[otrs] Looking for others in our field using OTRS

2008-08-15 Thread Aaron Spurlock
I'm interested in locating other companies using OTRS in the same field we are 
in. We are a small IT services shop, and as such, don't have the manpower on 
staff to dig in and tweak OTRS. I'd love to chat with someone about how you use 
OTRS, what workflow you've implemented and any customizations you've made. 
Obviously, it is your expertise in customizing OTRS we're looking for, so if 
you have developed some customizations we would like to implement, I'm 
definitely not above paying you for your time!

As a business model, we have scheduled maintenance visits to client locations 
that we perform. During those visits, we work on any number of tasks. Each task 
we work on for a client should be a ticket. Sometimes we also perform remote 
work and unscheduled work.

As far as billing, we typically bill for the visit, and not for each task. So 
we don't really use the time units in the tickets in OTRS, as they don't have 
a lot of meaning for us. So I am looking for how others have integrated time 
tracking with ticket tracking. Based on suggestions of others here, I am 
looking at tying together a timesheet type package with OTRS (currently 
evaluating Timetrex and a few others).

Obviously, if you are in the same geographical location as me, you might not 
want to share these secrets with me, and I understand. I am in the Salt Lake 
City, Utah, area, so if there is anyone who would like to share how they've 
implemented OTRS in this type of business, please let me know! Feel free to 
drop me a line off the list as well, as this might not be 100% pertinent to 
others here.
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[otrs] Exploring OTRS

2008-08-11 Thread Aaron Spurlock
I am exploring different ticketing systems and finding that one component we 
really need is not found in virtually any of them. I really like OTRS due to 
the mature communications structure, and wanted to see if anyone has any 
suggestions for whether OTRS is a good fit for what we need.

We currently perform scheduled IT service for clients. At this point, OTRS fits 
perfectly, because it gives clients the ability to submit their own tickets, 
set their priority, and receive feedback on the service being done.

There are 2 things I am seeking that I'm not 100% sure about with OTRS.

The first can probably be done by someone with some SQL and reporting skills. 
I'd like to be able to put together a summary of a visit to a client, in order 
to put together their monthly bill. It would allow them to see what was done 
during a particular visit. As the work done in OTRS is timestamped, I assume we 
could build a report that would let them see what is done when.

The other part, though, has me a little stumped in my searching about the 
Internet regarding OTRS. I'd also like to be able to track the visit itself as 
a time unit. This is different from time spent on a ticketed item itself, as 
any that are worked on during a visit don't really have a time applied to them. 
We might work on 5 different items during a visit, and trying to split time up 
between them becomes difficult. That is where we would like to just track time 
for the visit (arrived at left at).


I'm almost beginning to think we need to have a separate app developed that 
allows basic time tracking (time sheet?) in this manner, then tie together a 
MySQL query that will take the time of the visit from the timesheet app and 
find all the work done for the client during that time...

Does anyone have any experience with using OTRS in this manner? Is it all 
doable inside OTRS itself, or am I looking at tying a few different systems 
together? If so, does anyone have a good suggestion for a timesheet app that 
would allow us to track time spent at a client location?
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Re: [otrs] Exploring OTRS

2008-08-11 Thread Aaron Spurlock
Yeah, I find it is kind of difficult to express what I mean. John goes to 
Widgets Inc. John's scheduled appt is 2 hours, but due to varying 
circumstances, may end up there longer, which is why we need to track time, so 
we can bill the overage time.

While there, John has 6 different ticket items to work on. We want John to 
record what was done on a ticket-by-ticket basis, which is where OTRS is 
perfect. But for any individual ticket, we don't care to record time, as John 
doesn't usually sit down and work on one ticket from start to end. He might 
work on ticket 1, then ticket 2, then come back to ticket 1. You get the idea.

One solution we've used in the past is to create a separate ticket JUST for the 
visit itself. In that case, we could use the free text fields for timestamps 
and report based on those stamps.

But what I'd REALLY like, and this is where I'm thinking I might need to have 
another app developed/integrated with OTRS, is to have a begin visit button, 
which then allows picking the client, and then an end visit button. 
Essentially, all this would do is capture a start and end time, along with 
client and technician ID's to a table, then we could use those timestamps for 
billing, reporting, etc...

-Original Message-
From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tony Pagliaroli
Sent: Monday, August 11, 2008 2:56 PM
To: otrs@otrs.org
Subject: Re: [otrs] Exploring OTRS

Why not just put some free text fields in the ticket and allow your
agents to log in, enter the start/end time for their activities, then
sum that up in a report?  Or is what you're trying to do a bit more
complex than that?

-Original Message-
Message: 3
Date: Mon, 11 Aug 2008 14:21:33 -0600
From: Aaron Spurlock [EMAIL PROTECTED]
Subject: [otrs] Exploring OTRS
To: otrs@otrs.org otrs@otrs.org
Message-ID:

The other part, though, has me a little stumped in my searching about
the Internet regarding OTRS. I'd also like to be able to track the visit
itself as a time unit. This is different from time spent on a ticketed
item itself, as any that are worked on during a visit don't really have
a time applied to them. We might work on 5 different items during a
visit, and trying to split time up between them becomes difficult. That
is where we would like to just track time for the visit (arrived at
left at).


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Re: [otrs] Exploring OTRS

2008-08-11 Thread Aaron Spurlock
That's a great idea to integrate a time tracking apps 'ID' into the free text 
field of a ticket.

Have you used any time tracking apps you'd recommend to help jumpstart my 
search?

Thanks!

-Original Message-
From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter Beckman
Sent: Monday, August 11, 2008 3:32 PM
To: User questions and discussions about OTRS.org
Subject: Re: [otrs] Exploring OTRS

On Mon, 11 Aug 2008, Aaron Spurlock wrote:

 Yeah, I find it is kind of difficult to express what I mean. John goes to
 Widgets Inc. John's scheduled appt is 2 hours, but due to varying
 circumstances, may end up there longer, which is why we need to track
 time, so we can bill the overage time.

  I don't think OTRS is built to be a time tracking and billing system.
  Sure, there is rudimentary support for this using Time/work units, but it
  is not designed to do what you say: have an agent log in, and track the
  time from login to logout, or click to click, and have all tickets touched
  during that time reported as part of his/her day.

  The problem comes in where you have a single agent working for multiple
  companies at the same time.  What if John is working on site, and during
  that time he takes a call, and works on another ticket that is for UPS,
  Inc?  Does John need to stop what he's doing, log out of OTRS for that
  company, log into OTRS for another company, then deal with the ticket?
  Then log out and log back in again to get back to his on-site job?

  While you CAN do this, I doubt OTRS development will take this track.  Why
  don't you just use an existing time tracker, then with a block of time ID,
  you can put into the ticket that block ID.  Then you can search by blockID
  and see what tickets were associated with that block (freetext field).

  There are better time tracking systems out there.

Beckman
---
Peter Beckman  Internet Guy
[EMAIL PROTECTED] http://www.angryox.com/
---
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