OTRS

 

OTRS, an acronym for Open-source Ticket Request System, is a free and open-source trouble ticket system software package that a company, organization, or other entity can use to assign tickets to incoming queries and track further communications about them. It is a means of managing incoming inquiries, complaints, support requests, defect reports, and other communications.

 

 

1. Dashboard User Interface

 

Icons and Menu

At the very top left of the User Interface, you'll find several Icons.

 

These Icons are.

 

 

Queue View

Responsible Tickets Reminder Reached Total

Responsible Tickets Total

Locked Tickets Reminder Reached Total

Locked Tickets Total

Edit Personal Preferences

Logout

 

 

The Menu Items are.

 

 

Dashboard

Customers

Tickets

FAQ

Reports

Admin

Search

 

NOTE - Left Mouse button Click and drag the buttons to reorder their position in the Dashboard.

 

2. Ticket User Interface

 

Icons, Articles and Widgets

The ticket User Interface populates with Icons, Articles and widgets .

 

These elements are.

 

The Queue and Dashboard Icons

Article Overview

Articles

Ticket Information Widget

Customer Information Widget

Linked Object Widget

 

3. Workflows

 

React to a New Ticket

How to create a phone ticket

How to create an email ticket

How to push an email into OTRS

 

How to assign an Owner

How to add a Note

How to add a Reminder

 

How to Split a ticket

How to Merge a new ticket to an existing ticket

 

How to Create a Customer User