category drop down list on ticket

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bionicguy
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category drop down list on ticket

Post by bionicguy »

Hi Guys, anyone knows how to add "category" drop down list on the ticket so that when you create a ticket, you have the option to use what category falls the problem. This is for tracking and reporting purposes. (Example category: desktop,network, system,hardware then under this has a sub category to choose.)

Much appreciated for your help.
Mothra
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Re: category drop down list on ticket

Post by Mothra »

bionicguy wrote:Hi Guys, anyone knows how to add "category" drop down list on the ticket so that when you create a ticket, you have the option to use what category falls the problem. This is for tracking and reporting purposes. (Example category: desktop,network, system,hardware then under this has a sub category to choose.)

Much appreciated for your help.
Enable Services, via Ticket -> Core::Ticket Ticket::Service. You'll get a new area in the Admin UI called "Services". In here, you should define a hierarchy of the services you provide. Here is a suggestion on the layout that worked for me:

-Physical Location (e.g. Data Centre, Office)
-- Network Location (e.g. 10.0.12.0, 192.168.1.0, or any specific names you have for your networks)
---Hardware (e.g. Server, Router, Desktop Computer)
---- Operating System (e.g. Windows, Linux, OS X)
-----Software (e.g. MS Office, MS Exchange, Apache, OTRS, MySQL)

Along with Services, you get SLAs. I find the best way to use SLAs is to rename them as "Issue" or "Problem" in the Customer UI. Customers don't want to think about (let alone understand) SLAs - but they can grasp the idea of a service that they have an issue or problem with.

So, for example, the service "Windows XP" could have an SLA called "Unable to log in" with a relatively short first response time (as it's reasonably urgent), whereas it could also have an SLA called "Desktop Background Change" with a very long first response time, as the issue is arguably less critical.

Hope this helps.
OTRS 3.2.11 on Centos 6.4 with MySQL 5.0. Agents and internal customers authenticate via Active Directory.
crythias
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Re: category drop down list on ticket

Post by crythias »

Alternatively, don't neglect using the names of Queues to categorize tickets. In some cases, it makes the most sense because the queue's name would help determine the best agents to complete/own the ticket.
OTRS 6.0.x (private/testing/public) on Linux with MySQL database.
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bionicguy
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Re: category drop down list on ticket

Post by bionicguy »

@Mothra and Crythias

Thanks for your immediate reply.

I have tried to enable it Ticket::Service - Yes then add service on the service management and Add sample SLA but when I click new phone ticket, the service and SLA fields appeared but the category(service) is empty.

I have attached the sample ticket.
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Ticntura
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Re: category drop down list on ticket

Post by Ticntura »

I have the same issue where the customer isn't identified!

is it possible to set the services in a unknow customer, without create a 'dummy' customer?

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Mothra
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Re: category drop down list on ticket

Post by Mothra »

@bionicguy & Tinctura

Unfortunately not - for the services to appear, the ticket has to be from a known customer. In terms of customers, OTRS is very much a closed system. Customers are also only permitted to raise tickets against the services they are mapped to.

If you want a more open system, you're better off following Crythias's advice, using separate queues for different support requests; however, I'm not sure how well that approach would scale.
OTRS 3.2.11 on Centos 6.4 with MySQL 5.0. Agents and internal customers authenticate via Active Directory.
bionicguy
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Re: category drop down list on ticket

Post by bionicguy »

To all,

Many thanks for the information given. :D

I would take your advise and explore more as I am just starting to build the system.
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