
|
||
"the support staff. The default report counts the number of tickets per team "
|
||
"and groups them by stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of Ticket Analysis report default view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:31
|
||
msgid ""
|
||
"Alternative measures can be selected to track where the most time is spent "
|
||
"at different points in the workflow. To change the measures used for the "
|
||
"report that is currently displayed, or to add more, click "
|
||
"the :guilabel:`Measures` button, and select one or more options from the "
|
||
"drop-down menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:35
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:79
|
||
msgid ""
|
||
":guilabel:`Average Hours to Respond`: average number of working hours "
|
||
"between a message sent from the customer and the response from the support "
|
||
"team. *This does not include messages sent when the ticket was in a folded "
|
||
"stage.*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:38
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:82
|
||
msgid ""
|
||
":guilabel:`Hours Open`: number of hours between the date the ticket was "
|
||
"created and the closed date. If there is no closed date on the ticket, the "
|
||
"current date is used. **This measure is not specific to working hours.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:41
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:85
|
||
msgid ""
|
||
":guilabel:`Hours Spent (Timesheets)`: number of *Timesheet* hours logged on "
|
||
"a ticket. *This measure is only available if Timesheets are enabled on a "
|
||
"team, and the current user has the access rights to view them.*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:44
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:88
|
||
msgid ""
|
||
":guilabel:`Hours to First Response`: number of working hours between the "
|
||
"date the ticket was received and the date on which the first message was "
|
||
"sent. *This does not include email sent automatically when a ticket reaches "
|
||
"a stage.*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:47
|
||
msgid ""
|
||
":guilabel:`Rating (1-5)`: number out of five to represent customer feedback "
|
||
"(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:49
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:94
|
||
msgid ""
|
||
":guilabel:`Remaining Hours on SO`: hours remaining on a linked sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:50
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:95
|
||
msgid ""
|
||
":guilabel:`Working Hours to Assign`: number of working hours between the "
|
||
"date the ticket was created and when it was assigned to a team member."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:52
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:97
|
||
msgid ""
|
||
":guilabel:`Working Hours to Close`: number of working hours between the date "
|
||
"the ticket was created and the date it was closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:54
|
||
msgid ""
|
||
":guilabel:`Working Hours until SLA Deadline`: number of working hours "
|
||
"remaining to reach the last |SLA| deadline on a ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:56
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:101
|
||
msgid ":guilabel:`Count`: number of tickets in total."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:59
|
||
msgid ""
|
||
"*Working hours* are calculated based on the default working calendar. To "
|
||
"view or change the working calendar, go to the :menuselection:`Settings` "
|
||
"application and select :menuselection:`Employees --> Company Working Hours`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:64
|
||
msgid "SLA Status Analysis"
|
||
msgstr "ניתוח סטטוס הסכם תנאי שירות"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:66
|
||
msgid ""
|
||
"The *SLA Status Analysis* report (:menuselection:`Helpdesk app --> Reporting "
|
||
"--> SLA Status Analysis`) :ref:`analyzes the performance <helpdesk/analyze-"
|
||
"sla-performance>` of individual SLA (Service Level Agreement) policies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:70
|
||
msgid ""
|
||
"By default, this report is filtered to show the number of |SLAs| failed, in "
|
||
"progress, and the number that have been successful. The results are grouped "
|
||
"by teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of Group by options of Ticket Analysis report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:76
|
||
msgid ""
|
||
"To change the measures used for the report that is currently displayed, or "
|
||
"to add more, click the :guilabel:`Measures` button, and select one or more "
|
||
"options from the drop-down menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:91
|
||
msgid ""
|
||
":guilabel:`Number of SLA Failed`: number of tickets that have failed at "
|
||
"least one |SLA|."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:92
|
||
msgid ""
|
||
":guilabel:`Rating (1-5)`: number value representing customer feedback "
|
||
"(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:99
|
||
msgid ""
|
||
":guilabel:`Working Hours to Reach SLA`: number of working hours between the "
|
||
"date the ticket was created and the date the |SLA| was satisfied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:104
|
||
msgid ":doc:`Service Level Agreements (SLA) <sla>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:107
|
||
msgid "Customer Ratings"
|
||
msgstr "דירוגי לקוח"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:109
|
||
msgid ""
|
||
"The *Customer Ratings* report (:menuselection:`Helpdesk app--> Reporting --> "
|
||
"Customer Ratings`) displays an overview of the ratings received on "
|
||
"individual support tickets, as well as any additional comments submitted "
|
||
"with the rating."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of the Kanban display in the Customer Ratings report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:116
|
||
msgid ""
|
||
"Click on an individual rating to see additional details about the rating "
|
||
"submitted by the customer, including a link to the original ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of the details of an individual customer rating."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:123
|
||
msgid ""
|
||
"On the rating's details page, tick the :guilabel:`Visible Internally Only` "
|
||
"checkbox to hide the rating from public and portal users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:126
|
||
msgid ""
|
||
"The *Customer Ratings* report is displayed in a Kanban view by default, but "
|
||
"can also be displayed in graph, list, or pivot view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:130
|
||
msgid ":doc:`Ratings <ratings>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:133
|
||
msgid "Use cases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:136
|
||
msgid "Assessing performance based on customer priority"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:138
|
||
msgid ""
|
||
"The :guilabel:`Tickets Analysis` report can be used to evaluate the time it "
|
||
"takes to address high-priority tickets compared to standard ones. This helps "
|
||
"ensure that high-priority tickets are resolved promptly, and identifies any "
|
||
"discrepancies in response times based on priority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:142
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Helpdesk app --> Reporting --> Tickets "
|
||
"Analysis`. Click :guilabel:`Measures`, then select :guilabel:`Working Hours "
|
||
"to Close`. Click into the search bar, then under :guilabel:`Group By`, "
|
||
"select :guilabel:`Priority`. Finally, under :guilabel:`Filters`, "
|
||
"select :guilabel:`Closed`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:148
|
||
msgid "The pivot view is also useful for this version of the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:151
|
||
msgid "Monitoring SLA compliance over time"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:153
|
||
msgid ""
|
||
"The :guilabel:`SLA Status Analysis` report can be used to track |SLA| "
|
||
"compliance trends to identify periods with higher |SLA| breaches. |SLA| "
|
||
"breaches happen when support teams fail to meet the response or resolution "
|
||
"times promised in |SLAs|, leading to dissatisfied customers, potential "
|
||
"financial penalties, and decreased team morale. Identifying these breaches "
|
||
"is crucial for tracking real-time performance, uncovering patterns, and "
|
||
"addressing root causes—like staffing issues or process inefficiencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:160
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Helpdesk app --> Reporting --> SLA Status "
|
||
"Analysis`. Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, then "
|
||
"the :icon:`fa-line-chart` :guilabel:`(Line Chart)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:165
|
||
msgid ""
|
||
"While the :guilabel:`SLA Status Analysis` report defaults to the pivot view, "
|
||
"the line chart view provides a better visual representation for this "
|
||
"specific use case."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:168
|
||
msgid ""
|
||
"Click :guilabel:`Measures`, then select :guilabel:`Number of SLAs Failed`. "
|
||
"Doing so ensures the data on the report shows **only** information for "
|
||
"tickets that failed at least one |SLA|. Click into the search bar, then "
|
||
"under :guilabel:`Group By`, select :guilabel:`SLA Deadline`, and select a "
|
||
"time frame, either :guilabel:`Month`, :guilabel:`Week`, or :guilabel:`Day`. "
|
||
"This option shows when the highest number of tickets with |SLAs| are "
|
||
"failing, allowing the team to identify patterns, and prepare for potential "
|
||
"issues."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:176
|
||
msgid ""
|
||
"The time frame selected for this report may vary depending on a few factors, "
|
||
"including the amount of tickets received on a regular basis, the number of |"
|
||
"SLAs| enabled in the database, and the workload of the team. It is worth "
|
||
"experimenting to see what option delivers the most insights."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:181
|
||
msgid ":doc:`Odoo essentials reporting <../../../essentials/reporting>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
|
||
msgid "Service level agreements (SLA)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:8
|
||
msgid ""
|
||
"A *service level agreement* (SLA) defines the level of support a customer "
|
||
"can expect from a service provider. |SLAs| provide a timeline that tells "
|
||
"customers when they can expect results and keeps the support team on target."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:13
|
||
msgid ""
|
||
"The *SLA Policies* feature is enabled by default on newly created "
|
||
"**Helpdesk** teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:15
|
||
msgid ""
|
||
"To turn off the feature, or edit the working hours, navigate "
|
||
"to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click "
|
||
"on a team to open that team's configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:18
|
||
msgid ""
|
||
"From here, scroll to the :guilabel:`Performance` section. To turn off the |"
|
||
"SLAs| feature for the team, clear the :guilabel:`SLA Policies` checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of a team page in Helpdesk focusing on the SLA Policies setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:25
|
||
msgid "Create a new SLA policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:27
|
||
msgid ""
|
||
"To create a new policy, go to :menuselection:`Helpdesk app --> Configuration "
|
||
"--> SLA Policies`, and click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:30
|
||
msgid ""
|
||
"Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> "
|
||
"Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA "
|
||
"Policies` smart button at the top of the team's settings page, and "
|
||
"click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:34
|
||
msgid ""
|
||
"On the blank |SLA| policy form, enter a :guilabel:`Title` and "
|
||
"a :guilabel:`Description` for the new policy, and proceed to fill out the "
|
||
"form using the steps below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:38
|
||
msgid "Define the criteria for an SLA policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:40
|
||
msgid ""
|
||
"The :guilabel:`Criteria` section is used to identify which tickets this "
|
||
"policy is applied to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:42
|
||
msgid "Fill out the following fields to adjust the selection criteria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:45
|
||
msgid ""
|
||
"Unless otherwise indicated, multiple selections can be made for each field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:47
|
||
msgid ""
|
||
":guilabel:`Helpdesk Team`: A policy can only be applied to one team. *This "
|
||
"field is required.*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:48
|
||
msgid ""
|
||
":guilabel:`Priority`: The priority level for a ticket is identified by "
|
||
"selecting one, two, or three of the :icon:`fa-star-o` :guilabel:`(star)` "
|
||
"icons, representing the priority level on the Kanban card or on the ticket "
|
||
"itself. The |SLA| is **only** applied after the priority level has been "
|
||
"updated on the ticket to match the |SLA| criteria. If no selection is made "
|
||
"in this field, this policy only applies to tickets marked as `Low Priority`, "
|
||
"meaning those with zero :icon:`fa-star-o` :guilabel:`(star)` icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:54
|
||
msgid ""
|
||
":guilabel:`Tags`: Tags are used to indicate what the ticket is about. "
|
||
"Multiple tags can be applied to a single ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:56
|
||
msgid ""
|
||
":guilabel:`Customers`: Individual contacts or companies may be selected in "
|
||
"this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:57
|
||
msgid ""
|
||
":guilabel:`Services`: This field is available only if a team has the "
|
||
"**Timesheets** app enabled. This allows the ticket to link directly to a "
|
||
"specific line on a sales order, which must be indicated on the ticket in "
|
||
"the :guilabel:`Sales Order Items` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:62
|
||
msgid ""
|
||
"A support team needs to address urgent issues for VIP customers within one "
|
||
"business day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:64
|
||
msgid ""
|
||
"The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` "
|
||
"team. It **only** applies to tickets that are assigned three :icon:`fa-star-"
|
||
"o` :guilabel:`(star)` icons, which equates to an `Urgent` priority level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:68
|
||
msgid ""
|
||
"At the same time, the tickets can be related to multiple issues, so the "
|
||
"policy applies to tickets with `Repair`, `Service`, or `Emergency` tags."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid ""
|
||
"View of a new SLA policy record with all the relevant information entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:75
|
||
msgid "Establish a target for an SLA policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:77
|
||
msgid ""
|
||
"A *target* is the stage a ticket needs to reach, and the time allotted to "
|
||
"reach that stage, in order to satisfy the |SLA| policy. Any stage assigned "
|
||
"to a team may be selected for the :guilabel:`Reach Stage` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:81
|
||
msgid ""
|
||
"Time spent in stages selected in the :guilabel:`Excluding Stages` field are "
|
||
"**not** included in the calculation of the |SLA| deadline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:85
|
||
msgid ""
|
||
"An |SLA| titled `8 Hours to Close` tracks the working time before a ticket "
|
||
"is completed, and would have `Solved` as the :guilabel:`Reach Stage`. "
|
||
"Simultaneously, an |SLA| titled `2 Days to Start` tracks the working time "
|
||
"before work on a ticket has begun, and would have `In Progress` as "
|
||
"the :guilabel:`Reach Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:91
|
||
msgid "Meet SLA deadlines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:93
|
||
msgid ""
|
||
"As soon as it is determined that a ticket fits the criteria of an |SLA| "
|
||
"policy, a deadline is calculated. The deadline is based on the creation date "
|
||
"of the ticket, as well as the targeted working hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:98
|
||
msgid ""
|
||
"The value indicated next to the :guilabel:`Working Hours` field of an |SLA| "
|
||
"policy is used to determine the deadline. By default, this is determined by "
|
||
"the value set in the :guilabel:`Company Working Hours` field "
|
||
"under :menuselection:`Settings app --> Employees --> Work Organization`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:102
|
||
msgid ""
|
||
"The deadline is then added to the ticket, as well as a tag indicating the "
|
||
"name of the |SLAs| applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid ""
|
||
"View of a ticket's form emphasizing an open SLA deadline on a ticket in Odoo "
|
||
"Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:108
|
||
msgid ""
|
||
"When a ticket satisfies an |SLA| policy, the |SLA| tag turns green, and the "
|
||
"deadline disappears from view on the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid "View of a ticket's form emphasizing a satisfied SLA in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:115
|
||
msgid ""
|
||
"If a ticket fits the criteria for more than one |SLA|, the earliest "
|
||
"occurring deadline is displayed on the ticket. After that deadline has "
|
||
"passed, the next deadline is displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:118
|
||
msgid ""
|
||
"If the |SLA| deadline passes and the ticket has not moved to "
|
||
"the :guilabel:`Reach Stage`, the |SLA| tag turns red. After the |SLA| has "
|
||
"failed, the red tag stays on the ticket, even after the ticket is moved to "
|
||
"the :guilabel:`Reach Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid ""
|
||
"View of a ticket's form with a failing and passing SLA in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:128
|
||
msgid "Analyze SLA performance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:130
|
||
msgid ""
|
||
"The :guilabel:`SLA Status Analysis` report tracks how quickly an |SLA| is "
|
||
"fulfilled, as well as the performance of individual team members. Navigate "
|
||
"to the report, and corresponding pivot table, by going "
|
||
"to :menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:135
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:137
|
||
msgid ""
|
||
"By default, the report displays in a :guilabel:`Pivot` view. Any |SLA| "
|
||
"policies in the database with tickets that failed to fulfill a policy, are "
|
||
"in progress, or have satisfied a policy are listed. By default, they are "
|
||
"grouped by team and ticket count."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:144
|
||
msgid "View of the SLA status analysis report in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:144
|
||
msgid ""
|
||
"The pivot view aggregates data, which can be manipulated by adding measures "
|
||
"and filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:146
|
||
msgid ""
|
||
"To change the display, or add additional measurements, click "
|
||
"the :guilabel:`Measures` button to reveal a drop-down menu of reporting "
|
||
"criteria, and choose from the options available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:149
|
||
msgid ""
|
||
"Whenever a measurement is picked, a :icon:`fa-check` :guilabel:`(check)` "
|
||
"icon appears in the drop-down menu to indicate that the measurement is "
|
||
"included, and a corresponding new column emerges in the pivot table to show "
|
||
"the relevant calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid "View of the available measures in the SLA status analysis report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:156
|
||
msgid ""
|
||
"To add a group to a row or column, click the :icon:`fa-plus-"
|
||
"square` :guilabel:`(plus)` icon next to the policy name and then select one "
|
||
"of the groups. To remove one, click the :icon:`fa-minus-square-"
|
||
"o` :guilabel:`(minus)` icon next to the policy name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid ""
|
||
"View of the available group by options in the SLA status analysis report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:164
|
||
msgid "Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:166
|
||
msgid ""
|
||
"Switch to the graph view by selecting the :icon:`fa-area-"
|
||
"chart` :guilabel:`(graph view)` icon at the top of the screen. To switch "
|
||
"between the different charts, select the *related icon* at the top of the "
|
||
"chart, while in graph view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:172
|
||
msgid "Bar Chart"
|
||
msgstr "תרשים עמודות"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in bar view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:177
|
||
msgid ""
|
||
"A bar chart can deal with larger data sets and compare data across several "
|
||
"categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:179
|
||
msgid "Line Chart"
|
||
msgstr "תרשים רציף"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in line view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:184
|
||
msgid "A line chart can visualize data trends or changes over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:186
|
||
msgid "Pie Chart"
|
||
msgstr "תרשים עוגה"
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in pie chart view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:191
|
||
msgid "A pie chart compares data among a small number of categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:194
|
||
msgid ""
|
||
"Both the *bar chart* and *line chart* can utilize the *stacked* view option. "
|
||
"This presents two or more groups of data on top of each other, instead of "
|
||
"next to each other, making it easier to compare data. While viewing either a "
|
||
"bar chart or line chart, click the :icon:`fa-database` :guilabel:`(stacked)` "
|
||
"icon to toggle the stacked view option on or off."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in bar view, stacked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:203
|
||
msgid "Cohort view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:205
|
||
msgid ""
|
||
"The *cohort* view is used to track the changes in data over a period of "
|
||
"time. To display the :guilabel:`SLA Status Analysis` report in a cohort "
|
||
"view, click the :icon:`oi-view-cohort` :guilabel:`(cohort)` icon, next to "
|
||
"the other view options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:212
|
||
msgid "View of the SLA status analysis report in cohort view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:212
|
||
msgid "The cohort view examines the life cycle of data over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:215
|
||
msgid ":ref:`Reporting views <reporting/views>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:216
|
||
msgid ""
|
||
":doc:`Allow customers to close their tickets </applications/services/"
|
||
"helpdesk/advanced/close_tickets>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:3
|
||
msgid "Stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:5
|
||
msgid ""
|
||
"*Stages* are used to organize the **Helpdesk** pipeline and track the "
|
||
"progress of tickets. Stages are customizable, and can be renamed to fit the "
|
||
"needs of each team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:9
|
||
msgid "Create or modify stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:12
|
||
msgid ""
|
||
":ref:`Developer mode <developer-mode>` **must** be activated to access the "
|
||
"stages menu. To activate developer mode, go to :menuselection:`Settings app "
|
||
"--> General Settings --> Developer Tools`, and click :guilabel:`Activate the "
|
||
"developer mode`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:16
|
||
msgid ""
|
||
"To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app --"
|
||
"> Configuration --> Stages`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:19
|
||
msgid ""
|
||
"The default list view on the :guilabel:`Stages` page displays the stages "
|
||
"currently available in the **Helpdesk** app. They are listed in the order "
|
||
"they appear in the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:22
|
||
msgid ""
|
||
"To change the order of the stages, click the :icon:`oi-"
|
||
"draggable` :guilabel:`(draggable)` icon, to the left of the stage name, and "
|
||
"drag it to the desired place on the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:-1
|
||
msgid ""
|
||
"View of the stage list page emphasizing the buttons used to change the order "
|
||
"the stages\n"
|
||
"appear in the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:30
|
||
msgid ""
|
||
"Change the stage order on the Kanban view of a **Helpdesk** team's pipeline "
|
||
"by dragging and dropping individual columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:33
|
||
msgid ""
|
||
"To create a new stage, click the :guilabel:`New` button at the top-left of "
|
||
"the stage list. Doing so reveals a blank stage form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:36
|
||
msgid "Choose a :guilabel:`Name` for the new stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:-1
|
||
msgid "View of a stage's settings page in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:42
|
||
msgid "Add email and SMS templates to stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:44
|
||
msgid ""
|
||
"When an :guilabel:`Email Template` is added to a stage, a preconfigured "
|
||
"email is automatically sent to the customer when a ticket reaches that "
|
||
"specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template` "
|
||
"triggers a preconfigured SMS text message to send to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:49
|
||
msgid ""
|
||
"SMS text messaging is an :doc:`In-App Purchase (IAP) </applications/"
|
||
"essentials/in_app_purchase/>` service that requires prepaid credits to work. "
|
||
"Refer to `SMS Pricing FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_ "
|
||
"for additional information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:53
|
||
msgid ""
|
||
"To select an existing email template, select it from the :guilabel:`Email "
|
||
"Template` field. After choosing a template, click on the :icon:`oi-arrow-"
|
||
"right` :guilabel:`(right arrow)` icon to the right of the field to edit the "
|
||
"chosen template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:57
|
||
msgid ""
|
||
"To create a new template from this form, click the field, and enter a title "
|
||
"for the new template. Then, select :guilabel:`Create and edit` from the drop-"
|
||
"down menu that appears, and complete the form details."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:61
|
||
msgid ""
|
||
"Follow the same steps to select, edit, or create an :guilabel:`SMS Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:-1
|
||
msgid "View of an SMS template setup page in Odoo Helpdesk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:67
|
||
msgid ":doc:`/applications/general/companies/email_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:70
|
||
msgid "Fold a stage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:72
|
||
msgid ""
|
||
"By default, stages are unfolded in the Kanban view of either tickets "
|
||
"dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets "
|
||
"--> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app --"
|
||
"> Tickets --> All Tickets`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:76
|
||
msgid ""
|
||
"Tickets in an unfolded stage are visible in the pipeline under the stage "
|
||
"name, and are considered *open*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:79
|
||
msgid ""
|
||
"Stages can be configured to be folded in the Kanban view of a tickets page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:81
|
||
msgid ""
|
||
"The name of the folded stages are still visible, but the tickets in the "
|
||
"stage are hidden from view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:83
|
||
msgid ""
|
||
"To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on "
|
||
"the :guilabel:`Stages` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:86
|
||
msgid ""
|
||
"Tickets that reach a *folded* stage are considered *closed*. Closing a "
|
||
"ticket before the work is completed can result in reporting and "
|
||
"communication issues. This setting should **only** be enabled for stages "
|
||
"that are considered *closing* stages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:91
|
||
msgid "Temporarily fold a stage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:93
|
||
msgid ""
|
||
"Stages can be temporarily folded in the Kanban view of the tickets pipeline, "
|
||
"as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:95
|
||
msgid ""
|
||
"View a specific team's pipeline by navigating to :menuselection:`Helpdesk "
|
||
"app`, and clicking the team's Kanban card."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:98
|
||
msgid ""
|
||
"Hover the cursor at the top of the desired stage to fold temporarily, then "
|
||
"click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and "
|
||
"select :guilabel:`Fold` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:-1
|
||
msgid ""
|
||
"Kanban view of a Helpdesk stage, with the temporary fold option emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:105
|
||
msgid ""
|
||
"Manually folding a stage from the Kanban view is temporary and does **not** "
|
||
"close the tickets in the stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:109
|
||
msgid "Assign stages to a team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/stages.rst:111
|
||
msgid ""
|
||
"Make a selection in the :guilabel:`Helpdesk Teams` field on "
|
||
"the :guilabel:`Stages` form. More than one team may be selected, since the "
|
||
"same stage can be assigned to multiple teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:5
|
||
msgid "Planning"
|
||
msgstr "תכנון"
|
||
|
||
#: ../../content/applications/services/planning.rst:7
|
||
msgid ""
|
||
"**Odoo Planning** allows you to plan your team's schedule and manage shifts "
|
||
"and resources."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:9
|
||
msgid ""
|
||
"Handling your team's planning comes with specific requirements that may vary "
|
||
"widely depending on your business needs. The following concepts were "
|
||
"introduced in Odoo Planning to meet those needs:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:12
|
||
msgid ""
|
||
"**Shifts** are dispatched to **resources**, which can be either :ref:`human "
|
||
"<planning/employees>` (employees) or :ref:`material <planning/materials>` "
|
||
"(e.g., equipment). The resources are assigned :ref:`roles <planning/roles>`, "
|
||
"which allows for organization of work within the team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:16
|
||
msgid ""
|
||
"Once the initial configuration is done, :ref:`planning shifts <planning/"
|
||
"shifts>` can be done manually or automated by using the :ref:`Auto Plan "
|
||
"<planning/open-shifts>` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:19
|
||
msgid ""
|
||
"An integration between the Planning and Sales apps allows the linking of "
|
||
"sold services to roles and shifts in Planning. Additionally, integration "
|
||
"with :doc:`Project <project>` allows dedicating shifts, and thus time and "
|
||
"resources, to specific projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:24
|
||
msgid "`Odoo tutorials: Planning <https://www.odoo.com/slides/planning-60>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:34
|
||
msgid "Roles"
|
||
msgstr "תפקידים"
|
||
|
||
#: ../../content/applications/services/planning.rst:36
|
||
msgid ""
|
||
"To define the roles your resources perform (e.g., chef, bartender, waiter), "
|
||
"go to :menuselection:`Planning --> Configuration --> Roles`, then "
|
||
"click :guilabel:`New`, and fill in the :guilabel:`Name` (e.g., assistant, "
|
||
"receptionist, manager). Then, choose the :guilabel:`Resources` that will "
|
||
"perform this role. Resources can be either :ref:`Employees <planning/"
|
||
"employees>` or :ref:`Materials <planning/materials>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:43
|
||
msgid ""
|
||
"If the Sales app is installed in your database, the :guilabel:`Services` "
|
||
"field appears, allowing you to specify which roles are needed to perform "
|
||
"services so that the shifts are dispatched to the right person."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:46
|
||
msgid ""
|
||
"Roles are taken into account when using the :ref:`Auto Plan feature "
|
||
"<planning/open-shifts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:49
|
||
msgid "Property fields and roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:51
|
||
msgid ""
|
||
"**Property fields** allow you to add custom fields to forms across several "
|
||
"Odoo applications. Planning includes the possibility of adding property "
|
||
"fields linked to roles to shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:54
|
||
msgid ""
|
||
"To create a property field, switch to the list view from any schedule. From "
|
||
"there, click :guilabel:`View` on the shift that you wish to edit. If "
|
||
"the :guilabel:`Role` field is empty, fill it in with the desired role, then "
|
||
"click the cog icon and select :guilabel:`Add Properties`. :doc:`Configure </"
|
||
"applications/essentials/property_fields>` the new field according to your "
|
||
"needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:-1
|
||
msgid "Creating a new property field in Planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:62
|
||
msgid ""
|
||
"The property field is linked to the role and is included in the shift form "
|
||
"of all shifts performed by this role."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:66
|
||
msgid "Some of the use cases of role property fields include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:68
|
||
msgid ""
|
||
"**Accreditation**: for roles that require a specific permit (e.g., driving "
|
||
"license)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:69
|
||
msgid ""
|
||
"**Location**: in companies that operate in multiple locations (e.g., shops "
|
||
"or restaurants)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:70
|
||
msgid "**Language**: in a multi-lingual environment (e.g., consulting company)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:75
|
||
msgid "Employees"
|
||
msgstr "עובדים"
|
||
|
||
#: ../../content/applications/services/planning.rst:77
|
||
msgid "All employees can be included in the planning and assigned shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:79
|
||
msgid ""
|
||
"To adapt the employee's planning settings, go to :menuselection:`Planning --"
|
||
"> Configuration --> Employees`, and choose the employee for whom you want to "
|
||
"edit the settings. Then, go to the :guilabel:`Work Information` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:-1
|
||
msgid "Employee profile and the work information tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:87
|
||
msgid ""
|
||
"You can do the same from the **Employees** app, which is installed by "
|
||
"default along with Planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:90
|
||
msgid ""
|
||
"Two sections of the employee's :guilabel:`Work Information` tab have an "
|
||
"impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working "
|
||
"Hours` field) and :guilabel:`Planning`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:96
|
||
msgid "Working hours"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:98
|
||
msgid ""
|
||
"The :guilabel:`Working Hours` are taken into account when "
|
||
"the :guilabel:`Allocated Time` and its percentage is calculated "
|
||
"for :ref:`shifts <planning/templates>`. If the :guilabel:`Working Hours` "
|
||
"field is left blank, the employee is considered to be working flexible hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:102
|
||
msgid ""
|
||
"To create individual :guilabel:`Working Hours`, for example, for employees "
|
||
"working part-time, click :guilabel:`Search more...`, then :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:106
|
||
msgid ""
|
||
"The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning "
|
||
"can impact **Payroll**, if the employee's contract is configured to generate "
|
||
"work entries based on shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:110
|
||
msgid ""
|
||
":ref:`Payroll documentation on working schedules <payroll/working-times>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:113
|
||
msgid "Planning roles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:115
|
||
msgid "Once an employee has one or more :guilabel:`Roles`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:117
|
||
msgid ""
|
||
"When creating a shift for this employee, only the shift templates from the "
|
||
"roles chosen in this field are displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:119
|
||
msgid ""
|
||
"When a schedule is published, the employee is only notified of open shifts "
|
||
"for the roles that are assigned to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:121
|
||
msgid ""
|
||
"When auto-assigning open shifts or planning sales orders, the employee is "
|
||
"only assigned shifts for the roles assigned to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:124
|
||
msgid "Additionally, when a :guilabel:`Default role` is defined:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:126
|
||
msgid ""
|
||
"When creating a shift for the employee, the default role is automatically "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:127
|
||
msgid ""
|
||
"This role also has precedence over the other roles of the employee when auto-"
|
||
"assigning open shifts or planning sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:131
|
||
msgid ""
|
||
"If the Planning roles fields are left empty, there are no restrictions in "
|
||
"the shift templates and open shifts shared with the employee. However, it’s "
|
||
"not possible to use the **Auto Plan** feature for employee with no roles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:138
|
||
msgid "Materials"
|
||
msgstr "חומרים"
|
||
|
||
#: ../../content/applications/services/planning.rst:140
|
||
msgid ""
|
||
"**Materials** are resources that can be assigned shifts and working hours "
|
||
"but are not employees. For example, a construction company could use "
|
||
"materials to create shifts for shared machines (e.g., cranes, forklifts)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:144
|
||
msgid ""
|
||
"Similarly to employees, materials can be assigned roles and working time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:149
|
||
msgid "Shift templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:151
|
||
msgid ""
|
||
"To create a shift template, click :guilabel:`New` on any schedule, then fill "
|
||
"in the :ref:`details of the shift <planning/create-shift>`. In order for the "
|
||
"shift to be saved as a template, tick :guilabel:`Save as Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:-1
|
||
msgid "Shift form with the option `save template` ticked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:158
|
||
msgid ""
|
||
"Alternatively, you can go to :menuselection:`Planning --> Configuration --> "
|
||
"Shift Templates`, then click :guilabel:`New`. Fill in the :guilabel:`Start "
|
||
"Hour` and :guilabel:`Shift Duration`. The shift’s :guilabel:`End Time` is "
|
||
"then calculated based on the :guilabel:`Working Hours`, taking into account "
|
||
"working time as well as breaks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:164
|
||
msgid ""
|
||
"The employee's working hours are Monday to Friday, 8 am to 5 pm, with a "
|
||
"break between 12 and 1 pm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:167
|
||
msgid ""
|
||
"Creating a shift template with a start hour of 9 am and a duration of 8 "
|
||
"hours will result in the end hour being 5 pm, based on the working hours and "
|
||
"the 1-hour break."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:169
|
||
msgid ""
|
||
"Creating a shift template with a start hour of 10 am and a duration of 10 "
|
||
"hours will result in the end hour of 10 am the following day, as the company "
|
||
"is closed at 5 pm according to the working hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:173
|
||
msgid "Additionally, for each shift template, you can also configure:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:175
|
||
msgid ":guilabel:`Role`: to link the shift to this specific role."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:176
|
||
msgid ""
|
||
":guilabel:`Project`: to keep track of shifts that are dedicated to work on a "
|
||
"project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:181
|
||
msgid "Planning shifts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:183
|
||
msgid ""
|
||
"On opening the Planning app, the users see their own schedule. Users with "
|
||
"admin roles can also see :guilabel:`Schedule by "
|
||
"Resource`, :guilabel:`Role`, :guilabel:`Project`, or :guilabel:`Sales "
|
||
"Order`, as well as reporting and configuration menus."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:188
|
||
msgid ""
|
||
"The schedule is displayed in the Gantt view, which allows you to edit (with "
|
||
"a drag and drop), resize, split, and duplicate shifts without having to open "
|
||
"them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:-1
|
||
msgid "A schedule displaying various visual elements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:194
|
||
msgid "The following visual elements are used on the shifts in the schedules:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:196
|
||
msgid "**Full color**: shifts that are planned and published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:197
|
||
msgid ""
|
||
"**Diagonal stripes**: shifts that are planned but have yet to be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:198
|
||
msgid "**Grayed-out background**: employees that are on time off."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:199
|
||
msgid ""
|
||
"**Progress bar**: currently ongoing shifts with timesheets linked to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:200
|
||
msgid ""
|
||
"**Grayed-out shift**: when copying shifts, the copied shifts are shown in "
|
||
"full color, whereas previously existing shifts are temporarily greyed out. "
|
||
"The color changes back to full color or diagonal stripes on the next refresh "
|
||
"of the page or by removing the filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:207
|
||
msgid "Create a shift"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:209
|
||
msgid ""
|
||
"To create a shift, go to any schedule, then click :guilabel:`New`. In the "
|
||
"pop-up window that opens, fill in the following details:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:212
|
||
msgid ""
|
||
"**Templates**: If there is one or more templates existing in your database, "
|
||
"they are displayed in the upper section of the pop-up window. Once selected, "
|
||
"a template prefills the shift form accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:215
|
||
msgid ""
|
||
":guilabel:`Resource`: Resources can be both employees or materials. If this "
|
||
"field is left empty, the shift is considered an :ref:`open shift <planning/"
|
||
"open-shifts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:217
|
||
msgid ""
|
||
":guilabel:`Role`: Select the role that the resource assigned will be "
|
||
"performing. This field is used when :ref:`auto-planning <planning/open-"
|
||
"shifts>` shifts. Once you select a role, the shift templates associated with "
|
||
"it are displayed in the upper section of the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:220
|
||
msgid ""
|
||
":guilabel:`Project`: If the Project app is installed in your database, this "
|
||
"field allows you to link the project to the shift is available, allowing you "
|
||
"to plan and track shifts dedicated to work on the selected project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:223
|
||
msgid ""
|
||
":guilabel:`Sales Order Item`: If the Sales app is installed in your "
|
||
"database, this field allows you to link a sales order to the shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:225
|
||
msgid ""
|
||
":guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat "
|
||
"Every` field according to your needs. The following rules apply to recurring "
|
||
"shifts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:228
|
||
msgid ""
|
||
"All fields "
|
||
"(e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are "
|
||
"copied from the original shift except for the date, which is adjusted "
|
||
"according to the :guilabel:`Repeat Every` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:231
|
||
msgid "Recurrences are planned but not published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:232
|
||
msgid ""
|
||
"By default, planned shifts are created six months in advance, after which "
|
||
"they are created gradually. To change the time frame, :ref:`activate the "
|
||
"Developer mode <developer-mode>`, then go to :menuselection:`Planning --> "
|
||
"Configuration --> Settings` and edit the :guilabel:`Recurring Shifts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:237
|
||
msgid ""
|
||
":guilabel:`Save as Template`: When this option is ticked, a shift template "
|
||
"is created with the same :guilabel:`Start and End "
|
||
"hours`, :guilabel:`Allocated time`, :guilabel:`Role`, "
|
||
"and :guilabel:`Project`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:240
|
||
msgid ""
|
||
":guilabel:`Additional note sent to the employee`: Click on the field to add "
|
||
"a note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:241
|
||
msgid ""
|
||
":guilabel:`Date`: Choose the date and time of your shift. This is the only "
|
||
"mandatory field when creating a shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:243
|
||
msgid ""
|
||
":guilabel:`Allocated time`: Is calculated based on the date and the "
|
||
"employee’s :guilabel:`Working Schedule`. See more in :ref:`Shift Templates "
|
||
"<planning/templates>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:246
|
||
msgid ""
|
||
"Click :guilabel:`Publish & Save` to confirm the shift and send the assigned "
|
||
"employee their schedule by email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:250
|
||
msgid ""
|
||
"The draft is visible on the admin planning view and can be identified by "
|
||
"diagonal lines. The employee is only notified of the shift once it's "
|
||
"published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:253
|
||
msgid ""
|
||
"Two kinds of notifications are sent to the employees depending on their "
|
||
"account configuration:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:255
|
||
msgid ""
|
||
"Employees without user accounts are redirected to a dedicated **Planning "
|
||
"portal**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:256
|
||
msgid ""
|
||
"Employees with a user account are redirected to the :guilabel:`My Planning` "
|
||
"view in the backend view of Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:260
|
||
msgid ""
|
||
"The **split shifts** tool allows to easily split a long shift into segments. "
|
||
"To do so, hover the mouse over the desired shift and click the :icon:`fa-"
|
||
"scissors` (:guilabel:`scissors`) icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:0
|
||
msgid "Split shifts tool."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:269
|
||
msgid "Open shifts and auto planning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:271
|
||
msgid ""
|
||
"The :guilabel:`Auto Plan` button allows you to assign **Open shifts** "
|
||
"(shifts with no resource assigned) and create and assign shifts linked to "
|
||
"sales orders or project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:274
|
||
msgid "The following features have an impact on auto planning:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:276
|
||
msgid ""
|
||
"**Roles**: Open shifts are only assigned to resources (employees or "
|
||
"materials) that have the corresponding role assigned. It is not possible to "
|
||
"use the :guilabel:`Auto Plan` feature for employee with no roles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:279
|
||
msgid ""
|
||
"**Default roles**: The default role assigned to a resource is given priority "
|
||
"over the other roles they have assigned to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:281
|
||
msgid ""
|
||
"**Conflicts**: Employees or materials cannot be assigned multiple shifts at "
|
||
"the same time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:282
|
||
msgid ""
|
||
"**Time off**: The employees’ time off is taken into account, as well as "
|
||
"public holidays."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:283
|
||
msgid ""
|
||
"**Working hours**: Are taken into account when assigning shifts to employees "
|
||
"or materials. It is not possible to use the :guilabel:`Auto Plan` feature "
|
||
"for an employee who is working :ref:`flexible hours <planning/working-"
|
||
"hours>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:286
|
||
msgid ""
|
||
"**Contracts**: If the employee has an active contract, they won't be "
|
||
"assigned shifts that fall outside of their contract period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:289
|
||
msgid ""
|
||
"Click :guilabel:`Publish` to confirm the schedule and notify the employees "
|
||
"of their planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:294
|
||
msgid "Switching shifts and unassignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:296
|
||
msgid ""
|
||
"Two features are available to allow employees to make changes to their "
|
||
"schedule: **switching shifts** and **unassignment**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:300
|
||
msgid ""
|
||
"These features are mutually exclusive. Switching shifts is possible by "
|
||
"default and cannot be disabled. However, once the **Allow unassignment** "
|
||
"feature is enabled, it replaces the option to switch shifts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:305
|
||
msgid "Switching shifts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:307
|
||
msgid ""
|
||
"Once shifts are planned and published, employees receive an email "
|
||
"notification. If an employee wishes to switch a shift, they can click the "
|
||
"unwanted shift and click :guilabel:`Ask to switch`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:310
|
||
msgid ""
|
||
"The shift remains assigned to the original employee, but in the schedule, a "
|
||
"notification informing that the assigned employee would like to switch "
|
||
"shifts is visible on the shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:313
|
||
msgid ""
|
||
"The shift is then displayed to other employees who share the same role, and "
|
||
"if they wish to assign it to themselves, they can click the :guilabel:`I "
|
||
"take it` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:317
|
||
#: ../../content/applications/services/planning.rst:335
|
||
msgid "The following rules apply:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:319
|
||
msgid ""
|
||
"Only the shifts matching the employee's roles are displayed as available to "
|
||
"them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:320
|
||
msgid "Switching shifts is not available for shifts in the past."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:323
|
||
msgid "Unassignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:325
|
||
msgid ""
|
||
"To allow employees to unassign themselves from shifts, go "
|
||
"to :menuselection:`Planning --> Configuration --> Settings`, then tick the "
|
||
"checkbox :guilabel:`Allow Unassignment`. Then, specify the maximum number of "
|
||
"days that the employees can unassign themselves before the shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:330
|
||
msgid ""
|
||
"Once shifts are planned and published, employees receive an email "
|
||
"notification. If shift unassignment is allowed, the employees can click "
|
||
"the :guilabel:`I am unavailable` button, and the shift reverts to an open "
|
||
"shift."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:337
|
||
msgid ""
|
||
"Only the shifts matching the employee's roles are displayed in their "
|
||
"schedule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/planning.rst:338
|
||
msgid "Unassigning shifts is not available for shifts in the past."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:8
|
||
msgid "Project"
|
||
msgstr "פרויקט"
|
||
|
||
#: ../../content/applications/services/project.rst:10
|
||
msgid ""
|
||
"Odoo Project is a tool to manage your ongoing projects. Schedule tasks, "
|
||
"assign activities to coworkers, and keep track of each project's "
|
||
"profitability."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:14
|
||
#: ../../content/applications/services/timesheets.rst:11
|
||
msgid ""
|
||
"`Odoo Tutorials: Project and Timesheets <https://www.odoo.com/slides/project-"
|
||
"and-timesheets-21>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:6
|
||
msgid "Project management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:8
|
||
msgid ""
|
||
"Odoo Project uses the **Kanban** project management system. This means all "
|
||
"projects are broken down into tasks, which are categorized on a whiteboard "
|
||
"according to what production phase they are in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:11
|
||
msgid "Did you know?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:13
|
||
msgid ""
|
||
"The word **Kanban** comes from Japanese and refers to the \"visual board\" "
|
||
"management method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:20
|
||
msgid ""
|
||
"Open the **Project** app and click :guilabel:`Create` to start a new "
|
||
"project. Enter a :guilabel:`Name` for your project and "
|
||
"click :guilabel:`Create Project`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:23
|
||
msgid ""
|
||
"You can customize your existing **projects** from the dashboard by clicking "
|
||
"the drop-down toggle button (:guilabel:`⋮`) on your project's **card**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:-1
|
||
msgid "Project card"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:30
|
||
msgid "This enables a new menu divided into four parts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:32
|
||
msgid ""
|
||
":guilabel:`View`: see an overview of your project's components, such as "
|
||
"its :guilabel:`Tasks`, :guilabel:`Milestones` and :guilabel:`Project "
|
||
"Updates`. Depending on which apps you have activated, more options may be "
|
||
"available, such as :guilabel:`Documents`. All uploaded files can be found "
|
||
"under this menu, as well as in the **Documents** app, "
|
||
"under :guilabel:`Projects`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:36
|
||
msgid ""
|
||
":guilabel:`Reporting`: analyze your project's progress and profitability "
|
||
"through graphics and statistics;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:38
|
||
msgid ""
|
||
"**Color**: make a line of color appear on the left side of the card so that "
|
||
"your project is more recognizable;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:40
|
||
msgid ":guilabel:`Settings`: you can change the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:42
|
||
msgid "the :guilabel:`Name` of the project;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:43
|
||
msgid "the :guilabel:`Name of the tasks` found under that project;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:44
|
||
msgid "the :guilabel:`Customer` for whom the project is intended;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:45
|
||
msgid "the :guilabel:`Tags` used for filtering;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:46
|
||
msgid "the :guilabel:`Company` responsible for the project;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:47
|
||
msgid "the employee designated as :guilabel:`Project Manager`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:48
|
||
msgid "the :guilabel:`Planned Date` of the project;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:49
|
||
msgid "the total :guilabel:`Allocated Hours` for that project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:51
|
||
msgid ""
|
||
"Additionally, you can mark the project as :guilabel:`Favorite`, allowing you "
|
||
"to find it using the :guilabel:`My Favorites` filter on the Kanban view;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:-1
|
||
msgid "Project settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:59
|
||
msgid ""
|
||
"`Odoo Tutorials: Customize projects <https://www.odoo.com/slides/slide/"
|
||
"customize-projects-3615?fullscreen=1>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:62
|
||
msgid ""
|
||
"Further settings are available under the :guilabel:`Settings` tab. Most of "
|
||
"them are *only* available depending on the activated apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:66
|
||
msgid "Visibility and collaboration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:68
|
||
msgid ""
|
||
"Odoo allows you to set visibility settings for each project, enabling you to "
|
||
"make your project available to everyone in your organization or restrict "
|
||
"access to certain internal or external users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:71
|
||
msgid ""
|
||
"To do so, go to the project's :guilabel:`Settings` tab and choose the "
|
||
"desired :guilabel:`Visibility` option:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:74
|
||
msgid ""
|
||
":guilabel:`Invited internal users (private)`: Only users following the "
|
||
"project and users with the Project Administrator :doc:`access right </"
|
||
"applications/general/users/access_rights>` can access the project and its "
|
||
"tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:77
|
||
msgid ""
|
||
":guilabel:`All internal users`: All internal users can access the project "
|
||
"and all of its tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:78
|
||
msgid ""
|
||
":guilabel:`Invited portal users and all internal users (public)`: All "
|
||
"internal users can access the project and all of its tasks. When following a "
|
||
"project, :doc:`portal users </applications/general/users/portal>` only have "
|
||
"access to the specific tasks they are following. This option is selected by "
|
||
"default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:84
|
||
msgid "Inviting external users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:86
|
||
msgid ""
|
||
"To invite external users, make sure that :guilabel:`Invited portal users and "
|
||
"all internal users (public)` is selected, then click :guilabel:`Share "
|
||
"Project` at the top of the project’s settings. The following options are "
|
||
"available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:90
|
||
msgid ""
|
||
"Copy and share the :guilabel:`Public Link` displayed at the top of the pop-"
|
||
"up window. Anyone with this link can access the project in read mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:92
|
||
msgid ""
|
||
"Or click :guilabel:`Add a line`, select a :guilabel:`Collaborator`, choose "
|
||
"the :guilabel:`Access Mode`, and check the box to send an invitation to "
|
||
"their email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:95
|
||
msgid "There are three types of :guilabel:`Access Mode` for collaborators:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:97
|
||
msgid ":guilabel:`Read`: Collaborators can view tasks but cannot edit them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:98
|
||
msgid ""
|
||
":guilabel:`Edit with limited access`: Collaborators can view and edit the "
|
||
"tasks they follow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:99
|
||
msgid ":guilabel:`Edit`: Collaborators can view and edit all tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:101
|
||
msgid ""
|
||
"To revoke an invited collaborator's access, click :guilabel:`Share Project` "
|
||
"at the top of the project’s settings, then click the :icon:`fa-trash-"
|
||
"o` :guilabel:`(trash)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:105
|
||
msgid ""
|
||
"Internal users without access to the project can still access a task if the "
|
||
"URL has been shared with them. For projects set as :guilabel:`Invited "
|
||
"internal users (private)`, they must also be a follower of the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:110
|
||
msgid "Scheduling activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:112
|
||
msgid ""
|
||
"You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, "
|
||
"etc.) per project by clicking on the **clock** icon on a project. Doing so "
|
||
"opens a list with already scheduled activities and allows planning **new** "
|
||
"activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up "
|
||
"window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` "
|
||
"for that activity, a :guilabel:`Due Date`, and assign it to an employee. "
|
||
"According to the :guilabel:`Activity Type`, you may have **additional "
|
||
"options** available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:120
|
||
msgid ""
|
||
"If an activity is **already** scheduled, the icon may change to a **phone**, "
|
||
"**group of people**, or other."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:126
|
||
msgid "Top bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:128
|
||
msgid ""
|
||
"In project management, reviewing the various records and documents related "
|
||
"to a project is often necessary. Odoo Project’s **top bar** provides quick "
|
||
"access to these essential resources. You can customize each project's top "
|
||
"bar to match its specific needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:132
|
||
msgid ""
|
||
"To set up the top bar for a project, go to the :guilabel:`Project` app, "
|
||
"click the project's card, then click the top bar :icon:`fa-"
|
||
"sliders` :guilabel:`(sliders)` button. In the bar that appears above the "
|
||
"search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to "
|
||
"select the records you want to display, such as timesheets, sales orders, "
|
||
"invoices, documents, dashboards, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:137
|
||
msgid ""
|
||
"You can then click the buttons to access the related records without leaving "
|
||
"the Project app. To return to your project tasks' Kanban view, click "
|
||
"the :guilabel:`Tasks` button in the top bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:-1
|
||
msgid "Top bar selection menu"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:144
|
||
msgid "Custom top bar buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:146
|
||
msgid "You can also create your own buttons to access more specific views:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:148
|
||
msgid "Click an existing top bar button to access the view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:149
|
||
msgid ""
|
||
"Customize the view with keywords, filters, and grouping options using the "
|
||
"search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:150
|
||
msgid ""
|
||
"Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and "
|
||
"select :guilabel:`Save View`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management.rst:152
|
||
msgid ""
|
||
"Edit the default button name if necessary, then enable :guilabel:`Shared` if "
|
||
"you want to share the button with other users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:3
|
||
msgid "Project dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:5
|
||
msgid ""
|
||
"The project dashboard allows you to get a comprehensive overview of your "
|
||
"project's status. It displays information such as the total number of tasks, "
|
||
"timesheets, and planned hours linked to the project, as well as detailed "
|
||
"information about project milestones and its costs and revenues. Within the "
|
||
"project dashboard, you can create :guilabel:`Project updates`, which allow "
|
||
"you to take a snapshot of the project's status at a certain point in time. "
|
||
"As such, it is a crucial tool for effective project management and ensuring "
|
||
"that your project stays on track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:13
|
||
msgid "Using the project dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:15
|
||
msgid ""
|
||
"To access the project dashboard, open the **Project** app and navigate to "
|
||
"the applicable project. Click the :icon:`fa-sliders` (:guilabel:`sliders`) "
|
||
"icon to add :guilabel:`Dashboard` to the project's :ref:`top bar <project/"
|
||
"project-management/top-bar>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:20
|
||
msgid ""
|
||
"You can also access the project dashboard by hovering over the desired "
|
||
"project’s card, clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical "
|
||
"ellipsis`), and selecting :guilabel:`Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:23
|
||
msgid ""
|
||
"The left side of the dashboard displays a list of existing :ref:`project "
|
||
"updates <project/project-dashboard/updates>`, and the right side "
|
||
"provides :ref:`detailed information about records linked to the project "
|
||
"<project/project-dashboard/smart-buttons>`, as well as :ref:`milestones "
|
||
"<project/project-dashboard/milestones>`, :ref:`profitability <project/"
|
||
"project-dashboard/profitability>`, and :ref:`budgets <project/project-"
|
||
"dashboard/budgets>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:30
|
||
msgid ""
|
||
"The information displayed on the project dashboard varies depending on the "
|
||
"applications installed on your database. For example, you will not see "
|
||
"information about **Timesheets**, **Planning**, or **Purchase Orders** if "
|
||
"the corresponding applications are not installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:37
|
||
msgid "Totals smart buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:39
|
||
msgid ""
|
||
"The following smart buttons are displayed on the top right of the project "
|
||
"dashboard:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:41
|
||
msgid ""
|
||
":guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` "
|
||
"or :guilabel:`Canceled` :ref:`tasks <project/tasks/task_stages_statuses/"
|
||
"statuses>`) and all tasks, in format completed/all, as well as the entire "
|
||
"project's completion percentage estimation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:44
|
||
msgid ""
|
||
":guilabel:`Timesheets`: the number of hours or days (depending on the "
|
||
"**Timesheets** app configuration) allocated in the project’s **settings**. "
|
||
"This includes all :doc:`timesheets </applications/services/timesheets>`, "
|
||
"whether or not they have been validated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:47
|
||
msgid ""
|
||
":guilabel:`Planned`: the number of hours that have been planned for shifts "
|
||
"in the **Planning** app. This includes all :doc:`planned shifts </"
|
||
"applications/services/planning>`, including past shifts and shifts that have "
|
||
"not yet been published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:50
|
||
msgid ""
|
||
":guilabel:`Documents`: number of :doc:`documents </applications/productivity/"
|
||
"documents>` in the project’s workspace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:52
|
||
msgid ""
|
||
":guilabel:`Burndown Chart`: click the smart button to access a :doc:`report "
|
||
"</applications/essentials/reporting>` on the status of the project’s tasks "
|
||
"over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:54
|
||
msgid ""
|
||
":guilabel:`Timesheets and Planning`: click the smart button to access "
|
||
"a :doc:`report </applications/essentials/reporting>` on the project’s "
|
||
"timesheets and shifts. This allows you to easily compare planned and "
|
||
"effective hours of work on the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:57
|
||
msgid ""
|
||
"**Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales "
|
||
"Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of "
|
||
"records linked to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:61
|
||
msgid ""
|
||
"Use the project dashboard smart buttons to update the project records "
|
||
"easily. Click :guilabel:`Timesheets` to validate "
|
||
"timesheets, :guilabel:`Planned` to create project "
|
||
"planning, :guilabel:`Documents` to view and validate documents, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:68
|
||
msgid "Milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:70
|
||
msgid ""
|
||
"This section is only visible if :doc:`milestones </applications/sales/sales/"
|
||
"invoicing/milestone>` have been enabled in the Project’s app settings. "
|
||
"Click :guilabel:`Add Milestone` to create a new milestone. Click a milestone "
|
||
"in the checklist to edit it, enable its checkbox to mark it as completed, or "
|
||
"click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:75
|
||
msgid ""
|
||
"The milestones are displayed in red if they’re past their deadline, or in "
|
||
"green if they are ready to be marked as reached (i.e. tasks linked to the "
|
||
"milestone that have been marked with :guilabel:`done` "
|
||
"or :guilabel:`canceled` :ref:`status <project/tasks/task_stages_statuses/"
|
||
"statuses>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:82
|
||
msgid "Profitability"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:84
|
||
msgid ""
|
||
"The :doc:`profitability dashboard </applications/services/project/"
|
||
"project_management/project_profitability>` provides a breakdown of project "
|
||
"costs and revenues, which are impacted by all records linked to the project "
|
||
"and its :doc:`Analytic account </applications/finance/accounting/reporting/"
|
||
"analytic_accounting>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:89
|
||
msgid "The profitability report is only displayed for billable projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:94
|
||
msgid "Budgets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:96
|
||
msgid ""
|
||
"If a budget has been set for the project, its status and related details are "
|
||
"displayed in this section. Click :guilabel:`Add Budget` to create a new "
|
||
"budget for the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:100
|
||
msgid ""
|
||
":doc:`Budgets </applications/finance/accounting/reporting/budget>` must be "
|
||
"enabled in your database’s **Accounting** application in order for this "
|
||
"section to be displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:106
|
||
msgid "Project updates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:108
|
||
msgid ""
|
||
"Project updates allow you to take a snapshot of the project’s overall status "
|
||
"at a given point in time, for example, during a periodic (weekly, bi-weekly, "
|
||
"or monthly) review. This allows you to compare specific data points, note "
|
||
"any aspects of the project that need improvement, and estimate if the "
|
||
"project is on or off track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:113
|
||
msgid ""
|
||
"To create a new project update, go to the project dashboard, "
|
||
"click :guilabel:`New`, and fill in the following fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:116
|
||
msgid ""
|
||
":guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At "
|
||
"Risk`, :guilabel:`Off Track`, :guilabel:`On Hold`, and :guilabel:`Done`. "
|
||
"Once the status is set, a color-coded dot is displayed on the project’s "
|
||
"Kanban card, allowing the project manager to easily identify which projects "
|
||
"need attention."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:120
|
||
msgid ""
|
||
":guilabel:`Progress`: Manually input the completion percentage based on the "
|
||
"project's progress."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:121
|
||
msgid ""
|
||
":guilabel:`Date` and :guilabel:`Author`: These fields are automatically "
|
||
"filled in with appropriate information based on the user who created the "
|
||
"update and the current date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_dashboard.rst:123
|
||
msgid ""
|
||
":guilabel:`Description`: Use this rich-text field to gather notes. Depending "
|
||
"on the project configuration (e.g., if the project is billable), this field "
|
||
"may be pre-filled with current information on aspects such as profitability, "
|
||
"budget, milestones, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:3
|
||
msgid "Project profitability"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:5
|
||
msgid ""
|
||
"When handling billable projects, it is essential to determine whether your "
|
||
"projects are turning a profit. Measuring **project profitability** involves "
|
||
"keeping track of the costs of resources used to carry out the project, such "
|
||
"as employee costs, materials used, purchases, expenses, or after-sales "
|
||
"services, and comparing them with the project revenues."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:10
|
||
msgid ""
|
||
"Project profitability is tracked in the :doc:`project dashboard "
|
||
"<project_dashboard>` on all billable projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:13
|
||
msgid ""
|
||
"To access the :doc:`project dashboard <project_dashboard>`, open the "
|
||
"**Project** app and navigate to the applicable project. Click the :icon:`fa-"
|
||
"sliders` (:guilabel:`sliders`) icon to add :guilabel:`Dashboard` to the "
|
||
"project's :ref:`top bar <project/project-management/top-bar>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:18
|
||
msgid ""
|
||
"You can also access the :doc:`project dashboard <project_dashboard>` by "
|
||
"hovering over the desired project’s card, clicking the :icon:`fa-ellipsis-v` "
|
||
"(:guilabel:`vertical ellipsis`), and selecting :guilabel:`Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:22
|
||
msgid ""
|
||
"The **profitability dashboard** is on the right side of the project "
|
||
"dashboard and displays data for all records linked to the project and "
|
||
"its :doc:`analytic account </applications/finance/accounting/reporting/"
|
||
"analytic_accounting>`. It’s divided into two major sections: :ref:`revenues "
|
||
"<project/project-profitability/revenues>`, which displays a breakdown of "
|
||
"income generated by the project, and :ref:`costs <project/project-"
|
||
"profitability/costs>` accrued by your company. The same record can be "
|
||
"displayed in both sections, e.g., the same timesheet is listed "
|
||
"under :guilabel:`Revenues` with the amount the customer paid for the work "
|
||
"and under :guilabel:`Costs` with the amount of wages paid to the employees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:-1
|
||
msgid "Project dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:35
|
||
msgid ""
|
||
"The amounts displayed in the profitability report are divided into three "
|
||
"columns:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:37
|
||
msgid ""
|
||
":guilabel:`Expected`: the amounts expected based on existing sales or "
|
||
"purchase orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:38
|
||
msgid ""
|
||
":guilabel:`To invoice` (revenues) or :guilabel:`To bill` (costs): the "
|
||
"amounts are moved to this column when the work or goods have been delivered, "
|
||
"e.g., a :doc:`timesheet </applications/services/timesheets>` has been "
|
||
"created and/or validated, a delivery order has been marked as done, or the "
|
||
"delivered quantity has been manually updated on the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:43
|
||
msgid ""
|
||
":guilabel:`Invoiced` or :guilabel:`Billed`: the amounts are moved to this "
|
||
"column once an invoice or bill has been confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:46
|
||
msgid ""
|
||
"Based on the same principle, the revenues section is further divided "
|
||
"into :guilabel:`Sold`, :guilabel:`Delivered`, and :guilabel:`Invoiced` "
|
||
"columns. Use the :icon:`fa-caret-right` (:guilabel:`arrow`) icon to see a "
|
||
"detailed breakdown for each line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:51
|
||
msgid ""
|
||
"Use the project’s :ref:`top bar <project/project-management/top-bar>` to "
|
||
"easily access and edit records linked to the project’s profitability from "
|
||
"the project’s Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:55
|
||
msgid ""
|
||
"In order for a record to be displayed on the profitability dashboard, it "
|
||
"must be linked to the project and its :doc:`analytic account </applications/"
|
||
"finance/accounting/reporting/analytic_accounting>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:58
|
||
msgid "The following records can be displayed in the profitability dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:63
|
||
msgid "Revenues"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:65
|
||
msgid ""
|
||
":guilabel:`Timesheets`: revenues from :doc:`timesheets </applications/"
|
||
"services/timesheets>`, broken down according to the :guilabel:`Invoicing "
|
||
"Policy` selected on the product form (e.g., :doc:`Prepaid/Fixed Price </"
|
||
"applications/sales/sales/invoicing/invoicing_policy>`, :doc:`Based on "
|
||
"Timesheets </applications/sales/sales/invoicing/"
|
||
"time_materials>`, :doc:`Based on Milestones </applications/sales/sales/"
|
||
"invoicing/milestone>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:70
|
||
msgid ""
|
||
":guilabel:`Materials`: total of sales prices of products sold via sales "
|
||
"orders linked to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:72
|
||
msgid ""
|
||
":guilabel:`Customer invoices`: a total of invoices linked to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:73
|
||
msgid ""
|
||
":guilabel:`Subscriptions`: a total of sales prices of :doc:`subscriptions </"
|
||
"applications/sales/subscriptions>` linked to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:75
|
||
msgid ""
|
||
":guilabel:`Down payments`: a total of :doc:`down payments </applications/"
|
||
"sales/sales/invoicing/down_payment>` linked to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:77
|
||
msgid ""
|
||
":guilabel:`Expenses`: any :doc:`expenses </applications/finance/expenses>` "
|
||
"that have been :doc:`reinvoiced to the customer </applications/sales/sales/"
|
||
"invoicing/expense>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:83
|
||
msgid "Costs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:85
|
||
msgid ""
|
||
":guilabel:`Timesheets`: total cost of time tracked by employees "
|
||
"via :doc:`timesheets </applications/services/timesheets>`, based on the "
|
||
"employee's :ref:`HR settings <employees/hr-settings>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:88
|
||
msgid ""
|
||
":guilabel:`Purchase Orders`: total cost of :doc:`purchase orders </"
|
||
"applications/inventory_and_mrp/purchase/manage_deals>` linked to the "
|
||
"project. Those could cover goods, materials, or even subcontracted services. "
|
||
"This entry only appears once the vendor bill is posted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:92
|
||
msgid ""
|
||
":guilabel:`Materials`: total cost of products included in :doc:`stock moves "
|
||
"</applications/inventory_and_mrp/inventory/shipping_receiving>` (deliveries "
|
||
"and receipts) that have been validated for the project. This section is only "
|
||
"displayed if :guilabel:`Analytic Costs` have been enabled "
|
||
"in :menuselection:`Inventory --> Configuration --> Operations Types` for "
|
||
"applicable operations. This ensures that the product's cost is tracked "
|
||
"during the stock move."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:98
|
||
msgid ""
|
||
":guilabel:`Expenses`: total costs of :doc:`expenses </applications/finance/"
|
||
"expenses>` linked to the project that have been submitted and approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:100
|
||
msgid ""
|
||
":guilabel:`Vendor bills`: total costs of :doc:`vendor bills </applications/"
|
||
"inventory_and_mrp/purchase/manage_deals/manage>` linked to the project's "
|
||
"analytic account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:103
|
||
msgid ""
|
||
":guilabel:`Manufacturing orders`: total costs of manufacturing orders linked "
|
||
"to the project's analytic account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/project_management/project_profitability.rst:105
|
||
msgid ""
|
||
":guilabel:`Other costs`: any other costs linked to the project's analytic "
|
||
"account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks.rst:5
|
||
msgid "Task management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:3
|
||
msgid "Recurring tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:5
|
||
msgid ""
|
||
"When handling a project, the same task often needs to be performed several "
|
||
"times: for example, weekly meetings or status reports. The **recurring "
|
||
"tasks** feature allows you to automate the creation of those tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:10
|
||
msgid ""
|
||
"`Odoo Tutorials: Recurring tasks <https://www.odoo.com/slides/slide/"
|
||
"recurring-tasks-6958>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:15
|
||
msgid ""
|
||
"To enable recurring tasks, go to :menuselection:`Project --> Configuration --"
|
||
"> Settings`, then activate :guilabel:`Recurring Tasks`, and "
|
||
"press :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:19
|
||
msgid "Set up task recurrence"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:21
|
||
msgid ""
|
||
"In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) "
|
||
"button next to the :guilabel:`Deadline` field. Then, configure "
|
||
"the :guilabel:`Repeat Every` field according to your needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:25
|
||
msgid ""
|
||
"A new task in recurrence will be created once the status of the previous "
|
||
"task is set to :guilabel:`Done` or :guilabel:`Canceled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:28
|
||
msgid ""
|
||
"The new task is created on the project dashboard with the following "
|
||
"configuration:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:30
|
||
msgid ""
|
||
":guilabel:`Stage`: is set to the first stage of the project dashboard "
|
||
"(:guilabel:`New` or equivalent);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:32
|
||
msgid ""
|
||
":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: "
|
||
"are copied from the original task;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:34
|
||
msgid ""
|
||
":guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field "
|
||
"(e.g., if the task is set to repeat once a week, 7 days will be added to the "
|
||
"deadline);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:36
|
||
msgid ""
|
||
":guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`, :guilabel:`Activities`, :guilabel:`Subtasks`: "
|
||
"are **not** copied from the original task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:39
|
||
msgid ""
|
||
"Once a recurrence is configured, a **smart button** on the task displays the "
|
||
"total number of existing recurrences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:43
|
||
msgid "Edit or stop task recurrence"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:45
|
||
msgid ""
|
||
"**To edit** the recurrence, open the last task in recurrence. Any changes "
|
||
"made on the task will be applied to the tasks that will be created in the "
|
||
"future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:48
|
||
msgid ""
|
||
"**To stop** the recurrence, open the last task in recurrence and press "
|
||
"the :guilabel:`Recurrent` button next to the :guilabel:`Planned date`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:3
|
||
msgid "Sub-tasks"
|
||
msgstr "משימות משנה"
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:5
|
||
msgid ""
|
||
"When handling project tasks, you can often benefit from splitting the "
|
||
"workload into smaller **sub-tasks**, making it easier to track progress and "
|
||
"manage the work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:8
|
||
msgid ""
|
||
"Odoo’s sub-task feature is particularly useful in some of the following "
|
||
"cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:10
|
||
msgid "The task workload is too big to handle in one record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:11
|
||
msgid "There’s a clear sequence of steps to follow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:12
|
||
msgid ""
|
||
"Some parts of the workload fall under the scope of different projects and/or "
|
||
"assignees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:14
|
||
msgid ""
|
||
"The original task to which sub-tasks are linked is referred to as the "
|
||
"**parent task**. The sub-tasks of the parent task are known as **child "
|
||
"tasks**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:18
|
||
msgid "Creating sub-tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:20
|
||
msgid "To create a sub-task:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:22
|
||
msgid "Open the Project app, then go into your desired project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:23
|
||
msgid ""
|
||
"Click the task where you want to add the sub-task, then click "
|
||
"the :guilabel:`Sub-tasks` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:24
|
||
msgid "Click :guilabel:`Add a line`, then fill in the :guilabel:`Title`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:25
|
||
msgid ""
|
||
"Click the :icon:`fa-cloud-upload` (:guilabel:`save`) icon to save the task "
|
||
"manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:28
|
||
msgid ""
|
||
"You can edit several fields of a sub-task directly from the parent task’s "
|
||
"sub-task tab without opening the individual sub-task. By default, those "
|
||
"are: :guilabel:`Title`, :guilabel:`Priority`, :guilabel:`Status`, "
|
||
"and :guilabel:`Assignees`. Use the :icon:`fa-sliders` (:guilabel:`sliders`) "
|
||
"icon to add or remove fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:33
|
||
msgid ""
|
||
"Once the new sub-task is created, the following changes occur in the parent "
|
||
"task:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:35
|
||
msgid ""
|
||
"A **smart button** displays the total number of sub-tasks, as well as the "
|
||
"number of closed (**done** or **canceled**) sub-tasks. Click the smart "
|
||
"button to access the list of the sub-tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:37
|
||
msgid ""
|
||
"The :guilabel:`Allocated time` displays the amount of time allocated to the "
|
||
"parent task, as well as time allocated to the sub-tasks. This can be used to "
|
||
"ensure that the time allocated to sub-tasks does not exceed time allocated "
|
||
"to the parent task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:40
|
||
msgid ""
|
||
"The :guilabel:`Timesheets` tab includes a breakdown of time spent on the "
|
||
"parent task as well as sub-tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:43
|
||
msgid ""
|
||
"Click :guilabel:`View` to open the sub-task you created. The sub-task form "
|
||
"is identical to the :ref:`task form <task_creation/task-configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:48
|
||
msgid ""
|
||
"A **smart button** allows to navigate back to the :guilabel:`Parent task`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:49
|
||
msgid "The :guilabel:`Sub-tasks` tab allows for further creation of sub-tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/sub-tasks.rst:50
|
||
msgid ""
|
||
"Selecting a :guilabel:`Project` will trigger this sub-task to be displayed "
|
||
"in the Kanban view of the selected project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:3
|
||
msgid "Task creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:5
|
||
msgid ""
|
||
"Tasks in Odoo Project can be created manually or automatically, including "
|
||
"from emails or website forms."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:11
|
||
msgid ""
|
||
"Open the Project app and choose the desired project. Create a new task by "
|
||
"doing one of the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:14
|
||
msgid ""
|
||
"Clicking the :icon:`fa-plus` (:guilabel:`plus`) button in the upper left "
|
||
"corner. This creates a new task in the first stage of your Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:16
|
||
msgid ""
|
||
"Pressing the :icon:`fa-plus` (:guilabel:`plus`) button next to the Kanban "
|
||
"stage name. This creates a new task in this Kanban stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:19
|
||
msgid ""
|
||
"Fill in the :guilabel:`Task Title` and add one or "
|
||
"more :guilabel:`Assignees`, then click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:25
|
||
msgid "Task configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:27
|
||
msgid ""
|
||
"Click the task to open it. The task form includes the following fields that "
|
||
"you can fill in:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:29
|
||
msgid ":guilabel:`Task Title`: title of the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:30
|
||
msgid ""
|
||
":icon:`fa-star-o` (:guilabel:`Star`): click the :icon:`fa-star-o` "
|
||
"(:guilabel:`star`) icon to mark the task as high priority. The icon will "
|
||
"turn yellow. Click it again to remove the high priority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:32
|
||
msgid ":guilabel:`Project`: the project that this task belongs to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:33
|
||
msgid ""
|
||
":guilabel:`Assignees`: the person(s) in charge of handling the work on this "
|
||
"task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:34
|
||
msgid ""
|
||
":guilabel:`Tags`: custom labels allowing to categorize and filter your tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:35
|
||
msgid ""
|
||
":guilabel:`Customer`: the person or company that will be billed for this "
|
||
"task. This field only appears in tasks that belong to billable projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:37
|
||
msgid ""
|
||
":guilabel:`Sales Order Item`: this can be either the sales order that was "
|
||
"used to create this task, or a sales order that was linked to this task "
|
||
"manually. This field only appears in tasks linked to billable projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:40
|
||
msgid ""
|
||
":guilabel:`Allocated Time`: the amount of time that the work on this task is "
|
||
"expected to last, tracked by timesheets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:42
|
||
msgid ""
|
||
":guilabel:`Deadline`: the expected end date of the task. Once this field is "
|
||
"filled in, you can also add a start date to designate the entire time frame "
|
||
"of the tasks' duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:47
|
||
msgid ""
|
||
"You can also create new tasks by switching to the list or Gantt view and "
|
||
"clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:49
|
||
msgid ""
|
||
"The following fields can also be edited directly from the Kanban view "
|
||
"without opening the individual task: :icon:`fa-star-o` "
|
||
"(**priority**), :guilabel:`Allocated hours`, :guilabel:`Assignees`, and "
|
||
"**task status**. You can also **color code** or :guilabel:`Set a Cover "
|
||
"image` to your task by clicking the :icon:`fa-ellipsis-v` (**vertical "
|
||
"ellipsis**)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:53
|
||
msgid ""
|
||
"You can use the following keyboard shortcuts in the task title to configure "
|
||
"new tasks (modify the values in the examples below according to your needs):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:56
|
||
msgid "**30h**: to allocate 30 hours to the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:57
|
||
msgid "**#tags**: to add tags to the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:58
|
||
msgid "**@user**: to assign the task to a user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:59
|
||
msgid "**!**: to star the task as high priority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:61
|
||
msgid ""
|
||
"Along with using the correct format, follow this order: the task's name, "
|
||
"followed by the allocated time, the tags, the assignee, and then the "
|
||
"priority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:64
|
||
msgid ""
|
||
"For example, if you want to create a task named \"Prepare workshop\", "
|
||
"allocate 5h hours to it, add the \"School\" tag, assign it to Audrey and set "
|
||
"its priority to :guilabel:`High`, enter the following task title: Prepare "
|
||
"workshop 5h #school @Audrey !"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:0
|
||
msgid "Using keyboard shortcuts to create a task in Project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:74
|
||
msgid "Creating tasks from an email alias"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:76
|
||
msgid ""
|
||
"This feature allows for project tasks to be automatically created once an "
|
||
"email is delivered to a designated email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:79
|
||
msgid ""
|
||
"To configure it, open the Project app, then click the :icon:`fa-ellipsis-v` "
|
||
"(:guilabel:`vertical ellipsis`) icon next to the desired project's name. "
|
||
"Select :guilabel:`Settings`, then open the :guilabel:`Settings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:83
|
||
msgid ""
|
||
"Fill in the :guilabel:`Create tasks by sending an email to` field as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:85
|
||
msgid ""
|
||
"**Section of the alias before the @ symbol**: type the name of the email "
|
||
"alias, e.g. `contact`, `help`, `jobs`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:87
|
||
msgid ""
|
||
"**Domain**: in most cases, this is filled in by default with "
|
||
"your :doc:`domain <../../../general/email_communication>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:89
|
||
msgid ""
|
||
"**Accept Emails From**: refine the senders whose emails will create tasks in "
|
||
"the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:-1
|
||
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:94
|
||
msgid ""
|
||
"Once configured, the email alias can be seen under the name of your project "
|
||
"on the Kanban dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:96
|
||
msgid ""
|
||
"When an email is sent to the alias, the email is automatically converted "
|
||
"into a project task. The following rules apply:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:99
|
||
msgid "The email sender is displayed in the :guilabel:`Customer` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:100
|
||
msgid "The email subject is displayed in the :guilabel:`Task Title` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:101
|
||
msgid "The email body is displayed in the :guilabel:`Description` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:102
|
||
msgid ""
|
||
"The whole content of the email is additionally displayed in the **chatter**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:103
|
||
msgid ""
|
||
"All the recipients of the email (To/Cc/Bcc) that are Odoo users are "
|
||
"automatically added as **followers** of the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:107
|
||
msgid "Creating tasks from a website form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:109
|
||
msgid ""
|
||
"If you have the Website app installed in your database, you can configure "
|
||
"any form on your website to trigger the creation of tasks in a project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:112
|
||
msgid ""
|
||
"Go to the website page where you wish to add the form and :doc:`add the Form "
|
||
"building block </applications/websites/website/web_design/building_blocks>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:114
|
||
msgid "In the website editor, edit the following fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:116
|
||
msgid ":guilabel:`Action`: select :guilabel:`Create a Task`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:117
|
||
msgid ""
|
||
":guilabel:`Project`: choose the project that you want the new tasks to be "
|
||
"created in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:119
|
||
msgid ":ref:`Customize the form <website/building_blocks/form>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:121
|
||
msgid ""
|
||
"When the form is submitted, it automatically creates a project task. The "
|
||
"task's content is defined by the form's corresponding fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_creation.rst:125
|
||
msgid ":ref:`Website forms <website/building_blocks/form>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:3
|
||
msgid "Task dependencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:5
|
||
msgid ""
|
||
"Odoo Project allows you to break down projects into tasks and establish "
|
||
"relationships between those tasks to determine the order in which they are "
|
||
"executed. Task dependencies ensure that certain tasks begin only after the "
|
||
"preceding tasks are completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:9
|
||
msgid ""
|
||
"To enable task dependencies in projects, go to :menuselection:`Project --> "
|
||
"Configuration --> Settings`, enable :guilabel:`Task Dependencies`, and "
|
||
"click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:13
|
||
msgid "Set task dependencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:15
|
||
msgid ""
|
||
"Task dependencies can be created from the task form or the project's Gantt "
|
||
"view by linking the successor task (i.e., the task blocked by other tasks) "
|
||
"to its predecessor task(s) (i.e., the tasks blocking the successor task)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:19
|
||
msgid ""
|
||
"To create task dependencies from the task form, access the desired task and, "
|
||
"in the :guilabel:`Blocked by` tab, click :guilabel:`Add a line`. "
|
||
"Click :guilabel:`View` to access the predecessor task. To access the "
|
||
"successor tasks from the predecessor task, click the :guilabel:`Blocked "
|
||
"Tasks` smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:24
|
||
msgid ""
|
||
"To create a task dependency from the Gantt view, hover your mouse over the "
|
||
"predecessor task, then click one of the dots that appear around it. Drag and "
|
||
"drop the dot onto the successor task. An arrow appears, indicating the "
|
||
"dependency from the predecessor task to the successor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:-1
|
||
msgid "Task dependency"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:32
|
||
msgid ""
|
||
"Odoo automatically manages task progress based on their dependency. "
|
||
"Successor tasks are assigned the :guilabel:`Waiting` status and cannot be "
|
||
"moved to :guilabel:`In Progress` until their predecessor task(s) are marked "
|
||
"as :guilabel:`Approved`, :guilabel:`Cancelled`, or :guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:37
|
||
msgid "Remove dependencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:39
|
||
msgid "To remove a task dependency, proceed as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:41
|
||
msgid ""
|
||
"From the task form, go to the **Blocked by** tab and click the :icon:`fa-"
|
||
"times` (:guilabel:`times`) button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_dependencies.rst:43
|
||
msgid ""
|
||
"From the Gantt view, click the red :icon:`fa-times` (:guilabel:`times`) "
|
||
"button that appears at the center of the arrow when you hover your mouse "
|
||
"over it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:3
|
||
msgid "Task stages and statuses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:6
|
||
msgid "Task stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:8
|
||
msgid ""
|
||
"Task stages are displayed as columns in the project's Kanban view, and allow "
|
||
"you to update the progress of its tasks with a drag-and-drop. In most "
|
||
"projects, the stages will be akin to **New**, **In progress**, **Backlog**, "
|
||
"etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:12
|
||
msgid ""
|
||
"By default, task stages are project-specific but can be shared across "
|
||
"multiple projects that follow the same workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:16
|
||
msgid "Creating task stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:18
|
||
msgid ""
|
||
"Odoo Project doesn’t provide default stages but instead allows you to create "
|
||
"custom stages tailored to your specific business needs. You are prompted to "
|
||
"do so immediately after :ref:`creating a new project <project_management/"
|
||
"configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:22
|
||
msgid ""
|
||
"To create a stage, type its name into the :guilabel:`Stage...` field, then "
|
||
"click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:25
|
||
msgid ""
|
||
"Click :guilabel:`See examples` to find ideas for stage names applicable to "
|
||
"your line of business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:28
|
||
msgid "Editing task stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:30
|
||
msgid ""
|
||
"To edit the task stage, click the :icon:`fa-cog` (:guilabel:`cog`) icon next "
|
||
"to its name. From there, click one of the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:33
|
||
msgid ""
|
||
":guilabel:`Fold`: to hide the task stage and all of the tasks in this stage "
|
||
"from the Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:34
|
||
msgid ":guilabel:`Edit`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:36
|
||
msgid ":guilabel:`Name`: to change the name of the stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:37
|
||
msgid ""
|
||
":guilabel:`SMS/Email Template`: to automatically send an email or SMS "
|
||
"notification to the customer when a task reaches this stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:39
|
||
msgid ""
|
||
":guilabel:`Folded in Kanban`: to hide the task stage and all of the tasks in "
|
||
"this stage from the Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:41
|
||
msgid ""
|
||
":guilabel:`Projects`: to share this task stage between several projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:42
|
||
msgid ""
|
||
":guilabel:`Automations`: to create :doc:`custom rules that trigger automatic "
|
||
"actions <../../../studio/automated_actions>` (e.g., creating activities, "
|
||
"adding followers, or sending webhook notifications). Note that this will "
|
||
"activate Studio in your database, which may impact your pricing plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:47
|
||
msgid ":guilabel:`Delete`: to delete this stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:48
|
||
msgid ""
|
||
":guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks "
|
||
"in this stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:53
|
||
msgid "Task statuses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:55
|
||
msgid ""
|
||
"Task statuses are used to track the status of tasks within the Kanban stage, "
|
||
"as well as to close the task when it’s done or canceled. Unlike Kanban "
|
||
"stages, they cannot be customized; five task statuses exist in Odoo and are "
|
||
"used as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:59
|
||
msgid ""
|
||
":guilabel:`In Progress`: this is the default state of all tasks, meaning "
|
||
"that work required for the task to move to the next Kanban stage is ongoing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:61
|
||
msgid ""
|
||
":guilabel:`Changes Requested`: to highlight that changes, either requested "
|
||
"by the customer or internally, are needed before the task is moved to the "
|
||
"next Kanban stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:63
|
||
msgid ""
|
||
":guilabel:`Approved`: to highlight that the task is ready to be moved to the "
|
||
"next stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:64
|
||
msgid ":guilabel:`Canceled`: to cancel the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:65
|
||
msgid ":guilabel:`Done`: to close the task once it's been completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:69
|
||
msgid ""
|
||
"The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are "
|
||
"cleared as soon as the task is moved to another Kanban stage. The task "
|
||
"status reverts to the default :guilabel:`In Progress` status so "
|
||
"that :guilabel:`Changes Requested` or :guilabel:`Approved` status can be "
|
||
"applied again once the necessary work has been completed in this Kanban "
|
||
"stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:73
|
||
msgid ""
|
||
"The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from "
|
||
"the Kanban stage. Once a task is marked as :guilabel:`Done` "
|
||
"or :guilabel:`Canceled`, it is closed. If needed, it can be reopened by "
|
||
"changing its status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets.rst:8
|
||
msgid "Timesheets"
|
||
msgstr "דיווחי שעות"
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:5
|
||
msgid "Timesheet billing rates and leaderboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:7
|
||
msgid ""
|
||
"Odoo’s **Timesheets** app allows you to set personalized :ref:`billing rate "
|
||
"targets <timesheets/billing_rates/targets>` for employees. In addition to "
|
||
"billing rate targets, a :ref:`leaderboard <timesheets/billing_rates/"
|
||
"leaderboard>` can be enabled to motivate employees and gamify their "
|
||
"experience. The leaderboard displays the billable and total time logged by "
|
||
"employees, and can be enhanced with :ref:`motivational tips <timesheets/"
|
||
"billing_rates/tips>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:16
|
||
msgid "Billing rate indicators"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:21
|
||
msgid ""
|
||
"To enable billing rate indicators, navigate to :menuselection:`Timesheets --"
|
||
"> Configuration --> Settings`, then enable :guilabel:`Billing Rate "
|
||
"Indicators`, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:24
|
||
msgid ""
|
||
"To set up the targets, click :guilabel:`Set employee billable time targets`, "
|
||
"access the employee form that you wish to edit, navigate to "
|
||
"the :guilabel:`Settings` tab, then encode the monthly :guilabel:`Billing "
|
||
"Time Target` in hours or days, depending on the :guilabel:`Encoding Method` "
|
||
"selected in the **Timesheets** :guilabel:`Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:30
|
||
msgid ""
|
||
"Once the :guilabel:`Billing Rate Indicators` have been enabled, you can also "
|
||
"set the employees' :guilabel:`Monthly Billing Time Target` directly from the "
|
||
"**Employees** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:34
|
||
msgid "Using the billing rate indicators"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:36
|
||
msgid ""
|
||
"Once enabled, the billing rate indicators are displayed in the upper right "
|
||
"corner of the :guilabel:`My Timesheets` menu in Kanban, grid, and list views "
|
||
"for all users. The monthly amount of time logged by the user is displayed in "
|
||
"the following format: **logged billable time / billable time target**. The "
|
||
"percentage of completion of the billing rate target is also displayed, "
|
||
"highlighted in red if the user falls below the target and in green once the "
|
||
"target is reached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:42
|
||
msgid ""
|
||
"Below the billing rate indicators, the total monthly amount of time logged "
|
||
"by the user is also displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:-1
|
||
msgid "Billing rate indicators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:51
|
||
msgid "Billing rate leaderboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:56
|
||
msgid ""
|
||
"After the :ref:`monthly billing time targets <timesheets/billing_rates/"
|
||
"targets>` have been enabled, Odoo offers the possibility of activating a "
|
||
"**billing rate leaderboard** in order to motivate employees and enhance "
|
||
"workplace transparency."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:60
|
||
msgid ""
|
||
"To enable the billing rate leaderboard, navigate "
|
||
"to :menuselection:`Timesheets --> Configuration --> Settings`, "
|
||
"activate :guilabel:`Billing Rate Leaderboard`, then click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:64
|
||
msgid "Using the billing rate leaderboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:66
|
||
msgid ""
|
||
"The billing rate leaderboard is then displayed in the upper right corner of "
|
||
"the :guilabel:`My Timesheets` view, next to the billing rate indicators. It "
|
||
"displays the current top three performers who have logged the highest "
|
||
"percentage of their allocated billing hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:70
|
||
msgid ""
|
||
"It also shows the amount of time logged by the signed-in user in the format: "
|
||
"logged billable time / billable time target, as well as the total time "
|
||
"logged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:73
|
||
msgid ""
|
||
"Clicking on the area of the top three performers opens the leaderboard for "
|
||
"all team members. Use the drop-down menu in the upper left corner to switch "
|
||
"between the :guilabel:`Billing Rate Leaderboard` and the :guilabel:`Total "
|
||
"Time Leaderboard`, which displays the total time logged by team members "
|
||
"across billable and internal projects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:-1
|
||
msgid "Billing rate leaderboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:84
|
||
msgid "Leaderboard tips"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:86
|
||
msgid ""
|
||
"**Daily motivational tips**, displayed on the right side of the leaderboard, "
|
||
"enhance the billing rate and total time leaderboard. The tips are randomly "
|
||
"selected and change daily."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/billing_rates.rst:89
|
||
msgid ""
|
||
"To create or edit existing tips, navigate to :menuselection:`Timesheets --> "
|
||
"Configuration --> Tips`, then click :guilabel:`New` or double-click a tip's "
|
||
"text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:3
|
||
msgid "Create Timesheets upon Time Off Validation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:5
|
||
msgid ""
|
||
"Odoo automatically timesheets on project/tasks upon time off requests. This "
|
||
"allows for better overall control over the validation of timesheets, as it "
|
||
"does not leave place for forgetfulness and questions after hours that have "
|
||
"not been timesheeted by the employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:9
|
||
msgid ""
|
||
"Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and "
|
||
"change the *Project* and *Task* set by default, if you like."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:-1
|
||
msgid ""
|
||
"View of Timesheets setting enabling the feature record time off in Odoo "
|
||
"Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:16
|
||
msgid ""
|
||
"Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select "
|
||
"or create the needed type, and decide if you would like the requests to be "
|
||
"validated or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:-1
|
||
msgid ""
|
||
"View of a time off types form emphasizing the time off requests and "
|
||
"timesheets section in\n"
|
||
"Odoo Time Off"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:26
|
||
msgid ""
|
||
"Now, once the employee has requested his time off and the request has been "
|
||
"validated (or not, depending on the setting chosen), the time is "
|
||
"automatically allocated on *Timesheets*, under the respective project and "
|
||
"task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:27
|
||
msgid ""
|
||
"On the example below, the user requested *Paid Time off* from July 13th to "
|
||
"15th."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:-1
|
||
msgid "View of the time off request form in Odoo Time Off"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:33
|
||
msgid ""
|
||
"Considering that validation is not required, the requested time off is "
|
||
"automatically displayed in *Timesheets*. If validation is necessary, the "
|
||
"time is automatically allocated after the responsible person for validating "
|
||
"does it so."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:-1
|
||
msgid ""
|
||
"Video of timesheets emphasizing the requested time off from the employee in "
|
||
"Odoo Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:41
|
||
msgid ""
|
||
"Click on the magnifying glass, hovering over the concerned cell, to access "
|
||
"all the aggregated data on that cell (day), and see details regarding the "
|
||
"project/task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/time_off.rst:-1
|
||
msgid "View of the details of a project/task in Odoo Timeheets"
|
||
msgstr ""
|