Halo Service Desk Guides
Documentation to assist with the setup and configuration of the Halo Service Desk platform
Altering Ticket Types
Creating a New Incident Ticket Type
Head to Configuration > Tickets >Ticket Types.
Click on an existing ticket type and "Edit" to change an existing ticket type, or click "New" to create a new one. The following details how to create a new ticket type but the same steps apply when editing:
- Give your new ticket a name and leave the ITIL ticket type as Incident, unless this will be used elsewhere.
- Set the "Use" to Tickets.
- The check-boxes below this can be amended as you need based on who you want to have acces to this ticket type.
The next block of settings determine the behaviour of the ticket when emails come in. These set the status of the ticket after the described event with "Emails on Closed Ticket" determining what happens when an end-user updates in and attempts to update a closed ticket.
After these settings are the following options which can be changed specific to yours and your organisations way of working, change these as you see fit.
The "Apply Defaults" option would take effect when you switch the ticket type of an active ticket to this one. The "Automatically respond [...]" option is intended for situations where it can be assumed that an agent manually logging a ticket on behalf of the end user would have done so after two-way communication has happened (e.g. a phone conversation) with the user. In this case, you may wish to class that initial conversation as a response to the issue and log the ticket as responded to already.
Next, the defaults tab. These options take effect when a ticket of this type is created. These can all be changed on an active ticket.
Next is the field list tab. This shows the list of fields to fill in when the ticket is generated by an Agent (much like a form to fill in). When a ticket is logged, these fields and the data put into them will be visible within the ticket on one of the details panes or in a tab depending on your preference. Add the fields you deem necessary for this ticket type by clicking the + and then click the pencil to edit the field's options.
- End-User New ticket - Visibility for new tickets raised via your End-User Portal
- End-User Ticket Details - Visible on Existing tickets on End-User Portal
- Similarly for Agent visibility on the Agent Portal and the visibility options speak for themselves as you can have fields that are in the ticket that cannot be altered on creation.
Dynamic Visibility as described will only show the field if another is populated with a specific value. This can be used for creating a process whereby filling in one field makes another appear, this is useful whne making a ticket type which acts as a questionnaire for example.
Finally, the allowed values tab allows you to specify a given set of Actions, Category Values and Statuses. If you are unsure simply leave this as is and all values will be permitted.