Bureaucrat Helpdesk Ultimate

by
Odoo

1152.94

v 11.0 v 12.0 Third Party 16
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Required Apps Website (website)
CRM (crm)
Invoicing (account)
Project (project)
Employees (hr)
Surveys (survey)
Included Dependencies
Lines of code 35590
Technical Name bureaucrat_helpdesk_ultimate
LicenseOPL-1
Websitehttps://crnd.pro
Also available in version v 11.0 v 14.0 v 13.0 v 15.0
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Required Apps Website (website)
CRM (crm)
Invoicing (account)
Project (project)
Employees (hr)
Surveys (survey)
Included Dependencies
Lines of code 35590
Technical Name bureaucrat_helpdesk_ultimate
LicenseOPL-1
Websitehttps://crnd.pro
Also available in version v 11.0 v 14.0 v 13.0 v 15.0

Bureaucrat Helpdesk Ultimate

Incident Management

License: OPL-1 docs docs CR&D


Bureaucrat Helpdesk Ultimate bundle allows you to organize a company service desk. You can configure categories, types, stages, set up routes of requests and provide request handling. Ultimate edition provides extra tools for accurate request configuration, integration with project tasks, automated actions and routes, SLA control and other features.

This bundle consists of the following modules:

  • Generic Request - allows to configure and handle requests
  • Website Service Desk - provides website interface for submitting requests by the users
  • Generic Request (Actions) - allows to assign actions that will be performed when request moves along the route
  • Generic Request (Conditional Actions) - make request actions conditional
  • Generic Request Action Invoice - invoices can be created using automated actions
  • Generic Request Action Project - project tasks can be created using automated actions
  • Generic Request (Action Subrequest) - allows to automatically create sub-requests using assigned actions when the request moves along the route
  • Generic Request Field - allows additional information fields to be configured for specific request types
  • Generic Request Invoicing - allows creation of invoices for requests
  • Generic Request Parent - adds a parent/child relationship to requests
  • Generic Request Related Document - allows to link any Odoo documents with requests
  • Generic Request Related Requests - establish links between requests
  • Generic Request Reopen As - allows to reopen closed requests with a new type of request
  • Generic Request SLA - allows to use a Service Level Agreement when dealing with requests
  • Generic Request SLA (Log) - adds the ability to log and report actions that occur with requests
  • Website Service Desk (Field) - allows to use additional fields when submitting requests using the website interface
  • Website Service Desk (Subrequests) - adds links between parent and child requests on website
  • Website Service Desk (Tag) - allows to use tags when submitting requests using the website interface

We also have very useful modules to improve mail functions.

Main Features:

  • Custom requests types
  • Custom request categories/subcategories
  • Configurable stages and dynamic routes for every type of request
  • Use different colors for each request type, category
  • Workflow diagram
  • Kinds of request
  • Custom sequences for generating request names
  • Customers can submit requests from your website
  • Customers can attach documents. Images or screenshots can be attached by simply Ctrl+C => Ctrl+V
  • Customers can check status/log of submitted requests from the website
  • Internal chatter for User/Support communication
  • Planning activities
  • Requests's management using assignment to person/persons/team
  • Reassign requests, add followers to requests
  • Set priorities for requests / tickets. Even complex priorities supported (Impact + Urgency)
  • Automatically detect request channel when possible (E-Mail, API, Web, Website, etc)
  • Set tags on requests
  • Reopen requests with a new type
  • Track time spent on requests
  • Logging requests
    +
  • Configure Service Level Agreement, and ensure you all requests processed intime
  • Automated actions could be used to get more flexibility
  • Integration with project tasks (create tasks from requests handle related task events like task stage change and task closed)
  • Automatic project task creation
  • Subrequests
  • Automatic subrequests creation
  • Automated routes (by triggers)
  • Auto-only routes
  • Automatic route triggering when changing project task's stage
  • Automatic route triggering when changing subrequest's stage
  • Links with documents (for example link request to sale order)
  • Links between requests
  • Custom fields (string)
  • Request creation using incoming emails
  • Automatically create request when sale order confirmed
  • Check requests created by same author or partner in last 7 (configured) days directly on request form
  • And more...

The main idea:

  • Administrator configures request settings (categories, types, etc.).
  • Users provides the necessary information about the incident step by step by selecting the categoty, type of request, and filling the required fields using the website interface.
  • Submitted requests step by step follow the route defined in request type until resolved.
  • On each request stage, various activities may be planned and responsible persons can be assigned.
  • Request operators are always keep in touch with the users while handling the requests.
  • All incidents are documented and tracked. Reports generated while managing the incidents allow defining the problem areas and create the ways for their preventing.
requests_overview


Set up requests

request_type_configuration


Configure Service Level Agreement for each request type

SLA configuration

SLA configuration


Set up automatic route: the following trigger automatically moves requests from the New to Classification stage if the request text is "to classification"

auto-route creation


Configure automatic conditional action: assign administrator on this route if no one is assigned

assign admin


Submitting request by the user

submit_request


Users can track requests on website

request_overview_by_user


Requests processing

requests_handle


Schedule activities

schedule activity


Manage activities from the Activity View (only works in Odoo version 12)

activity view


Request's dynamic workflow

dynamic_workflow


The Bureaucrat Helpdesk Ultimate bundle is part of the Bureaucrat ITSM project. You can try it by the links below.



Real examples of Service Desk / Helpdesk systems successfully implemented using Bureaucrat modules:



You may be interested in our products

Helpdesk Lite
Helpdesk
Helpdesk Plus
Helpdesk Pro


See the Products Comparison Table to view the differences between our products.

Launch your own ITSM system in 60 seconds:

Create your own Bureaucrat ITSM database yodoo.systems

Maintainer

CR&D
Website Contact us Bug Requests

This module is maintained by the Center of Research & Development company.

We can provide you further Odoo Support, Odoo implementation, Odoo customization, Odoo 3rd Party development and integration software, consulting services. Our main goal is to provide the best quality product for you.

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