
Hi, I'm trying to evaluate OTRS for a small company, who are currently using Solar Winds WebHelpDesk. The current process for logging a service request, is 1. A user phones a helpdesk operator 2. The helpdesk takes the details, and categorises/classifies the request. They have a large number of different categories for service requests. 3. The helpdesk operator assigns the request to a technician 4. The technician liases with the client, adding notes to the ticket until it is able to be marked as resolved. I wonder how OTRS can be used in this case. Would a queue correspond to each category of request, or should there be a queue per technician ? Are there any easy to read howto's that cover configuring OTRS for a small business. Thanks in advance, Kate Dawson

Hi Kate, OTRS is a pretty prefect tool for your case. It’s typical. Queue, service, type, and even dynamic fields, lots of things could be configured as categories. It depends on your full business flow and picture. You need a professional consulting from us. Technician should be agent, but not queue. We have online manual here: http://doc.otrs.com/doc/manual/admin/stable/en/html/index.html http://doc.otrs.com/doc/manual/admin/stable/en/html/index.html . Welcome to contact us! Regards, Bob Tao -- OTRS ASIA Limited Three Pacific Place Level 3, 1 Queen's Road East Admiralty Hong Kong T: +852 (5803) 5820 F: +852 (5803) 5821 I: http://www.otrs.com/ http://www.otrs.com/ OTRS 5s – state of the art technology meets highest security – the new features for OTRS Free, OTRS Business Solution™ and OTRS Business Solution™ Managed! Release date November 1st. Learn more! https://www.otrs.com/otrs-5s/?utm_id=570
On 5 Jun 2017, at 4:57 PM, Kate Dawson
wrote: Hi,
I'm trying to evaluate OTRS for a small company, who are currently using Solar Winds WebHelpDesk.
The current process for logging a service request, is
1. A user phones a helpdesk operator 2. The helpdesk takes the details, and categorises/classifies the request. They have a large number of different categories for service requests. 3. The helpdesk operator assigns the request to a technician 4. The technician liases with the client, adding notes to the ticket until it is able to be marked as resolved.
I wonder how OTRS can be used in this case.
Would a queue correspond to each category of request, or should there be a queue per technician ?
Are there any easy to read howto's that cover configuring OTRS for a small business.
Thanks in advance,
Kate Dawson --------------------------------------------------------------------- OTRS mailing list: otrs - Webpage: http://otrs.org/ Archive: http://lists.otrs.org/pipermail/otrs To unsubscribe: http://lists.otrs.org/mailman/listinfo/otrs

Hello Kate, I would recommend great series of blog articles on How dummy did it. After you read them, you should have basic understanding of concepts in OTRS. https://htddi.wordpress.com/category/otrs/ Of course you could use professional consultancy services. Good luck Martin Jerga ITSM Consultant Tempest a.s. tel: +421917792942 From: otrs [mailto:otrs-bounces@lists.otrs.org] On Behalf Of Kate Dawson Sent: Monday, June 5, 2017 10:58 AM To: otrs@lists.otrs.org Subject: [otrs] Evaluating OTRS Hi, I'm trying to evaluate OTRS for a small company, who are currently using Solar Winds WebHelpDesk. The current process for logging a service request, is 1. A user phones a helpdesk operator 2. The helpdesk takes the details, and categorises/classifies the request. They have a large number of different categories for service requests. 3. The helpdesk operator assigns the request to a technician 4. The technician liases with the client, adding notes to the ticket until it is able to be marked as resolved. I wonder how OTRS can be used in this case. Would a queue correspond to each category of request, or should there be a queue per technician ? Are there any easy to read howto's that cover configuring OTRS for a small business. Thanks in advance, Kate Dawson

* Kate Dawson
1. A user phones a helpdesk operator
That would be a "telephone ticket" in OTRS
2. The helpdesk takes the details, and categorises/classifies the request. They have a large number of different categories for service requests.
In OTRS, one would assign the tickets to queues. We use one/several queues like "webmaster", "vpn", "firewall", "proxy"
3. The helpdesk operator assigns the request to a technician In OTRS you usually don't do that. You assign the technicians to be able to process the queues and they simply look for ne stuff in the queue (or are being notified)
4. The technician liases with the client, adding notes to the ticket until it is able to be marked as resolved.
Same on OTRS.
I wonder how OTRS can be used in this case.
Would a queue correspond to each category of request, or should there be a queue per technician ?
a queue per category, you could individually assign tickets to specific technicians. -- Ralf Hildebrandt Charite Universitätsmedizin Berlin ralf.hildebrandt@charite.de Campus Benjamin Franklin https://www.charite.de Hindenburgdamm 30, 12203 Berlin Geschäftsbereich IT, Abt. Netzwerk fon: +49-30-450.570.155

Dear Kate,
OTRS best suites to you requirement.
1. A user phones a helpdesk operator
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This is a phone ticket in OTRS
2. The helpdesk takes the details, and categorises/classifies the request. They have a large number of different categories for service requests.
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While creating the ticket, helpdesk agent selects the relevant service for the ticket. If the request applies to many services (categories in your words) then he/she can split the job into many tickets
3. The helpdesk operator assigns the request to a technician
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Helpdesk agent can assign the ownership and responsibility to same person or to agent and supervisor respectively
4. The technician liases with the client, adding notes to the ticket until it is able to be marked as resolved
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Technician agent can put as much as notes to the ticket and those are recorded as chronological articles. Finally, he/she can close the ticket once the job is done. If the customer is not happy, the he/she can reopen the ticket simply by replying to close note.
Queue is a group of agents (technicians) performing more or less same jobs. Its a function in ITIL termsRefer to OTRS Documentation
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OTRS Documentation
OTRS on github: Documentation | |
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Best Regards,
Sujeeva Tissaarachchi
From: Kate Dawson
participants (5)
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Bob Tao
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Kate Dawson
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Martin JERGA
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Ralf Hildebrandt
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Sujeeva Tissaarachchi