How to Configure Ticket Parameters?
Configuring tickets allows you to configure ticket system parameters, such as ticket fields, SLA metrics, and other ticket work parameters.
When You'll Need This
- You need to configure ticket fields (add or remove fields).
- You need to set SLA metrics for tickets (resolution time, response time, etc.).
- You need to configure other ticket system parameters.
What's Important to Know
- Ticket fields — information stored in a ticket (priority, status, assigned operator, etc.).
- SLA metrics — service level metrics, such as ticket resolution time, first response time, etc.
- Settings — affect the work of the entire ticket system.
Before You Start
You are logged in with administrator or supervisor rights. You have permission to save settings ( canSave).
Step-by-Step Instructions
1. Open Ticket Settings
- Go to the Settings module through the menu or directly at
/settings-page. - In the side menu, find the "Settings" section and expand it.
- Click on "Ticket Settings" (
/settings-page/op-settings/tickets).
2. Configure Ticket Fields
- Review the list of existing ticket fields.
- Add new fields or remove unnecessary ones (if available).
- Configure field parameters (type, required, etc.).
3. Configure Automatic Ticket Distribution
- Find the "Automatic Distribution" or "Auto Assignment" section (if available).
- Configure automatic assignment parameters:
- Enable auto assignment — allow the system to automatically assign tickets to operators when created through scenarios.
- Consider skill groups — tickets are assigned only to operators who work with the corresponding topic.
- Consider workload — prioritize operators without active tickets.
How automatic assignment works:
- When creating a ticket through a scenario with parameter
auto_assignee = trueand specified topic (subject_alias), the system automatically finds an available operator with the corresponding skill group. - The system prioritizes operators without active tickets.
- If there are none, round robin principle is used (in turn).
- If no available operators, the ticket remains unassigned and is automatically assigned when an available operator appears.
4. Configure SLA Metrics
- Find the "SLA Metrics" section or similar.
- Configure metrics:
- "Ticket Resolution Time" — maximum time for ticket resolution.
- "First Response Time" — maximum time for first response to a ticket.
- "Update Time" — maximum time between ticket updates.
- Other metrics (depending on implementation)
- Specify values for each metric (in minutes or hours).
5. Configure Other Parameters
- Review other available ticket settings parameters.
- Configure them according to your needs.
6. Save Settings
- Verify all changes made.
- Click the "Save" button at the top of the page.
- Wait for a message about successful saving.
What Happens Next
Settings are applied to the ticket system:
- Ticket fields are displayed according to settings.
- SLA metrics are tracked and displayed in tickets.
- The system provides reports on SLA metric compliance.
How to Verify Everything Worked
- Create a new ticket and check that fields are displayed according to settings.
- Check that SLA metrics are tracked and displayed in tickets.
- Check reports on SLA metric compliance.
Related Materials
Important Notes
- ⚠️ SLA metrics: Setting SLA metrics affects performance tracking and reports — be careful when changing values.
- 💡 Testing: It's recommended to test settings on a test environment first before applying to production.