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Offboarding Improvements

Related products:Freshservice
  • May 15, 2024
  • 2 replies
  • 71 views

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We’re currently implementing the offboarding process into our Freshservice environment, and it’s apparent that the module is quite limited.

Firstly, when the parent ticket is created, step 3 should allow you to create, either Child tickets or Tasks (or both). Currently, the child tickets created are per software assigned to the user, this should be the same logic for Tasks.

Secondly, from the parent ticket, using either Related Tickets, or the Tasks option, you should be able to assign them to an agent from that screen, and you should be able to resolve them from that screen also, without the need to open each one and edit.

Thirdly, when the child ticket/task is resolved, this should automatically unassign the associated asset.

 

2 replies

daminsky
Contributor
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  • Contributor
  • May 17, 2024

How did you get the child tickets to be created for managed software?  We can only get the email for unmanaged software as huge text list and it includes the managed software…

I agree though tasks would be better.  And be able to include checklists or other options on the parent ticket.


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Hi @daminsky,

I think you are referring to reclaiming software assets ? -- this is part two of the workflow.

You will need select, Automatically detect assets/Software mapped to the employee.

Hope that helps.

 

Kind regards,