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Administering
Configuring workflow processes
Workflow prerequisites

Workflow prerequisites

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Automating your workflow takes some time to implement because you must determine how best to make FootPrints reflect your business process. The following table lists the type of setup tasks that you might consider before you create a workflow.

Calendar and scheduling	Create a workspace work schedule. If FootPrints Sync is enabled, instruct your agents how to connect.
Quick Tickets	Create Quick Templates for recurring tickets. Create Master Quick Templates and subtasks.
Auto Assignment	Define Default Assignment rules. Define Auto Assignment rules.
Service level management	Configure SLT parameters. Define SLTs. Create escalation rules to support the SLTs.
Ticket configurations	Configure relationships between tickets and other items. Create email notification templates.
Escalations	Define any additional escalation rules needed to manage your tickets.
Customer surveys	Create customer surveys in workspaces for tracking user feedback. Create email templates for sending the surveys.

Related topics

Creating-workflow-processes

Configuring-workflow-processes

Tags: configuring_workflow concept

Last modified by ptayde on 2017/03/21 00:44

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