Closing tickets¶

Once work has been completed on a Helpdesk ticket in Odoo, 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.

Fechar chamados resolvidos manualmente¶

À medida que o trabalho em um chamado progride, ele passa adiante para novos estágios no funil. Uma vez que o problema é resolvido, o chamado é movido para um estágio dobrado. Isso marca o chamado como fechado.

To fold a stage, navigate to the Helpdesk dashboard and click on a team to open the pipeline. Hover over a stage’s heading, and then click the gear icon that appears in the top-right corner of that stage’s kanban column.

From the menu that appears, select Edit Stage. This will open the stage’s settings. Check the box labeled Folded in Kanban towards the top of the window, and then Save & Close to confirm the changes. Now, tickets that reach this stage will be considered as closed.

Fechar automaticamente chamados inativos¶

Tickets that are inactive for a set period of time can be automatically closed. At that point, they will be moved to a folded stage.

Go to the team’s settings page by going to Helpdesk ‣ Configuration ‣ Teams. Under the Self-Service section, enable Automatic Closing.

If one of the team’s stages is set to be folded in the kanban view, it will be the default selection in the Move to Stage field. If the team has more than one folded stage, the stage that occurs first in the pipeline will be the default. If no stage is folded, the default selection will be the last stage in the pipeline.

The After days of inactivity field defaults to 7, but can be adjusted if necessary.

Se somente certos estágios devem ser usados para monitorar dias de inatividade, eles podem ser adicionados no campo Em estágios.

Example

O funil de uma equipe é criado com os seguintes estágios:

• Novo

• Em andamento

• Feedback do cliente

• Fechado

Tickets can linger in the 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 New and In Progress stages may remain inactive due to assignment or workload issues. Closing these tickets automatically would result in issues going unsolved.

Therefore, the Automatic Closing settings would be configured as below:

• Fechar automaticamente: marcado

• Mover para estágio: Resolvido

• After``7days of inactivity

• Em estágios: Feedback do cliente

Permitir que clientes fechem seus próprios chamados¶

Enabling the Closure by Customers setting allows customers to close their own ticket(s) when they determine that their issue has been resolved.

Start by navigating to Helpdesk ‣ Configuration ‣ Teams and select a team. On the team’s settings page, scroll to the Self-Service section and check the box for Closure by Customers.

Once the ticket closing settings are enabled, a Close Ticket button will be available for customers when they view their ticket through the customer portal.