Using WSS to log technical support calls
Create
1. From the create menu select Issues list and name your list as wanted.
2. Select to modify the issues list and scroll down to the
columns section
Columns
1. Add field Contact,
. Get
information from Contacts In this field Company. Input
required
2. Rename field Title to Requested by (ie caller)
3. Modify field Due date. Columns type Date and time, format Date onle, Default
value Todays date.
4. Modify Priority field and add/change choices that will be used (ie low,
normal, high, urgent). Input required
5. Modify field Status and/change choices that will be used (ie open, closed,
pending, WIP, future). Input required
6. Add field Product,
Input required
![]() Standard columns in an issues list |
![]() Help Desk columns after above changes |
Views
I'm going to explain my views options rather than the predefined views
1. All Calls - Displays all open calls
2. Open Calls - Displays all open calls for the logged in user
3. Closed Calls - Displays all closed calls for the logged in user
4. Pending Calls - Displays all Pending calls for the logged in user
5. WIP Calls - Displays all WIP (Work In Progress calls for the logged in user
Basically the views are all open calls for all users and open calls for the
logged in user based on the status selected.
the columns displayed are Edit, Issue ID (linked to item), Created, Priority,
Customer, Requested by, Product, Brief Description. All Calls also displays
Assigned To.
The filters for each view are as follows:
| All Calls | Open Calls | Closed Calls | Pending Calls | WIP Calls |
|
Status is equal to Open Current is equal to Yes
|
Status is equal to Open Current is equal to Yes Assigned to is equal to [Me] |
Status
is equal to Closed Current is equal to Yes Assigned to is equal to [Me] |
Status
is equal to Pending Current is equal to Yes Assigned to is equal to [Me] |
Status
is equal to WIP Current is equal to Yes Assigned to is equal to [Me] |
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| Standard columns in an issues list |
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| Help Desk views as described above |
Completed Help Desk list
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| Help Desk | Adding a call |
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| Call Logged | Callers details |
If you have any feedback or questions feel free to drop me a line.