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Ticket settings

Ticket settings screen in Octibiz

Overview

Six tabs: Statuses, Priorities, SLAs, Categories, Mail rules and Blacklist.

Ticket statuses and priorities are their own catalogues, separate from those of tasks. That is not an oversight: a ticket passes through different states than a task — waiting on customer makes no sense in a project.

Core tasks

Maintain statuses and priorities. As everywhere: statuses are data, not program. The category preserves the meaning, so that a freely named status counts correctly in reporting.

Define SLAs. An SLA defines the deadlines for first response and resolution. Two points determine whether it is usable:

  • Deadlines are calculated against business hours. A weekly schedule with opening times, time

zone and public holidays is the basis. Without it the clock would run at night and at weekends — and be breached by Monday morning without anybody having done anything wrong.

  • Without an assigned SLA there is no deadline, and therefore no SLA figures in the

support report.

  • Warning before the deadline. For each SLA you set at what percentage of the elapsed deadline

a ticket counts as "deadline approaching" — separately for response and resolution. Empty means: the SLA's default, otherwise 80 %. Who the warning reaches is set by the automation "SLA-Warnung: Bearbeiter benachrichtigen" (SLA warning: notify assignee) under Automations. It starts switched off and notifies the ticket's assignee; if a team lead should also be told, create a copy with a different recipient. There is no longer a recipient field on the SLA itself — it was never evaluated.

  • Escalation on a breach. When a deadline is breached, the automation

"SLA-Bruch: unzugewiesenes Ticket eskalierend zuweisen" (SLA breach: escalate unassigned ticket) takes over: a ticket without an assignee goes to the assignee pool of its category. It is switched on out of the box. If breached tickets should only be flagged, switch it off under Automations — a later update will not switch it back on. In existing installations where it still dates from the time it was shipped switched off, the update switches the escalation on, provided it was never changed: nobody ever switched it on or off, and its history goes back to its creation. When in doubt it stays off. Whether and why is recorded in the audit log for the automation (action backfill, actor system). Further consequences (raise the priority, notify the team lead) go into a copy of the automation.

  • Inform customers about escalations. Below the SLA area sits the switch **"Inform customers

about escalations". When it is on, the customer learns in the ticket conversation that the request is taking longer and is now handled with priority — on the ticket's channel, in their language, as a reply in the existing mail thread. At most one message per ticket; resolved and closed tickets and tickets without a customer address get none. The message does not count as a first response, so the response deadline stays breached. The switch is off out of the box and applies to all brands; to deviate per brand, add a row tickets.escalation_customer_notice with the brand under system settings (1 = on, 0 = off). The automation "SLA-Bruch: Kunden über die Eskalation informieren"** (SLA breach: inform the customer about the escalation) runs the flow; the action Ticket: Inform the customer about the escalation can also be used in your own automations.

Maintain categories. They structure the volume and are the usual anchor point for SLAs.

Set up mail rules. They govern what happens to incoming mail — assignment to a support team, for instance.

Maintain the blacklist. Senders that should not create a ticket in the first place. The most effective lever against a permanently full inbox — newsletters and automatic replies belong here, not in daily manual work.

Fields in detail

The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.

Ticket status

FieldRequiredValues / formatWhat it does
Key keyyesshort, stable textThe technical identifier for automation, reporting and the interface. Do not change it once tickets sit on it.
Label labelyestextWhat the agent sees. Freely changeable.
Category categorynoopen, pending, waiting for customer, solved, closedThe business meaning behind your name. The system decides by it what counts as open — not by the name.
Counts as resolved isResolvednoyes/noWhether a ticket in this status counts as resolved. The basis of the resolution rate and the trigger for the satisfaction survey.
Stops the clock stopsSlaClocknoyes/noThe most important field on the page. Set to yes, the service deadline does not keep running — exactly right for "waiting for customer", because their silence is not your delay. Set wrongly, your entire deadline measurement is off.
Colour colornocolour valueColour of the status marker.
Order sortOrdernonumberPosition in the selection.
Default isDefaultnoyes/noThe status a new ticket starts on.
Active activenoyes/noOff means no longer selectable; existing tickets keep it.

Priority

FieldRequiredValues / formatWhat it does
Key keyyesshort, stable textTechnical identifier; do not change once tickets sit on it.
Label labelyestextWhat the agent sees.
Level levelno1 to 4The ranking. It is not the name that decides "more urgent" but this number — sorting and escalation calculate with it.
Default service commitment defaultSlaIdnoa configured commitmentWhich deadlines apply at this priority when no contract says otherwise.
Colour colornocolour valueColour of the priority marker.
Order sortOrdernonumberPosition in the selection.
Default isDefaultnoyes/noPriority of a new ticket with no entry of its own.
Active activenoyes/noOff means no longer selectable.

Category

FieldRequiredValues / formatWhat it does
Key keyyesshort, stable textTechnical identifier; do not change once tickets sit on it.
Label labelyestextWhat the agent sees.
Parent category parentIdnoan existing categoryBuilds a two-level structure. Reports can roll up on the parent.
Default assignee defaultAssigneeIdnoan employeeWho automatically receives a ticket in this category.
Agent pool agentPoolnoseveral employeesAmong whom round-robin distributes when no fixed assignee is set.
Default brand defaultBrandIdnoone of your brandsThe brand tickets in this category are kept under.
Order sortOrdernonumberPosition in the selection.
Active activenoyes/noOff means no longer selectable.

Blocked senders

FieldRequiredValues / formatWhat it does
Type typeyesaddress or domainWhether a single address or a whole domain is blocked. A domain block also catches future, genuine requests from there — that is the blunt instrument.
Value valueyesaddress or domainWhat is blocked. Post from there no longer creates a ticket; it is rejected, not quietly deleted.
Scope scopenosystem-wide or per brandHow far the block reaches.
Brand brandIdwith "per brand"one of your brandsWhich brand it applies to.
Reason reasonnotextWhy it was blocked. The sentence that answers "why does nothing arrive from them?" in six months' time.
Active activenoyes/noOff lifts the block without losing the entry and its reason.

Settings & permissions

  • Module module.tickets.
  • Permission tickets.config.manage. The customer escalation switch is changed by whoever maintains system settings (platform.settings.manage).
  • A status's key is permanent, the label changeable at any time.
  • Deactivate rather than delete — existing tickets keep their status.

FAQ & troubleshooting

SLA deadlines seem too strict. Check the business hours. Without a weekly schedule the clock runs around the clock.

A ticket has no SLA. Then none applies to its category. Assign the SLA to the category.

The inbox fills with advertising. Add the senders to the blacklist.

Task statuses are not here. Correct — they live under Task settings, because they apply to tasks outside support as well.

tickets.settings · Available from version 0.5.0