Viewing a Site’s Tickets

How to view a site's tickets Related Articles: Views, Columns and Filter profiles The Ticket screen Sites and Clients Explained You can view a complete list of all tickets past and present opened by any given client. This is done by navigating to the Client's record and clicking Tickets. Using the view profiles you can […]

Creating and Using Quick Actions

Creating and Using Quick Actions Related Articles: Actions $-variables In Halo you can create quick actions for your agents to inform the user or supplier of something and populate this with database information.  This can be used to inform a user that their account is now set up and the login credentials, update the end-user […]

Problem Management

Related Articles; Workflows  Actions Statuses Problem/Resolution Finder The purpose of problem management practice is to reduce the likelihood and impact of incidents by identifying actual and potential causes of incidents, and managing workarounds and known errors. Using Halo for Problem Management Navigating to the problems tab will show you a list of current problems that have […]

Viewing a Client’s Tickets

Related Articles:  Views, Columns and Filter profiles The ticket screen Customer Management You can view a complete list of all tickets past and present opened by any given client. This is done by navigating to the Client's record and clicking the tickets tab. You can choose to view different sets of tickets using the filter […]

Event Management

In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events  Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]

Scheduled Tickets

           In this guide we will cover: – Creation Screen – Schedule – Adding From Client Level Admin Guides: Scheduled Tickets Ticket Types Related Articles: Parent and Child Tickets Ticket Templates Linking Assets For a detailed list of each configuration option and the description of what it does, refer to the Admin Guide. Using scheduled […]

Creating a Form

Creating a form using custom fields, field groups and dynamic field visibility. Related Articles: Custom Fields Dynamic Field Visibility Creating a form for either your end users or your agents to fill in is simple; this is done in the ticket type settings. This guide will run through an example of this. This will combine […]