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Provide i-doit documentation on how to use for agents (#36)
* WIP: i-doit documentation for users * finish i-doit documentation for agents * QA: i-doit integration Co-authored-by: Ryan Lue <hello@ryanlue.com>
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i-doit: Use Tickets to Track Company Property | ||
============================================= | ||
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With `i-doit <https://www.i-doit.com/>`_ integration, | ||
you can list which pieces of your company’s property | ||
are related to any given ticket. | ||
That includes both physical and digital infrastructure, | ||
from servers to meeting rooms to virtual machines to software licenses. | ||
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.. figure:: /images/extras/i-doit-track-company-property/ticket-with-assets.png | ||
:alt: (Screenshot) The i-doit integration menu in the ticket view | ||
:scale: 50% | ||
:align: center | ||
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Use the 🖨 **printer** tab to view or manage a ticket’s assets from i-doit. | ||
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.. note:: **🤔 Huh? I don’t see a 🖨 printer tab...** | ||
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This feature is **optional**; | ||
if you don’t see it in the ticket view, | ||
that means your administrator hasn’t enabled it yet. | ||
Administrators can learn more | ||
`here <https://admin-docs.zammad.org/en/latest/system/integrations/i-doit.html>`_. | ||
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Why? | ||
---- | ||
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i-doit can help you keep track of troublesome equipment | ||
and find previous tickets from the last time something went wrong with it. | ||
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It’s also a great way to document quirks in the company’s belongings: | ||
Why haven’t we upgraded this system from Windows Vista yet? | ||
What did we decide to do about that faulty network switch? | ||
And why does the coffee maker keep shutting off before it’s finished? 🤬 | ||
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So How Does It Work? | ||
-------------------- | ||
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.. hint:: 👨💻 **New to i-doit?** | ||
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Ask your administrator / IT personnel to give you a tour—otherwise, | ||
the directions below might not make much sense. | ||
(And if your organization isn’t already using i-doit, | ||
this guide is not for you.) | ||
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In Zammad: Link i-doit assets to tickets | ||
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | ||
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First, add i-doit assets to a ticket in the ticket pane: | ||
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.. figure:: /images/extras/i-doit-track-company-property/add-ticket-with-idoit-asset_via-zammad.gif | ||
:alt: (Screencast) Create a new ticket and link it to an i-doit asset | ||
:align: center | ||
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Select **🖨 > i-doit > Change Objects**, then filter by category and/or name. | ||
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Once assets have been linked to a ticket, they can be accessed directly from the ticket view: | ||
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.. figure:: /images/extras/i-doit-track-company-property/quickjump-ticket-with-idoit-asset_via-zammad.gif | ||
:alt: (Screencast) Access an i-doit asset directly from the Zammad ticket view | ||
:align: center | ||
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Click on a linked asset in the ticket pane to open its page in i-doit. | ||
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In i-doit: List & create tickets for a given asset | ||
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | ||
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Your i-doit control panel should contain | ||
a list of all the tickets associated with each asset: | ||
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.. figure:: /images/extras/i-doit-track-company-property/quickjump-ticket-with-idoit-asset_via-idoit.gif | ||
:alt: (Screencast) See a list of all tickets for an asset in i-doit | ||
:align: center | ||
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Click the 💬 in the toolbar to list an asset’s tickets. | ||
Use the **🔗 Open in ticketsystem** button to open the ticket in Zammad. | ||
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You can even launch Zammad’s new ticket dialog directly from i-doit, | ||
with the asset already linked for you: | ||
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.. figure:: /images/extras/i-doit-track-company-property/add-ticket-with-idoit-asset_via-idoit.gif | ||
:alt: (Screencast) Launch the new ticket dialog from within i-doit | ||
:align: center | ||
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Use the **📄 Create ticket** button in the asset ticket list | ||
to start a new, pre-linked ticket dialog. |
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