Service Catalogue
In this guide we will cover: – Service Catalogue – Service Access – Service Details – Field List – Monitored Services (Service Status Monitoring) – Maintaining your Service Catalogue – Favourite Services – Send Bulk communications to all subscribers of a service – Checking User Access – Allow Non-Administrator Agents to Create and Configure Services […]
Knowledge Base
In this guide we will cover: – What is the Knowledge Base? – Viewing, Editing and Adding Articles – Adding Videos to Articles – Cloning Articles – Reporting on Articles – Access Control Admin Guides: Knowledge Base Related Guides: Access Control Article Drafts Problem/Resolution Finder Report Online Repository What is the Knowledge Base? The knowledge […]
PDF Templates
In this guide we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates – Who can configure PDF Templates? – XML Ticket Templates What are PDF Templates in Halo? PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to […]
Asset Management
In this guide we will cover: – Viewing Assets – Asset Overview – Configuring Assets – Barcode Scanning – Asset Fields and Custom Fields Admin Guides: Asset Fields Asset Groups Asset Relationships Asset Statuses Asset Templates Asset Types General Settings (Asset Management) Related Guides: Access Control Restricting Asset Access Viewing Assets To view a list […]
Stock Locations and Bins
In this guide we will cover: – What are stock locations and Bins? – Creating stock locations and Bins – Moving/transferring stock What are stock locations and Bins? Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may […]
Access Control
In this guide we will cover: – What is Access Control? – Setting Access Control – How Access is Shown – Reassigning Access Control What is Access Control? Access control is a method of administrator agents allowing non-administrator agents the ability to view, or view and edit, areas within the configuration. This allows agents to […]
Report Online Repository
In this guide we will cover: – What is the Online Repository? – Downloading Reports – Downloading Data Sources Related Guides: Report Builder Report Data Sources Reports and Scheduling What is the Online Repository? The Online Repository is Halo's built-in compilation of pre-made reports and data sources that are available for download and use within […]
Consignment PDFs
In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
Ticket Categories
In this guide we will cover: – What are Ticket Categories? – Making Ticket Categories – Setting Ticket Categories from an Action – Restricting Ticket Categories – Reporting on Categories – Rules Based on Ticket Category – Field Visibility Admin Guides: Categorisation Related Guides: Actions Billing Rules (Formerly Billing Plan Combinations) Customer, Site and User […]
Email Rules
This guide details the different types of email rules and what they do. Associated Admin Guide Email Rules In the Halo platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the […]