Workflows

In this guide we will cover: – Creating Workflows – Creating a Workflow Step – Details Pane – Automation Actions – Integration Runbook Action – Access Restriction on Actions – Workflow Specific Actions – Viewing the Workflow from a Ticket Admin Guides: Workflows Workflows allow you to structure the process a Ticket goes through before […]

Approval Delegation

In this guide we will cover: – Ad-hoc Approvers – Enabling User Delegation – Breakdown of Achieving Approval Delegation – Activate Approval Delegation Automatically when a User is Out of Office – Enabling Agent Delegation Ad-hoc Approvers Within Halo we can set Approval Users to Delegate their approvals if required. This is done through enabling a […]

Additional Email Settings

In this guide we will cover: – Various additional email settings  Admin Guide Email General Settings The following settings are found under Configuration > Email > General Settings. Make Forwarding Agent a Follower When enabled, this setting will ensure that any agent who forwards an email into a ticket will become a follower of that […]

Iterative Runbooks

In this guide we will cover: – General Runbook Configuration – Iterating through the runbook – Runbook Scheduling – Additional Information Runbooks can be used to iterate through an array of data. This can be achieved by following the guide below. The first thing to consider when configuring runbooks is the authorization of the API. […]

Operational-Level Agreements (OLAs) on Workflows

In this guide we will cover: – What are OLAs? – Configuring OLAs – Reporting on OLAs Related Guides: Modifying and Adding Workflows What are OLAs?  Operational-Level Agreements are, at their very base, target times for certain parts of a Workflow, whether that be the Stages or individual Steps. The main configuration for these will […]

Triggering Automation Policies in RMM via Halo

In this guide we will cover: – How to Trigger Automation Policies in NinjaOne – How to Trigger Automation Policies in N-Central  Custom Integration Runbooks in Halo can be leveraged to allow you to trigger Automation Policies in RMM tools from Halo. In this guide we outline how to set this up for NinjaOne and […]

Awaiting Review/Ticket Review Processing

In this guide we will cover: – Enabling ticket review processing  – Filtering results in the Awaiting Review area – Approving/Rejecting time entries Enabling ticket review processing The Awaiting Review section of HaloPSA can be thought of as a 'holding area' where time entries can be reviewed and approved prior to them appearing in Ready […]

Attachments Tab Table View on Tickets

In this guide we will cover: – Configuring the Attachments Tab as a Table Configuring the Attachments Tab as a Table You can set the attachments tab on a ticket to show as a table (this is a global setting): Configuration > Tickets > General Settings > Advanced: Fig 1. Show the Attachments tab as […]

Document Management Area

In this guide we will cover: – Turning on and Configuring the Module – Agent Permissions – Documents Area – Folder Access Control Turning on and Configuring the Module Halo has a dedicated area for document management. Here you can create folders, upload new documents, and manage versions of documents. First head into Configuration and […]

Add Attachments to Child Tickets from Parent Tickets

In this guide we will cover: – Copy Attachments from Parent to Child Tickets Copy Attachments from Parent to Child Tickets If you would like to copy attachments from a parent to a child ticket you can use the setting at the ticket type level displayed below Configuration > Tickets > Ticket Types > Details: […]