helpdesk_workflow_template_data.xml 14 KB

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  1. <?xml version="1.0" encoding="utf-8"?>
  2. <odoo noupdate="1">
  3. <!-- Basic Support Workflow Template -->
  4. <record id="workflow_template_basic_support" model="helpdesk.workflow.template">
  5. <field name="name">Basic Support</field>
  6. <field name="description">Simple workflow with 3 stages: New, In Progress, and Solved. Includes basic SLA policies for response and resolution times.</field>
  7. <field name="active">True</field>
  8. <field name="stage_template_ids" eval="[]"/>
  9. <field name="sla_template_ids" eval="[]"/>
  10. </record>
  11. <!-- Premium Support Workflow Template -->
  12. <record id="workflow_template_premium_support" model="helpdesk.workflow.template">
  13. <field name="name">Premium Support</field>
  14. <field name="description">Enhanced workflow with 4 stages including On Hold. Faster SLA policies for premium customers.</field>
  15. <field name="active">True</field>
  16. <field name="stage_template_ids" eval="[]"/>
  17. <field name="sla_template_ids" eval="[]"/>
  18. </record>
  19. <!-- Development Workflow Template -->
  20. <record id="workflow_template_development" model="helpdesk.workflow.template">
  21. <field name="name">Development</field>
  22. <field name="description">Workflow for development teams with stages: New, Analysis, In Progress, Testing, and Done. Includes SLA policies by priority.</field>
  23. <field name="active">True</field>
  24. <field name="stage_template_ids" eval="[]"/>
  25. <field name="sla_template_ids" eval="[]"/>
  26. </record>
  27. <!-- Stage Template References for Basic Support -->
  28. <record id="stage_template_new" model="helpdesk.workflow.template.stage">
  29. <field name="template_id" ref="workflow_template_basic_support"/>
  30. <field name="name">New</field>
  31. <field name="sequence">0</field>
  32. <field name="fold">False</field>
  33. <field name="legend_blocked">Blocked</field>
  34. <field name="legend_done">Ready</field>
  35. <field name="legend_normal">In Progress</field>
  36. </record>
  37. <record id="stage_template_in_progress" model="helpdesk.workflow.template.stage">
  38. <field name="template_id" ref="workflow_template_basic_support"/>
  39. <field name="name">In Progress</field>
  40. <field name="sequence">1</field>
  41. <field name="fold">False</field>
  42. <field name="legend_blocked">Blocked</field>
  43. <field name="legend_done">Ready</field>
  44. <field name="legend_normal">In Progress</field>
  45. </record>
  46. <record id="stage_template_solved" model="helpdesk.workflow.template.stage">
  47. <field name="template_id" ref="workflow_template_basic_support"/>
  48. <field name="name">Solved</field>
  49. <field name="sequence">2</field>
  50. <field name="fold">True</field>
  51. <field name="legend_blocked">Blocked</field>
  52. <field name="legend_done">Ready</field>
  53. <field name="legend_normal">In Progress</field>
  54. </record>
  55. <!-- Stage Template References for Premium Support -->
  56. <record id="stage_template_new_premium" model="helpdesk.workflow.template.stage">
  57. <field name="template_id" ref="workflow_template_premium_support"/>
  58. <field name="name">New</field>
  59. <field name="sequence">0</field>
  60. <field name="fold">False</field>
  61. <field name="legend_blocked">Blocked</field>
  62. <field name="legend_done">Ready</field>
  63. <field name="legend_normal">In Progress</field>
  64. </record>
  65. <record id="stage_template_in_progress_premium" model="helpdesk.workflow.template.stage">
  66. <field name="template_id" ref="workflow_template_premium_support"/>
  67. <field name="name">In Progress</field>
  68. <field name="sequence">1</field>
  69. <field name="fold">False</field>
  70. <field name="legend_blocked">Blocked</field>
  71. <field name="legend_done">Ready</field>
  72. <field name="legend_normal">In Progress</field>
  73. </record>
  74. <record id="stage_template_on_hold_premium" model="helpdesk.workflow.template.stage">
  75. <field name="template_id" ref="workflow_template_premium_support"/>
  76. <field name="name">On Hold</field>
  77. <field name="sequence">2</field>
  78. <field name="fold">False</field>
  79. <field name="legend_blocked">Blocked</field>
  80. <field name="legend_done">Ready</field>
  81. <field name="legend_normal">In Progress</field>
  82. </record>
  83. <record id="stage_template_solved_premium" model="helpdesk.workflow.template.stage">
  84. <field name="template_id" ref="workflow_template_premium_support"/>
  85. <field name="name">Solved</field>
  86. <field name="sequence">3</field>
  87. <field name="fold">True</field>
  88. <field name="legend_blocked">Blocked</field>
  89. <field name="legend_done">Ready</field>
  90. <field name="legend_normal">In Progress</field>
  91. </record>
  92. <!-- Stage Template References for Development -->
  93. <record id="stage_template_new_dev" model="helpdesk.workflow.template.stage">
  94. <field name="template_id" ref="workflow_template_development"/>
  95. <field name="name">New</field>
  96. <field name="sequence">0</field>
  97. <field name="fold">False</field>
  98. <field name="legend_blocked">Blocked</field>
  99. <field name="legend_done">Ready</field>
  100. <field name="legend_normal">In Progress</field>
  101. </record>
  102. <record id="stage_template_analysis" model="helpdesk.workflow.template.stage">
  103. <field name="template_id" ref="workflow_template_development"/>
  104. <field name="name">Analysis</field>
  105. <field name="sequence">1</field>
  106. <field name="fold">False</field>
  107. <field name="legend_blocked">Blocked</field>
  108. <field name="legend_done">Ready</field>
  109. <field name="legend_normal">In Progress</field>
  110. </record>
  111. <record id="stage_template_in_progress_dev" model="helpdesk.workflow.template.stage">
  112. <field name="template_id" ref="workflow_template_development"/>
  113. <field name="name">In Progress</field>
  114. <field name="sequence">2</field>
  115. <field name="fold">False</field>
  116. <field name="legend_blocked">Blocked</field>
  117. <field name="legend_done">Ready</field>
  118. <field name="legend_normal">In Progress</field>
  119. </record>
  120. <record id="stage_template_testing" model="helpdesk.workflow.template.stage">
  121. <field name="template_id" ref="workflow_template_development"/>
  122. <field name="name">Testing</field>
  123. <field name="sequence">3</field>
  124. <field name="fold">False</field>
  125. <field name="legend_blocked">Blocked</field>
  126. <field name="legend_done">Ready</field>
  127. <field name="legend_normal">In Progress</field>
  128. </record>
  129. <record id="stage_template_done" model="helpdesk.workflow.template.stage">
  130. <field name="template_id" ref="workflow_template_development"/>
  131. <field name="name">Done</field>
  132. <field name="sequence">4</field>
  133. <field name="fold">True</field>
  134. <field name="legend_blocked">Blocked</field>
  135. <field name="legend_done">Ready</field>
  136. <field name="legend_normal">In Progress</field>
  137. </record>
  138. <!-- SLA Templates for Basic Support -->
  139. <record id="sla_template_basic_response" model="helpdesk.workflow.template.sla">
  140. <field name="template_id" ref="workflow_template_basic_support"/>
  141. <field name="name">Response Time - Normal Priority</field>
  142. <field name="sequence">10</field>
  143. <field name="stage_template_id" ref="stage_template_in_progress"/>
  144. <field name="time">4.0</field>
  145. <field name="priority">1</field>
  146. <field name="description">&lt;p&gt;Tickets should be responded to within 4 working hours&lt;/p&gt;</field>
  147. </record>
  148. <record id="sla_template_basic_resolution" model="helpdesk.workflow.template.sla">
  149. <field name="template_id" ref="workflow_template_basic_support"/>
  150. <field name="name">Resolution Time - Normal Priority</field>
  151. <field name="sequence">20</field>
  152. <field name="stage_template_id" ref="stage_template_solved"/>
  153. <field name="time">24.0</field>
  154. <field name="priority">1</field>
  155. <field name="description">&lt;p&gt;Tickets should be resolved within 24 working hours&lt;/p&gt;</field>
  156. </record>
  157. <!-- SLA Templates for Premium Support -->
  158. <record id="sla_template_premium_response_normal" model="helpdesk.workflow.template.sla">
  159. <field name="template_id" ref="workflow_template_premium_support"/>
  160. <field name="name">Response Time - Normal Priority</field>
  161. <field name="sequence">10</field>
  162. <field name="stage_template_id" ref="stage_template_in_progress_premium"/>
  163. <field name="time">2.0</field>
  164. <field name="priority">1</field>
  165. <field name="description">&lt;p&gt;Premium tickets should be responded to within 2 working hours&lt;/p&gt;</field>
  166. <field name="exclude_stage_template_ids" eval="[(4, ref('stage_template_on_hold_premium'))]"/>
  167. </record>
  168. <record id="sla_template_premium_resolution_normal" model="helpdesk.workflow.template.sla">
  169. <field name="template_id" ref="workflow_template_premium_support"/>
  170. <field name="name">Resolution Time - Normal Priority</field>
  171. <field name="sequence">20</field>
  172. <field name="stage_template_id" ref="stage_template_solved_premium"/>
  173. <field name="time">8.0</field>
  174. <field name="priority">1</field>
  175. <field name="description">&lt;p&gt;Premium tickets should be resolved within 8 working hours&lt;/p&gt;</field>
  176. <field name="exclude_stage_template_ids" eval="[(4, ref('stage_template_on_hold_premium'))]"/>
  177. </record>
  178. <record id="sla_template_premium_response_high" model="helpdesk.workflow.template.sla">
  179. <field name="template_id" ref="workflow_template_premium_support"/>
  180. <field name="name">Response Time - High Priority</field>
  181. <field name="sequence">30</field>
  182. <field name="stage_template_id" ref="stage_template_in_progress_premium"/>
  183. <field name="time">1.0</field>
  184. <field name="priority">2</field>
  185. <field name="description">&lt;p&gt;High priority premium tickets should be responded to within 1 working hour&lt;/p&gt;</field>
  186. <field name="exclude_stage_template_ids" eval="[(4, ref('stage_template_on_hold_premium'))]"/>
  187. </record>
  188. <record id="sla_template_premium_resolution_high" model="helpdesk.workflow.template.sla">
  189. <field name="template_id" ref="workflow_template_premium_support"/>
  190. <field name="name">Resolution Time - High Priority</field>
  191. <field name="sequence">40</field>
  192. <field name="stage_template_id" ref="stage_template_solved_premium"/>
  193. <field name="time">4.0</field>
  194. <field name="priority">2</field>
  195. <field name="description">&lt;p&gt;High priority premium tickets should be resolved within 4 working hours&lt;/p&gt;</field>
  196. <field name="exclude_stage_template_ids" eval="[(4, ref('stage_template_on_hold_premium'))]"/>
  197. </record>
  198. <!-- SLA Templates for Development -->
  199. <record id="sla_template_dev_analysis_normal" model="helpdesk.workflow.template.sla">
  200. <field name="template_id" ref="workflow_template_development"/>
  201. <field name="name">Analysis Time - Normal Priority</field>
  202. <field name="sequence">10</field>
  203. <field name="stage_template_id" ref="stage_template_analysis"/>
  204. <field name="time">8.0</field>
  205. <field name="priority">1</field>
  206. <field name="description">&lt;p&gt;Normal priority tickets should be analyzed within 8 working hours&lt;/p&gt;</field>
  207. </record>
  208. <record id="sla_template_dev_completion_normal" model="helpdesk.workflow.template.sla">
  209. <field name="template_id" ref="workflow_template_development"/>
  210. <field name="name">Completion Time - Normal Priority</field>
  211. <field name="sequence">20</field>
  212. <field name="stage_template_id" ref="stage_template_done"/>
  213. <field name="time">40.0</field>
  214. <field name="priority">1</field>
  215. <field name="description">&lt;p&gt;Normal priority tickets should be completed within 40 working hours&lt;/p&gt;</field>
  216. </record>
  217. <record id="sla_template_dev_analysis_high" model="helpdesk.workflow.template.sla">
  218. <field name="template_id" ref="workflow_template_development"/>
  219. <field name="name">Analysis Time - High Priority</field>
  220. <field name="sequence">30</field>
  221. <field name="stage_template_id" ref="stage_template_analysis"/>
  222. <field name="time">4.0</field>
  223. <field name="priority">2</field>
  224. <field name="description">&lt;p&gt;High priority tickets should be analyzed within 4 working hours&lt;/p&gt;</field>
  225. </record>
  226. <record id="sla_template_dev_completion_high" model="helpdesk.workflow.template.sla">
  227. <field name="template_id" ref="workflow_template_development"/>
  228. <field name="name">Completion Time - High Priority</field>
  229. <field name="sequence">40</field>
  230. <field name="stage_template_id" ref="stage_template_done"/>
  231. <field name="time">16.0</field>
  232. <field name="priority">2</field>
  233. <field name="description">&lt;p&gt;High priority tickets should be completed within 16 working hours&lt;/p&gt;</field>
  234. </record>
  235. <record id="sla_template_dev_analysis_urgent" model="helpdesk.workflow.template.sla">
  236. <field name="template_id" ref="workflow_template_development"/>
  237. <field name="name">Analysis Time - Urgent Priority</field>
  238. <field name="sequence">50</field>
  239. <field name="stage_template_id" ref="stage_template_analysis"/>
  240. <field name="time">2.0</field>
  241. <field name="priority">3</field>
  242. <field name="description">&lt;p&gt;Urgent tickets should be analyzed within 2 working hours&lt;/p&gt;</field>
  243. </record>
  244. <record id="sla_template_dev_completion_urgent" model="helpdesk.workflow.template.sla">
  245. <field name="template_id" ref="workflow_template_development"/>
  246. <field name="name">Completion Time - Urgent Priority</field>
  247. <field name="sequence">60</field>
  248. <field name="stage_template_id" ref="stage_template_done"/>
  249. <field name="time">8.0</field>
  250. <field name="priority">3</field>
  251. <field name="description">&lt;p&gt;Urgent tickets should be completed within 8 working hours&lt;/p&gt;</field>
  252. </record>
  253. </odoo>