Support and SLA control

Helpdesk Specification

Manage service tickets, queues, priorities, SLA targets, project-specific policies, and support follow-up inside the ERP workspace.

Overview

What this area does

The helpdesk module gives the platform an operational support layer. Tickets can be categorized, prioritized, assigned, tracked against SLA response and resolution targets, and filtered through quick queues so support teams can work from the most urgent queue first.

Current status

Progress for Helpdesk

Helpdesk dashboard, ticket queue, basic ticket lifecycle, SLA policy settings, project SLA overrides, and quick filters are in place.

In progress 68%
3
Tickets
3
Open tickets
4
SLA policies
Available Now
  • Ticket dashboard
  • Ticket queue
  • Ticket create/edit
  • SLA policies
  • Project-specific SLA
  • Quick queue filters
Recommended Next
  • Email-to-ticket intake
  • Agent workload view
  • SLA breach reports
  • Customer portal
Detailed specifications

Every major capability explained

Use this as a plain-language specification for what the Helpdesk area supports.

Ticket Queue

View and filter support tickets by queue, status, priority, category, project, owner, and SLA urgency.

Ticket Lifecycle

Create tickets with requestor context, priority, category, description, assignment, project link, and status progression.

SLA Policies

Configure first-response and resolution targets by priority, category, and project-specific override.

Quick Queue Filters

Use ready-made queue views for open, overdue, due today, unassigned, and priority-focused work.

Collaboration Records

Capture comments and attachments so support context remains attached to the ticket record.

Project Support Link

Optionally connect tickets and SLA rules to projects so delivery support can be monitored by engagement.

Operating flow

How to use this feature area

Follow these steps when setting up or operating this part of ERP Platform.

1

Create SLA policies for default priority targets and project-specific exceptions.

2

Create tickets with priority, category, requestor, project, and assignment context.

3

Use quick queue filters to focus on overdue, due today, unassigned, and urgent work.

4

Update status, comments, and attachments as support work progresses.

5

Review dashboard and SLA indicators to manage service performance.